CompareMPF

Principal Core Accumulation Fund

BCT Mixed Assets Fund Default Investment Strategy
Source: MPFA Fund Platform · Data as of 2026-07-31
Fund expense ratio
0.80%
Risk class
4
1 (lowest) to 7 (highest)
Latest calendar year return
+15.02%
2025
Fund size
116.56
HK$m · Launched 2017-04-01

Fund details

Fund categoryMixed Assets Fund - Default Investment Strategy - Core Accumulation Fund
SchemeBCT MPF - Simple Plan
Launch date2017-04-01
Fund size (HK$m)116.56
Fund expense ratio0.80%
Default Investment Strategy fundYes
Data as of2026-07-31

Annualized returns (% p.a.)

1 year13.21%
5 years5.50%
10 years
Since launch6.85%

Cumulative returns (%)

1 year13.21%
5 years30.68%
10 years
Since launch85.73%

Fee breakdown

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.

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