CompareMPF

Principal Stable Fund

BCT Mixed Assets Fund
Source: MPFA Fund Platform · Data as of 2026-07-31
Fund expense ratio
1.49%
Risk class
4
1 (lowest) to 7 (highest)
Latest calendar year return
+11.17%
2025
Fund size
158.04
HK$m · Launched 2005-01-20

Fund details

Fund categoryMixed Assets Fund - 21% to 40% Equity
SchemeBCT MPF - Simple Plan
Launch date2005-01-20
Fund size (HK$m)158.04
Fund expense ratio1.49%
Default Investment Strategy fund
Data as of2026-07-31

Annualized returns (% p.a.)

1 year8.02%
5 years0.48%
10 years2.26%
Since launch1.94%

Cumulative returns (%)

1 year8.02%
5 years2.44%
10 years25.00%
Since launch51.28%

Fee breakdown

Management fees total (% p.a.)1.03%
Trustee / custodian fee (% p.a.)0.14%
eMPF platform fee (% p.a.)0.29%
Member servicing fee (% p.a.)0.25%
Investment management fee (% p.a.)0.35%
Guarantee charge (% p.a.)0.00%

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

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