Principal Age 65 Plus Fund - Class N
BCTMixed Assets Fund - Default Investment Strategy - Age 65 Plus FundActiveBCT
BCT MPF Scheme Series 800 · MPFA data as of 31 Jul 2026
5Y annualized
0.91%
1Y return
5.11%
FER
0.795%
Fund Expense Ratio p.a.
Management fee
0.795%
Fund size
3,223.67
HKD millions
Launch date
01-04-2017
Fund age
9.3 yrs
Risk indicator
5.49%
Annualized SD
Standard period returns (31 Jul 2026)
1 year
5.11%
5 years p.a.
0.91%
10 years p.a.
—
Since launch p.a.
2.76%
Calendar year returns
| 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 1.67% | -14.34% | 7.66% | 2.98% | 7.82% |
Best and worst calendar year 2021–25: 7.82% / -14.34%
Risk classification
1
2
3
4
5
6
7
MPFA classifies this fund as risk class 4 of 7 — Medium volatility.
Comparable funds (Mixed Assets Fund - Default Investment Strategy - Age 65 Plus Fund)
- Haitong Age 65 Plus Fund - Class AHaitong5Y 3.14% · FER 0.929%
- Haitong Age 65 Plus Fund - Class THaitong5Y 3.14% · FER 0.930%
- Principal Age 65 Plus FundBCT5Y 0.93% · FER 0.793%
- Principal Age 65 Plus FundBCT5Y 0.81% · FER 0.831%
- BCT (Pro) Age 65 Plus FundBCT5Y 0.70% · FER 0.773%
- Invesco Age 65 Plus Fund - Unit Class ABCT5Y 0.67% · FER 0.800%
- Invesco Age 65 Plus Fund - Unit Class HBCT5Y 0.67% · FER 0.799%
- BCOM Age 65 Plus FundBCOM5Y 0.65% · FER 0.815%
Educational information only — not financial advice. Figures are sourced from the Mandatory Provident Fund Schemes Authority (MPFA) monthly fund data (31 Jul 2026). MPFA fund platform