Directory / BCT / AMTD Invesco Target 2028 Retirement Fund
AMTD Invesco Target 2028 Retirement Fund
BCT
Mixed Assets Fund
Source: MPFA Fund Platform · Data as of 2026-07-31
Risk class
4
1 (lowest) to 7 (highest)
Latest calendar year return
+13.68%
2025
Fund size
25.28
HK$m · Launched 2009-07-10
Fund details
Fund categoryMixed Assets Fund - Uncategorized Mixed Asset Fund
SchemeAMTD MPF Scheme
Launch date2009-07-10
Fund size (HK$m)25.28
Fund expense ratio1.56%
Default Investment Strategy fund—
Data as of2026-07-31
Annualized returns (% p.a.)
1 year7.76%
5 years1.01%
10 years2.95%
Since launch3.39%
Cumulative returns (%)
1 year7.76%
5 years5.14%
10 years33.80%
Since launch76.51%
Fee breakdown
Management fees total (% p.a.)0.93%
Trustee / custodian fee (% p.a.)0.24%
eMPF platform fee (% p.a.)0.29%
Member servicing fee (% p.a.)0.00%
Investment management fee (% p.a.)0.4%
Guarantee charge (% p.a.)0.00%
Past performance is not indicative of future results. This is not financial advice.
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