My MPF Portfolio Outperforms in May

Anthony Tran • Posted 4 weeks 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.

May 2025 proved to be a robust month for my Manulife MPF portfolio, achieving its first outperformance against the overall MPF system since January 2025. A steady rally in US, China, and Japan equities drove my MPF portfolio to a 6.25% gain in May, surpassing the MPFR All Fund Performance Index, which rose by 3.61% during the same period.

My MPF portfolio closed at HKD 914,100 on 31 May 2025, up from HKD 860,350 on 30 April 2025. The outperformance relative to the MPF system stems primarily from the portfolio’s significant allocation to the North America Equity Fund, its second-heaviest weighting. Additionally, the gradual recovery of the China Value Fund further bolstered May’s results.

The opinion of the article writer does not represent our media's view.

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