Investment Management for MPF scheme

Schroders and Sun Life form MPF strategic relationship in Hong Kong

Schroder Investment Management (Hong Kong) Limited (“Schroders”) and Sun Life Hong Kong Limited (“Sun Life”) entered into a strategic relationship for Schroders’ Mandatory Provident Fund (“MPF”) business, which would provide enhanced customer support to clients of the Schroder MPF Master Trust (“Scheme”).

The Scheme had assets under management of HK$1.3 billion at March 31, 2016. Under the strategic relationship, the sponsorship of the Scheme is transferred to Sun Life and the name of the Scheme has been changed. A notice with details of the changes has been issued to all members of the Scheme.

Schroders continues as the investment manager of the Scheme, and Sun Life is dedicated to serving members of the Scheme. With the combined expertise of two global organizations, Schroders and Sun Life continue to enhance the Scheme to deliver better value for its members.

Schroders has been providing asset management services for pension clients in Hong Kong for over 40 years, and this remains an integral part of its business. This strategic relationship allows Schroders to focus on its core strength as an investment manager. Sun Life is a fast growing MPF provider with the highest growth in market share over the past five years.1

For further information on Sun Life’s MPF schemes, please click here.

For log on the Online Pension Services Centre, please click here to visit Sun Life Hong Kong’s homepage and access the Customer Corner. For enquiries about the related MPF scheme, please call (852) 2971 0200.

1 Market share growth based on Assets Under Management (AUM) growth from 2010 to 2015. Source: The Gadbury MPF Market Shares Report.