Sun Life MPF Hong Kong Equity Fund - Class B

Sun Life Equity Fund

Source: MPFA Fund Platform · Data as of 2026-07-31

Fund expense ratio

1.61%

Risk class

1 (lowest) to 7 (highest)

Latest calendar year return

+25.36%

2025

Fund size

29,926.4

HK$m · Launched 2000-12-01

Fund categoryEquity Fund - Hong Kong Equity Fund

SchemeSun Life Rainbow MPF Scheme

Launch date2000-12-01

Fund size (HK$m)29,926.4

Fund expense ratio1.61%

Default Investment Strategy fund—

Data as of2026-07-31

1 year4.78%

5 years-2.26%

10 years4.30%

Since launch7.88%

1 year4.78%

5 years-10.80%

10 years52.33%

Since launch600.74%

Management fees total (% p.a.)Up to 1.378%

Trustee / custodian fee (% p.a.)0.19%

eMPF platform fee (% p.a.)0.29%

Member servicing fee (% p.a.)0.30%

Investment management fee (% p.a.)0.595%

Guarantee charge (% p.a.)0.00%

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