
AQUMON推出全新 强积金(MPF)指数组合
由 AQUMON Team 撰写于 2024-11-26
AQUMON推出全新 强积金(MPF)指数组合
自从AQUMON与机构合作伙伴在香港首次推出由数据和算法驱动的养老金投资顾问系统以来,我们发现了MPF基准存在的重大问题。基准不准,基准不齐,是现在香港470万打工人的痛点,数据的缺口和基准的模糊使得投资者对他们的养老金投资表现无处可比。
为了解决这个问题,我们很荣幸地推出AQUMON全新的9个MPF指数类别:
AQUMON MPF综合指数
AQUMON MPF债券指数
AQUMON MPF混合指数
AQUMON MPF股票指数
AQUMON MPF全球股票指数
AQUMON MPF美国股票指数
AQUMON MPF欧洲股票指数
AQUMON MPF亚洲股票指数
AQUMON MPF大中华股票指数
为什么AQUMON指数组合能够脱颖而出?
更详细分类:提供更精细的大类资产类别以更好地捕获基金的表现。
全球覆盖:包括主要的全球经济体,提供全面的市场视野。
区域专长:为特定的区域量身定制的指数,包括北美、欧洲、亚洲和大中华地区。
这种细分允许投资者精确地监控和追踪特定区域的市场表现,有助于做出更明智的投资决策
过去10年的表现见解(2014年10月 - 2024年10月):
美国股权指数:表现最强,年化回报率为6.89%。
债券指数:年化回报率为0.26%,应该有更好的表现!
大中华股权指数:年化回报率仅为0.73%,波动性却最高。
综合基金指数:年化回报率为2.07%,未能超过香港10年平均通胀率2.16%。
这些数据带来的洞见突显了科学的资产配置对于长期分散投资结果的重要性。
感谢AQUMON算法科学家团队的精心打造。未来我们每个季度都会在网站发布各个指数的表现,如果有金融机构想要合作,请与我们联系。
About us
AQUMON is a Hong Kong based award-winning financial technology company. Our mission is to leverage smart technology to make next-generation investment services affordable, transparent and accessible to both institutional clients and the general public. Through its proprietary algorithms and scalable, technical infrastructure, AQUMON’s automated platform empowers anyone to invest and maximize their returns. AQUMON has partnered with more than 100 financial institutions in Hong Kong and beyond, including AIA, CMB Wing Lung Bank, ChinaAMC, and Guangzhou Rural Commercial Bank. Hong Kong University of Science and Technology, the Alibaba Entrepreneurs Fund, affiliate of BOC International Holdings Limited, Zheng He Capital Management and Cyberport are among AQUMON's investors.
The brand is held under Magnum Research Limited and is licensed with Type 1, 4 and 9 under the Securities and Futures Commission (SFC) of Hong Kong. AQUMON is also licensed by the U.S. Securities and Exchange Commission (SEC) and the Asset Management Association of China (AMAC).
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