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駿隆:去年最多資金流入美國股票基金及大中華股票基金 強積金總資產達1.182萬億港元
駿隆今天公布強積金市場佔有率報告,業界龍頭首三位依次為宏利(27%)、匯豐(17.8%)及永明(10.9%)。於過去12個月,宏利(+1.5%)及永明(+0.8%)錄得最多市場佔有率增幅,相反匯豐(-0.9%)的市場佔有率則下滑最多。 對於整體資金流向及個別基金表現,駿隆集團執行董事王玉麟分析指,成員於12月將大約有35億港元資金流入股票市場。整個2021年大概有分別有254億及89億資金從混合資產市場及固定收益市場流到股票市場(總數約343億元)。2021年美國股票基金及大中華股票基金分別為淨流入最高的兩種資產類別,而保守基金及80%-100%股票的混合資產分別為淨流出最高的兩種資產類別。 駿隆建議強積金成員在調整強積金計劃時,應考慮較長線的投資年期,而非短線波動。除了應了解資產類別及板塊外,亦應留意所參與的強積金計劃是否能提供目標回報。
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