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Useful Information
Insurance for Staff members
Cost Allocation Practices
Performance Pledge
HKBU 1998 Superannuation Fund

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Membership of Superannuation Fund Supervisory Board

 

Member Type
Capacity
Name of Serving Members

Chairman

Chairman of Finance Committee of Council 
ex officio

Mr Kevin C K LIEM

Deputy Chairman

Chairman of Human Resources Committee of Council 
ex officio

Mr Paul W Y POON

Members

Chairman of Council
ex officio

Dr Clement C J CHEN, GBS, JP

Members

President and Vice-Chancellor
ex officio

Prof Alex WAI

Members

Up to two Council Members*

Dr Alex W Y YU
[vacant]

Members

Up to two non-executive members*

[vacant]

Members

Up to two staff representative members*

Dr Theresa F N KWONG 

Prof Patrick W C LAU

Members

Director of Human Resources Office
ex officio

Mr Adam H L LAU

Secretary

Director of Finance

Mr Adonis K M LEE

* Nominated by PVC and appointed by the Chairman of the Supervisory Board

Warning Message:

The information provided below is restricted to Members of the Hong Kong Baptist University 1998 Superannuation Fund and should be kept Confidential.

 

I have read and understood the above Warning Message.

(Click here to view the Management Fee)

Information about BCT 銀聯信託的有關資料
Items
Details
Remarks

Member Hotline

成員熱線

2298 9088

with assistance of customer representative 
Service Hours 
Monday to Friday 
9:00 am – 6:00 pm 
Saturday 
9:00 am – 1:00 pm 

 

客戶服務主任提供協助
服務時間
星期一至星期五
早上 9 時正至下午 6 時正
星期六
早上 9 時正至下午 1 時正

IVRS (Interactive Voice Response System)

互動語音系統

2298 9088

24-hours every day 24 小時服務

Member Website

成員網頁

Please select “Individual ORSO Schemes” under the “Select Your Plan” pull down menu to log on to Members’account.

請於“ 請選擇計劃”內選擇 “ 獨立職業退休計劃”登入成員網頁。

Manual for Investment Switching

轉換投資組合操作簡介

PIN Reset On-line

網上重置私人密碼

Disclaimer

The material contained herein is not intended to provide professional advice and should not be relied upon in that regard. Persons accessing these pages are advised to obtain appropriate professional advice where necessary. This material is based on information obtained from investment managers.  However, such information has not been validated by Hong Kong Baptist University and no representation or warranty, expressed or implied, is made by us. Nor do we accept any responsibility in relation to such information or for any opinion or conclusion which the reader may draw from this material. Investment involves risk and past performance is not indicative of future performance.  The information and opinions expressed herein should not be considered to be a recommendation by the University or investment managers  to any reader of this material to buy or sell securities, commodities or currencies referred to herein.

 

1. Index of Investment Performance, Unit Price & Exchange Rate
Investment Performance
Investment Managers
Profiles

HSBC Global Asset Management (HK) Ltd (HSBC)

匯豐環球投資管理(香港)有限公司

http://www.assetmanagement.hsbc.com/hk

Members Choice Hotline: 2284-1281

FIL Investment Management (HK) Ltd (Fidelity)

富達基金香港有限公司

http://www.fidelity.com.hk

Members Choice Hotline: 2629-2629

BlackRock Asset Management North Asia Limited (BlackRock)

貝萊德有限公司

https://www.blackrock.com/hk

Member Choice Hotline: 3903-2688

JPMorgan Funds (Asia) Ltd (JPM)

摩根基金(亞洲)有限公司

http://www.jpmorganam.com.hk

Members Choice Hotline 會員專線: 2978-7588

Profiles Performance
2. Unit Price PF01 - PF13 (Starting from April 2002 to 8 July 2011)

Thereafter, please refer to BCT's website

3. Exchange Rates (Starting from April 2002 to 8 July 2011)

Thereafter, please refer to BCT's website

Last updated on 20 May 2024

Disclaimer

"The investment information is provided by the appointed Investment Managers and published on the Fund's website for its member's reference only.  The Hong Kong Baptist University takes no responsibility for its contents, makes no representation as to its accuracy or completeness and expressly disclaims any liablility whatsoever for any loss, damage or expense that may arise from reliance upon the whole or any part of the contents of the information provided herein.

If legal advice or other expert assistance is required, the services of a competent professional advisor should be sought."   

Last Updated on  15 Aug 2022

Publications from Investment Managers

HSBC Global Asset Management (HK) Ltd
匯豐環球投資管理(香港)有限公司

Members Choice Hotline(會員專線) : 2284-1281

HKBU 1998 Sup'N Fund
Name of Underlying Investment Vehicle

HSBC Global Money Funds HKD - A Class
匯豐環球貨幣基金港元 - A單位

HSBC Global Investment Funds - Asia Pac Ex Jap Eq High DIV-IC
匯豐環球投資基金 - 亞太收益增長股票 - IC 單位

Last updated on 23 Nov 2023

FIL Investment Management (HK) Ltd
富達基金(香港)有限公司

Members Choice Hotline(會員專線) : 2629-2629

HKBU 1998 Sup'N Fund
Name of Underlying Investment Vehicle

FAP Growth Fund - Ord Class
富達優越投資組合 - 增長基金 (一般單位)

FAP Balanced Fund - Ord Class
富達優越投資組合 - 均衡基金 (一般單位)

FAP Stable Growth Fund - Ord Class
富達優越投資組合 - 平穩增長基金 (一般單位)

FAP Capital Stable Fund - Ord Class
富達優越投資組合 - 資本穩定基金 (一般單位)

Last updated on 12 Jul 2023

JPMorgan Funds (Asia) Ltd
摩根基金(亞洲)有限公司

Members Choice Hotline(會員專線) : 2978-7588

HKBU 1998 Sup'N Fund
Name of Underlying Investment Vehicle

JPMorgan SAR Hong Kong Fund
摩根宜安香港基金

JPMorgan Provident High Growth Fund - Inv Class
摩根公積金高增長基金 - 投資單位

JPMorgan Provident Growth Fund - Inv Class
摩根公積金增長基金 - 投資單位

JPMorgan Provident Balanced Fund - Inv Class
摩根公積金均衡基金 - 投資單位

JPMorgan Provident Capital Fund - Inv Class
摩根公積金平穩基金 - 投資單位

Last updated on 12 Jul 2023

BlackRock Asset Management North Asia Limited
貝萊德資產管理北亞有限公司

Members Choice Hotline(會員專線) : 3903-2688

HKBU 1998 Sup'N Fund
Name of Underlying Investment Vehicle

BlackRock Global Government Bond Fund
貝萊德環球政府債券基金

iShares Developed World Index Fund (IE)
安碩環球已發展國家股票指數基金

BlackRock ICS US Dollar Liquidity Fund (Premier - Accumulating)
貝萊德美元流動性基金 (優越 - 累積)

Last updated on 12 Jul 2023

Index of Presentation Slides
Date
Title

25 Apr 2024

25 Apr 2024

25 Apr 2024

25 Apr 2024

21 Apr 2022

Name of Profile under Hong Kong Baptist University 1998 Superannuation Fund 
公積金的投資組合名稱
Name of Underlying Investment Vehicle
所屬投資工具的名稱
Currency
Equity range

PF05A - HSBC HKD Money Market

PF05A - 匯豐港元貨幣

HKD

(0%   Equity 股票)

PF14 - HSBC Asia Pacific ex Japan HD

PF14 - 匯豐亞太收益增長股票

USD

(80 - 100% Equity 股票)

PF07 - Fidelity High Growth E100%

PF07 - 富達高增長

USD

(80 - 100% Equity 股票)

PF08 - Fidelity Growth E80%

PF08 - 富達增長

USD

 (60 - 80% Equity 股票)

F09 - Fidelity Balanced E60%

PF09 - 富達平衡

USD

(40 - 60% Equity 股票)

PF18 - Fidelity Capital Stable E40%

PF18 - 富達資本穩定

USD

(20 - 40% Equity 股票)

PF11 - BlackRock Global Gov’t Bonds

PF11 - 貝萊德環球政府債券

USD

USD

(0%   Equity 股票)

PF16 - iShares Developed World Index Fund (IE)

安碩環球已發展國家股票指數基金

iShares Developed World Index Fund (IE)
* Choose "BLK DEV WORLD IDX SUB USD INST ACC"

安碩環球已發展國家股票指數基金
* Choose "BLK DEV WORLD IDX SUB USD INST ACC"

USD

(100% Equity 股票)

PF19 - BlackRock USD Money Market

PF19 - 貝萊德美元貨幣

USD

 (0%   Equity 股票)

PF12A - JPMorgan HK Equity

PF12A - 摩根香港股票

JPMorgan SAR Hong Kong Fund
* Choose "Class A" 

摩根宜安香港基金
* 請選 “A 類別 ”

HKD

 (100% Equity 股票)

PF20 - JPMorgan High Growth E100%

PF20 - 摩根高增長

JPMorgan Provident High Growth Fund
* Choose "Investment Unit" 

摩根公積金高增長基金
* 請選 “投資單位 ”

HKD

 (80 - 100% Equity 股票)

PF21 - JPMorgan Growth E80%

PF21 - 摩根增長

JPMorgan Provident Growth Fund
* Choose "Investment Unit" 

摩根公積金增長基金
* 請選 “投資單位 ”

HKD

 (60 - 80% Equity 股票)

PF22 - JPMorgan Balanced E60%

PF22 - 摩根均衡

JPMorgan Provident Balanced Fund
* Choose "Investment Unit" 

摩根摩根公積金均衡基金
* 請選 “投資單位 ”

HKD

(40 - 60% Equity 股票)

PF23 - JPMorgan Capital E40%

PF23 - 摩根平穩

JPMorgan Provident Capital Fund
* Choose "Investment Unit" 

摩根公積金平穩基金
* 請選 “投資單位 ”

HKD

(20 - 40% Equity 股票)

Investment Manager
Service Hotline
Website

HSBC Global Asset Management (HK) Ltd ("HSBC")

2284-1281

FIL Investments Management (HK) Ltd ("Fidelity")

2629-2629

BlackRock Asset Management North Asia Limited

3903-2688

J.P. Morgan Asset Management Ltd ("J.P.Morgan")

2978-7588

Mandatory Provident Fund - Certificate of Exemption

BCT Strategic MPC Scheme (BCT)Sun Life Rainbow MPF Scheme (Sun Life)
Participation CertificateParticipation Certificate
Guide to Your Member Benefit StatementGuide to Your Member Benefit Statement