Allianz Choice Balanced Fund
SHKPMixed Assets Fund - 61% to 80% EquityActiveSCT
SHKP MPF Employer Sponsored Scheme · MPFA data as of 30 Jun 2026
5Y annualized
3.96%
1Y return
16.22%
FER
0.988%
Fund Expense Ratio p.a.
Management fee
0.988%
Fund size
946.32
HKD millions
Launch date
19-03-2010
Fund age
16.3 yrs
Risk indicator
11.77%
Annualized SD
Standard period returns (30 Jun 2026)
1 year
16.22%
5 years p.a.
3.96%
10 years p.a.
6.87%
Since launch p.a.
5.03%
Calendar year returns
| 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 2.42% | -15.46% | 5.39% | 8.26% | 21.09% |
Best and worst calendar year 2021–25: 21.09% / -15.46%
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 - 61% to 80% Equity)
- BEA Growth FundBEA5Y 4.45% · FER 0.979%
- Balanced FundHSBC5Y 3.83% · FER 1.434%
- Balanced FundHang Seng5Y 3.83% · FER 1.434%
- ValueChoice Balanced FundHang Seng5Y 3.83% · FER 0.909%
- ValueChoice Balanced FundHSBC5Y 3.83% · FER 0.910%
- Principal Global Growth Fund - Class DBCT MPF Scheme Series 8005Y 3.70% · FER 1.227%
- Allianz Balanced Fund - Class TManulife5Y 3.69% · FER 1.259%
- AMTD Allianz Choice Balanced FundAMTD5Y 3.68% · FER 1.217%
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