Fund Information
 
 

Manager Introduction

Multi-Manager Investing

You work hard for your money so let us help it grow. By trusting BCT with your assets, you are investing in quality fund management. That is why we have carefully selected eight well-known, trusted, and independent fund managing companies and guarantor to help grow your MPF and ORSO funds. These companies are completely unaffiliated with BCT by way of ownership or partnership, so you can be assured that we are looking out only for your interests only.

To select our fund managers and guarantor, we carefully vet their performance, track records and credentials, including investment philosophy, strategy, expertise, resources, consistency, ethics and compliance. We understand that it’s impossible to entirely predict the market, so in order to maintain consistent, reliable performance, we regularly review managers and their strategies to work on getting you consistent returns.


Allianz Global Investors Asia Pacific Limited
Allianz Global Investors Asia Pacific Limited

Allianz Global Investors Asia Pacific Limited (“Allianz Global Investors”) is one of the world’s leading active asset managers, operating across 25 locations worldwide, and with specialized in-house research teams around the globe. It has more than EUR498 billion in AUM for individuals, families and institutions worldwide and employ more than 650 investment professionals. (As at 30 Jun 2017)

Allianz Global Investors follows a two-word philosophy: Understand. Act. It describes how the Company looks at the world and how it behaves. It aims to stand out as the investment partner its clients trust by listening closely to understand their challenges, then acting decisively to provide them with solutions that meet their needs.

Source: Allianz Global Investors as at 30 Jun 2017.

Amundi Hong Kong Limited
Amundi Hong Kong Limited

With over USD1,530 billion of assets under management, Amundi Asset Management ("Amundi") ranks 1st in Europe and 8th worldwide*.

Amundi offers its clients in Europe, Asia-Pacific, the Middle-East and the Americas a wealth of market expertise and a full range of capabilities across the active, passive and real assets investment universes. Leveraging the benefits of its increased scope and size, Amundi has the ability to offer new and enhanced services and tools to its clients.

With its unique research capabilities and the skills of 5,000 team members and market experts based in 37 countries, Amundi provides retail, institutional and corporate clients with innovative investment strategies and solutions tailored to their needs, targeted outcomes and risk profiles.

* Data combined for Amundi and Pioneer Investments at 30/06/2017 prior to harmonisation of accounting methods for AuM. No. 1 European asset manager based on global AUM and the main headquarter being based in Continental Europe – Source IPE "Top 400 asset managers" published in Jun 2017 and based on AUM as at Dec 2016.

FIL Investment Management (Hong Kong) Limited
FIL Investment Management (Hong Kong) Limited

Fidelity International (“Fidelity”) provides world class investment solutions and retirement expertise to institutions, individuals and their advisers - to help our clients build better futures for themselves and generations to come. As a private company we think generationally and invest for the long term. Helping clients to save for retirement and other long term investing objectives has been at the core of our business for nearly 50 years.

We offer our own investment solutions and access to those of others, and deliver services relating to investing: For individual investors and their advisers we provide guidance to help them invest in a simple and cost effective way. For institutions including pension funds, banks and insurance companies we offer tailored investment solutions and full-service asset management outsourcing. We are responsible for client assets across Asia Pacific, Europe, the Middle East, and South America.

Source: Fidelity as at 7 Nov 2017

Invesco Hong Kong Limited
Invesco Hong Kong Limited

Invesco Hong Kong Limited (“Invesco”) is an independent investment management firm. With nearly 7,000 employees worldwide, Invesco manages over US$917.5 billion of assets under management around the globe, serving clients in more than 120 countries (as of 30 Sept 2017).

Invesco was established in 1935 and today operates in more than 20 countries. The firm is currently listed on the New York Stock Exchange under the symbol IVZ.

Invesco has managed the retirement needs of Hong Kong people since 1977. We use our experience and expertise to provide a superior service for our clients, and our diversified range of pension products provide comprehensive solutions to complex investment needs.

Source: Invesco as at 30 Sept 2017.

JPMorgan Funds (Asia) Limited
JPMorgan Funds (Asia) Limited

With about US$1.64 trillion in assets under management (the Asset Management client funds of J.P. Morgan Chase & Co. as at 30 Sept 2017) and offices in over 30 countries around the world, J.P. Morgan Asset Management offers global coverage with a strong local market presence, and leadership positions in most asset classes.

In Asia Pacific we have 7 offices, including Hong Kong as our regional headquarters, Australia, China, India, Japan, Korea, Singapore and Taiwan. With over 1,700 employees across the region, J.P. Morgan Asset Management is able to provide a constant link to these markets and to gather first-hand insights and perspectives.

Source: J.P. Morgan Asset Management as at 30 Sept 2017.

Schroder Investment Management (Hong Kong) Limited
Schroder Investment Management (Hong Kong) Limited

As a global investment manager, Schroder PLC (“Schroders”) helps institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. We are responsible for £430.2 billion (€488.3 billion/US$577.3 billion) of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 4,100 people across six continents who focus on doing just this.

We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do.

Source: Schroders as at 30 Sept 2017.

State Street Global Advisors Asia Limited
State Street Global Advisors Asia Limited

For nearly four decades, State Street Global Advisors Asia Limited (“State Street Global Advisors”) has been committed to helping our clients, and those who rely on them, achieve their investment objectives. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process spanning both indexing and active disciplines.

With trillions* in assets, our scale and global reach offer clients unrivaled access to markets, geographies and asset classes, and allow us to deliver thoughtful insights and innovative solutions. State Street Global Advisors is the investment management arm of State Street Corporation.

*Assets under management were US$2.67trillion as of 30 Sept 2017. Please note that AUM totals are unaudited.

Source: State Street Global Advisors as at 30 Sept 2017.

Franklin Templeton Investments (Asia) Limited
Franklin Templeton Investments (Asia) Limited

Franklin Templeton Investments is a global investment management organization with over US$753.2 billion assets under management*.

With over 70 years of experience and proven ability to navigate through all market cycles, Franklin Templeton Investments’ 650+ investment professionals worldwide are dedicated to deliver exceptional asset management for our institutional, pension and retail clients in over 170 countries.

By bringing together multiple, world-class investment teams in a single firm, we are able to offer specialized expertise across styles and asset classes, all supported by the strength and resources of one of the world’s largest asset managers. This has helped us to become a trusted partner to millions of investors across the globe.

*Source: Franklin Templeton Investments as at 30 Sept 2017.

China Life Insurance (Overseas) Company Limited
China Life Insurance (Overseas) Company Limited

China Life Insurance (Overseas) Company Limited (“China Life (Overseas)") is a wholly-owned subsidiary of China Life Insurance (Group) Company, the largest financial insurance corporation in China. For 15 consecutive years, the parent company is a Fortune Global 500 company, which ranks 51 in 2017, with brand value of over RMB 287.1 billion. China Life (Overseas) set up its branch in Hong Kong in 1984 which business covers 3 main categories, including life insurance, investment as well as provident fund service., The company is committed to providing customers with high-quality products and professional services.

Source: China Life (Overseas) as at 2 Nov 2017