Regularly updated fund sector performance data tables
Weekly Fund Sector Performance Data
US$ percentage return, bid to bid, gross income reinvested. (Based on active HKIFA member funds only.)
Data as of 25/11/2023Download Performance (Weekly) (.xlsx)
Monthly Fund Sector Performance Data
US$ percentage return, bid to bid, gross income reinvested. (Based on active HKIFA member funds only.) Please note that it may take a while to download.
Data as of 10/2023Download Performance (Monthly) (.xlsx)
Notice: Publication of these listings is for information purposes only, and does not constitute any advice, offer to sell, or a solicitation or an offer to buy or subscribe to or hold any fund under these sectors listed in this section. Persons considering investing in any of these sectors listed should consult their own professional advisers for advice.
No action has been taken in any jurisdiction by Morningstar Asia Ltd. or the Association that will permit any public offering or possession or distribution of funds under these sectors in any jurisdiction where action for the purpose is required.
While Morningstar Asia Ltd. and the Association have used reasonable endeavors to ensure the accuracy of the information contained in these listings, neither accept any liability in respect of the investment decisions of investors or for any loss arising therefrom.
These listings are based on past performance of each fund managed by members of the Association. They are not a guide to future performance. Income from funds can fluctuate.