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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 |
|
HSBC Pooled European Equity Fund (Unhedged) |
HSBC Pooled Investment Fund |
25/11/2024 |
|
HSBC Pooled Global Equity Fund (Unhedged) |
HSBC Pooled Investment Fund |
25/11/2024 |
|
FTSE MPF World REITs Index Tracking Fund富時強積金環球房地產投資信託追蹤指數基金 |
Invesco Pooled Investment Fund景順集成投資基金 |
06/12/2024 |
|
Global Income Fund環球入息基金 |
Invesco Pooled Investment Fund景順集成投資基金 |
06/12/2024 |
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 |
|
Principal Capital Guaranteed Fund信安保本基金 |
Principal Guaranteed Umbrella Fund信安保證傘子基金 |
29/09/2000 |
29/11/2024 |
|
Principal Guaranteed Umbrella Fund信安保證傘子基金 |
N/A |
29/09/2000 |
29/11/2024 |
|
Principal Long Term Guaranteed Fund信安長線保證基金 |
Principal Guaranteed Umbrella Fund信安保證傘子基金 |
29/09/2000 |
29/11/2024 |
|
Principal MPF Capital Stable Fund |
Principal MPF Fund |
27/10/2011 |
06/12/2024 |
|
Principal MPF HKD Bond Fund |
Principal MPF Fund |
30/08/2010 |
06/12/2024 |
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:22/12/2024
