BEA Greater China Equity Fund
BEAEquity Fund - Greater China Equity FundActiveBEA
BEA (MPF) Value Scheme · Latest information as of 30 Sep 2026
5Y annualized
5.67%
1Y return
20.07%
FER
0.947%
Fund Expense Ratio p.a.
Management fee
—
Fund size
36.4
HKD millions
Launch date
25-10-2012
Fund age
13.9 yrs
Risk indicator
18.64%
Annualized SD
Standard period returns (30 Sep 2026)
1 year
20.07%
5 years p.a.
5.67%
10 years p.a.
8.97%
Since launch p.a.
7.92%
Calendar year returns
| 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| -3.90% | -26.34% | -6.61% | 16.15% | 36.54% |
Best and worst calendar year 2021–25: 36.54% / -26.34%
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 - Greater China Equity Fund)
- Greater China Equity FundAIA5Y 5.39% · FER 1.674%
- BCT (Pro) Greater China Equity FundBCT5Y 4.97% · FER 1.077%
- Allianz Greater China Fund - Class TManulife5Y 4.80% · FER 1.230%
- Allianz Greater China Fund - Class BManulife5Y 4.78% · FER 1.259%
- BEA (Industry Scheme) Greater China Equity FundBEA5Y 4.74% · FER 1.279%
- BEA (MPF) Greater China Equity FundBEA5Y 4.72% · FER 1.257%
- Allianz Greater China Fund - Class AManulife5Y 4.57% · FER 1.459%
- BCOM Greater China Equity (CF) FundBCOM5Y 4.56% · FER 1.323%
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