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GUM︰2月强积金综合指数微升0.1% 人均暂赚336港元
Xin Lang Cai Jing· 2026-02-24 05:59
强积金顾问公司GUM公布,截至2026年2月16日,强积金市场于2月保持整体平稳,GUM强积金综合指 数微升0.1%,年初至今累积增长3.5%。在主要资产类别中,混合资产基金表现较佳,2月录得0.8%升 幅;固定收益基金亦录得温和增长0.3%。相反,股票基金指数在2月轻微下跌0.5%,但其年初至今仍保 持正增长4.3%。以人均回报计,2月录得正回报336港元,年初至今累积增加11421港元。 GUM表示,整体而言,2026年2月强积金市场保持稳健,多数基金类别录得正增长。股票基金虽因部分 地区(如中国香港及美国)拖累而出现分化,但日本及亚洲区基金表现亮眼。混合资产基金延续稳定表 现,成为波动市况下的重要缓冲;固定收益基金则提供持续的低风险回报。在年初至今,三大基金类别 均维持正面增长,推动成员人均回报已突破11400港元。 ...
GUM:5月强积金市场总资产上升3.8%至1.39万亿港元 避险情绪降温
Zhi Tong Cai Jing· 2025-06-18 05:54
Group 1 - The total assets of Hong Kong's Mandatory Provident Fund (MPF) market increased by 3.8% to HKD 1.39 trillion as of May 31 [1] - After three months of significant net inflows into low-risk assets and outflows from high-risk assets, the fund conversion activity in May became calmer, with a net inflow of approximately HKD 440 million into equity funds and a net outflow of HKD 370 million from fixed income funds [1][2] - The top five asset categories with the highest net outflows in May were "Global Bond Funds," "Mixed Asset Funds (80%-100% Equities)," "Greater China Equity Funds," "Other Equity Funds," and "Mixed Asset Funds (60%-80% Equities)" [1] Group 2 - The top five asset categories with the highest net inflows in May were "Pre-set Investment Strategy - Core Accumulation Fund," "US Equity Funds," "European Equity Funds," "MPF Conservative Funds," and "Hong Kong Equity Funds (Index Tracking)" [2] - Year-to-date, the Hong Kong and European stock markets have outperformed, while the US stock market has lagged behind, with a cautious attitude towards Hong Kong stock funds [2] - As of the end of May, Manulife held the largest market share at 27.4%, followed by HSBC at 18% and Sun Life at 10.9%, with the top five providers accounting for over 73.1% of the MPF market [2]