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MPF HK index tracking Fund Performance (data as of 2026-09-30)

As of 2026-09-30, 17 MPF HK index tracking funds with a 5-year record had MPFA 5-year annualised returns from -0.48% to +2.90% (median +2.61%); median FER 0.78%. Past performance is not indicative of future results.

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=17).
#FundScheme5y ann.*1y ann.*10y ann.*FER*Months†Volatility†Max drawdown†
1BEA Hong Kong Tracker FundBEA (MPF) Industry Scheme+2.90%-6.14%+3.23%0.58%7522.70%-46.76%
2BEA Hong Kong Tracker FundBEA (MPF) Master Trust Scheme+2.83%-6.13%+3.17%0.58%7522.68%-46.83%
3Hang Seng Index Tracking FundHSBC Mandatory Provident Fund - SuperTrust Plus+2.71%-6.33%+3.12%0.78%7523.33%-47.60%
4Hang Seng Index Tracking FundHang Seng Mandatory Provident Fund - SuperTrust Plus+2.71%-6.34%+3.12%0.78%7523.33%-47.60%
5Fidelity Hong Kong Tracker FundFidelity Retirement Master Trust+2.70%-6.25%+3.06%0.74%7522.70%-46.95%
6Invesco Hang Seng Index Tracking Fund - Unit Class HBCT Strategic MPF Scheme+2.69%-6.46%+3.08%0.74%7522.83%-47.22%
7Invesco Hang Seng Index Tracking Fund - Unit Class ABCT Strategic MPF Scheme+2.65%-6.50%+3.03%0.78%7522.83%-47.25%
8My Choice Hong Kong Tracking FundMy Choice Mandatory Provident Fund Scheme+2.65%-6.47%+3.77%0.76%7523.28%-47.54%
9BCT (Pro) Hang Seng Index Tracking FundBCT (MPF) Pro Choice+2.61%-6.43%+3.06%0.81%7522.75%-46.98%
10BEA Hong Kong Tracker FundBEA (MPF) Value Scheme+2.60%-6.51%+3.00%0.69%7522.70%-47.05%
11Principal Hang Seng Index Tracking Fund - Class NBCT MPF Scheme Series 800+2.57%-6.42%+2.84%0.90%7522.67%-46.91%
12Principal - Hang Seng Index Tracking FundBCT MPF - Smart Plan+2.41%-6.40%+2.84%0.99%7522.43%-46.90%
13BOC-Prudential CSI HK 100 Tracker FundBOC-Prudential Easy-Choice Mandatory Provident Fund Scheme+1.57%-8.97%+3.53%0.94%7524.64%-50.96%
14Sun Life FTSE MPF Hong Kong Index Fund - Class ASun Life Rainbow MPF Scheme+1.06%-9.56%+3.21%0.92%7524.47%-51.59%
15Sun Life FTSE MPF Hong Kong Index Fund - Class BSun Life Rainbow MPF Scheme+1.06%-9.56%+3.21%0.92%7524.48%-51.59%
16Manulife MPF Hang Seng Index ESG FundManulife Global Select (MPF) Scheme-0.02%-9.99%+1.67%0.89%7523.98%-46.78%
17BCOM HSI ESG Tracking (CF) FundBCOM Joyful Retirement MPF Scheme-0.48%-9.44%+1.42%0.88%7524.33%-48.22%

* 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
-12.59%-13.21%-11.26%+21.57%+30.54%

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FAQ

How many HK index tracking MPF funds are there?

By our classification, 17 fund classes as of 2026-09-30; 17 have a 5-year return and ≥60 months of history.

What do HK index tracking funds charge?

FERs range from 0.58% to 0.99%, median 0.78%.

How deep were HK index tracking drawdowns?

Median month-end max drawdown over 2020-07 – 2026-09 was -47.22%; median 2022 return -13.21%.

Is this ranking a recommendation?

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