CompareMPF

Sun Life MPF US & Hong Kong Equity Fund

Sun Life Equity Fund
Source: MPFA Fund Platform · Data as of 2026-07-31
Fund expense ratio
1.10%
Risk class
1 (lowest) to 7 (highest)
Latest calendar year return
+21.39%
2025
Fund size
2,063.71
HK$m · Launched 2023-11-29

Fund details

Fund categoryEquity Fund - Uncategorized Equity Fund
SchemeSun Life Rainbow MPF Scheme
Launch date2023-11-29
Fund size (HK$m)2,063.71
Fund expense ratio1.10%
Default Investment Strategy fund
Data as of2026-07-31

Annualized returns (% p.a.)

1 year13.41%
5 years
10 years
Since launch19.62%

Cumulative returns (%)

1 year13.41%
5 years
10 years
Since launch61.39%

Fee breakdown

Management fees total (% p.a.)Up to 0.843%
Trustee / custodian fee (% p.a.)0.17%
eMPF platform fee (% p.a.)0.29%
Member servicing fee (% p.a.)0.00%
Investment management fee (% p.a.)0.08%
Guarantee charge (% p.a.)0.00%

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

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