Apart from Defined Benefit portfolios, Fidelity International (Fidelity) has been managing pooled funds for DC institutional clients since 1989. Our broad range of funds gives clients the benefit of our global resources and the stock picking expertise of Fidelity's investment management teams around the world.
Fidelity is the leading manager for ORSO member choice schemes and the only 'pure' fund manager amongst the top 10 MPF providers in Hong Kong*. Our MPF business is an extension of our successful business in the ORSO defined contribution market. Fidelity has been serving Hong Kong's ORSO scheme since the latter was established in 1993, and in 2000 we launched our MPF Master Trust scheme, partnering with HSBC Institutional Trust Services (Asia) Limited as the trustee and administrator.
With our dedicated and experienced team of professionals, we are recognised by employers, large and small, who continue to appoint Fidelity as their pension provider. Well recognised by the industry, we have been acknowledged with numerous renowned industry honours both locally and regionally.
Fidelity's retirement solution to the Hong Kong market needs encompass a unique bundling of a wide range of product choices, outstanding performance, investment guidance and education along with a host of convenient account management services. It is an integrated and practical approach to retirement planning which we believe are answers that employers and members look for.
Investment performance - Through a rigorous process of research and monitoring, we are committed to delivering consistent and outstanding investment performance.
Investment choice - Among the world's largest fund management organisation, Fidelity offers a comprehensive range of over 100 pension and retail funds across all major asset classes and regions to meet your investment needs.
Investment guidance and education - Fidelity's dedicated investment specialists, targeted education materials and online planning tools offer professional guidance and education to help members define, evaluate and reach their retirement investment goals every step of the way.
Convenience - All you need is a single point of contact and one phone number to remember. In conjunction with our one-stop online portal, accessing and managing your pension scheme is possible 24 hours a day from anywhere. The single contact point saves employers' and members' time on enquiries, requests to update portfolios, account consolidations etc.
* Gadbury Group Limited, as at 30 September 2012. By 'pure' we mean no ownership connection to banks and insurance companies who tend to have large branch networks or sales forces.