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In this section you can identify the name and category of each constituent fund at the scheme level for a selected MPF provider. Please click on "Details" to explore the factsheet of a constituent fund, including information such as investment objective, strategy, performance and top 10 holdings.

Constituent Fund Investment Manager Mass Mandatory Provident Fund Scheme
Mass Mandatory Provident Fund Scheme - Global Growth Fund Legg Mason Asset Management Hong Kong Limited
Mass Mandatory Provident Fund Scheme - Asian Balanced Fund Franklin Templeton Investments (Asia) Limited
Mass Mandatory Provident Fund Scheme - Global Stable Fund Legg Mason Asset Management Hong Kong Limited
Mass Mandatory Provident Fund Scheme - Hong Kong Equities Fund Legg Mason Asset Management Hong Kong Limited
Mass Mandatory Provident Fund Scheme - Greater China Equity Fund J.P. Morgan Funds (Asia) Limited
Mass Mandatory Provident Fund Scheme - Asian Pacific Equity Fund Franklin Templeton Investments (Asia) Limited
Mass Mandatory Provident Fund Scheme - Global Equity Fund Franklin Templeton Investments (Asia) Limited
Mass Mandatory Provident Fund Scheme - US Equity Fund Franklin Templeton Investments (Asia) Limited
Mass Mandatory Provident Fund Scheme - European Equity Fund Franklin Templeton Investments (Asia) Limited
Mass Mandatory Provident Fund Scheme - Global Bond Fund Franklin Templeton Investments (Asia) Limited
Mass Mandatory Provident Fund Scheme - Mandatory Provident Fund Conservative Fund Legg Mason Asset Management Hong Kong Limited
Mass Mandatory Provident Fund Scheme - Guaranteed Fund Legg Mason Asset Management Hong Kong Limited

Service details

Scheme name: Mass Mandatory Provident Fund Scheme


Company background

Trustee MassMutual Trustees Limited
Administrator MassMutual Trustees Limited
Custodian Citibank N.A.
Investment manager Franklin Templeton Investments (Asia) Limited
J.P. Morgan Funds (Asia) Limited
Legg Mason Asset Management Hong Kong Limited
Experience in HK pension market Since 1995
Head office address 4/F, MassMutual Tower, 38 Gloucester Road, Hong Kong
 
Distribution channel
Direct sales N/A
Bank branches N/A
Brokers N/A
Agents N/A
 

Switching

Mechanism (Fund switching / Rebalancing) Fund Switching
Minimum switch-out percentage 1.0%
Cutoff time 16:00
Dealing date (Same day dealing / Forward dealing) Same day dealing
 
(I) Online switching
Switch count limits (Y/N) No
Switching fee (Y/N) No
 
(II) Hardcopy switching
Switch count limits (Y/N) No
Switching fee (Y/N) No
Means of instructions (Original copy / Fax copy) Original copy only
 

Publications & statements

(I) Fund fact sheet
Frequency (Monthly / Quarterly) Monthly
Means of distribution - hardcopy Mail to members once a year
Means of distribution - softcopy Available for web download on monthly basis
 
(II) Benefit statements
Annual Hardcopy
Semi-annual Hardcopy and softcopy
Quarterly Softcopy
Monthly Softcopy
 

Special voluntary contribution arrangement

Name Non-regular Voluntary Contribution
Minimum monthly SVC contribution $100
Minimum lump sum SVC contribution $100
Charges on voluntary contribution Standard management fees
 

Account enquiry

Enquiry item Internet Hotline (Handled by call operators) IVRS ATM Service center
Fund price Yes Yes N/A N/A Yes
Account balance Yes Yes N/A N/A Yes
No. of units held Yes Yes N/A N/A Yes
Investment return Yes Yes N/A N/A Yes
Investment switching / rebalancing Yes, fund switching only No N/A N/A Yes, fund switching only
Asset allocation Yes Yes N/A N/A Yes
Contribution record Yes, since date joined scheme Yes, since date joined scheme N/A N/A Yes
Transaction history Yes, since date joined scheme Yes, since date joined scheme N/A N/A Yes
View / Update personal information No No N/A N/A Yes
Administration forms / publications Yes Yes N/A N/A Yes
Operating hours 24 hours Mon - Fri: 09:00-17:30 N/A N/A Mon - Fri: 09:00-17:30
 

Service pledge

Member enrolment Within 8 business days
Contribution settlement Within 1 business day
Benefits payment Within 30 days
Asset transfer-in settlement Within 1 business day
Information update Within 8 business days
 

Customer contacts

Postal address 4/F, MassMutual Tower, 38 Gloucester Road, Hong Kong
Customer service centre 8/F, MassMutual Tower, 38 Gloucester Road, Hong Kong
Hotline Employer – 2919 9115
Member – 2919 9115
Website http://massmpf.massmutualasia.com