Fund options
For Barclays Capital Asia Ltd. – The Retirement + Plus Plan
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, multi-asset lifecycle fund, fixed income fund and money market fund, for your ORSO scheme investment based on your personal risk profile.
Equity Fund
Fund name | Fund center |
|---|---|
Schroder ISF Hong Kong Equity | |
Schroder ISF QEP Global Emerging Markets 1 | |
Schroder ISF Asian Opportunities | |
Schroder ISF QEP Global Core 1 |
1 This fund is not authorised by the Securities and Futures Commission in Hong Kong and not available to the public of Hong Kong.
Multi-Asset Lifecycle Fund
Fund name | Fund centre |
|---|---|
Schroder Growth Fund | |
Schroder Balanced Investment Fund | |
Schroder Stable Growth Fund | |
Schroder Capital Stable Fund |
Fixed Income Fund
Fund name | Fund centre |
|---|---|
Schroder ISF Global Bond |
Money Market Fund
Fund name | Fund centre |
|---|---|
Schroder U.S. Dollar Money Fund | |
Schroder Hong Kong Money Market Fund |
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.