BCT (MPF) Pro Choice-BCT (Pro) SaveEasy 2025 Fund

 (MUTF_HK:BCT_PRO_SAVE_S0K3K6)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-3.63%  
1 week
   
-4.18%  
4 week
   
-5.97%  
3 month
   
-13.90%  
YTD
   
-12.70%  
1 year
   
-15.37%  
3 years*
   
-0.56%  
5 years*   +0.25%
   
*annualized
Best 3 month return+36.33%  
Worst 3 month return-19.14%  

Morningstar statistics

Morningstar category: Target Date

Key statistics

Total assets 
Front load-  
Deferred load-  
Expense ratio-  
Management fee1.45%  
Fund familyBank Consortium 

Purchase information

InitialHK$0  
AdditionalHK$0  
1.64-0.06(-3.63%)
Feb 11, 8:00AM GMT+8

Description

The objective of the SaveEasy 2025 Fund is to provide members with capital growth over the long term by investing solely in “Fidelity Global Investment Fund – Fidelity SaveEasy 2025 Fund”, an underlying APIF which, in turn (through its investment in other APIFs managed by FIMHK) invests in a wide range of investments (equities, bonds and cash) covering markets throughout the world. The underlying APIF will initially invest around 97% of its net assets in equities and will maintain an asset allocation appropriate to achieving a combination of income and long term capital growth (i.e. greater exposure to bonds and cash) as the year 2025 is approached.
Asset manager:
Management Team (Started: Oct 27, 2008)
Advisor Company:
Bank Consortium
18/F Cosco Tower, 183 Queen's Road Central
852-2520-0909 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha*     -     -     -     -
Beta*     -     -     -     -
Mean annual return 0.15 0.99 0.55     -
R-squared*     -     -     -     -
Standard deviation 8.33 11.04 14.56     -
Sharpe ratio 0.19 1.06 0.44     -
* Against standard index