HSBC MPF scheme and constituent funds

HSBC Mandatory Provident Fund – SuperTrust Plus offers a range of diversified investment options.

HSBC Mandatory Provident Fund SuperTrust Plus

Fund Information at a glance

HSBC Mandatory Provident Fund - SuperTrust Plus

Remarks

1. The investment objectives stated above only provides a brief description of the investment objectives of the constituent funds. Please refer to the `Principal Brochure' for further details.

2. It is important that you read this website in conjunction with the 'Principal Brochure' which contains more detailed information about HSBC MPF including information on its fund structure, fee table and our rights to alter the fees and charges.

3. Additional voluntary contributions are accepted at the discretion of the Trustee.

4. Investments involve risks. Past performance is not indicative of future performance. The value of financial instruments, in particular stocks and shares, and any income from such financial instruments, may go down as well as up. For further details including the product features and risks involved, please refer to the 'Principal Brochure'.

5. If you're in doubt about the meaning or effect of the contents of this website, you should seek independent professional advice.

6. If you would like to raise any concerns or make a complaint, you can write to or call the Administrator or the Trustee. The Administrator or the Trustee will then investigate the situation and take necessary actions as soon as practicable.

7. With effect from 9 August 2009, Capital Preservation Fund has been renamed as MPF Conservative Fund.

8. From 1 April 2017, the Default Investment Strategy has been launched and it comprises two constituent funds, namely the Age 65 Plus Fund and the Core Accumulation Fund. The Flexi-Managed Fund and Stable Growth Fund under HSBC Mandatory Provident Fund - SuperTrust Plus have been renamed and converted to Age 65 Plus Fund and Core Accumulation Fund respectively.

9. The Red-chips and private enterprises are eligible as the index constituents of the Hang Seng China Enterprises Index ('the Relevant Index') effective from March 2018. In view of the change to the Relevant Index, the name of the 'Hang Seng H-Share Index Tracking Fund' renamed to 'Hang Seng China Enterprises Index Tracking Fund' on 5 March 2018 in order to better reflect the constituents of the Relevant Index.

10. For the purpose of the Merger, the Global Equity Fund, Hang Seng China Enterprises Index Tracking Fund, ValueChoice Asia Pacific Equity Fund, ValueChoice Balanced Fund, ValueChoice European Equity Fund and ValueChoice US Equity Fund were replicated in all aspects with names, identical investment objectives and policies, fee levels, fees and charge structure with the corresponding constituent funds under the HSBC Mandatory Fund – ValueChoice and they were launched under the HSBC Mandatory Provident Fund – SuperTrust Plus on 1 July 2019.