MPF Hong Kong equity Fund Performance (data as of 2026-09-30)
As of 2026-09-30, 28 MPF Hong Kong equity funds with a 5-year record had MPFA 5-year annualised returns from -3.07% to +2.65% (median -1.38%); median FER 1.36%. 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)
| # | Fund | Scheme | 5y ann.* | 1y ann.* | 10y ann.* | FER* | Months† | Volatility† | Max drawdown† |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Hong Kong and China Fund | AIA MPF - Prime Value Choice | +2.65% | -6.38% | +2.77% | 0.86% | 75 | 22.52% | -47.09% |
| 2 | Allianz Hong Kong Fund - Class T | Manulife RetireChoice (MPF) Scheme | +0.67% | -8.03% | +3.74% | 1.18% | 75 | 23.88% | -48.32% |
| 3 | Allianz Hong Kong Fund - Class B | Manulife RetireChoice (MPF) Scheme | +0.64% | -8.04% | +3.71% | 1.21% | 75 | 23.88% | -48.34% |
| 4 | Allianz Hong Kong Fund - Class A | Manulife RetireChoice (MPF) Scheme | +0.44% | -8.22% | +3.49% | 1.41% | 75 | 23.87% | -48.49% |
| 5 | Hong Kong Equities Fund | MASS Mandatory Provident Fund Scheme | +0.42% | -8.54% | +3.47% | 1.03% | 75 | 24.30% | -48.54% |
| 6 | BOC-Prudential Hong Kong Equity Fund | BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme | +0.11% | -10.93% | +2.56% | 1.64% | 75 | 23.70% | -50.96% |
| 7 | Hong Kong and Chinese Equity Fund | HSBC Mandatory Provident Fund - SuperTrust Plus | +0.11% | -9.11% | +2.78% | 1.49% | 75 | 22.07% | -48.26% |
| 8 | Hong Kong and Chinese Equity Fund | Hang Seng Mandatory Provident Fund - SuperTrust Plus | +0.10% | -9.11% | +2.78% | 1.49% | 75 | 22.07% | -48.26% |
| 9 | Principal Hong Kong Equity Fund - Class D | BCT MPF Scheme Series 800 | -0.25% | -4.34% | +3.01% | 1.25% | 75 | 23.26% | -53.14% |
| 10 | Principal Hong Kong Equity Fund - Class I | BCT MPF Scheme Series 800 | -0.33% | -4.34% | +2.91% | 1.30% | 75 | 23.26% | -53.22% |
| 11 | BCOM Hong Kong Dynamic Equity (CF) Fund | BCOM Joyful Retirement MPF Scheme | -0.50% | -4.48% | +2.66% | 1.31% | 75 | 23.17% | -53.31% |
| 12 | China Life Hong Kong Equity Fund | China Life MPF Master Trust Scheme | -1.13% | -10.42% | +3.06% | 0.84% | 75 | 25.32% | -53.02% |
| 13 | Haitong Hong Kong SAR Fund - Class T | Haitong MPF Retirement Fund | -1.32% | -11.34% | +5.50% | 1.66% | 75 | 21.38% | -43.59% |
| 14 | My Choice Hong Kong Equity Fund | My Choice Mandatory Provident Fund Scheme | -1.38% | -10.63% | +2.89% | 1.07% | 75 | 25.42% | -53.15% |
| 15 | Haitong Hong Kong SAR Fund - Class A | Haitong MPF Retirement Fund | -1.39% | -11.37% | +5.42% | 1.74% | 75 | 21.38% | -43.70% |
| 16 | BCT (Industry) China and Hong Kong Equity Fund | BCT (MPF) Industry Choice | -1.40% | -9.29% | +2.55% | 1.61% | 75 | 25.00% | -53.49% |
| 17 | Manulife MPF Hong Kong Equity Fund | Manulife Global Select (MPF) Scheme | -1.59% | -6.40% | +2.48% | 1.74% | 75 | 23.62% | -53.93% |
| 18 | Hong Kong Equity Fund | Fidelity Retirement Master Trust | -1.76% | -10.89% | +2.45% | 1.49% | 75 | 25.47% | -53.51% |
| 19 | Principal Dynamic Hong Kong Equity Fund | BCT MPF - Smart Plan | -1.98% | -8.21% | +1.49% | 1.50% | 75 | 23.06% | -53.45% |
| 20 | Principal Dynamic Hong Kong Equity Fund | BCT MPF - Simple Plan | -2.14% | -8.65% | +1.36% | 1.52% | 75 | 23.19% | -53.87% |
| 21 | Sun Life MPF Hong Kong Equity Fund - Class B | Sun Life Rainbow MPF Scheme | -2.15% | -9.11% | +3.20% | 1.61% | 75 | 22.74% | -48.27% |
| 22 | BEA (Industry Scheme) Hong Kong Equity Fund | BEA (MPF) Industry Scheme | -2.19% | -9.77% | +1.48% | 1.31% | 75 | 23.02% | -55.16% |
| 23 | BEA (MPF) Hong Kong Equity Fund | BEA (MPF) Master Trust Scheme | -2.23% | -9.77% | +1.50% | 1.28% | 75 | 23.06% | -55.20% |
| 24 | BCT (Pro) China and Hong Kong Equity Fund | BCT (MPF) Pro Choice | -2.32% | -9.12% | +2.26% | 1.47% | 75 | 24.30% | -53.53% |
| 25 | Sun Life MPF Hong Kong Equity Fund - Class A | Sun Life Rainbow MPF Scheme | -2.33% | -9.23% | +3.00% | 1.81% | 75 | 22.74% | -48.42% |
| 26 | Invesco Hong Kong and China Equity Fund - Unit Class H | BCT Strategic MPF Scheme | -2.95% | -9.19% | +0.78% | 1.12% | 75 | 24.34% | -55.59% |
| 27 | AMTD Invesco Hong Kong and China Fund | AMTD MPF Scheme | -3.00% | -9.12% | +0.62% | 1.20% | 75 | 24.05% | -55.44% |
| 28 | Invesco Hong Kong and China Equity Fund - Unit Class A | BCT Strategic MPF Scheme | -3.07% | -9.30% | +0.66% | 1.25% | 75 | 24.34% | -55.75% |
* 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
| 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| -15.50% | -18.91% | -15.90% | +15.16% | +30.95% |
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FAQ
How many Hong Kong equity 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 Hong Kong equity funds charge?
FERs range from 0.84% to 1.81%, median 1.36%.
How deep were Hong Kong equity drawdowns?
Median month-end max drawdown over 2020-07 – 2026-09 was -53.14%; median 2022 return -18.91%.
Is this ranking a recommendation?
No. The table sorts by one historical figure; it is not a rating or advice.