Principal Growth Fund
BCTMixed Assets Fund - 81% to 100% EquityActiveBCT
BCT MPF - Simple Plan · Latest information as of 30 Sep 2026
5Y annualized
6.29%
1Y return
15.27%
FER
1.519%
Fund Expense Ratio p.a.
Management fee
—
Fund size
498.49
HKD millions
Launch date
20-01-2005
Fund age
21.7 yrs
Risk indicator
12.06%
Annualized SD
Standard period returns (30 Sep 2026)
1 year
15.27%
5 years p.a.
6.29%
10 years p.a.
7.23%
Since launch p.a.
5.38%
Calendar year returns
| 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 3.13% | -19.95% | 7.26% | 10.40% | 25.53% |
Best and worst calendar year 2021–25: 25.53% / -19.95%
Risk classification
1
2
3
4
5
6
7
MPFA classifies this fund as risk class 5 of 7 — Medium–high volatility.
Comparable funds (Mixed Assets Fund - 81% to 100% Equity)
- BOC-Prudential Growth FundBOC-Prudential5Y 6.62% · FER 1.659%
- Growth PortfolioAIA5Y 6.44% · FER 1.670%
- Allianz Growth Fund - Class TManulife5Y 6.30% · FER 1.274%
- Allianz Growth Fund - Class BManulife5Y 6.28% · FER 1.305%
- AMTD Allianz Choice Growth FundAMTD5Y 6.28% · FER 1.222%
- Principal Growth FundBCT5Y 6.28% · FER 1.503%
- Principal Aggressive Strategy Fund - Class DBCT5Y 6.27% · FER 1.233%
- Growth FundHSBC5Y 6.17% · FER 1.540%
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