Top 10 MPF funds by year-to-date investment return as of 30 June 2021:

Rank Fund Name Scheme Name / Trustee YTD return as of 30 June 2021
1 Manulife Global Select European Equity Fund Manulife Global Select 17.17%
2 Manulife Global Select North American Equity Fund Manulife Global Select 15.69%
3 Hang Seng SuperTrust Plus North American Equity Fund Hang Seng SuperTrust Plus 14.80%
4 HSBC SuperTrust Plus North American Equity Fund HSBC SuperTrust Plus 14.80%
5 AIA Prime North American Equity Fund AIA Prime Value Choice 14.62%
6 Hang Seng SuperTrust Plus ValueChoice US Equity Fund Hang Seng SuperTrust Plus 14.61%
7 HSBC SuperTrust Plus ValueChoice US Equity Fund HSBC SuperTrust Plus 14.61%
8 Principal Series 800 US Equity Fund - D Principal Series 800 14.58%
9 BOC-Prudential Easy-Choice North America Index Tracking Fund BOC-Prudential Easy-Choice 14.40%
10 AIA Prime European Equity Fund AIA Prime Value Choice 14.27%

Source: Mercer MPF Fund Performance Report


Note: Past performance is neither an adequate test of comparative performance nor a reliable indicator of absolute level of returns in the future.

   Speed Read 

  • In 2021 Q2, strong performance has been observed among equity funds.
  • Under equity fund class, North America Equity Fund has been the best-performing asset class year-to-date in 2021, followed by Europe Equity and Global Equity, with average return of 14.1%, 11.8% and 11.4% respectively.  Furthermore, North America Equity Fund and European Equity Fund, hold dominant position among top 10 funds of the period in terms of investment performance.
  • On the contrary, Global Bond Funds have been the worst-performing asset class, followed by Asia Bond Funds and HK Dollar Bond Funds, with average return of -3.4%, -2.0% and -0.4% respectively.
  • The market sentiment remains broadly optimistic for a significant economic bounce in 2021, prompting the outperformance of equity asset classes, being more appealing than other asset classes such as bonds.
  • Do you know? : 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 serviceso 
    o  Negotiate with existing provider to improve fees and services
    o   Select new providers to replace or add for diversification from incumbent
  • Implementation MPF solutions and employee communications
  • Support employee engagement programs as it relates to MPF benefits
  • Bring you latest market insights from our vantage point in the industry

Please contact Ambrose Lau: (852) 3476 3961/ ambrose.lau@mercer.com if you wish to discuss and explor further. 

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