Principal China Equity Fund - Class I
BCTEquity Fund - China Equity FundActiveBCT
BCT MPF Scheme Series 800 · Latest information as of 30 Sep 2026
5Y annualized
-3.59%
1Y return
-9.55%
FER
1.353%
Fund Expense Ratio p.a.
Management fee
—
Fund size
2,592.81
HKD millions
Launch date
01-08-2007
Fund age
19.2 yrs
Risk indicator
20.00%
Annualized SD
Standard period returns (30 Sep 2026)
1 year
-9.55%
5 years p.a.
-3.59%
10 years p.a.
1.90%
Since launch p.a.
1.95%
Calendar year returns
| 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| -16.45% | -27.10% | -15.69% | 17.63% | 30.48% |
Best and worst calendar year 2021–25: 30.48% / -27.10%
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 1.10% · FER 0.883%
- Hang Seng China Enterprises Index Tracking FundHSBC5Y 1.10% · FER 0.884%
- BEA China Tracker FundBEA5Y 0.73% · FER 1.186%
- BEA China Tracker FundBEA5Y 0.63% · FER 1.186%
- BOC-Prudential China Equity FundBOC-Prudential5Y -2.87% · FER 1.712%
- Principal China Equity Fund - Class DBCT5Y -3.45% · FER 1.247%
- BCOM China Dynamic Equity (CF) FundBCOM5Y -3.69% · FER 1.314%
- Chinese Equity FundHSBC5Y -3.78% · FER 1.494%
Educational information only — not financial advice. Figures are sourced from the Mandatory Provident Fund Schemes Authority (MPFA) monthly fund data (30 Sep 2026). MPFA fund platform