AMTD MPF Scheme

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AMTD MPF Scheme (“the Scheme”) currently offers 16 Constituent Funds, which consists equity funds (including single country fund), bond fund, money market fund as well as mixed asset funds.

You should consider your own risk tolerance level and financial circumstances before making any investment choices. When, in your selection of funds, you are in doubt as to whether a certain fund is suitable for you (including whether it is consistent with your investment objectives), you should seek financial and/or professional advice and choose the fund(s) most suitable for you taking into account your circumstances.

You should not invest solely based on the information provided in this material and should read the Principal Brochure for details.

Fees and charges of MPF Conservative Fund can be deducted from either (i) the assets of the fund or (ii) members' account by way of unit deduction. AMTD Invesco MPF Conservative Fund uses method (i) and, therefore, unit prices / NAV / fund performance quoted have incorporated the impact of fees and charges.

You should consider your own risk tolerance level and financial circumstances before making any investment choices. When, in your selection of funds or the Default Investment Strategy, you are in doubt as to whether a certain fund or the Default Investment Strategy is suitable for you (including whether it is consistent with your investment objectives), you should seek financial and/or professional advice and choose the fund(s) most suitable for you taking into account your circumstances.

In the event that you do not make any investment choices, please be reminded that your contributions made and/or benefits transferred into the Plan will be invested in accordance with the Default Investment Strategy, which may not necessarily be suitable for you.

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Investment Options

AMTD MPF Scheme offers 16 investment options to suit your retirement need.

AMTD Invesco MPF Conservative Fund
Risk: Low

To invest in HK dollar deposits, HK dollar denominated money market instruments as well as short-dated fixed interest securities.

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AMTD Invesco Global Bond Fund
Risk: Low

Around 50% to 90% of the net asset value of the constituent fund invests in Invesco Pooled Investment Fund - International Bond Fund which in turn invests in global bonds; and around 10% to 50% of the net asset value of the constituent fund invests in Invesco Pooled Investment Fund - HK $ Bond Fund which in turn primarily invests in a portfolio of HK dollar denominated bonds and may invest no more than 10% of its net asset value in non-HK dollar denominated bonds which primarily consist of USD denominated bonds.

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AMTD Invesco Asia Fund
Risk: High

Up to 100% of the net asset value of the underlying APIF invests in Asian (excluding Hong Kong and Japanese) equities.

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AMTD Invesco Europe Fund
Risk: High

Up to 100% of the net asset value of the underlying APIF invests in European (including the United Kingdom) equities.

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AMTD Invesco Hong Kong and China Fund
Risk: High

Up to 100% of the net asset value of the underlying APIF invests in Hong Kong and China related securities.

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AMTD Invesco Target 2018 Retirement Fund
Risk: Medium

The investment manager strategically allocates the assets with the target retirement year 2018 among underlying Invesco Pooled Investment Funds - HK $ Bond Fund, International Bond Fund, Asia Fund, Hong Kong and China Fund, Europe Fund, Japan Fund and North America Fund according to an asset allocation strategy that becomes increasingly conservative over time.

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AMTD Invesco Target 2028 Retirement Fund
Risk: High

The investment manager strategically allocates the assets with the target retirement year 2028 among underlying Invesco Pooled Investment Funds - HK $ Bond Fund, International Bond Fund, Asia Fund, Hong Kong and China Fund, Europe Fund, Japan Fund and North America Fund according to an asset allocation strategy that becomes increasingly conservative over time.

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AMTD Invesco Target 2038 Retirement Fund
Risk: High

The investment manager strategically allocates the assets with the target retirement year 2038 among underlying Invesco Pooled Investment Funds - HK $ Bond Fund, International Bond Fund, Asia Fund, Hong Kong and China Fund, Europe Fund, Japan Fund and North America Fund according to an asset allocation strategy that becomes increasingly conservative over time.

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AMTD Invesco Target 2048 Retirement Fund
Risk: High

The investment manager strategically allocates the assets with the target retirement year 2048 among underlying Invesco Pooled Investment Funds - HK $ Bond Fund, International Bond Fund, Asia Fund, Hong Kong and China Fund, Europe Fund, Japan Fund and North America Fund according to an asset allocation strategy that becomes increasingly conservative over time.

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AMTD Invesco Core Accumulation Fund
Risk: Medium to High

The underlying APIFs is expected to invest 60% of its net asset in higher risk assets (such as global equities), with the remainder investing in lower risk assets (such as global bonds, cash and money market instruments). The asset allocation to higher risk assets may vary between 55% and 65% due to differing price movements of various equity and bond markets. Subject to the above asset allocation limit, the investment manager of the Invesco Pooled Investment Fund – Core Accumulation Fund invested by the CAF has discretion as to the asset allocation of the Invesco Pooled Investment Fund – Core Accumulation Fund.

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AMTD Invesco Age 65 Plus Fund
Risk: Low

The underlying APIFs is expected to invest 20% of its net asset value in higher risk assets (such as global equities), with the remainder investing in lower risk assets (such as global bonds, cash and money market instruments). The asset allocation to higher risk assets may vary between 15% and 25% due to differing price movements of various equity and bond markets. Subject to the above asset allocation limit, the investment manager of the Invesco Pooled Investment Fund – Age 65 Plus Fund invested by the A65F has discretion as to the asset allocation of the Invesco Pooled Investment Fund – Age 65 Plus Fund.

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AMTD Allianz Choice Dynamic Allocation Fund
Risk: Low

The underlying APIF is expected to adopt a dynamic asset allocation strategy in order to achieve optimal return under evolving market conditions. In strong equity market, the underlying APIF may invest up to 50% of its assets in equities. In weaker market conditions, the portfolio of the underlying APIF may be rebalanced to preserve capital through the holding of fixed-interest securities. If market conditions so require, the underlying APIF may hold no equities and invest fully in fixed-interest securities and cash only.

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AMTD Allianz Choice Capital Stable Fund
Risk: Low

The underlying APIF is expected to invest 30% of its assets in equities and 70% in fixed-interest securities.

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AMTD Allianz Choice Stable Growth Fund
Risk: Medium

The underlying APIF is expected to invest 50% of its assets in equities and 50% in fixed-interest securities.

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AMTD Allianz Choice Balanced Fund
Risk: Medium to High

The underlying APIF is expected to invest 70% of its assets in equities and 30% in fixed-interest securities.

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AMTD Allianz Choice Growth Fund
Risk: High

The underlying APIF may invest in the countries comprised in the MSCI World Index which covers all the major world stock markets including those in Japan, North America, Asia and Europe.

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