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MPF fund prices & performance
Sun Life MPF Master Trust has been merged into Sun Life Rainbow MPF Scheme from 30 August 2023
| INVESTMENT FUND NAME | CLASS OF UNIT | LAUNCH DATE | 2014 | 2015 | 2016 | 2017 | 2018 |
|---|
Important Notes:
- Sun Life MPF Master Trust (the “Master Trust”) is a mandatory provident fund scheme.
- Investment involves risks and not all investment choices available under the Master Trust would be suitable for everyone. There is no assurance on investment returns and your investments/accrued benefits may suffer significant loss.
- You should consider your own risk tolerance level and financial circumstances before making any investment choices. When, in your selection of funds, you are in doubt as to whether a certain fund is suitable for you (including whether it is consistent with your investment objectives), you should seek financial and/or professional advice and choose the fund(s) most suitable for you taking into account your circumstances.
- Schroder MPF Capital Guaranteed Portfolio invests solely in an approved pooled investment fund in the form of insurance policy provided by Sun Life Hong Kong Limited (“SLHK”). The guarantee is also given by SLHK. Your investments in the Schroder MPF Capital Guaranteed Portfolio, if any, are therefore subject to the credit risk of SLHK. The guarantee available under the policy is also subject to certain conditions. Please refer to section 3.2.5.1 and section 4.1 of the MPF Scheme Brochure of the Master Trust for details of the credit risk, guarantee features and guarantee conditions.
- Members reaching 65th birthday or early retiring on reaching age 60 may apply (in such form and on such conditions as the Trustee may from time to time determine but subject to the Mandatory Provident Fund Schemes Ordinance and the Mandatory Provident Fund Schemes (General) Regulation (the “MPFS Regulation”)) for payment of the MPF Benefits in instalments. Please refer to section 6.3 of the MPF Scheme Brochure of the Master Trust for further details.
- You should not make any investment decision solely based on the marketing information provided in this website. Please read the MPF Scheme Brochure and the relevant marketing materials of the Master Trust carefully for further fund details including risk factors.
Please click the back button of the browser, if you do not wish to continue.
Please click the back button of the browser, if you do not wish to continue.
Important Notes:
- Sun Life MPF Basic Scheme (the “Scheme”) each is a mandatory provident fund scheme registered with the Mandatory Provident Fund Schemes Authority. Registration does not imply recommendation.
- You should consider your own risk tolerance level and financial circumstances before making any investment choices. When, in your selection of constituent funds, you are in doubt as to whether a certain constituent fund or the default investment strategy is suitable for you (including whether it is consistent with your investment objectives), you should seek financial and/or professional advice and make investment choices most suitable for you taking into account your circumstances.
- In the event that you do not make any investment choices, please be reminded that your contributions made and/or benefits transferred into the Scheme will unless otherwise provided in the MPF Scheme Brochure be invested in accordance with the default investment strategy which may not necessarily be suitable for you.
- The Sun Life MPF Basic Scheme Capital Guaranteed Portfolio / Sun Life MPF Comprehensive Scheme Capital Guaranteed Portfolio under the above Scheme invests its assets solely in an Approved Pooled Investment Fund in the form of insurance policy provided bySun Life Hong Kong Limited ("Sun Life"). The guarantee is also given by Sun Life. Your investments in the Sun Life MPF Basic Scheme Capital Guaranteed Portfolio / Sun Life MPF Comprehensive Scheme Capital Guaranteed Portfolio, if any, are therefore subject to the credit risk of Sun Life. The guarantee is subject to qualifying conditions. Please refer to section 3.4 of the MPF Scheme Brochure for details of the credit risk, guarantee features and guarantee conditions.
- You should not invest based on the information at this website alone. You should read the MPF Scheme Brochure for further details and risks involved.
- For further details including the features of the Scheme and each constituent fund, the investment objectives of each constituent fund and risks involved, please refer to the details in the MPF Scheme Brochure of the Scheme (as amended from time to time). If you are in doubt about the meaning or effect of the contents of the MPF Scheme Brochure or any addendum thereto, you should seek professional advice.
- Investment involves risk and not all constituent funds available under the Scheme would be suitable for everyone. There is no assurance on investment returns and your investments/accrued benefits may suffer significant losses.
Please click the back button of the browser, if you do not wish to continue.
Important Notes:
- Sun Life MPF Comprehensive Scheme (the “Scheme”) each is a mandatory provident fund scheme registered with the Mandatory Provident Fund Schemes Authority. Registration does not imply recommendation.
- You should consider your own risk tolerance level and financial circumstances before making any investment choices. When, in your selection of constituent funds, you are in doubt as to whether a certain constituent fund or the default investment strategy is suitable for you (including whether it is consistent with your investment objectives), you should seek financial and/or professional advice and make investment choices most suitable for you taking into account your circumstances.
- In the event that you do not make any investment choices, please be reminded that your contributions made and/or benefits transferred into the Scheme will unless otherwise provided in the MPF Scheme Brochure be invested in accordance with the default investment strategy which may not necessarily be suitable for you
- The Sun Life MPF Comprehensive Scheme Capital Guaranteed Portfolio under the above Scheme invests its assets solely in an Approved Pooled Investment Fund in the form of insurance policy provided by Sun Life Hong Kong Limited ("Sun Life"). The guarantee is also given by Sun Life. Your investments in the Sun Life MPF Comprehensive Scheme Capital Guaranteed Portfolio, if any, are therefore subject to the credit risk of Sun Life. The guarantee is subject to qualifying conditions. Please refer to section 3.4 of the MPF Scheme Brochure for details of the credit risk, guarantee features and guarantee conditions.
- You should not invest based on this website alone. You should read the MPF Scheme Brochure for further details and risks involved.
- For further details including the features of the Scheme and each constituent fund, the investment objectives of each constituent fund and risks involved, please refer to the details in the MPF Scheme Brochure of the Scheme (as amended from time to time). If you are in doubt about the meaning or effect of the contents of the Explanatory Memorandum or any addendum thereto, you should seek professional advice
- Investment involves risk and not all constituent funds available under the Scheme would be suitable for everyone. There is no assurance on investment returns and your investments/accrued benefits may suffer significant losses.
Please click the back button of the browser, if you do not wish to continue.
Please click the back button of the browser, if you do not wish to continue.>
Important Notes:
- Sun Life Rainbow MPF Scheme (the “Scheme”) is a mandatory provident fund scheme.
- Investment involves risks and not all investment choices available under the Scheme would be suitable for everyone. There is no assurance on investment returns and your investments/accrued benefits may suffer significant loss.
- You should consider your own risk tolerance level and financial circumstances before making any investment choices. When, in your selection of funds, you are in doubt as to whether a certain fund is suitable for you (including whether it is consistent with your investment objectives), you should seek independent financial and/or professional advice and choose the fund(s) most suitable for you taking into account your circumstances.
- Members reaching 65th birthday or early retiring on reaching age 60 may apply (in such form and on such conditions as the Trustee may from time to time determine but subject to the Mandatory Provident Fund Schemes Ordinance and the Mandatory Provident Fund Schemes (General) Regulation) for payment of the MPF Benefits in instalments. Please refer to section 6.1.12 “Withdrawal of Benefits” of the MPF Scheme Brochure for further details.
- You are advised to read the MPF Scheme Brochure and the relevant marketing materials of the Scheme for further details and risk factors prior to making any investment decision.
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CONTACT US
At Sun Life Hong Kong, we aim to provide excellent customer service at all times.
Customer Service Hotline
(852) 2103 8928
Pensions Services Hotline
(852) 3183 1888
(For Sun Life Rainbow MPF Scheme)
(852) 2929 3029
(For Sun Life Rainbow ORSO Scheme)
(852) 2971 0200
(for Sun Life MPF Master Trust)
(852) 3183 1900
(for Sun Life MPF Basic/ Comprehensive Scheme)
Group Insurance Administration Hotline
(852) 3183 2099
