Hong Kong Monetary Authority: DIS Core Accumulated Fund achieved an average net return of 20.4% over the past 12 months

Jinshi Data News on October 9th, the Hong Kong Mandatory Provident Fund Schemes Authority announced the interim data on the investment return of the Mandatory Provident Fund (DIS) as of the end of September 2024. The average net return in the past 12 months and the average annualized net return since its launch of the core accumulated fund under the 'prescribed investment strategy' (DIS) reached 20.4% and 6.4%, respectively. The net returns of equity funds and mixed asset funds, which account for nearly 80% of the total assets of the Mandatory Provident Fund, reached 23.9% and 18.4% respectively in the past 12 months, while the average annualized net returns of these two types of funds since the implementation of the Mandatory Provident Fund system were 4.4% and 4.2% respectively. The Hong Kong Mandatory Provident Fund Schemes Authority reminds plan members that the Mandatory Provident Fund is a long-term investment spanning over 40 years, and plan members should make appropriate investment plans based on factors such as their personal life stages, financial conditions, and risk tolerance. In addition, the average investment return of individual fund types is only a general statistical figure and should only be used as a macro reference.