Mutual Funds For Those Looking For Potentially Higher Returns than Bank Accounts
The Sun Life Mutual Funds, officially the Sun Life Prosperity Mutual Funds, are the pooled funds managed by Sun Life Asset Management Company, Inc. (SLAMCI). These are investments gathered from many different Sun Life investors that are placed into various financial instruments by the company on their behalf.
These investments take into account the individual risk preference of the investors and matches it with the respective objectives of each Fund.
Why You Should Invest in the Sun Life Mutual Funds.
How Have The Funds Performed?
Equity Fund - invested in mostly blue chip Philippine stocks. This is for you if you are an AGGRESSIVE INVESTOR.
Balanced Fund - invested in a mix of high-quality bonds and stocks. This is for you if you are have MODERATE appetite for risk.
Bond Fund - invested in government and high-quality corporate securities. This is for you if you have a CONSERVATIVE appetite for investment risk.
Dollar Abundance Fund - invested in high-quality dollar-denominated gov't and corporate debt.
Dollar Advantage Fund - invested in high-quality dollar-denominated gov't debt and mutual funds.
Source: Sun Life Prosperity Fund Fact Sheets 30 August 2021
Important: Past Performance is not a guarantee of Future Performance.
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Baobab New Business Office
Sun Life Financial
6/F BTTC Centre,
288 Ortigas Avenue
Greenhills, San Juan City
Tel. No. 7719-3958
Fax. No. 7719-3894