Principal US Equity Fund - Class D
BCTEquity Fund - United States Equity FundActiveBCT
BCT MPF Scheme Series 800 · MPFA data as of 31 Jul 2026
5Y annualized
10.54%
1Y return
15.18%
FER
1.223%
Fund Expense Ratio p.a.
Management fee
1.223%
Fund size
321.07
HKD millions
Launch date
01-12-2000
Fund age
25.7 yrs
Risk indicator
11.80%
Annualized SD
Standard period returns (31 Jul 2026)
1 year
15.18%
5 years p.a.
10.54%
10 years p.a.
11.92%
Since launch p.a.
5.97%
Calendar year returns
| 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 26.96% | -19.20% | 23.72% | 22.14% | 15.32% |
Best and worst calendar year 2021–25: 26.96% / -19.20%
Risk classification
1
2
3
4
5
6
7
MPFA classifies this fund as risk class 5 of 7 — Medium–high volatility.
Comparable funds (Equity Fund - United States Equity Fund)
- American FundAIA5Y 11.12% · FER 0.828%
- ValueChoice North America Equity Tracker FundHang Seng5Y 10.95% · FER 0.819%
- ValueChoice North America Equity Tracker FundHSBC5Y 10.95% · FER 0.818%
- North American Equity FundHSBC5Y 10.78% · FER 1.316%
- North American Equity FundHang Seng5Y 10.78% · FER 1.316%
- BOC-Prudential North America Index Tracking FundBOC-Prudential5Y 10.63% · FER 1.023%
- North American Equity FundAIA5Y 10.57% · FER 1.667%
- BEA (MPF) North American Equity FundBEA5Y 10.52% · FER 1.249%
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