MPF Mixed assets (61–80% equity) Fund Performance (data as of 2026-09-30)
As of 2026-09-30, 29 MPF Mixed assets (61–80% equity) funds with a 5-year record had MPFA 5-year annualised returns from +2.07% to +5.27% (median +4.18%); median FER 1.34%. 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 Growth Fund | BEA (MPF) Value Scheme | +5.27% | +9.99% | +6.55% | 0.98% | 75 | 11.72% | -27.21% |
| 2 | ValueChoice Balanced Fund | HSBC Mandatory Provident Fund - SuperTrust Plus | +4.62% | +7.49% | n/a | 0.91% | 75 | 11.55% | -27.39% |
| 3 | ValueChoice Balanced Fund | Hang Seng Mandatory Provident Fund - SuperTrust Plus | +4.62% | +7.49% | n/a | 0.91% | 75 | 11.55% | -27.39% |
| 4 | Allianz Choice Balanced Fund | SHKP MPF Employer Sponsored Scheme | +4.62% | +7.83% | +6.21% | 0.90% | 75 | 11.40% | -26.88% |
| 5 | Balanced Fund | HSBC Mandatory Provident Fund - SuperTrust Plus | +4.53% | +7.51% | +5.69% | 1.43% | 75 | 11.43% | -25.77% |
| 6 | Balanced Fund | Hang Seng Mandatory Provident Fund - SuperTrust Plus | +4.52% | +7.50% | +5.69% | 1.43% | 75 | 11.43% | -25.77% |
| 7 | Principal Balanced Fund | BCT MPF - Simple Plan | +4.49% | +11.89% | +5.59% | 1.52% | 75 | 11.58% | -28.85% |
| 8 | Principal Balanced Fund | BCT MPF - Smart Plan | +4.48% | +11.89% | +5.60% | 1.49% | 75 | 11.59% | -28.88% |
| 9 | Principal Global Growth Fund - Class D | BCT MPF Scheme Series 800 | +4.45% | +11.32% | +5.63% | 1.23% | 75 | 11.46% | -28.14% |
| 10 | Allianz Balanced Fund - Class T | Manulife RetireChoice (MPF) Scheme | +4.36% | +7.52% | +5.84% | 1.26% | 75 | 11.46% | -27.26% |
| 11 | AMTD Allianz Choice Balanced Fund | AMTD MPF Scheme | +4.35% | +7.57% | +5.91% | 1.22% | 75 | 11.46% | -27.24% |
| 12 | Allianz Balanced Fund - Class B | Manulife RetireChoice (MPF) Scheme | +4.33% | +7.50% | +5.97% | 1.29% | 75 | 11.46% | -27.29% |
| 13 | Principal Global Growth Fund - Class I | BCT MPF Scheme Series 800 | +4.29% | +11.32% | +5.42% | 1.34% | 75 | 11.46% | -28.33% |
| 14 | Global Growth Fund | MASS Mandatory Provident Fund Scheme | +4.27% | +7.83% | +5.75% | 1.07% | 75 | 11.47% | -27.58% |
| 15 | BEA (MPF) Growth Fund | BEA (MPF) Master Trust Scheme | +4.18% | +9.56% | +5.51% | 1.35% | 75 | 11.80% | -28.27% |
| 16 | BEA (Industry Scheme) Growth Fund | BEA (MPF) Industry Scheme | +4.16% | +9.42% | +5.46% | 1.38% | 75 | 11.73% | -28.15% |
| 17 | Allianz Balanced Fund - Class A | Manulife RetireChoice (MPF) Scheme | +4.12% | +7.29% | +5.63% | 1.49% | 75 | 11.45% | -27.49% |
| 18 | Invesco Balanced Fund - Unit Class H | BCT Strategic MPF Scheme | +3.84% | +8.48% | +5.07% | 1.15% | 75 | 11.62% | -27.91% |
| 19 | My Choice Balanced Fund | My Choice Mandatory Provident Fund Scheme | +3.79% | +9.20% | +6.01% | 1.07% | 75 | 11.69% | -27.74% |
| 20 | Invesco Balanced Fund - Unit Class A | BCT Strategic MPF Scheme | +3.71% | +8.34% | +4.94% | 1.27% | 75 | 11.62% | -28.03% |
| 21 | BCT (Pro) E70 Mixed Asset Fund | BCT (MPF) Pro Choice | +3.62% | +9.66% | +5.23% | 1.49% | 75 | 11.95% | -29.07% |
| 22 | BCT (Industry) E70 Mixed Asset Fund | BCT (MPF) Industry Choice | +3.57% | +9.07% | +4.63% | 1.62% | 75 | 11.74% | -28.50% |
| 23 | BCOM Balanced (CF) Fund | BCOM Joyful Retirement MPF Scheme | +3.30% | +8.83% | +5.40% | 1.40% | 75 | 11.70% | -28.41% |
| 24 | Sun Life MPF Growth Fund - Class B | Sun Life Rainbow MPF Scheme | +3.22% | +16.42% | +5.60% | 1.59% | 75 | 12.32% | -29.48% |
| 25 | Sun Life MPF Growth Fund - Class A | Sun Life Rainbow MPF Scheme | +3.03% | +16.28% | +5.40% | 1.79% | 75 | 12.32% | -29.67% |
| 26 | Manulife MPF Growth Fund | Manulife Global Select (MPF) Scheme | +2.67% | +8.66% | +4.99% | 1.74% | 75 | 11.98% | -30.87% |
| 27 | Fidelity Balanced Fund | SHKP MPF Employer Sponsored Scheme | +2.57% | +6.79% | +5.15% | 0.87% | 75 | 11.74% | -29.61% |
| 28 | China Life Balanced Fund | China Life MPF Master Trust Scheme | +2.19% | +6.45% | +4.72% | 1.25% | 75 | 11.82% | -30.18% |
| 29 | Balanced Fund | Fidelity Retirement Master Trust | +2.07% | +6.36% | +4.63% | 1.45% | 75 | 11.80% | -30.26% |
* 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 |
|---|---|---|---|---|
| +1.21% | -16.74% | +5.51% | +7.52% | +20.03% |
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FAQ
How many Mixed assets (61–80% equity) MPF funds are there?
By our classification, 29 fund classes as of 2026-09-30; 29 have a 5-year return and ≥60 months of history.
What do Mixed assets (61–80% equity) funds charge?
FERs range from 0.87% to 1.79%, median 1.34%.
How deep were Mixed assets (61–80% equity) drawdowns?
Median month-end max drawdown over 2020-07 – 2026-09 was -28.14%; median 2022 return -16.74%.
Is this ranking a recommendation?
No. The table sorts by one historical figure; it is not a rating or advice.