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香港投资基金公会预计明年更多资金将流向股债基金产品
Xin Hua Cai Jing· 2025-11-26 13:43
此外,货币市场基金总销售上升近1.2倍至147.5亿美元,资金净流入29.4亿美元。不过,由于市场预期 环球央行将继续减息,货币市场基金自8月起资金净流出,结束去年初以来多月的净流入。 香港投资基金公会投资基金委员会联席主席黄德泰表示,11月基金销售表现继续有增无减,环球股债基 金表现继续良好,相信是受惠减息预期持续高企,风险偏好上升。 新华财经香港11月26日电(记者林迎楠)香港投资基金公会数据显示,今年前三季度香港零售基金总销 售额为826亿美元,同比上升35%,已经超越去年全年表现。香港投资基金公会26日表示,预计明年AI 题材将继续带来机遇,或会吸引更多投资者将资产配置到亚洲市场。 数据显示,前三季度股票基金总销售近168亿美元,同比上升21%,资金净流出4000万美元。债券基金 总销售上升24%至325.4亿美元,资金净流入108亿美元;混合资产基金总销售上升30%至172.4亿美元, 资金净流入17.3亿美元。 公会投资基金委员会联席主席邹建雄指出,虽然今年港股表现强劲,但前三季度股票基金仍为净流出, 主要反映第二季度避险情绪升温。他认为,环球央行减息,有助于带动经济基本面及企业盈利表现,加 上近 ...
GUM:10月强积金回报跌1.4% 人均暂亏4449港元
Zhi Tong Cai Jing· 2025-10-21 10:53
Core Insights - The overall return of Hong Kong's Mandatory Provident Fund (MPF) dropped by 1.4% as of October 17, resulting in an average loss of HKD 4,449 per person [1] - Year-to-date, the MPF composite index has increased by 14.2%, with an average gain of HKD 38,932 per person [1] Fund Performance - Among the three major indices, the stock fund index fell by 2.5%, the mixed asset fund index decreased by 0.7%, while the fixed income fund index rose by 0.1% [1] - In October, the Hong Kong stock fund experienced a significant decline of 6.5%, although it still recorded a year-to-date increase of 28% [1] - The Greater China stock fund also saw a decline of 5% in October, but it maintained a strong year-to-date return of 31.1%, leading the annual performance [1] Market Analysis - GUM indicated that the stock funds were under pressure in October, which was the primary factor dragging down overall performance [1] - Despite the market adjustment in October, the MPF has still achieved positive returns year-to-date [1] - Members are encouraged to review their asset allocation strategies based on their risk tolerance, balancing short-term volatility with long-term growth potential [1]
GUM:强积金投资风险偏好逐步提高 近两月约30亿港元流入股票基金
智通财经网· 2025-09-15 06:28
Core Insights - The total assets of the Mandatory Provident Fund (MPF) market in Hong Kong increased by 1.8% to HKD 1.48 trillion as of the end of August [1] - There was a net inflow of HKD 2.02 billion into stock funds in August, while mixed asset funds and lower-risk assets experienced net outflows of HKD 150 million and HKD 1.87 billion, respectively [1] - A total of HKD 3 billion flowed into stock funds over July and August [1] Fund Inflows - The top five asset categories with the highest net inflows were "US Stock Funds," "Pre-set Investment Strategy - Core Accumulation Funds," "Hong Kong Stock Funds (Index Tracking)," "Global Stock Funds," and "Japanese Stock Funds" [1] - The US Stock Funds, DIS Core Funds, and Hong Kong Stock Funds (Index Tracking) have consistently been the top three categories for net inflows for two consecutive months, maintaining the same ranking as in July [1] Fund Outflows - The top five asset categories with the highest net outflows were "MPF Conservative Funds," "Mixed Asset Funds (80% to 100% Stocks)," "Guaranteed Funds," "Mixed Asset Funds (60% to 80% Stocks)," and "Other Stock Funds" [1] - The trend indicates a shift in investment attitudes, with members becoming more aggressive in their allocations towards stock funds [2] Market Sentiment - The investment sentiment has shifted positively, with members increasingly allocating funds to US and Hong Kong stock funds, reflecting a recovery in confidence towards the Hong Kong market influenced by the strong performance of the Hang Seng Index [2] - In August, US stock funds recorded a net inflow of HKD 920 million, indicating a gradual return to US stock funds after significant outflows earlier in the year [2] - Hong Kong stock funds (index tracking) saw a net inflow of HKD 820 million, suggesting a renewed confidence among members [2]
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]