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Useful Lists

Movement of Approved Pooled Investment Funds (APIF) during the last 12 months

Approved Pursuant to Section 6(1)(b) of the Mandatory Provident Fund Schemes (General) Regulation for the purpose of investment by constituent funds and approved pooled investment funds.

Addition

Name of Pooled Investment Fund
Name of Umbrella Fund
Date of Approval
(dd/mm/yyyy)

Advanced Global Equity Fund - HKD Hedged

Schroder Institutional Pooled Funds

05/12/2023

Smart North American Equity Fund

Schroder Institutional Pooled Funds

05/12/2023

BEA Union Investment Asia Fund東亞聯豐亞洲基金

BEA Union Investment Capital Growth Fund東亞聯豐資本增長基金

15/12/2023

BEA Union Investment Europe Fund東亞聯豐歐洲基金

BEA Union Investment Capital Growth Fund東亞聯豐資本增長基金

15/12/2023

BEA Union Investment Japan Fund東亞聯豐日本基金

BEA Union Investment Capital Growth Fund東亞聯豐資本增長基金

15/12/2023

BEA Union Investment US Fund東亞聯豐美國基金

BEA Union Investment Capital Growth Fund東亞聯豐資本增長基金

15/12/2023

JPMorgan SAR China A-Shares Fund摩根宜安中國A股基金

N/A

20/03/2024

JPMorgan SAR Pan Asia Fund摩根宜安泛亞洲基金

N/A

20/03/2024

Sun Life IF Core Asian Equity Fund永明投資基金亞洲核心股票基金

The Sun Life Investment Funds永明投資基金

29/05/2024

Sun Life IF Core Global Equity Fund永明投資基金環球核心股票基金

The Sun Life Investment Funds永明投資基金

29/05/2024

Sun Life IF Core Hong Kong Equity Fund永明投資基金香港核心股票基金

The Sun Life Investment Funds永明投資基金

29/05/2024

Sun Life IF US Bond Fund永明投資基金美國債券基金

The Sun Life Investment Funds永明投資基金

29/05/2024

BEA Union Investment Short Duration Bond Fund東亞聯豐短期債券基金

BEA Union Investment Capital Growth Fund東亞聯豐資本增長基金

04/07/2024

Taikang New Drivers China A-shares Fund泰康新動力中國A股基金

Taikang Age of Longevity Unit Trust Fund

10/07/2024

Hong Kong and China Equity Fund中港股票基金

Schroder Institutional Pooled Funds

17/07/2024

Fidelity Global Investment Fund – China A Shares Fund富達環球投資基金 – 中國A股基金

Fidelity Global Investment Fund富達環球投資基金

01/08/2024

Fidelity Global Investment Fund – China A Shares Fund (MPF)富達環球投資基金 – 中國A股基金 (強積金)

Fidelity Global Investment Fund富達環球投資基金

01/08/2024

E Fund (HK) Asia Pacific Equity ESG Fund易方達 (香港) 亞太股票ESG基金

E Fund (HK) MPF Series易方達﹝香港﹞強積金系列

09/09/2024

E Fund (HK) China Equity ESG Fund易方達 (香港) 中國股票ESG基金

E Fund (HK) MPF Series易方達﹝香港﹞強積金系列

09/09/2024

E Fund (HK) Global Equity ESG Fund易方達 (香港) 全球股票ESG基金

E Fund (HK) MPF Series易方達﹝香港﹞強積金系列

09/09/2024

E Fund (HK) Hong Kong Equity ESG Fund易方達 (香港) 香港股票ESG基金

E Fund (HK) MPF Series易方達﹝香港﹞強積金系列

09/09/2024

E Fund (HK) MPF Series易方達 (香港) 強積金系列

N/A

09/09/2024

Deletion

Name of Approved Pooled Investment Fund
Name of Umbrella Fund
Date of Approval
(dd/mm/yyyy)
Date of Cancellation of Approval
(dd/mm/yyyy)

JPMorgan SAR Global Emerging Markets Fund摩根宜安環球新興市場基金

N/A

20/07/2009

02/02/2024

RMB and HKD Fixed Income Fund人民幣及港元定息基金

Schroder Institutional Pooled Funds

04/12/2002

22/05/2024

Principal Guaranteed Fund Policy信安保證基金保單

N/A

31/10/2000

10/07/2024

Global Balanced Fund環球均衡基金

Schroder Institutional Pooled Funds

29/11/2011

14/08/2024

Schroder MPF Capital Stable Fund施羅德強積金資本平穩基金

Schroder MPF Umbrella Fund施羅德強積金傘型基金

17/08/2000

14/08/2024

Schroder MPF Growth Fund施羅德強積金增長基金

Schroder MPF Umbrella Fund施羅德強積金傘型基金

17/08/2000

14/08/2024

Sun Life MPF Capital Guaranteed Policy

N/A

09/10/2000

19/11/2024

Name Change

New Name of Approved Pooled Investment Fund
Old Name of Approved Pooled Investment Fund
Name of Umbrella Fund
Effective Date of Change
(dd/mm/yyyy)

Bonitas Pooled Investment Fund SeriesBonitas 匯集投資基金系列

BCT Pooled Investment Fund SeriesBCT 匯集投資基金系列

N/A

02/07/2024

Last Revision Date:21/11/2024