Research Institute
Written by: Ling Suyan
2021-02-22 08:00
Last update date: 2021-02-22 08:00
The stock market has been very hot recently, with Hong Kong and U.S. stocks breaking their tops successively, and investing in stocks has suddenly become a hot topic.
What is the investment performance of the Exchange Fund as the "financial controller" responsible for managing the 4.4 trillion "full net worth" of Hong Kong?
Can the return outperform the Hong Kong stocks and the US stocks, and even the funds known as "Lian Dengqi Mom" and "Technology Women Stock God" Catherine Wood?
Click on the form below to see the comparison of the returns of the Exchange Fund, Hong Kong stocks and US stocks▼▼▼
Based on the overall return of the Exchange Fund, the Exchange Fund underperformed the Tracker Fund, which represents the Hang Seng Index, in most cases, the Pilot Fund, which represents the US S&P 500 Index, and a comprehensive fund under Catherine Wood. .
However, the investment portfolio of the Exchange Fund is dominated by bonds, which may affect investment returns.
Therefore, the following compares the exchange fund's local stock portfolio and foreign stock portfolio cooperation.
The results show that the Exchange Fund Hong Kong stocks and other stock portfolios have outperformed the Hang Seng Index Tracker Fund in the past 5 years, but underperformed the US S&P 500 Index Fund and the "Lian Deng Qi Ma" fund in most of the years, meaning the past 5 years If Hong Kong invests all of the Exchange Fund stock portfolio in the US S&P 500 Index Fund or entrusts "Lian Deng Qi Ma" to invest, the returns will be better than those managed by the Hong Kong Monetary Authority, which can bring more income to Hong Kong.
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