Age 65 Plus Fund

HSBC Mixed Assets Fund Default Investment Strategy

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

Fund expense ratio

0.78%

Risk class

1 (lowest) to 7 (highest)

Latest calendar year return

+6.28%

2025

Fund size

10,576.07

HK$m · Launched 2009-10-08

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

SchemeHSBC Mandatory Provident Fund - SuperTrust Plus

Launch date2009-10-08

Fund size (HK$m)10,576.07

Fund expense ratio0.78%

Default Investment Strategy fundYes

Data as of2026-07-31

1 year4.51%

5 years0.59%

10 years2.40%

Since launch2.15%

1 year4.51%

5 years3.01%

10 years26.75%

Since launch42.97%

Management fees total (% p.a.)0.67%

Trustee / custodian fee (% p.a.)0.09%

eMPF platform fee (% p.a.)0.29%

Member servicing fee (% p.a.)0.08%

Investment management fee (% p.a.)0.21%

Guarantee charge (% p.a.)0.00%

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