In 2024, the Hong Kong fund market demonstrated strong signs of recovery. Retail funds achieved gross sales of USD 81.7 billion (HKD 641.8 billion), a 47% increase marking a three-year high. Net inflows reached USD 12.3 billion (HKD 96.6 billion), up over 65 times from 2023. The average daily turnover of ETFs reached HKD 16 billion, up 36% from the previous year. The total net assets of MPF were about HKD 1.3 trillion, with an average annual return of 8.6%.

Top Funds 2024, now in its eleventh year, aims to continually enhance investors' awareness of the local fund market, drive strategic optimization and excellence within the asset management industry. Through quantitative analysis, the event identifies the best and outstanding funds across three major categories: Mutual Funds, Exchange-Traded Funds (ETFs), and Mandatory Provident Funds (MPFs). In addition, it recognizes fund managers of these successful funds, celebrating their achievements and contributions to the industry’s growth.

• 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, 2023 - Sept 30, 2024)

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

2024年，香港基金市場展現了強勁復甦勢頭，全年零售基金錄得總銷售額817億美元（約6,418億港元），按年增長47%，創三年新高。基金淨流入錄得123億美元（約966億），較去年增長超過65倍。交易所買賣基金（ETF）日均成交額達160億港元，較2023年上升36%，而強積金（MPF）的總資產淨值約$1.3萬億港元，全年平均淨回報達8.6%。

「領先基金2024」邁入第十一屆，旨在持續提升投資者對本地基金市場認知，推動業界追求卓越，優化資產管理業策略，為投資者提供更高回報。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。同時，活動亦表彰這些成功基金項目背後的基金經理，肯定他們對行業發展的貢獻。

• 互惠基金：以過往一年、五年及十年的表現和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（2023年10月1日至2024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

Source 資料來源:
Hong Kong Investment Funds Association 香港投資基金公會
MPFA blog - MPF achieved favourable performance in 2024 積金局網誌 - 強積金2024年表現理想
HKEX Monthly Market Highlights (Dec 2024) 香港交易所每月市場概況（2024年12月）

Guest of Honor

Dr William Lo, JP, Chief Operating Officer of Meta Media Holdings Limited and Publisher of Bloomberg Businessweek/Chinese Edition
超媒體控股有限公司首席營運總監兼彭博商業周刊/中文版出版人盧永仁博士，太平紳士

Presenters

Mr. King LEUNG, Global Head of Financial Services, Fintech & Sustainability, Invest Hong Kong
香港投資推廣署金融服務及科技, 可持續發展環球總裁梁瀚璟先生

Mr. Joseph LEE, Director (Supervision), Mandatory Provident Fund Schemes Authority
強制性公積金計劃管理局監理部主管李啟宏先生

Prof. Yuk Fai FONG, Associate Dean, School of Business and Management, Hong Kong University of Science and Technology
香港科技大學工商管理學院副院長房育輝教授

Prof. Terence CHONG, MH, Executive Director, Lau Chor Tak Institute of Global Economics and Finance and Associate Professor of Economics, 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. Edward AU, President, Hong Kong Institute of Certified Public Accountants
香港會計師公會會長歐振興先生

Ms. Doris LIAN, Chairman, Chinese Asset Management Association of Hong Kong
香港中資基金業協會會長連少冬女士

Mr. David CHING, CFA, Vice President, CFA Society Hong Kong
香港特許金融分析師學會副會長程子樂先生, CFA

Ms. Rebecca CHOW, Vice Chairman, Hong Kong Trustees' Association
香港信託人公會副主席周宇女士

Mr. Chris TSE, CFP, Board Member, Institute of Financial Planners of Hong Kong
香港財務策劃師學會董事謝汝康先生, CFP