In 2025, Hong Kong’s fund industry is experiencing a period of remarkable growth. According to data from the Hong Kong Investment Funds Association (HKIFA), Hong Kong retail funds achieved gross sales of USD 82.6 billion in the first three quarters of 2025, up 35% year-on-year and recorded its highest net sales in the past decade. In line with this market growth, the 12th Top Funds 2025 aims to drive strategic optimization and excellence within the asset management industry, while also enhancing investor awareness of the fund market. Through quantitative analysis, the event identifies the best and outstanding funds across Mutual Funds, Exchange-Traded Funds (ETFs), and Mandatory Provident Funds (MPFs). This year, the newly introduced “House Awards” category honors exceptional fund management companies and their contributions to the industry’s development.

• Mutual Funds: Evaluated based on market performance and asset types over the past year, five years, and ten years

• Exchange-Traded Funds (ETFs): Assessed on tracking error performance and asset value returns over the past year (Oct 1, 2024 - Sept 30, 2025)

• Mandatory Provident Funds (MPFs): Analyzed over one, five, and ten years of returns

2025年，香港基金業增長勢頭強勁，根據香港投資基金公會（HKIFA）數據，香港零售基金於2025年首三季錄得826億美元的總銷售額，按年增長35%，並創下過去十年來的最高淨銷售紀錄。第十二屆「領先基金2025」，旨在推動基金業界追求卓越、優化資產管理業策略，為投資者提供更高回報，同時提升投資者對基金市場認知。活動透過量化分析，甄選互惠基金、交易所買賣基金及強積金三大領域中表現卓越及傑出的基金項目。此外，今年新增設的「基金公司 House Awards」獎項，嘉許表現卓越的基金管理公司，為評選活動增添新維度，肯定他們對行業發展的貢獻。

• 互惠基金：以過往一年、五年和十年的表現及資產類型作為評審基礎

• 交易所買賣基金：以過去一年的追蹤誤差表現以及資產值回報進行分析 （2024年10月1日至2025年9月30日）

• 強積金：分別從一年、五年及十年回報作分析與評分

Guest of Honor

Mr. Joseph H. L. CHAN, JP, Under Secretary for Financial Services and the Treasury, The Government of Hong Kong SAR
香港特別行政區政府財經事務及庫務局副局長陳浩濂先生, JP

Presenters

Dr. Rocky Tung, Executive Director, Financial Services Development Council
香港金融發展局行政總監董一岳博士

Dr. Paul YU, Director (Policy and Regulation), Mandatory Provident Fund Schemes Authority
強制性公積金計劃管理局主管（政策法規）余盛名博士

Prof. Terence Chong, MH, Executive Director, Lau Chor Tak Institute of Global Economics and Finance and Associate Professor of Economics, The Chinese University of Hong Kong
香港中文大學經濟學系副教授兼劉佐德全球經濟及金融研究所常務所長莊太量教授, MH

Mr. YU Chun Sing, Sam, Chairman, Hong Kong Investment Funds Association
香港投資基金公會主席余振聲先生

Ms. Ka Shi LAU, BBS, Chairman, Hong Kong Trustees’ Association
香港信託人公會主席劉嘉時女士, BBS

Ms. Carrie LEUNG, MH, Chief Executive Officer, The Hong Kong Institute of Bankers
香港銀行學會行政總裁梁嘉麗女士, MH

Fund Awards

House Awards