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美國信貸評級變動後MPF或被迫沽美債 積金局籲受託人制定應對方案
阿思達克 05-26 09:15
評級機構穆迪早前把美國主權信用評級下調,市場憂慮或會引發本港強積金基金被迫大規模沽出美國國債。目前,僅餘日本R&I給予美國最高評級,讓強積金基金投資於美國國債的比例可繼續超過總額的10%。一旦美國失去最後的最高評級,強積金基金將被迫沽出超出上限的美債持倉。 早前外電報道投資基金公會向積金局建議對美國國債給予例外處理。據悉,積金局最近向強積金受託人查詢,以瞭解假設美國因信貸評級變動而未能符合「獲豁免當局」定義,有關的潛在影響,並要求受託人作好應對部署。 積金局回覆本地媒體查詢時表明,沒有計劃修改強積金基金投資要求規定,最近已再次提醒受託人制定適當策略和緩解措施,應對美國因信貸評級變動情況。 不過,積金局表示,最近亦再次提醒受託人與其投資經理,就最新情況評估對強積金基金潛在影響,並要有適當措施應對將來假如出現美國因信貸評級變動,受託人委任的投資經理須在顧及強積金成員最佳利益下,制定合宜的合規應變方案,適時做出相應及有序的資產配置調整。 投資基金公會行政總裁黃王慈明表示,會方與會員公司和積金局一直保持溝通,並指沒有向當局建議爲美債「特事特辦」,表示採取投資配置方案應適用於各個海外市場,確保一致。
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