Mercer Hong Kong MPF Index – Sept 2010 Top five performers

十一月 29, 2010
Joe Chan

3 month period ending 30 June 2010

MPF Provider

Return (%)

1

Schroder

-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

 

 

 

 

 

 

 

 

 

1 year period ending 30 June 2010

MPF Provider

Return (%)

1

Schroder

6.0

2

Fidelity

5.5

3

Principal 800

5.3

4.

AXA Elite

5.1

5.

Sun Life

5.0

 

 

 

 

 

 

 

 

 

 

 

The Mercer MPF Index is a composite index of the following common funds offered by most providers: conservative, capital stable and balanced. This group of funds broadly captures the cash, bond and equity performance of each MPF provider. The three composite funds are equal-weighted.

The next Mercer MPF Index results for periods ending September 2010 will be released in Novermber 2010.

 Source: Mercer Investment Consulting Limited

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