MPF | GUM: Average Mandatory Provident Fund Loss of HK$13,610 Per Person in First 9 Days of the Month

SighingCashier · 2026-03-13T03:03:04+00:00

A report from MPF advisory firm GUM shows that MPF returns declined by 4% from March 1-9, with an average loss of HK$13,610 per person. During this period, the equity fund index fell 5.1%, while the mixed asset fund declined 4.5%. Year-to-date, the MPF composite index rose 0.4%. Experts point out that international geopolitical tensions have dampened MPF gains, but if market conditions stabilize, the first quarter could still deliver positive returns.

SighingCashier

2026-03-13 03:03:04

Abstract generation in progress

MPF Advisor Company GUM releases the performance of MPF from March 1 to 9, showing a 4% decline in MPF returns, with an average loss of 13,610 HKD per person.

During this period, the stock fund index fell by 5.1%; the mixed asset fund index dropped by 4.5%; and the fixed income fund index decreased by 0.32%.

Since the beginning of the year, the MPF Composite Index has increased by 0.4%, with an average gain of 1,202 HKD per person. During this period, the stock fund index remained flat; the mixed asset fund index rose by 1%; and the fixed income fund index increased by 0.4%.

GUM Chief Investment Officer Liu Jia-hong stated that Iran’s retaliatory actions blocking the Strait of Hormuz caused a sharp rise in international oil prices and a significant drop in global stock markets, nearly erasing this year’s gains for MPF. The leading Asian stock funds, which had a 15.9% return at the end of February, fell back to about 5.5%, but they are still the best-performing fund category so far this year. The MPF Composite Index currently maintains a 0.4% positive return. As the market gradually stabilizes and if the conflict ceases without turning into a prolonged war, there is still a chance for MPF to record positive returns in the first quarter.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.