MPF Portfolio: April Update and Strategy

Anthony Tran • Posted 1 week ago

An ordinary person of humble background. In my salad days, I ventured into the sports journalism field, later navigating the fund industry, wielding the pen for investment, and eventually took on a research analyst role at a securities firm. Though being a Chartered Financial Analyst (CFA), studied cognitive science and journalism at university, and trained independently in triathlon and program trading, all these are but fleeting pursuits.

MPF Portfolio: April Update and Strategy

Global equities faced selling pressure in April amid US-China trade tensions sparked by President Donald Trump’s tariff policies. My Manulife MPF portfolio declined by 0.72%, reaching HK$860,350, slightly underperforming the MPFR All Fund Performance Index, which fell 0.61%. However, the portfolio has since rebounded, gaining 4.54% month-to-date as of 12 May.

I remain optimistic about Chinese equities and plan to increase exposure to the Manulife MPF China Value Fund, driven by attractive valuations and a sustained uptrend. Read on for a detailed analysis.

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