Recommended Practices

MPF Performance Presentation Standards

The MPFA has formally recognised the 2nd edition of the industry performance presentation standards (PDF, 417KB) submitted jointly by the Hong Kong Trustees' Association and the Hong Kong Investment Funds Association on March 9, 2007 for the purposes of the Code on Disclosure for MPF Investment Funds (Disclosure Code). The 2nd edition of the Standards came into effect on April 23, 2007.

The Standards are developed to help clarify and specify the methods the trustees should use in preparing, calculating and presenting the information required as minimum content in a fund fact sheet. It covers important data on fund performance, fund risk indicators and fund descriptors as set out in D2.3 (f), (i) and (j) of the Disclosure Code.

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