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MPFM Balanced Fund

 

Fund Inception Date: 4 November 2011

The investment objective of the Fund is to minimize short-term capital risk and maximize long-term return.

 

Fund Investment Policy

The Fund will invest in a diversified portfolio of international equities, bonds and money market instruments. The Fund’s assets will be 50% invested in global equities and 50% in global bonds and money market instruments. The risk level of the Fund is regarded as medium.

 
   

Management and Custodian Fee

Annual return for the Fund is net of 1% per annum all-in-one management and custodian fee, which will be paid out of Fund assets and reflected in the unit price of the Fund. Hence employers and employees are not required to make any separate payment.