香港房託基金協會正式成立 冀提升大衆對香港房託基金認知
領展(00823.HK)、越秀房託(00405.HK)及順豐房託(02191.HK)宣佈成立共同協作平臺「香港房託基金協會有」(HKREITA),旨在連繫有共同願景的房託基金經理、行業從業者以及爲房託基金業界服務的專業人士或機構,共同推動香港房託基金市場的整體發展,並提升大衆對香港房託基金的認知。
協會認爲市場各界應攜手合作,加強推廣房託的特點,透過提高公衆對房託基金的認識,擴闊投資者基礎;同時應以多渠道推動香港成爲房託基金上市及交易的首選地,例如與內地互聯互通,爲投資者提供更多房託選擇。
協會併發布一項香港個人投資者調查,結果顯示股票、港幣儲蓄或定期存款及強積金爲最多香港人採用的投資工具,當中僅 6%受訪者或8.5%受訪投資者表示目前持有房託基金,反映房託基金目前並非個人投資者最常採用的投資產品。
而對投資香港房託基金沒有興趣的受訪者中,53%表示因爲「不熟悉香港房託基金而不感興趣」。而有興趣投資香港房託基金的受訪者中,有47%指「高派息率」是投資房託基金的最大誘因。通過是次調查題目認識到房託基金的特點後,約46%受訪者表示可能會在未來 12 個月投資房託基金,平均期望達到6.3%的投資回報率。
協會今年4月委託市場調查機構,以線上問卷形式訪問約1,000名香港居民,結果顯示「資產增值」、「退休後的收入來源」及「保本」爲香港投資者主要投資目標。然而37% 受訪者表示去年投資回報率少於3%。
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