MPFA Releases Provisional MPF Investment Returns Data as of March 2026

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MPFA releases provisional data on MPF investment returns

MPFA today (8 April) released the provisional data on MPF investment returns as at the end of March 2026. The provisional figures on returns by fund type are as follows:

Notes:
* Return figures are net of fees and charges.
*  The annualized inflation rates since the inception of the MPF System and since the launch of DIS were both 1.8%; the inflation rate over the past 12 months was 1.7% (inflation rates are figures up to February 2026).
@ “Highest” and “Lowest” refer to the highest and lowest annualized net returns among individual funds in each fund type during the relevant period respectively.*

Since the inception of the MPF System, Equity Fund and Mixed Assets Fund, which together accounted for 80% of the total MPF assets, registered average annualized net returns of 4.8% and 4.4% respectively, outperformed the annualized inflation rate of 1.8% over the same period. Regarding Core Accumulation Fund under DIS, commonly called “funds for lazy people”, its average annualized net return since launch in 2017 was 6.4%, which also outperformed the annualized inflation rate of 1.8% for the period.

MPFA reminds MPF scheme members that MPF is a long-term investment spanning more than 40 years. They should avoid adopting a short-term investment approach in managing their MPF or attempting to time the market, as this may lead to “buying high, selling low” and adversely impact MPF investment returns during accumulation phase of scheme members. Scheme members are encouraged to make sound personal investment plans based on their life stage, financial situation, risk-tolerance, etc.

When building and conducting regular reviews of personalized MPF portfolios, scheme members are advised to examine their investment objectives, risk class of individual funds, the fund expense ratios and performance over different time horizons, etc.. Such information can be viewed on MPFA’s MPF Fund Platform, fund fact sheets, and information provided by individual MPF schemes and funds.

Scheme members who lack the time or investment knowledge to manage their MPF can consider DIS. DIS is a ready-made investment solution for MPF that adopts a diversified approach by investing in global equity and bond markets and features an “automatic de-risking” mechanism, which effectively helps scheme members to mitigate investment risk. Moreover, the fees of funds under DIS are capped at 0.85% of the net asset value of the funds for MPF schemes after onboarding to the eMPF TM Platform.

– Ends –
8 April 2026

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