Invesco Growth Fund - Unit Class H
BCTEquity Fund - Global Equity FundActiveBCT
BCT Strategic MPF Scheme · MPFA data as of 30 Jun 2026
5Y annualized
4.01%
1Y return
21.04%
FER
1.174%
Fund Expense Ratio p.a.
Management fee
1.174%
Fund size
2,994.15
HKD millions
Launch date
12-02-2001
Fund age
25.4 yrs
Risk indicator
13.71%
Annualized SD
Standard period returns (30 Jun 2026)
1 year
21.04%
5 years p.a.
4.01%
10 years p.a.
7.43%
Since launch p.a.
5.31%
Calendar year returns
| 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 1.06% | -17.68% | 5.75% | 8.06% | 25.05% |
Best and worst calendar year 2021–25: 25.05% / -17.68%
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