大中华股票基金

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GUM:8月香港强积金综合指数上升1.6% 人均赚4714港元
智通财经网· 2025-09-03 02:32
另一方面,美国劳工统计局大幅下修5月及6月份就业数据,促使市场对美联储9月份减息的预期急升; 再加上S&P500第二季度业绩稳健,使美股8月仍维持上涨动能。大部分环球关税谈判已尘埃落定,预计 市场焦点将逐步回归基本面,成员宜关注长期经济指标及各市场的估值。 就资产配置方面,GUM策略及投资分析董事云天辉指,市场对美联储9月份减息的预期急升,有利债券 基金表现,低风险偏好的成员可适量配置以获取潜在回报。 智通财经APP获悉,GUM今日公布8月份香港强积金表现。2025年8月,"GUM强积金综合指数"上升 1.6%,报274.4点。强积金8月份人均赚4714港元,而年初至今人均赚得3.2416万港元。 GUM常务董事陈锐隆指出,年初至今所有强积金基金都为强积金成员赚钱,其中港股和大中华基金等 基金类别为成员创造的收益最高。最近A股市场交易重新活跃,多家券商报告8月新开户数量增长, 令"大中华股票基金"成8月回报首位。 ...
GUM:8月强积金市场延续升势录得1.6%的回报 人均回报4956港元
Zhi Tong Cai Jing· 2025-08-21 03:25
Group 1 - The core viewpoint is that the MPF market continues to show a steady upward trend, with a recorded return of 1.6% in August and an overall increase of 11.9% year-to-date [1] - The average return per person in August was HKD 4,956, while the average gain since the beginning of the year reached HKD 32,657 [1] - Stock funds remain the primary driver of MPF performance, with the stock fund index rising by 16.7% year-to-date [1] Group 2 - The best-performing fund in August was the Japanese stock fund, which recorded a 5.5% increase, and a year-to-date growth of 17.1% [1] - The Greater China stock fund and Hong Kong stock fund also performed well, with increases of 4.3% and 2.5% respectively, the latter achieving a year-to-date increase of 26.2% [1] - The US stock fund had the weakest performance, with only a 1.3% increase in August and a year-to-date return of 8.4%, indicating recent volatility in the US stock market [1] Group 3 - The MPF market is characterized by a strong performance in Asian and local markets, with mixed asset funds benefiting from the stock market's upward trend [1] - Fixed income funds maintained stability but offered limited returns [1] - GUM advises members to regularly review their asset allocation based on their risk tolerance and retirement goals, highlighting the long-term growth potential of stock funds despite short-term volatility [2]