香港积金局：DIS核心累积基金过去12个月平均净回报达20.4%

GoldenOctober2024

2024-10-09 07:54:34

DIS1,79%

金十数据10月9日讯，香港积金局公布截至2024年9月底的强积金投资回报临时数据。“预设投资策略”（DIS）旗下的核心累积基金，在过去12个月的平均淨回报和自推出以来的平均年率化淨回报分别达20.4%和6.4%。占强积金总资产近八成的股票基金和混合资产基金的过去12个月淨回报分别达23.9%及18.4%，这两类基金自强积金制度实施以来的平均年率化淨回报则分别为4.4%和4.2%。香港积金局提醒计划成员，强积金是跨越超过40年的长线投资，计划成员应根据个人的人生阶段、财务状况、风险承受能力等因素，作出合适的投资规划。另外，个别基金种类的平均投资回报只是一个概括的统计数字，只宜作为宏观的参考。

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