Investment Performance

Exchange Fund Investment Return

The compounded annual investment return of the Exchange Fund since 1994 is 4.8%, higher than the compounded annual Hong Kong composite CPI (2.0%) for the same period.

  1. Investment return calculations exclude the holdings in the Strategic Portfolio.
  2. Composite Consumer Price Index is calculated based on the 2014/2015-based series.

Last revision date : 28 April 2021