强积金股票基金

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香港积金局:强积金股票基金平均年化回报4.7% 总资产占比达45%
智通财经网· 2025-09-04 08:25
Group 1 - The average annualized net return of stock funds in the Mandatory Provident Fund (MPF) since its launch at the end of 2000 until June 30, 2025, is 4.7%, with a maximum of 9% and a minimum of 2.2%, outperforming the average annualized inflation rate of 1.8% during the same period [1] - The average annualized net return of mixed asset funds since the MPF's inception is 4.3%, with a maximum of 5.3% and a minimum of 2.4% [1] - As of June 30, 2025, stock funds account for 45% of the total MPF assets, while mixed asset funds account for 34%, together representing approximately 80% of the total [1] Group 2 - As of June 30, 2025, there are 3.57 million MPF accounts invested in Default Investment Strategy (DIS) funds, which is over 30% of the total 11.31 million MPF accounts [1] - The total asset value of DIS funds is HKD 150.8 billion, accounting for over 10% of the total MPF assets [1] - The average annualized net return of DIS's "Core Accumulation Fund" and "Age 65 Fund" is 6.5% and 2.4%, respectively, since the DIS was officially launched on April 1, 2017 [1] Group 3 - In the second quarter of 2025, total contributions to the MPF reached HKD 22.5 billion, with mandatory contributions accounting for HKD 16.8 billion (75%) and voluntary contributions for HKD 5.7 billion (25%) [2] - The total amount of MPF benefits paid out was HKD 12.3 billion in the same quarter [2] - The number of applications to withdraw MPF due to permanent departure from Hong Kong was 6,400, representing a year-on-year and quarter-on-quarter decrease of 12.3% and 4.5%, respectively [2]