Directory / BCT / Principal Age 65 Plus Fund - Class N
Principal Age 65 Plus Fund - Class N
BCT
Mixed Assets Fund
Default Investment Strategy
Source: MPFA Fund Platform · Data as of 2026-07-31
Risk class
4
1 (lowest) to 7 (highest)
Latest calendar year return
+7.82%
2025
Fund size
3,223.67
HK$m · Launched 2017-04-01
Fund details
Fund categoryMixed Assets Fund - Default Investment Strategy - Age 65 Plus Fund
SchemeBCT MPF Scheme Series 800
Launch date2017-04-01
Fund size (HK$m)3,223.67
Fund expense ratio0.79%
Default Investment Strategy fundYes
Data as of2026-07-31
Annualized returns (% p.a.)
1 year5.11%
5 years0.91%
10 years—
Since launch2.76%
Cumulative returns (%)
1 year5.11%
5 years4.65%
10 years—
Since launch28.98%
Fee breakdown
Management fees total (% p.a.)0.68%
Trustee / custodian fee (% p.a.)0.14%
eMPF platform fee (% p.a.)0.29%
Member servicing fee (% p.a.)0.00%
Investment management fee (% p.a.)0.25%
Guarantee charge (% p.a.)0.00%
Past performance is not indicative of future results. This is not financial advice.
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