Schroder MPF Age 65 Plus Fund

SCT Mixed Assets Fund Default Investment Strategy

Source: MPFA Fund Platform · Data as of 2026-07-31

Fund expense ratio

0.61%

Risk class

1 (lowest) to 7 (highest)

Latest calendar year return

+5.80%

2025

Fund size

408.41

HK$m · Launched 2017-04-01

Fund categoryMixed Assets Fund - Default Investment Strategy - Age 65 Plus Fund

SchemeSHKP MPF Employer Sponsored Scheme

Launch date2017-04-01

Fund size (HK$m)408.41

Fund expense ratio0.61%

Default Investment Strategy fundYes

Data as of2026-07-31

1 year4.32%

5 years0.44%

10 years—

Since launch2.39%

1 year4.32%

5 years2.20%

10 years—

Since launch24.64%

Management fees total (% p.a.)Up to 0.52%

Trustee / custodian fee (% p.a.)0.17%

eMPF platform fee (% p.a.)0.24%

Member servicing fee (% p.a.)0.00%

Investment management fee (% p.a.)Up to 0.11%

Guarantee charge (% p.a.)0.00%

Past performance is not indicative of future results. This is not financial advice.