A comprehensive MPF solution to meet your retirement needs

The Mandatory Provident Fund is an essential part of your retirement planning and future financial security. To ensure your MPF benefits are looked after well, you need an MPF scheme provider with a strong investment management track record and extensive global investment experience. At Fidelity, we offer you both advantages and much more through the Fidelity Retirement Master Trust.

Why Fidelity for MPF

With the Fidelity Retirement Master Trust, you enjoy a wide range of benefits, including:

  • Our commitment to delivering consistent and outstanding investment performance through a rigorous process of investment research and  monitoring.
  • A wide selection of funds to match your investment objectives as they change at every stage of your life.
  • Our innovative Fidelity SaveEasy* funds, which automatically adjust asset allocation to an appropriate risk level as you get nearer to retirement.
  • Convenient 24-hour secure access to your MPF account through Fidelity's retirement services website and telephone hotline.
  • Dedicated investment specialists, targeted education materials and online planning tools offer to help you define, evaluate and reach your retirement goals.


Who operates the Fidelity Retirement Master Trust?

The Investment Manager
The Investment Manager is FIL Investment Management (Hong Kong) Limited, a subsidiary of Fidelity Worldwide Investment. As the Investment Manager, FIL Investment Management (Hong Kong) Limited is responsible for managing the assets of the Fidelity Retirement Master Trust, drawing on its extensive global experience as an investment manager.  

The Trustee and Custodian
The Trustee and Custodian is HSBC Institutional Trust Services (Asia) Limited, a wholly-owned subsidiary of HSBC Holdings plc and leading provider of administration, custodian and trustee services. As the Trustee, HSBC Institutional Trust Services (Asia) is responsible for the safekeeping of the assets of the Fidelity Retirement Master Trust and has been approved by the MPF Authority to serve this role.

The Administrator
The Administrator is also HSBC Institutional Trust Services (Asia) Limited, which has devoted substantial resources to developing services for retirement schemes in Hong Kong. As the Administrator of the Fidelity Retirement Master Trust, HSBC Institutional Trust Services (Asia) Limited has various duties, including maintenance of accounting records, calculation and payment of benefits to members and valuation of constituent funds.

* Fidelity SaveEasy Funds are not savings deposits and involve investment risks. This product may not be suitable for everyone. Investors should also consider factors other than age and review their own investment objectives.

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