MPF Mixed assets (81–100% equity) Fund Performance (data as of 2026-09-30)
As of 2026-09-30, 21 MPF Mixed assets (81–100% equity) funds with a 5-year record had MPFA 5-year annualised returns from +3.27% to +6.62% (median +6.10%); median FER 1.45%. Past performance is not indicative of future results.
5-year annualised return (historical)
| # | Fund | Scheme | 5y ann.* | 1y ann.* | 10y ann.* | FER* | Months† | Volatility† | Max drawdown† |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BOC-Prudential Growth Fund | BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme | +6.62% | +9.90% | +7.52% | 1.66% | 75 | 13.80% | -28.07% |
| 2 | Growth Portfolio | AIA MPF - Prime Value Choice | +6.44% | +12.25% | +7.57% | 1.67% | 75 | 13.63% | -29.61% |
| 3 | Allianz Growth Fund - Class T | Manulife RetireChoice (MPF) Scheme | +6.30% | +11.08% | +7.76% | 1.27% | 75 | 13.56% | -29.66% |
| 4 | Principal Growth Fund | BCT MPF - Simple Plan | +6.29% | +15.27% | +7.23% | 1.52% | 75 | 13.69% | -31.66% |
| 5 | AMTD Allianz Choice Growth Fund | AMTD MPF Scheme | +6.28% | +11.16% | +7.73% | 1.22% | 75 | 13.56% | -29.66% |
| 6 | Principal Growth Fund | BCT MPF - Smart Plan | +6.28% | +15.25% | +7.24% | 1.50% | 75 | 13.70% | -31.69% |
| 7 | Allianz Growth Fund - Class B | Manulife RetireChoice (MPF) Scheme | +6.28% | +11.07% | +7.73% | 1.30% | 75 | 13.56% | -29.69% |
| 8 | Principal Aggressive Strategy Fund - Class D | BCT MPF Scheme Series 800 | +6.27% | +15.14% | n/a | 1.23% | 72 | 13.40% | -30.63% |
| 9 | Growth Fund | HSBC Mandatory Provident Fund - SuperTrust Plus | +6.17% | +10.92% | +7.19% | 1.54% | 75 | 13.49% | -28.52% |
| 10 | Growth Fund | Hang Seng Mandatory Provident Fund - SuperTrust Plus | +6.17% | +10.90% | +7.19% | 1.54% | 75 | 13.48% | -28.52% |
| 11 | Principal Aggressive Strategy Fund - Class I | BCT MPF Scheme Series 800 | +6.10% | +15.14% | n/a | 1.34% | 72 | 13.40% | -30.81% |
| 12 | Allianz Growth Fund - Class A | Manulife RetireChoice (MPF) Scheme | +6.06% | +10.85% | +7.50% | 1.50% | 75 | 13.56% | -29.89% |
| 13 | BCOM Dynamic Growth (CF) Fund | BCOM Joyful Retirement MPF Scheme | +6.02% | +11.01% | +7.38% | 1.25% | 75 | 13.56% | -30.03% |
| 14 | Invesco Growth Fund - Unit Class H | BCT Strategic MPF Scheme | +5.51% | +12.23% | +6.75% | 1.16% | 75 | 14.30% | -31.52% |
| 15 | BCT (Pro) E90 Mixed Asset Fund | BCT (MPF) Pro Choice | +5.50% | +13.52% | +6.70% | 1.49% | 75 | 14.04% | -31.43% |
| 16 | Invesco Growth Fund - Unit Class A | BCT Strategic MPF Scheme | +5.39% | +12.09% | +6.62% | 1.28% | 75 | 14.30% | -31.64% |
| 17 | Manulife MPF Aggressive Fund | Manulife Global Select (MPF) Scheme | +4.07% | +11.73% | +6.64% | 1.75% | 75 | 14.19% | -34.35% |
| 18 | My Choice Growth Fund | My Choice Mandatory Provident Fund Scheme | +3.98% | +9.79% | +6.59% | 1.02% | 75 | 13.88% | -32.51% |
| 19 | China Life Growth Fund | China Life MPF Master Trust Scheme | +3.66% | +9.53% | +6.21% | 1.25% | 75 | 13.91% | -32.94% |
| 20 | Growth Fund | Fidelity Retirement Master Trust | +3.55% | +9.48% | +6.14% | 1.45% | 75 | 13.93% | -33.01% |
| 21 | Manulife MPF Fidelity Growth Fund | Manulife Global Select (MPF) Scheme | +3.27% | +9.24% | +5.81% | 1.77% | 75 | 13.93% | -33.27% |
* 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 |
|---|---|---|---|---|
| +3.28% | -17.78% | +5.63% | +10.39% | +24.97% |
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FAQ
How many Mixed assets (81–100% equity) MPF funds are there?
By our classification, 21 fund classes as of 2026-09-30; 21 have a 5-year return and ≥60 months of history.
What do Mixed assets (81–100% equity) funds charge?
FERs range from 1.02% to 1.77%, median 1.45%.
How deep were Mixed assets (81–100% equity) drawdowns?
Median month-end max drawdown over 2020-07 – 2026-09 was -30.81%; median 2022 return -17.78%.
Is this ranking a recommendation?
No. The table sorts by one historical figure; it is not a rating or advice.