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Sun Life Mpf Basic Scheme Balanced Growth Portfolio (0P00008SQ0)

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FWD MPF Master Trust Basic Scheme-FWD MPF Basic Sc historical data, for real-time data please try another search
21.720 0.000    0%
29/11 - Delayed Data. Currency in HKD
  • Morningstar Rating:
  • Total Assets: 214.15M
Type:  Fund
Market:  Hong Kong
Issuer:  Sun Life Hong Kong Limited
Asset Class:  Equity
FWD MPF Master Trust Basic Scheme-FWD MPF Basic Sc 21.720 0.000 0%

0P00008SQ0 Overview

 
On this page you'll find an in-depth profile of Sun Life Mpf Basic Scheme Balanced Growth Portfolio. Learn about the key management, total assets, investment strategy and contact information of 0P00008SQ0 among other information.
Category

Moderately Aggressive Allocation

Total Assets

214.15M

Expenses

1.72%

Inception Date

Dec 05, 2000

Investment Strategy

The objective is to achieve a long term return in excess of salary inflation in Hong Kong (as indicated by the Hong Kong Monthly Digest of Statistics as published by the Census and Statistics Department of the Government of Hong Kong SAR). The target asset allocation is 45% - 85% equities, 0% - 40% bonds and 0% - 20% cash. It is a high risk fund portfolio and appropriate for middle-aged investors who are willing to take medium to high risk in return for moderate capital growth (Value of this portfolio will fluctuate both upwards and downwards). The fund invests in a single approved pooled investment fund managed by Schroder Investment Management (Hong Kong) Limited and may also hold cash up to 5% of its assets.

Contact Information

Address 20/F, One Exchange Square,Central, Hong Kong
Hong Kong,
Hong Kong
Phone 852-2103-8888

Top Executives

Name Title Since Until
Not Disclosed - 2000 Now
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