Francis Chung

17 March 2021 Despite market volatility MPF Scheme Sponsors achieve a 5th consecutive month of positive performance MPF Ratings’ February MPF Scheme Net Returns Summary is now available. Key points of the report are as follows: • YF Life (MASS Mandatory Provident Fund Scheme) and Allianz Global Investors MPF schemes produced the best monthly performances …

HSBC amongst MPF’s biggest winners as MPF assets once again hit an all-time high Read More »

12 March 2021 Year of the Ox has MPF members chasing bulls MPF Ratings’ February MPF Asset Class Fund Flows Summary has now been uploaded to MPF Ratings’ media education portal. Key points are as follows: MPF attracted $3.755bn in net inflows in February to reach an all-time high asset size of HK$1.173tr (See Table …

Year of the Ox has MPF members chasing bulls Read More »

4 March 2021 MPF’s fastest growing MPF scheme takes this year’s most coveted title Key points are as follows: MPF’s most dominant MPF scheme in 2020, Sun Life Rainbow MPF Scheme is crowned the MPF Scheme of the Year at the 2021 edition of “The MPF Awards” Sun Life Rainbow’s assets grew 32.6% in % …

2021 MPF Scheme of the Year winner Read More »

3 March 2021 MPF’s most conservative members worst affected MPF Ratings’ February MPF Performance Survey has now been uploaded. Key points are as follows: Total February MPF system earnings totalled $6.47bn. MPF total month-end assets are now at an estimated all-time high of $1.17tr. The average monthly MPF fund return dropped from an intra-month peak …

End of month sell off wipes MPF member gains Read More »

24 February 2021 But rising bond yields pose a new risk to MPF members Key points are as follows: MPF member accounts are on track to receive an average of $12,500 in investment earnings in February. A 5th consecutive month of positive earnings and a 10th month of positive earnings out of the past 12 …

Average MPF account balances are expected to reach all-time high in February Read More »

18 February 2021 Fund manager and multi-manager sponsored MPF schemes top performance table for January MPF Ratings’ January MPF Scheme Net Returns Summary is now available. Key points of the report are as follows: • Allianz and Invesco MPF schemes produced equal best monthly performance in January.• Uniquely, January’s top 5 performing MPF schemes are …

Best 12mth performance in 3 years Read More »

11 February 2021 But surprisingly US equities sees first net-outflows since October 2018 MPF Ratings’ January MPF Asset Class Fund Flows Summary has now been uploaded to MPF Ratings’ media education portal. Key points are as follows: MPF attracted $3.35bn in net inflows in January to reach an all-time high asset size of HK$1.16tr (See …

MPF members start the Year of the Ox by running with the bull Read More »

3 February 2021 Investment gains declined over 60% in the final week of January MPF Ratings’ January MPF Performance Survey has now been uploaded on our website. Key points are as follows: Despite the final week sell off, total MPF system earnings for January totalled HK$20.06bn, lifting MPF total assets to an estimated HK$1.16tr, a …

End of month sell off substantially reduces MPF member gains Read More »

28 January 2021 Hong Kong and China equity exposure differentiated 2020 winners and losers MPF Ratings’ December MPF Scheme Net Returns Summary has now been uploaded on our website. Key points of the report are as follows: Bronze rated Haitong MPF Retirement Fund returned 23.0% in 2020, the best annual 1 year net return for …

Haitong produces best 2020 MPF industry return Read More »

27 January 2021 MPF account balances forecasted to reach a record high of $267,000 Key points are as follows: $11,900 is expected to be added to member accounts in January. MPF account balances are forecasted at around $267,000. An all-time record. MPF system is expected to generate $53.12bn in earnings in January, lifting MPF to …

$11,900 expected to be added to MPF accounts in January Read More »