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Fund Base
Currency
of the Fund
2017 2016 2015 2014 2013
Strategic Growth Fund HKD 26.90% 2.42% 3.26% 1.99% 12.44%
Growth Fund HKD 31.56% 2.99% 3.71% 2.32% 18.61%
Balanced Fund HKD 25.27% 2.53% 3.20% 2.11% 12.56%
Stable Growth Fund HKD 19.72% 2.71% 2.78% 1.58% 7.85%
Capital Stable Fund HKD 14.74% 1.71% 2.59% 1.76% 3.74%
Global Bond Fund HKD 7.21% 1.29% 2.31% 1.45% 2.48%
US$ Money Market Fund USD 1.93% 0.04% 0.37% 0.60% 0.35%
HK$ Money Market Fund HKD 0.45% 0.00% 0.30% 0.84% 0.46%
Fund Base
Currency
of the Fund
2017 2016 2015 2014 2013
Strategic Growth Fund HKD 26.47% 2.07% 3.56% 1.65% 12.07%
Growth Fund HKD 31.14% 2.62% 4.02% 2.02% 18.28%
Balanced Fund HKD 24.84% 2.16% 3.54% 1.74% 12.17%
Stable Growth Fund HKD 19.24% 1.58% 3.37% 1.56% 7.59%
Capital Stable Fund HKD 14.25% 1.44% 2.97% 1.42% 3.43%
Global Bond Fund HKD 6.82% 0.99% 2.67% 1.09% 2.82%
US$ Money Market Fund USD 1.24% 0.04% 0.38% 0.39% 0.36%
HK$ Money Market Fund HKD 0.08% 0.08% 0.00% 0.16% 0.00%

Calendar Year Performance 2008 to 2017

Source:©2018 Morningstar and Invesco Hong Kong Limited.

Performance is calculated on NAV to NAV, gross income reinvested, in share class currency. Investment involves risks. Past performance is not indicative of future performance. Investors should read the relevant prospectus for details, including the product features and risk factors.