According to GUM, a Mandatory Provident Fund (MPF) advisory company, the MPF Mixed Asset Fund Index rose 9.3% from the beginning of last year until Dec. 27, significantly up from 3.5% in 2023.
During this period, the average gain per member was approximately HKD$23,000, marking the highest annual return since 2020.
The report highlights that the stock fund index increased by 14.2%, with U.S. stock funds rising over 23% for two consecutive years of market growth. Japanese stock funds and Hong Kong tracking index funds saw increases of 20.4% and 20%, respectively, while Greater China funds rose by over 16%.
In terms of mixed asset funds, the index improved by 7.6%, and fixed-income funds saw a rise of 2.3%.
GUM pointed out that last year witnessed gains in both equities and bonds, and they believe this upward trend will continue into the first quarter of this year. However, they noted that global investment sentiment will be influenced by policies under former President Trump, as well as geopolitical and tariff issues. In the Mainland, GUM expects more proactive and effective policies from the central government to maintain stable economic growth, advising investors to avoid concentrating on a single market.
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