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Fund Profile · Fund Details

BCT (Pro) SaveEasy 2025 Fund

BCT (MPF) Pro Choice

BCT Risk class 4
+6.77%
1-YR RETURN · P.A.
-1.19%
5-YR RETURN · P.A.
1.21743%
FUND EXPENSE RATIO
4/6
RISK CLASS
781.9m
FUND SIZE

Data as of 2026-06-30 · from fund fact sheets · updated quarterly

Performance

Investment Objective

Provide long-term capital growth for members planning to dispose of their investments in year 2025 (i.e. at the expected retirement age of 65) The underlying APIF invests in a wide range of investments (equities, bonds and cash) covering markets throughout the world

Trailing Returns

3 Months1 Year3 Years5 Years10 YearsSince LaunchYear to Date
Cumulative+4.20%+6.77%+19.01%-5.83%+59.14%+190.72%+3.07%
Annualised+6.77%+5.97%-1.19%+4.76%+6.22%

Calendar Year Returns

20252024202320222021
Return (%)+9.85%+4.37%+4.33%-19.94%+0.97%

Returns are net of fees. Past performance is not indicative of future returns.

Dollar Cost Averaging Return

Cumulative Return

Year to Date3 Months1 Year3 Years5 Years10 YearsSince Launch
Return (%)+0.81%+0.29%+2.40%+10.84%+11.63%+17.53%+48.24%

Annualised Return

1 Year3 Years5 Years10 YearsSince Launch
Return (% p.a.)+2.40%+6.96%+4.40%+3.18%+4.20%

Calendar Year Return

20212022202320242025YTD
Return (%)-1.57%-4.78%+1.51%+1.11%+3.80%N/A

Fund Commentary

Global equities advanced in the second quarter as easing US-Iran tensions, resilient corporate earnings and continued AI optimism supported investor sentiment. Following an earlier uptick raising inflation concerns, oil prices moderated as ceasefire talks in the Middle East reduced fears of supply disruptions. The US Federal Reserve left interest rates unchanged but signalled that further policy tightening is possible if inflationary pressures persist. Regionally, emerging markets advanced strongly on AI-driven semiconductor demand, while US and Japan also posted solid gains. At a sectoral level, IT led the gains despite a late-quarter pullback amid profit-taking and valuation concerns. Global fixed-income markets delivered positive performance in the second quarter, although performance was volatile as investors responded to shifting oil prices, geopolitical risks and evolving central bank expectations.

Allocation

Portfolio Allocation

Cash & Others
5.6%
Term Deposits
1.2%
Global Fixed Income Securities
54.0%
China / Hong Kong
12.1%
Japan
5.0%
Other Asia Pacific
6.6%
North America
10.4%
Europe
4.1%
Emerging Markets
0.5%
World
0.5%
Top 10 Holdings

Top 10 Holdings

#Security nameHoldings Weight
1US Treasury N/B 4.375% May 20367.2%
2CSOP FTSE Hong Kong Equity ETF7.1%
3HSBC GF ICAV – Global Government Bond UCITS ETF4.1%
4Bundesrepub Deutschland 2.6% Aug 20353.5%
5US Treasury N/B 4.375% Jan 20323.5%
6Bundesrepub Deutschland 2.6% Aug 20343.3%
7Invesco QQQ Trust2.7%
8China Government Bond 2.8% Nov 20322.2%
9iShares U.S. Technology ETF2.2%
10Bundesschatzanweisungen 2.5% Oct 20292.1%
Total37.9%
Fees

Fees & Charges

1.21743%
Fund Expense Ratio (FER)

The fund expense ratio shows the total annual cost of running this fund as a percentage of its assets. It is already reflected in the fund price and returns. When comparing similar funds, fees are one of the few factors you can control.

A 1% fee gap can mean a very different retirement pot over 30 years. See the offering document for the full fee schedule.
Compare

More funds in this scheme

BCT (Pro) MPF Conservative Fund
1-yr return+1.33%
FER0.89473%
BCT (Pro) Hong Kong Dollar Bond Fund
1-yr return+0.75%
FER1.07226%
BCT (Pro) Global Bond Fund
1-yr return-0.19%
FER1.43811%
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