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必威体育精装版强积金表现一览
MPF RATINGS’ MPF PERFORMANCE SURVEY
積金評級強積金表現調查
31 January 2018
二零一八年一月三十一日
LEVEL 3, THREE PACIFIC PLACE, 1 QUEEN’S ROAD EAST, WANCHAI, HONG KONG ENQUIRY@MPFRATINGS.COM.HK WWW.MPFRATINGS.COM.HK T 852 2588 3409
Definitions Assumptions Equity Fund: funds primarily invest in stock (or shares) traded
mainly on approved stock exchanges. Funds are sub classified
according to the particular location of investment in their portfolio,
Background
namely Hong Kong China (including Taiwan), Asia (including Asia
Pacific), and Global.
Launched in December 2009, the MPF Performance Survey is a
comprehensive investment survey of Hong Kong MPF funds,
Mixed Assets Fund: funds primarily invest in a mix of equities and
including master trust schemes and industry schemes.
bonds. Funds are sub classified according to their proportion of
equity in their portfolio. (E.g. Mixed Assets Fund (61-80) means the
Produced monthly, the MPF Performance Survey covers all major
fund has 61% to 80 % assets invested in equity.)
investment options within these MPF funds. It allows subscribers to
benchmark performance against their peers over many time
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