Principal China Equity Fund - Class D
BCTEquity Fund - China Equity FundActiveBCT
BCT MPF Scheme Series 800 · MPFA data as of 31 Jul 2026
5Y annualized
-3.27%
1Y return
6.04%
FER
1.247%
Fund Expense Ratio p.a.
Management fee
1.247%
Fund size
173.25
HKD millions
Launch date
01-08-2007
Fund age
19 yrs
Risk indicator
21.46%
Annualized SD
Standard period returns (31 Jul 2026)
1 year
6.04%
5 years p.a.
-3.27%
10 years p.a.
3.21%
Since launch p.a.
2.43%
Calendar year returns
| 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| -16.29% | -26.96% | -15.51% | 17.85% | 30.63% |
Best and worst calendar year 2021–25: 30.63% / -26.96%
Risk classification
1
2
3
4
5
6
7
MPFA classifies this fund as risk class 6 of 7 — High volatility.
Comparable funds (Equity Fund - China Equity Fund)
- Hang Seng China Enterprises Index Tracking FundHang Seng5Y 0.90% · FER 0.883%
- Hang Seng China Enterprises Index Tracking FundHSBC5Y 0.89% · FER 0.884%
- BEA China Tracker FundBEA5Y 0.56% · FER 1.173%
- BEA China Tracker FundBEA5Y 0.46% · FER 1.192%
- BOC-Prudential China Equity FundBOC-Prudential5Y -2.59% · FER 1.752%
- Principal China Equity Fund - Class IBCT5Y -3.42% · FER 1.353%
- BCOM China Dynamic Equity (CF) FundBCOM5Y -3.51% · FER 1.314%
- Chinese Equity FundHSBC5Y -3.67% · FER 1.494%
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