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MPF Age 65 Plus Fund (DIS) Fund Performance (data as of 2026-09-30)

As of 2026-09-30, 28 MPF Age 65 Plus Fund (DIS) funds with a 5-year record had MPFA 5-year annualised returns from +0.15% to +3.08% (median +0.66%); median FER 0.79%. Past performance is not indicative of future results.

The Age 65 Plus Fund is part of the DIS, holding about 20% higher-risk assets; it also fell in 2022 when stocks and bonds dropped together.

Important: Historical data for general information only — not investment advice or a recommendation of any fund, and it does not consider anyone's objectives or circumstances. Past performance is not indicative of future results; prices can go down as well as up. MPFA-published returns and fees are as of 2026-09-30; site-calculated metrics (annualised return, volatility, max drawdown) use month-end prices 2020-07 – 2026-09 and may contain errors or delays. Before any decision, read the trustee's offering documents and MPFA information, and consult a licensed or registered professional where appropriate. Full disclaimer · Methodology

5-year annualised return (historical)

Filter: ≥60 months and a 5-year return (n=28).
#FundScheme5y ann.*1y ann.*10y ann.*FER*Months†Volatility†Max drawdown†
1Haitong Age 65 Plus Fund - Class AHaitong MPF Retirement Fund+3.08%+6.95%n/a0.93%757.17%-17.16%
2Haitong Age 65 Plus Fund - Class THaitong MPF Retirement Fund+3.08%+6.95%n/a0.93%757.17%-17.16%
3Principal Age 65 Plus FundBCT MPF - Smart Plan+1.13%+2.93%n/a0.79%756.15%-16.27%
4Principal Age 65 Plus Fund - Class NBCT MPF Scheme Series 800+1.12%+2.98%n/a0.79%756.21%-16.35%
5Principal Age 65 Plus FundBCT MPF - Simple Plan+1.01%+2.93%n/a0.83%756.18%-16.38%
6BCT (Pro) Age 65 Plus FundBCT (MPF) Pro Choice+0.90%+2.25%n/a0.77%756.36%-17.50%
7Invesco Age 65 Plus Fund - Unit Class ABCT Strategic MPF Scheme+0.87%+2.08%n/a0.80%756.41%-17.64%
8Invesco Age 65 Plus Fund - Unit Class HBCT Strategic MPF Scheme+0.87%+2.08%n/a0.80%756.41%-17.64%
9BCOM Age 65 Plus FundBCOM Joyful Retirement MPF Scheme+0.85%+2.07%n/a0.82%756.40%-17.63%
10China Life Age 65 Plus FundChina Life MPF Master Trust Scheme+0.84%+2.06%n/a0.81%756.40%-17.64%
11Age 65 Plus FundMASS Mandatory Provident Fund Scheme+0.83%+2.16%n/a0.76%756.38%-17.60%
12BCT (Industry) Age 65 Plus FundBCT (MPF) Industry Choice+0.81%+2.06%n/a0.82%756.39%-17.63%
13AMTD Invesco Age 65 Plus FundAMTD MPF Scheme+0.68%+1.93%n/a0.87%756.17%-17.23%
14Age 65 Plus FundHSBC Mandatory Provident Fund - SuperTrust Plus+0.66%+1.63%+2.32%0.78%755.98%-15.16%
15Age 65 Plus FundHang Seng Mandatory Provident Fund - SuperTrust Plus+0.66%+1.62%+2.32%0.78%755.98%-15.16%
16BEA (MPF) Age 65 Plus FundBEA (MPF) Master Trust Scheme+0.61%+1.69%n/a0.78%756.22%-15.68%
17BEA (Industry Scheme) Age 65 Plus FundBEA (MPF) Industry Scheme+0.60%+1.67%n/a0.79%756.22%-15.67%
18Schroder MPF Age 65 Plus FundSHKP MPF Employer Sponsored Scheme+0.59%+1.90%n/a0.56%756.01%-16.17%
19BEA Age 65 Plus FundBEA (MPF) Value Scheme+0.55%+1.68%n/a0.80%756.21%-15.71%
20My Choice Age 65 Plus FundMy Choice Mandatory Provident Fund Scheme+0.49%+1.74%n/a0.75%756.06%-16.40%
21Sun Life MPF Age 65 Plus FundSun Life Rainbow MPF Scheme+0.48%+1.75%n/a0.77%756.06%-16.40%
22Allianz MPF Age 65 Plus Fund - Class AManulife RetireChoice (MPF) Scheme+0.44%+1.29%n/a0.74%756.04%-17.34%
23Allianz MPF Age 65 Plus Fund - Class BManulife RetireChoice (MPF) Scheme+0.44%+1.30%n/a0.74%756.04%-17.34%
24Allianz MPF Age 65 Plus Fund - Class TManulife RetireChoice (MPF) Scheme+0.44%+1.30%n/a0.74%756.04%-17.34%
25BOC-Prudential Age 65 Plus FundBOC-Prudential Easy-Choice Mandatory Provident Fund Scheme+0.41%+1.42%n/a0.77%755.95%-16.44%
26Age 65 Plus FundAIA MPF - Prime Value Choice+0.29%+1.57%n/a0.80%755.93%-16.50%
27Manulife MPF Age 65 Plus FundManulife Global Select (MPF) Scheme+0.22%+1.13%n/a0.74%755.92%-16.46%
28Age 65 Plus FundFidelity Retirement Master Trust+0.15%+1.30%n/a0.81%755.96%-16.71%

* Published by the MPFA (data as of 2026-09-30). † Calculated by this site from month-end unit prices, 2020-07 to 2026-09; "Months" = number of month-end prices available — figures from short histories are less reliable. n/a = not available. Click a column header to sort.

Median calendar-year returns

20212022202320242025
+0.93%-14.82%+7.54%+3.44%+7.06%

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FAQ

How many Age 65 Plus Fund (DIS) MPF funds are there?

By our classification, 28 fund classes as of 2026-09-30; 28 have a 5-year return and ≥60 months of history.

What do Age 65 Plus Fund (DIS) funds charge?

FERs range from 0.56% to 0.93%, median 0.79%.

How deep were Age 65 Plus Fund (DIS) drawdowns?

Median month-end max drawdown over 2020-07 – 2026-09 was -16.61%; median 2022 return -14.82%.

Is this ranking a recommendation?

No. The table sorts by one historical figure; it is not a rating or advice.