Directory / BCT / AMTD Invesco Age 65 Plus Fund
AMTD Invesco Age 65 Plus Fund
BCT
Mixed Assets Fund
Default Investment Strategy
Source: MPFA Fund Platform · Data as of 2026-07-31
Risk class
4
1 (lowest) to 7 (highest)
Latest calendar year return
+6.71%
2025
Fund size
29.21
HK$m · Launched 2017-04-01
Fund details
Fund categoryMixed Assets Fund - Default Investment Strategy - Age 65 Plus Fund
SchemeAMTD MPF Scheme
Launch date2017-04-01
Fund size (HK$m)29.21
Fund expense ratio0.87%
Default Investment Strategy fundYes
Data as of2026-07-31
Annualized returns (% p.a.)
1 year4.34%
5 years0.48%
10 years—
Since launch2.46%
Cumulative returns (%)
1 year4.34%
5 years2.43%
10 years—
Since launch25.44%
Fee breakdown
Management fees total (% p.a.)0.68%
Trustee / custodian fee (% p.a.)0.22%
eMPF platform fee (% p.a.)0.29%
Member servicing fee (% p.a.)0.00%
Investment management fee (% p.a.)0.17%
Guarantee charge (% p.a.)0.00%
Past performance is not indicative of future results. This is not financial advice.
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