Principal Dynamic Global Equity Fund
BCT MPF - Smart PlanEquity Fund - Global Equity FundActiveBCT
BCT MPF - Smart Plan · MPFA data as of 30 Jun 2026
5Y annualized
8.82%
1Y return
25.45%
FER
1.545%
Fund Expense Ratio p.a.
Management fee
1.545%
Fund size
4,122.59
HKD millions
Launch date
01-12-2000
Fund age
25.6 yrs
Risk indicator
—
Annualized SD
Standard period returns (30 Jun 2026)
1 year
25.45%
5 years p.a.
8.82%
10 years p.a.
10.11%
Since launch p.a.
4.16%
Calendar year returns
| 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 15.91% | -21.51% | 18.92% | 15.25% | 17.56% |
Best and worst calendar year 2021–25: 18.92% / -21.51%
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 - Global Equity Fund)
- Haitong Global Diversification Fund - Class THaitong5Y 18.84% · FER 1.293%
- Haitong Global Diversification Fund - Class AHaitong5Y 18.72% · FER 1.392%
- Green FundAIA5Y 11.48% · FER 1.425%
- BEA Global Equity FundBEA5Y 11.06% · FER 0.952%
- Global Equity FundHSBC5Y 10.88% · FER 0.816%
- Global Equity FundHang Seng5Y 10.88% · FER 0.816%
- BEA (MPF) Global Equity FundBEA5Y 10.72% · FER 1.251%
- World FundAIA5Y 10.11% · FER 0.844%
Educational information only — not financial advice. Figures are sourced from the Mandatory Provident Fund Schemes Authority (MPFA) monthly fund data (30 Jun 2026). MPFA fund platform