JF Provident Funds are a series of pooled funds offered to our ORSO clients. There are currently eleven funds for selection by both employers and employees, which are classified in terms of their different risk/return profiles.
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JF Provident Balanced
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JF Provident Capital
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JF Provident European
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JF Provident Global Bond
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JF Provident Greater China
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JF Provident Growth
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JF Provident HK$ Money
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JF Provident High Growth
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JF Provident Hong Kong
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JF Provident Stable Capital
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JF Provident US$ Money
Retirement monies can subscribe to Investment Units (where we provide only investment service) or to Administration Units (where we provide both investment and administration services). The European Fund, Greater China Fund, Hong Kong Fund, High Growth Fund, Growth Fund, Balanced Fund, Capital Fund, Stable Capital Fund, Global Bond Fund, HK$ Money Fund and US$ Money Fund are managed by a team of investment professionals in J.P. Morgan Asset Management's Global Portfolios Group. This team is also responsible for managing institutional portfolios with multi-asset currency and country mandates.
The European, Greater China, Hong Kong, High Growth, Growth, Balanced, Capital, Stable Capital and Global Bond Funds are invested in a range of unit trusts - JF SAR Series - which are specifically designed for retirement scheme usage and are also MPF compliant (please refer to the JF SAR Funds section for further details). The Stable Capital Fund is also invested in other collective investment vehicles managed by J.P. Morgan Asset Management. The HK$ Money Fund and US$ Money Fund are invested in a wide range of secured money market instruments.
A company also has the flexibility to design investment options with different combinations of the above funds, and to allow members to choose options to meet their individual needs.
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