Mercer Hong Kong MPF Index: Schroders tops the charts for the quarter and the year
2010-11-29
(Editor’s note: this report was originally in English and is rewritten in Chinese per this site’s practice.)
Mercer has released its MPF index for the period ending 30 June 2010, with Schroders the best-performing provider over both three months and one year.
Which providers performed best?
Three months to 30 June 2010:
| Rank | Provider | Return |
|---|---|---|
| 1 | Schroders | -2.4% |
| 2 | Invesco | -2.8% |
| 3 | Bank Consortium (Industry Plan) | -2.9% |
| 4 | Sun Life | -3.0% |
| 5 | AXA Elite / Bank Consortium (MPF Plan) / Principal 800 | -3.1% |
One year to 30 June 2010:
| Rank | Provider | Return |
|---|---|---|
| 1 | Schroders | 6.0% |
| 2 | Fidelity | 5.5% |
| 3 | Principal 800 | 5.3% |
| 4 | AXA Elite | 5.1% |
| 5 | Sun Life | 5.0% |
How is the index calculated?
Three composite funds, equally weighted. The Mercer MPF Index blends three common fund types offered by most providers — conservative, capital-stable and balanced — broadly capturing each provider’s cash, bond and equity performance, with the three composites equally weighted. The next results, for periods ending September 2010, will be released in November 2010.
To compare long-term provider performance, visit MPF fund comparison.
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