積金評級:內地負面消息令MPF表現面臨重大虧損 9月人均投資損失1.2萬元
香港獨立的專業強積金研究小組積金評級主席叢川普警告,內地的負面消息持續影響強積金(MPF)回報,強積金成員應為重大投資損失做好準備。
積金評級預計,強積金體系在9月份季度的累計總投資虧損約為550億元,相當於每名成員平均投資損失約1.2萬元,這是自新冠肺炎疫情開始以來最大的季度虧損;香港450萬名強積金帳戶持有人的平均帳戶結餘,將下降至約25.9萬元。
在近期公眾對中國恆大(03333.HK)前景表示擔憂之前,投資者已擔憂內地的監管干預和本地的經濟增長,有關憂慮正逐步加劇,令強積金的香港及中國股票基金在9月份(截至9月24日)再跌5.34%,並導致該資產類別於9月份季初至今的累計投資虧損達到約15%,而年初至今的累計投資虧損則約為10%。
雖然強積金成員於9月份將面臨重大虧損,但強積金成員不應過分驚慌。就近期強積金已連續5季錄得投資收益,並為每位強積金成員的帳戶帶來平均約6.5萬元的累計投資收益,因此,雖然預計9月份季度出現約1.2萬元的投資虧損將會令人失望,但香港450名萬打工仔的前景仍是樂觀積極。
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