MPF Mixed assets (41–60% equity) Fund Performance (data as of 2026-09-30)
As of 2026-09-30, 24 MPF Mixed assets (41–60% equity) funds with a 5-year record had MPFA 5-year annualised returns from +0.25% to +3.14% (median +2.06%); median FER 1.33%. 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 | BEA Balanced Fund | BEA (MPF) Value Scheme | +3.14% | +6.52% | +4.65% | 0.97% | 75 | 9.68% | -24.36% |
| 2 | Allianz Choice Stable Growth Fund | SHKP MPF Employer Sponsored Scheme | +2.65% | +4.91% | +4.34% | 0.91% | 75 | 9.41% | -24.68% |
| 3 | Principal Long Term Accumulation Fund - Class D | BCT MPF Scheme Series 800 | +2.61% | +7.84% | +3.98% | 1.23% | 75 | 9.87% | -25.85% |
| 4 | Principal Long Term Accumulation Fund - Class I | BCT MPF Scheme Series 800 | +2.45% | +7.84% | +3.78% | 1.34% | 75 | 9.87% | -26.05% |
| 5 | Allianz Stable Growth Fund - Class T | Manulife RetireChoice (MPF) Scheme | +2.40% | +4.53% | +4.08% | 1.25% | 75 | 9.48% | -25.04% |
| 6 | AMTD Allianz Choice Stable Growth Fund | AMTD MPF Scheme | +2.39% | +4.59% | +4.06% | 1.20% | 75 | 9.48% | -25.02% |
| 7 | BOC-Prudential Balanced Fund | BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme | +2.38% | +4.69% | +3.81% | 1.65% | 75 | 10.10% | -25.04% |
| 8 | Allianz Stable Growth Fund - Class B | Manulife RetireChoice (MPF) Scheme | +2.37% | +4.51% | +4.04% | 1.28% | 75 | 9.48% | -25.07% |
| 9 | Global Stable Fund | MASS Mandatory Provident Fund Scheme | +2.31% | +4.82% | +3.89% | 1.07% | 75 | 9.48% | -25.35% |
| 10 | Allianz Stable Growth Fund - Class A | Manulife RetireChoice (MPF) Scheme | +2.17% | +4.31% | +3.83% | 1.48% | 75 | 9.47% | -25.28% |
| 11 | Balanced Portfolio | AIA MPF - Prime Value Choice | +2.16% | +5.41% | +3.63% | 1.67% | 75 | 9.57% | -25.20% |
| 12 | BEA (MPF) Balanced Fund | BEA (MPF) Master Trust Scheme | +2.08% | +5.77% | +3.68% | 1.33% | 75 | 9.73% | -25.31% |
| 13 | BEA (Industry Scheme) Balanced Fund | BEA (MPF) Industry Scheme | +2.04% | +5.73% | +3.63% | 1.36% | 75 | 9.70% | -25.24% |
| 14 | BCT (Industry) E50 Mixed Asset Fund | BCT (MPF) Industry Choice | +1.99% | +5.78% | +3.18% | 1.62% | 75 | 9.81% | -25.65% |
| 15 | BCT (Pro) E50 Mixed Asset Fund | BCT (MPF) Pro Choice | +1.80% | +6.26% | +3.45% | 1.49% | 75 | 9.95% | -26.46% |
| 16 | Manulife MPF Smart Retirement Fund | Manulife Global Select (MPF) Scheme | +1.72% | +6.32% | +3.77% | 1.04% | 75 | 9.39% | -26.51% |
| 17 | My Choice Stable Fund | My Choice Mandatory Provident Fund Scheme | +1.72% | +6.02% | +3.93% | 1.06% | 75 | 9.70% | -25.40% |
| 18 | Sun Life MPF Balanced Fund - Class B | Sun Life Rainbow MPF Scheme | +1.66% | +11.39% | +3.89% | 1.59% | 75 | 10.09% | -26.48% |
| 19 | Sun Life MPF Balanced Fund - Class A | Sun Life Rainbow MPF Scheme | +1.47% | +11.24% | +3.69% | 1.79% | 75 | 10.09% | -26.68% |
| 20 | BCOM Stable Growth (CF) Fund | BCOM Joyful Retirement MPF Scheme | +1.21% | +5.63% | +3.33% | 1.39% | 75 | 9.72% | -26.12% |
| 21 | Fidelity Stable Growth Fund | SHKP MPF Employer Sponsored Scheme | +1.03% | +4.20% | +3.61% | 0.89% | 75 | 9.86% | -26.90% |
| 22 | SHKP MPF Fund | SHKP MPF Employer Sponsored Scheme | +0.84% | +1.95% | +6.66% | 0.67% | 75 | 15.12% | -44.67% |
| 23 | Stable Growth Fund | Fidelity Retirement Master Trust | +0.52% | +3.77% | +3.09% | 1.45% | 75 | 9.91% | -27.54% |
| 24 | Manulife MPF Fidelity Stable Growth Fund | Manulife Global Select (MPF) Scheme | +0.25% | +3.55% | +2.77% | 1.76% | 75 | 9.90% | -27.79% |
* 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 |
|---|---|---|---|---|
| -0.10% | -17.29% | +4.89% | +4.81% | +15.55% |
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FAQ
How many Mixed assets (41–60% equity) MPF funds are there?
By our classification, 24 fund classes as of 2026-09-30; 24 have a 5-year return and ≥60 months of history.
What do Mixed assets (41–60% equity) funds charge?
FERs range from 0.67% to 1.79%, median 1.33%.
How deep were Mixed assets (41–60% equity) drawdowns?
Median month-end max drawdown over 2020-07 – 2026-09 was -25.52%; median 2022 return -17.29%.
Is this ranking a recommendation?
No. The table sorts by one historical figure; it is not a rating or advice.