Group 1 - The total value of Mandatory Provident Fund (MPF) assets in Hong Kong reached approximately HKD 1.53 trillion as of the end of September, representing a 173% increase over the past decade [1] - In Q3, total contributions to the MPF amounted to HKD 22.4 billion, with mandatory contributions at HKD 16.9 billion and voluntary contributions at HKD 5.5 billion [1] - The average annualized net returns for stock funds and mixed asset funds, which account for nearly 80% of total MPF assets, were 5.1% and 4.5% respectively, outperforming the annualized inflation rate of 1.8% during the same period [1] Group 2 - As of the end of September, there were 362,000 MPF accounts invested in the Default Investment Strategy (DIS), which represents nearly one-third of all 1,132,000 MPF accounts, with total assets under DIS amounting to HKD 160.9 billion [1] - The core accumulation fund and the fund for those aged 65 and above under DIS recorded average annualized net returns of 6.8% and 2.5% respectively since their launch in April 2017, also surpassing the 1.8% inflation rate [1] - The number of tax-deductible voluntary contribution (TVC) accounts reached 89,000, a year-on-year increase of 14%, with total contributions amounting to HKD 13.7 billion since the implementation of TVC in April 2019 [1] Group 3 - In Q3, there were 6,900 claims for early withdrawal of MPF due to permanent departure from Hong Kong, representing a 7.8% increase quarter-on-quarter but a 9.2% decrease year-on-year, involving an amount of HKD 1.661 billion [2] - Claims for MPF withdrawal to offset severance payments totaled 9,300 in Q3, a 15.5% decrease quarter-on-quarter but a 13.4% increase year-on-year, with an amount of HKD 0.791 billion [2] - Claims for MPF withdrawal to offset long service payments amounted to 6,100 in Q3, reflecting a 16.4% decrease quarter-on-quarter and a nearly 9% decrease year-on-year, involving an amount of HKD 0.95 billion [2]
香港积金局:截至9月底强积金总资产值约为1.53万亿港元 较10年前增加173%
智通财经网·2025-11-24 10:48