Hong Kong Investment Fund Association survey: 76% of respondents review their Mandatory Provident Fund investment portfolio at least once a year.

The latest survey of Trillions of MPF investors conducted by the Hong Kong Investment Funds Association (HKIFA) shows that Trillions of MPF savings are the most frequently mentioned expected source of retirement income among working professionals (63%), and also the most mentioned income source among retirees (49%), highlighting the core position of Trillions of MPF in the retirement protection system. Co-Chairman of HKIFA Retirement Committee, Alex Tse, stated that 76% of respondents review their Trillions of MPF investment portfolio at least annually, indicating a decent level of participation. However, the main factors driving portfolio adjustments are the current fund performance and the fluctuations in the Hong Kong and global markets, which may lead to a "buy high, sell low" outcome. Trillions of MPF is a long-term investment spanning decades, and employees should establish a balanced and diversified investment portfolio based on different stages of life, financial goals, and risk tolerance, and regularly review and manage it. Stock investments continue to be the most common asset class in Trillions of MPF, with as many as 80% of respondents holding related allocations, among which Hong Kong stocks are still the most popular investment option overall. Looking ahead to the next 12 months, respondents relatively prefer stocks from Hong Kong, China, and the United States. Regarding Trillions of MPF fund selection, 53% of respondents believe that the current types of funds are sufficient, especially in the age group of 50 and above. Sustainable development funds are the most desired new investment option for Trillions of MPF plans (37%), followed by advanced industry funds (31%) and high-yield bond funds (30%).