Principal Age 65 Plus Fund

BCT Mixed Assets Fund Default Investment Strategy

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

Fund expense ratio

0.79%

Risk class

1 (lowest) to 7 (highest)

Latest calendar year return

+7.74%

2025

Fund size

483.99

HK$m · Launched 2017-04-01

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

SchemeBCT MPF - Smart Plan

Launch date2017-04-01

Fund size (HK$m)483.99

Fund expense ratio0.79%

Default Investment Strategy fundYes

Data as of2026-07-31

1 year5.05%

5 years0.93%

10 years—

Since launch2.71%

1 year5.05%

5 years4.74%

10 years—

Since launch28.39%

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.