17th February 2025
BEA (MPF) Value Scheme
On Thursday the 27th of February, MPF’s “Scheme of the Year” will be announced at the 2025 and 13th edition of “The MPF Awards”. Leading up to MPF’s night of nights, MPF Ratings (MPFR) asked Mr MPF to review the finalists and offer his personal insights into what makes MPF’s most successful schemes a contender for MPF’s biggest prize of them all, MPF’s Scheme of the Year.
What we like
- Gold rated for 5 consecutive years
- Consistently good Mixed Asset fund performance
- MPF’s lowest fee MPF scheme
- Early eMPF adopter
- Transparent Key Scheme Information
Background
MPF Scheme of the Year finalists must be Gold rated by MPF Ratings (MPFR), MPF’s independent provider of research, views and education. Gold-rated schemes are identified as schemes that should deliver the best value for money and by doing so offer MPF members a positive and holistic MPF experience.
At $0.2bn in size as at the end of 2024, BEA (MPF) Value Scheme accounts for 0.02% of MPF’s total assets, making it the system’s smallest MPF scheme.
What Mr MPF says about BEA
“Whether by accident or by good design, I think BEA has unwittingly come up with the best MPF scheme name ever. By virtue of the lowest fees in the market, the scheme can arguably claim to be literally MPF’s best value MPF scheme.
In addition to having the lowest fees in the market, the BEA (MPF) Value Scheme ticks many boxes that MPF Ratings considers important in an MPF scheme.
Consistently good Mixed Asset fund performance rewards members who prioritize investment diversification. As an early adopter of eMPF, the MPF system’s centralized administration platform, scheme members have gained immediate efficiency improvements and having been rated Gold by MPF Ratings for over 5 consecutive years, BEA’s Value Scheme members can be confident that this scheme should continue to deliver the best value for money relative to other MPF schemes in market. What’s there not to like? Good performance, low fees and efficient administration.”
The information contained in this blog was written by MPF Ratings, Hong Kong’s independent provider of MPF research, views and education and is general in nature, and does not take into account your personal situation. Additionally, you should consider whether the information contained herein is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
