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Fidelity 08.2015
Fidelity MPF Perspective
Review your investment portfolio with our latest Monthly Investment Report, and stay ahead of market trends!
Monthly Investment Report
Fidelity focus
Introducing a new “Fidelity MPF - Investment Insights” webcast
In order to adopt a proactive attitude towards MPF management, it is crucial to keep track of the investment environment. A brand-new “Fidelity MPF - Investment Insights” webcast is introduced to help you understand the investment environment. Charlotte Chan, Investment Director of HK Institutional Business, will provide market updates and insights through an easy-to-understand approach in the webcast so as to help you keep your finger on the pulse of today’s markets.
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Investment insights
Investing in volatile times
In view of recent market volatility, investors should keep their eyes for investment opportunities. This Q&A might help you understand the reasons causing such volatility, and the future development of the financial markets.
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MPF schemes offer different fund choices for members. Of all, target-date fund is also known as the ‘fund for lazy people’ fund, and links the investment portfolio to a target retirement date. Portfolio managers will rebalance your MPF portfolio based on your anticipated retirement date – just like a nutritionist would customise a diet plan based on your needs.
“Fidelity MPF Whiz”: Master time management and be the next lady “MPF Whiz”
Time and financial management is vital for businesswomen who need to balance work and family life. Fidelity’s Head of Institutional Relationship Management, Deborah Seto, has some advice for working women on proactive MPF management.
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MPF news
Terminal illness granted for early withdrawal of MPF benefits
Starting from 1 August 2015, terminal illness will be a ground for the early withdrawal of MPF benefits. To learn more about the qualifying conditions for an early withdrawal, such as eligibility, application procedures and things to pay attention to, please click on the link below.
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Account Consolidation Update your new contact details
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