| Fund | Currency | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Global Equity Fund | HKD | 12.90% | 10.40% | 16.10% | 12.30% | 13.80% |
| Growth Fund | HKD | 10.10% | 9.60% | 15.00% | 9.30% | 12.10% |
| Balanced Fund | HKD | 8.00% | 8.90% | 14.00% | 6.50% | 10.20% |
| Conservative Fund | HKD | 5.90% | 7.50% | 10.40% | 3.50% | 7.20% |
| Global Bond Fund | HKD | 3.50% | 7.00% | 11.70% | 0.10% | 4.80% |
| Money Market Fund | HKD | 4.40% | 4.50% | 1.40% | 0.00% | 1.30% |
The 2024 calendar year performance of the Global Equity Fund is 12.9%, the Growth Fund is 10.1%, the Balanced Fund is 8.0%, the Conservative Fund is 5.9%, the Global Bond Fund is 3.5%, and the Money Market Fund is 4.4%.
All performance figures are NAV to NAV with gross income reinvested (all in HK$).
Investment involves risks. Past performance is not indicative of future performance. Investors should read the relevant prospectus for details, including the product features and risk factors.