Sun Life MPF US Equity Fund

Sun Life Equity Fund

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

Fund expense ratio

1.31%

Risk class

—

1 (lowest) to 7 (highest)

Latest calendar year return

+12.88%

2025

Fund size

12,138.11

HK$m · Launched 2023-06-05

Fund categoryEquity Fund - United States Equity Fund

SchemeSun Life Rainbow MPF Scheme

Launch date2023-06-05

Fund size (HK$m)12,138.11

Fund expense ratio1.31%

Default Investment Strategy fund—

Data as of2026-07-31

1 year16.28%

5 years—

10 years—

Since launch17.17%

1 year16.28%

5 years—

10 years—

Since launch64.88%

Management fees total (% p.a.)Up to 1.205%

Trustee / custodian fee (% p.a.)0.15%

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

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

Investment management fee (% p.a.)0.462%

Guarantee charge (% p.a.)0.00%

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