MPF falls below $1 trillion

6th October 2022 September’s equities declines highlight the importance of diversification MPF Ratings’ September MPF Performance Survey has now been uploaded. Key points are as follows: Following a September MPF monthly investment loss of -$82.1 billion, MPF’s quarterly and year-to-date losses have ballooned to -$106.2 billion and -$258.9 billion respectively. Monthly, quarterly and Year-to-date paper …

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New “Value for Money” disclosures set to benefit MPF members

15th September 2022 Requirements raise accountability and is industry best practice according to leading MPF commentator Key points are as follows: MPF regulator, the Mandatory Provident Fund Schemes Authority (MPFA), announces proposal to enhance transparency of governance reporting. Notably, Governance Reports are to be signed off by Trustee boards and made public on MPFA and …

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European currency’s 20-year low highlights the need for diversification

25th August 2022 Macro uncertainties stall MPF recovery Key points are as follows: August’s estimated MPF investment loss at the time of writing is -$20.5bn (or -$4,500 per MPF’s 4.59m MPF members). Year-to-date losses, are estimated to be approximately -$174.3bn, or -$38,000 per MPF member. After factoring in MPF contributions, August’s average MPF member account …

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8.9% US equity return reinforces critical MPF lesson

3rd August 2022 Key points are as follows: MPF’s Equity Fund (US) category produces best monthly returns since November 2020. Supported by a rebound in European and US equities MPF records only a modest investment loss of -0.10% (as measured by the MPFR All Fund Performance Index) or approximately -$1.1bn (or -$200 per MPF’s 4.59m MPF members) in July. …

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US equities is giving joy to MPF members in July

27th July 2022 BUT MAJOR EARNINGS AND ECONOMIC DATA COULD PROVE CRUCIAL Key points are as follows: Major US earnings and economic announcements could prove crucial to MPF account balances. July’s estimated MPF investment loss at the time of writing is -$3.4bn (or -$700 per MPF’s 4.59m MPF members), stemming year-to-date losses, which is still estimated to exceed …

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MPF inflows at odds with performance woes

14th July 2022 1H 2022’S DATA HIGHLIGHTS MPF’S STRENGTH MPF Ratings’ June quarter MPF Asset Class Fund Flows Summary has now been uploaded. Key points are as follows: MPF’s estimated loss of -12.96% (as measured by MPF Ratings’ MPFR All Fund Performance Index) is worst 1H calendar year return since its December 2000 inception. MPF total assets are currently …

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It’s the worst of times and the best of times for MPF members

6th July 2022 MPF PROVEN TO BE STRONG DEFENDER AGAINST INFLATION SINCE INCEPTION MPF Ratings’ June MPF Performance Survey has now been uploaded. Key points are as follows: MPF Ratings’ MPFR All Fund Performance Index lost -3.02% in June, -7.29% for the June quarter, and -12.96% for the first 6 months of 2022 (See Table 1), the worst …

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Victim not the bear

27th June 2022 MPF HALF YEAR LOSSES EXPECT TO TOTAL $150BN AS SLIDE CONTINUES IN JUNE Key points are as follows: Major global equity markets leading MPF to another monthly loss. June’s estimated MPF monthly, quarterly and year-to-date investment losses are estimated to be -$23.1bn, -$72.6bn and -$148.8bn. After factoring in MPF contributions, June’s average MPF member account balance is …

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