Sun Life MPF Growth Fund - Class A
Sun LifeMixed Assets Fund - 61% to 80% EquityActiveSun Life
Sun Life Rainbow MPF Scheme · Latest information as of 30 Sep 2026
5Y annualized
3.03%
1Y return
16.28%
FER
1.788%
Fund Expense Ratio p.a.
Management fee
—
Fund size
2,083.13
HKD millions
Launch date
01-12-2000
Fund age
25.8 yrs
Risk indicator
11.30%
Annualized SD
Standard period returns (30 Sep 2026)
1 year
16.28%
5 years p.a.
3.03%
10 years p.a.
5.40%
Since launch p.a.
5.55%
Calendar year returns
| 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 2.39% | -20.36% | 3.97% | 4.40% | 16.25% |
Best and worst calendar year 2021–25: 16.25% / -20.36%
Risk classification
1
2
3
4
5
6
7
MPFA classifies this fund as risk class 5 of 7 — Medium–high volatility.
Comparable funds (Mixed Assets Fund - 61% to 80% Equity)
- BEA Growth FundBEA5Y 5.27% · FER 0.980%
- Allianz Choice Balanced FundSHKP5Y 4.62% · FER 0.904%
- ValueChoice Balanced FundHSBC5Y 4.62% · FER 0.910%
- ValueChoice Balanced FundHang Seng5Y 4.62% · FER 0.909%
- Balanced FundHSBC5Y 4.53% · FER 1.434%
- Balanced FundHang Seng5Y 4.52% · FER 1.434%
- Principal Balanced FundBCT5Y 4.49% · FER 1.518%
- Principal Balanced FundBCT5Y 4.48% · FER 1.494%
Educational information only — not financial advice. Figures are sourced from the Mandatory Provident Fund Schemes Authority (MPFA) monthly fund data (30 Sep 2026). MPFA fund platform