CompareMPF

Principal US Equity Fund - Class D

BCT Equity Fund
Source: MPFA Fund Platform · Data as of 2026-07-31
Fund expense ratio
1.22%
Risk class
5
1 (lowest) to 7 (highest)
Latest calendar year return
+15.32%
2025
Fund size
321.07
HK$m · Launched 2000-12-01

Fund details

Fund categoryEquity Fund - United States Equity Fund
SchemeBCT MPF Scheme Series 800
Launch date2000-12-01
Fund size (HK$m)321.07
Fund expense ratio1.22%
Default Investment Strategy fund
Data as of2026-07-31

Annualized returns (% p.a.)

1 year15.18%
5 years10.54%
10 years11.92%
Since launch5.97%

Cumulative returns (%)

1 year15.18%
5 years65.03%
10 years208.48%
Since launch343.81%

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.)0.20%
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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