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Sun Life MPF Global Low Carbon Index Fund

Sun Life Equity Fund
Source: MPFA Fund Platform · Data as of 2026-07-31
Fund expense ratio
1.17%
Risk class
1 (lowest) to 7 (highest)
Latest calendar year return
+19.92%
2025
Fund size
5,343.53
HK$m · Launched 2023-06-05

Fund details

Fund categoryEquity Fund - Global Equity Fund
SchemeSun Life Rainbow MPF Scheme
Launch date2023-06-05
Fund size (HK$m)5,343.53
Fund expense ratio1.17%
Default Investment Strategy fund
Data as of2026-07-31

Annualized returns (% p.a.)

1 year23.90%
5 years
10 years
Since launch17.13%

Cumulative returns (%)

1 year23.90%
5 years
10 years
Since launch64.70%

Fee breakdown

Management fees total (% p.a.)Up to 1.02%
Trustee / custodian fee (% p.a.)0.07%
eMPF platform fee (% p.a.)0.29%
Member servicing fee (% p.a.)0.30%
Investment management fee (% p.a.)0.357%
Guarantee charge (% p.a.)0.00%

Past performance is not indicative of future results. This is not financial advice.

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