Fund options
For ASM Independent Retirement Scheme
About Schroders
For more than 40 years Schroders has managed pension schemes on behalf of our clients in Hong Kong. Our 200 years of investment experience, innovation and professionalism adds up to excellent quality provident fund service for both employers and members.
As a leading ORSO member choice scheme service provider in Hong Kong, we manage assets for defined benefit and defined contribution schemes, member choice and non-member choice. Schroders also offers a comprehensive range of investment management products and services for institutional clients throughout the world, including quasi-government bodies, charities, and multi-national corporations. We have a proven successful track record in providing asset management services to institutional investors, and we are confident that whether your retirement scheme has pooled or segregated requirements, we have the investment solution to cater for your needs.
Fund options at-a-glance
To cater for different individuals’ investment objectives, Schroders offers a wide selection of funds to suit your needs. As a member of the scheme, you may select different funds, namely equity fund and multi-asset lifecycle fund, for your ORSO scheme investment based on your personal risk profile.
Equity Fund
Fund name | Description |
|---|---|
Schroder ISF Asian Opportunities | The fund aims to provide capital growth by investing in equity and equity related securities of Asian companies (excluding Japan). |
Multi-Asset Lifecycle Fund
Fund name | Description |
|---|---|
Schroder Balanced Investment Fund | The fund aims to outperform a strategic allocation of 70% global equity and 30% global fixed income and money market instruments through active asset allocation and security selection, as well as tactical allocation to alternative investments. |
Schroder Stable Growth Fund | The fund aims to outperform a strategic allocation of 50% global equity and 50% global fixed income and money market instruments through active asset allocation and security selection, as well as tactical allocation to alternative investments. |
Schroder Capital Stable Fund | The fund aims to outperform a strategic allocation of 30% global equity and 70% global fixed income and money market instruments through active asset allocation and security selection, as well as tactical allocation to alternative investments. |
Risk ranking
Note: Risk level is defined using a 5-point scale as 1 = lowest risk investment, 2 = low to medium risk investment, 3 = medium to medium high risk investment, 4 = high risk investment, 5 = very high risk investment. The risk level of the funds and classification are for reference only and subject to our review at least annually. The funds are risk rated mainly based on a volatility integrated methodology with both quantitative and qualitative assessments.