For over 131 years, we have been steadfast in our commitment to help our Clients navigate life’s challenges with lifetime financial security and live healthier lives. We are excited to officially launch a new cross-channel brand promotion, further demonstrating Sun Life's unwavering commitment to the Hong Kong market. We aim to strengthen our leadership position in life and health, wealth and pensions, and asset management, and to establish Sun Life as an influential and sustainable top-tier brand. 

Our heartfelt advertisements will captivate the audience, conveying the message that no matter what sort of adversity or challenge we might face, Sun Life will always be there with you, illuminating the lives of every Hong Konger.  

Look out for our advertisements across TV, taxi’s, cinema, and social media platforms from October through to the end of December 2023! 

With effect from 29 November 2023, a new constituent fund, namely Sun Life MPF US & Hong Kong Equity Fund, will be established under the Sun Life Rainbow MPF Scheme (“the Scheme”). There will be no impact on the fee structure, investment objective, policy, restrictions, risk profile and dealing arrangement of the existing constituent funds under the Scheme.

For more details, please refer to the latest addendum to the MPF Scheme Brochure of the Scheme.

Our BestServe MPF mobile app is undergoing a transformation and will be renamed the Sun Life MPF in early November. The name change, together with the refreshed look, will make it easier for you to recognize and connect with us.

What's in Store for You in Sun Life MPF Mobile App?

• Effortless MPF Management
  
  Take charge of your MPF account and portfolio at one glance, enabling you to easily modify investment mandate and switch funds according to your needs and preferences.
  
  
• Efficient Access to E-Statements
  
  Keep track of your records and transactions with our app by accessing and downloading electronic statements issued over the past 24 months.
  
  
• Convenient Instruction Handling
  
  Stay up-to-date anytime and anywhere on the status of your instructions and cancel any submitted instructions before the cut-off time, right at your fingertips.
  
  
• Keep Contact Information Updated
  
  Stay connected by easily updating your contact details through our app, ensuring that you receive timely and relevant notifications.

Have you thought about at what age you plan to retire? What would you like to do in retirement? What do you fear most about retirement? 

If you have the same fear as Ada Kung, our Chief Investment Strategist of Sun Life Asset Management, she’ll explain how to leverage the compound interest effect to “accumulate small amounts to create a larger whole” for the future, by an additional $1,000 monthly MPF voluntary contribution. Click to watch the video: https://youtu.be/Q7t-JR-o9jk.

Want to find out how much more you will need to save for retirement? Click here to use our Retirement Savings Calculator: https://sunlife.co/2hdh

This video is voice over in Cantonese with both Chinese and English subtitles. 

*Note: The content in the video is only for general information sharing. It is not a form of investment opinion, it is neither an invitation of investment, nor an agreement to make a purchase of any investment product. Sun Life Asset Management (HK) Limited is not responsible for any loss or damage arise from the information or opinion featured in this video and not responsible for the completeness of any information or opinion. Investment involves risks and past performance is not indicative of future performance. Investment return may rise as well as fall due to market condition and currency movement which may affect the value of investments. The value of units may vary due to changes in exchange rates between currencies. Emerging markets may involve a higher degree of risk than in developed markets and are usually more sensitive to price movements.

As we enter the last quarter of 2023, our view for overall markets remains neutral and slightly optimistic. In fact, stock markets generally outperform in Q4. From 2002 to 2022, the MSCI World Index registered a quarterly increase in Q4 in 17 out of 20 years, with an average increase of about 3.8%*. Q4 performance have been the best compared with other quarters. As for bonds, investors are expecting a "Higher for Longer" interest rate environment. Taking historical data* as a reference, the federal funds rate typically enters a plateau period before rate cuts. Since 1990, there has been 4 interest rate plateau periods and the Bloomberg Barclays Global Aggregate Investment Grade Bonds Index recorded positive returns in all 4 periods, outperforming global equities. Investment-grade bonds, therefore, may offer opportunities after rate hike cycle ends. However, higher rates for longer may affect investment sentiment. While capturing seasonal opportunities, investors may consider diversifying portfolios with equities and investment-grade bonds for to balance portfolio risks.

To learn the market outlook for the second quarter of 2023 provided by Sun Life Asset Management (HK) Limited, you can access the full version of the Market Navigator – Q4 2023 for more details.

*Source: Bloomberg

Investment involves risks and past performance is not indicative of future performance. Investment return may rise as well as fall due to market condition and currency movement which may affect the value of investments. The value of units may vary due to changes in exchange rates between currencies. Emerging markets may involve a higher degree of risk than in developed markets and are usually more sensitive to price movements.