
AQUMON推出全新 強積金(MPF)指數組合
由 AQUMON Team 撰寫於 2024-11-26
AQUMON推出全新 強積金(MPF)指數組合
自從AQUMON與機構合作伙伴在香港首次推出由數據和算法驅動的養老金投資顧問系統以來,我們發現了MPF基準存在的重大問題。基準不準,基準不齊,是現在香港470萬打工人的痛點,數據的缺口和基準的模糊使得投資者對他們的養老金投資表現無處可比。
為了解決這個問題,我們很榮幸地推出AQUMON全新的9個MPF指數類別:
AQUMON MPF綜合指數
AQUMON MPF債券指數
AQUMON MPF混合指數
AQUMON MPF股票指數
AQUMON MPF全球股票指數
AQUMON MPF美國股票指數
AQUMON MPF歐洲股票指數
AQUMON MPF亞洲股票指數
AQUMON MPF大中華股票指數
為什麼AQUMON指數組合能夠脱穎而出?
更詳細分類:提供更精細的大類資產類別以更好地捕獲基金的表現。
全球覆蓋:包括主要的全球經濟體,提供全面的市場視野。
區域專長:為特定的區域量身定製的指數,包括北美、歐洲、亞洲和大中華地區。
這種細分允許投資者精確地監控和追蹤特定區域的市場表現,有助於做出更明智的投資決策。
過去10年的表現見解(2014年10月 - 2024年10月):
美國股票指數:表現最強,年化回報率為6.89%。
債券指數:年化回報率為0.26%,應該有更好的表現!
大中華股票指數:年化回報率僅為0.73%,波動性卻最高。
綜合基金指數:年化回報率為2.07%,未能超過香港10年平均通脹率2.16%。
這些數據帶來的洞見突顯了科學的資產配置對於長期分散投資結果的重要性。
感謝AQUMON算法科學家團隊的精心打造。未來我們每個季度都會在網站發佈各個指數的表現,如果有金融機構想要合作,請與我們聯繫。
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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