Top 10 MPF funds by year-to-date investment return as of 30 Sep 2019
|Rank||Fund Name||Scheme Name||Year-to-date return as of 30 Sep 2019|
|1||Mass US Equity Fund||MASS MPF Scheme||21.60%|
|2||Hang Seng SuperTrust Plus ValueChoice US Equity Fund||Hang Seng SuperTrust Plus||19.81%|
|3||HSBC SuperTrust Plus ValueChoice US Equity Fund||HSBC SuperTrust Plus||19.81%|
|4||Manulife Global Select North American Equity Fund||Manulife Global Select||19.43%|
|5||BOC-Prudential My Choice China Equity Fund||BOC-Prudential My Choice||19.38%|
|6||BOC-Prudential Easy-Choice North America Index Tracking Fund||BOC-Prudential Easy-Choice||18.94%|
|7||Mass Greater China Equity Fund||MASS MPF Scheme||18.90%|
|8||Hang Seng SuperTrust Plus North American Equity Fund||Hang Seng SuperTrust Plus||18.39%|
|8||HSBC SuperTrust Plus North American Equity Fund||HSBC SuperTrust Plus||18.39%|
|10||BEA Master Trust North American Equity Fund||BEA Master Trust||18.10%|
Note: Past performance is neither an adequate test of comparative performance nor a reliable indicator of absolute level of returns in the future.
- Vast majority (>95%) of MPF funds record a positive year-to-date return as of 30 September 2019 following the low fund prices in year-end of 2018.
- Same as in 2019 Q2, North American equity funds were the best performing asset class and won 8 places out of the top 10 funds. The remaining 2 places were taken up by Chinese equity funds.
- Does it Matter: A 1% difference in annual investment return can result in ~50% difference in accumulated retirement benefits over a 40-year saving period.
What Mercer can do for you:
- Review providers for best in market fees and services
- Negotiate with existing provider to improve fees and services
- Select new providers to replace or add for diversification from incumbent
- Implementation of MPF solutions and employee communications
- Support employee engagement programs as it relates to MPF benefits
- Bring you market insights from our vantage point in the industry
Please contact your Mercer consultant if you wish to discuss this further.
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