26th February 2025
Sun Life Rainbow MPF Scheme
On Thursday the 27th of February, MPF’s “Scheme of the Year” will be announced at the 2025 and 13th edition of “The MPF Awards”. Leading up to MPF’s night of nights, MPF Ratings (MPFR) asked Mr MPF to review the finalists and offer his personal insights into what makes MPF’s most successful schemes a contender for MPF’s biggest prize of them all, MPF’s Scheme of the Year.
What we like
- Senior management and governance
- Sustainable Investing leader
- Strong agency support
- Highly transparent Key Scheme Information details
- High quality education and investment tools
Background
MPF Scheme of the Year finalists must be Gold rated by MPF Ratings (MPFR), MPF’s independent provider of research, views and education. Gold-rated schemes are identified as schemes that should deliver the best value for money and by doing so offer MPF members a positive and holistic MPF experience.
At $141.5bn in size as at end of 2024, Sun Life Rainbow MPF Scheme accounts for 11% of MPF’s total assets, making it the system’s 3rd largest MPF scheme.
What Mr MPF says about Sun Life Rainbow MPF Scheme
“MPF’s best value-for-money schemes must cater to a diverse range of needs, and Sun Life’s Rainbow MPF Scheme meets that challenge perfectly.
The scheme offers a comprehensive selection of fund options, including the Sun Life MPF Global Low Carbon Index Fund, which stands out as the most dominant fund in MPF’s Sustainable Investment category. MPF Ratings has identified this fund as unique because it explicitly meets the MPFA’s sustainable investing benchmark and measurable principles. This coupled with Sun Life’s commitment to ‘giving back’ to the community has earned it the title of ‘Best MPF ESG Product’ for 2025. To win Best MPF ESG Product one must demonstrate a deep but also balanced commitment to both investing and ‘giving back’. In short, to be a ‘force for good’.
In addition to its extensive fund offerings and leadership in sustainable investing, the Scheme’s success is underpinned by strong senior management, robust governance, and a commitment to investing in high-quality services and education. These efforts empower and educate both Sun Life’s extensive agency network and MPF members alike.
Sun Life’s dedication to empowerment and education is evident in multiple ways. MPF information is prominently displayed on its website, with mandatory key scheme details presented in a transparent and informative manner. The platform also offers accessible tools like risk assessment and retirement calculators.”
The information contained in this blog was written by MPF Ratings, Hong Kong’s independent provider of MPF research, views and education and is general in nature, and does not take into account your personal situation. Additionally, you should consider whether the information contained herein is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.