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   • Sun Life MPF Basic Scheme is a flexible investment plan offering various options to suit your investment needs. Download our product summary or find a form now.

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   Is Sun Life MPF a good investment?

   • Sun Life MPF Basic Scheme Capital Guaranteed Portfolio To provide capital security at the end of every 5 years and to seek long term capital appreciation. The return is expected to be stable and slightly in excess of Hong Kong inflation. The fund is considered low risk.

   Sun Life MPF Basic Scheme

   www.mpfa.org.hk/assets/AS/MT00326_Sun_Life_MPF_Basic_Scheme_EN.pdf

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   Can a Sun Life MPF be carried forward?

   • For the Sun Life MPF Basic Scheme MPF Conservative Portfolio, no expenses, fees or charges may be made (other than expenses and charges permitted under the MPF legislation) unless its monthly return is above the savings rate published by the MPFA. Any expenses, fees or charges that are not deducted may be carried forward for up to 12 months.

   Sun Life MPF Basic Scheme

   www.mpfa.org.hk/assets/AS/MT00326_Sun_Life_MPF_Basic_Scheme_EN.pdf

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   What is Sun Life MPF master trust?

   • Our MPF product, namely “Sun Life MPF Master Trust”, adopts a specialist approach with the following professional investment services companies. Schroder MPF Conservative Portfolio does not guarantee the repayment of capital.

   Sun Life MPF Master Trust | Sun Life Hong Kong

   www.sunlife.com.hk/en/investments/mpf-and-orso-scheme/sun-life-mpf-master-trust/

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