CompareMPF

Age 65 Plus Fund

YF Life Mixed Assets Fund Default Investment Strategy
Source: MPFA Fund Platform · Data as of 2026-07-31
Fund expense ratio
0.76%
Risk class
3
1 (lowest) to 7 (highest)
Latest calendar year return
+7.09%
2025
Fund size
167.07
HK$m · Launched 2017-04-01

Fund details

Fund categoryMixed Assets Fund - Default Investment Strategy - Age 65 Plus Fund
SchemeMASS Mandatory Provident Fund Scheme
Launch date2017-04-01
Fund size (HK$m)167.07
Fund expense ratio0.76%
Default Investment Strategy fundYes
Data as of2026-07-31

Annualized returns (% p.a.)

1 year4.70%
5 years0.63%
10 years
Since launch2.59%

Cumulative returns (%)

1 year4.70%
5 years3.21%
10 years
Since launch26.96%

Fee breakdown

Management fees total (% p.a.)0.59%
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.)0.08%
Guarantee charge (% p.a.)0.00%

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

v0.17.2 · Pinned rows: seamless block (no divider), Fund column stays on top during horizontal scroll