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Principal Balanced Fund
BCT MPF - Simple 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
20-01-2005
Fund size
277.37 HK$ million
Risk class
4
Latest fund expense ratio
1.51808%
Annualized return after fees
- 1 year
- 16.81%
- 5 years
- 3.97%
- 10 years
- 5.73%
- Since launch
- 4.34%