SUN LIFE MUTUAL FUNDS

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.
  • It allows you to potentially earn HIGHER RATES than savings accounts and time deposit accounts over time.
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  • It allows you to start investing for as little as Php5,000 and adding for as low as Php1,000.
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  • It allows you to be INSTANTLY DIVERSIFIED in your portfolio without you thinking about it yourself.
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  • It allows you to redeem your shares ANYTIME you want.
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  • It allows you access to PROFESSIONAL FUND MANAGEMENT.
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  • It allows you to switch your chosen funds for free for up to 4 times each year.
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  • It allows you to potentially BEAT INFLATION over time.
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  • It allows you access to the FINANCIAL STRENGTH AND MUSCLE of the Sun Life Financial Group.
How Have The Funds Performed?

Equity Fund - invested in mostly blue chip Philippine stocks.  This is for you if you are an AGGRESSIVE INVESTOR.
  • 15.78% (1-year return) 
  • -16.74% (3-year return)
  • -15.18% (5-year return)

​Balanced Fund - invested in a mix of high-quality bonds and stocks.  This is for you if you are have MODERATE appetite for risk.
  • 9.41% (1-year return)
  • -6.53% (3-year return)
  • -7.51% (5-year return)

Bond Fund - invested in government and high-quality corporate securities.  This is for you if you have a CONSERVATIVE appetite for investment risk.
  • 15.76% (3-year return)
  • 12.28% (5-year return)

Dollar Abundance Fund - invested in high-quality dollar-denominated gov't and corporate debt.​
  • 0.22% (1-year return)
  • 10.5% (3-year return)
  • 4.01% (5-year return)

Dollar Advantage Fund - invested in high-quality dollar-denominated gov't debt and mutual funds.
  • 14.83% (1-year return)
  • 30.84% (3-year return)
  • 50.43% (5-year return)

Source: Sun Life Prosperity Fund Fact Sheets 30 August 2021

​Important: Past Performance is not a guarantee of Future Performance.
"Someone is sitting in the shade today because someone planted a tree a long time ago" 
~ Warren Buffett,
   Legendary American Investor 
   Chairman and CEO, Berkshire Hathaway
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A Brighter Life Awaits With SUN LIFE.
YOUR SUN LIFE
​MUTUAL FUND PARTNER 
Set-Up Your Sun Life Mutual Fund Account TODAY!

CALL: 0908-863-4617
or
E-Mail: 
​edwinbartolome.sunlife@gmail.com
Office Address:
Baobab New Business Office
Sun Life Financial
6/F BTTC Centre,
288 Ortigas Avenue
Greenhills, San Juan City
Philippines
Tel. No. 7719-3958
Fax. No. 7719-3894

    I'M INTERESTED TO PLACE MY MONEY IN SUN LIFE MUTUAL FUNDS. 
    We will help you open a Sun Life Mutual Fund Account.