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Principal Balanced Fund
BCT MPF - Smart Plan
Figures are from the MPFA Fund Platform snapshot as of 31 Jul 2026. Past performance is not a forecast. Review the fund objective, risks, fees and current documents before making a decision.
Fund type
Mixed Assets Fund - 61% to 80% Equity
Launch date
01-12-2000
Fund size
2,202.65 HK$ million
Risk class
4
Latest fund expense ratio
1.49449%
Annualized return after fees
- 1 year
- 16.81%
- 5 years
- 3.96%
- 10 years
- 5.73%
- Since launch
- 4.02%