Retirement Planning

Mandatory Provident Fund

Analysis of retirement fund performance and risk metrics to help you make informed decisions.

Portfolio construction / MPT

MPF fund coverage risk / return map

Annualised return versus annualised volatility. Point colour denotes excess return per unit of risk using a 3.00% annual risk-free hurdle.

25displayed
observations

Higher Sharpe Neutral Sharpe Lower Sharpe Capital Market Line Efficient frontier

The project dataset supplies annualised expected return and annualised standard deviation fields. The common MPT display applies a 3.00% annual hurdle; fields missing from the source are excluded.

Fund Analysis 23

MPF August 15, 2026

Finance

Mandatory Provident Fund

Fund Analysis 23

Asia Pacific Equity Fund

Capital Stable Fund

Global Equity Fund

Hong Kong Bond Fund

World Bond Fund

Age 65 Plus Fund

Americas Equity Fund

Balanced Fund

Core Accumulation Fund

European Equity Fund

Fidelity Hong Kong Tracker Fund

Fidelity SaveEasy 2025 Fund

Growth Fund

MPF Conservative Fund

RetireEasy Fund

RMB Bond Fund

SaveEasy 2030 Fund

SaveEasy 2035 Fund

SaveEasy 2040 Fund

SaveEasy 2045 Fund

SaveEasy 2050 Fund

Stable Growth Fund

Fidelity Hong Kong Equity Fund