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List of Registered MPF Schemes – Details Page

Scheme

Name of Scheme (English) Principal MPF - Smart Plan
Name of Scheme (Chinese) 信安強積金 - 明智之選
Type Master Trust Scheme
Financial Year Date (DD-MM) 31-12

Trustees and their particulars

Name ( English ) Name ( Chinese )
Principal Trust Company (Asia) Limited 信安信託 (亞洲) 有限公司

Investment Managers

Name ( English ) Name ( Chinese )
Principal Asset Management Company (Asia) Limited
(except Principal - Hang Seng Index Tracking Fund)
信安資金管理(亞洲)有限公司
(信安 - 恒指基金除外)

Note: For the name of investment manager for each of the constituent fund under the scheme, please refer to Information Centre > Useful Lists > Approved Constituent Funds.

Constituent Funds and their particulars

Name ( English ) Name ( Chinese ) Date of Approval
(dd/mm/yyyy)
Principal - Hang Seng Index Tracking Fund 信安 - 恒指基金 16/01/2014
Principal - MPF Conservative Fund 信安 - 強積金保守基金 31/01/2000
Principal Age 65 Plus Fund 信安65歲後基金 25/11/2016
Principal Balanced Fund 信安均衡基金 31/01/2000
Principal Cash Fund 信安流動基金 31/01/2000
Principal Core Accumulation Fund 信安核心累積基金 25/11/2016
Principal Dynamic Asia Pacific Equity Fund 信安動力亞太股票基金 14/09/2010
Principal Dynamic Asian Bond Fund 信安動力亞洲債券基金 29/06/2012
Principal Dynamic Global Bond Fund 信安動力環球債券基金 14/09/2010
Principal Dynamic Global Equity Fund 信安動力環球股票基金 31/01/2000
Principal Dynamic Greater China Equity Fund 信安動力大中華股票基金 29/06/2012
Principal Dynamic Hong Kong Equity Fund 信安動力香港股票基金 14/09/2010
Principal Growth Fund 信安增長基金 31/01/2000
Principal Guaranteed Fund 信安保證基金 31/01/2000
Principal Stable Fund 信安平穩基金 31/01/2000

* All Approved Constituent Funds are denominated in HKD.

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Last Revision Date: 21/10/2020