Will a fund be excluded from CPF Investment Scheme due to not meeting the Total Expense Ratio cap subsequent to the inclusion?
The fund will remain under CPF Investment Scheme (as List B fund) but it will not be allowed to take in CPF new monies. However, the company will have to provide the fund’s investors with options to hold, redeem or make free switches within 3 months from informing the CPF Board of not meeting Total Expense Ratio caps.
This information is sourced from CPF
Related questions
Can a fund downgraded to List B resume accepting CPF monies once the fund's Total Expense Ratio meets the cap subsequently?
What actions should Fund Management Companies/insurers take if their existing CPF Investment Scheme List A funds are unable to comply with the Total Expense Ratio (TER) caps?
Can my company apply for the new fund to be included under the CPF Investment Scheme if its last audited Total Expense Ratio (TER) does not meet the TER cap?
Will there still be a range of funds for CPF investors to choose from?
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