Sun Life MPF US Equity Fund
Sun LifeEquity Fund - United States Equity FundActiveSun Life
Sun Life Rainbow MPF Scheme · Latest information as of 30 Sep 2026
5Y annualized
—
1Y return
19.61%
FER
1.316%
Fund Expense Ratio p.a.
Management fee
—
Fund size
13,764.63
HKD millions
Launch date
05-06-2023
Fund age
3.3 yrs
Risk indicator
13.88%
Annualized SD
Standard period returns (30 Sep 2026)
1 year
19.61%
5 years p.a.
—
10 years p.a.
—
Since launch p.a.
18.42%
Calendar year returns
| 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| — | — | — | 20.97% | 12.88% |
Best and worst calendar year 2021–25: 20.97% / 12.88%
Risk classification
1
2
3
4
5
6
7
MPFA classifies this fund as risk class 5 of 7 — Medium–high volatility.
Comparable funds (Equity Fund - United States Equity Fund)
- American FundAIA5Y 12.01% · FER 0.828%
- North American Equity FundHang Seng5Y 11.65% · FER 1.316%
- North American Equity FundHSBC5Y 11.65% · FER 1.316%
- North American Equity FundAIA5Y 11.60% · FER 1.667%
- BOC-Prudential North America Index Tracking FundBOC-Prudential5Y 11.55% · FER 1.000%
- ValueChoice North America Equity Tracker FundHang Seng5Y 11.55% · FER 0.819%
- ValueChoice North America Equity Tracker FundHSBC5Y 11.55% · FER 0.818%
- BEA (MPF) North American Equity FundBEA5Y 11.39% · FER 1.230%
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