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Fidelity Balanced Fund
SHKP MPF Employer Sponsored Scheme
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
1,635.32 HK$ million
Risk class
5
Latest fund expense ratio
0.87924%
Annualized return after fees
- 1 year
- 12.8%
- 5 years
- 2.25%
- 10 years
- 5.35%
- Since launch
- 5.24%