PSE SLF:Php 1,000.00 
 as of  11/20/08    3:03PM 



 Mutual Funds

 


College Planning

(Note: Please do not input commas when filling up numeric fields.)

To start, please answer the following. For explanations of terms, please place your mouse over the text in question. It is assumed your child will go to college at age 16.

Your Child's Name
Your Child's Age
Years In College
Estimated Amount For One Year of College In Today's Pesos
Projected Annual Increase of College Costs
Current Amount Saved For College
Frequency of Periodic Additional Investments
Duration of Periodic Additional Investments years
Amount of Periodic Additional Investments
Projected Rate of Return On Investments

RESULTS:

How Much Will College Cost?

Based on the above projections, you need a total of Php when your child starts college.

How Much Would You Have? Would the amount be enough?

The value of your educational fund will be Php when starts college. That's Php than you'll need.

How Could You Meet Your Goal?

You have 3 options:

  1. You can make a one time addition of Php to your investments today, and reach your goal.
  2. Alternatively, you could reach your goal by increasing your periodic investments by Php .
  3. Another option is to put your money in investment instruments with a higher rate of return of %.

This worksheet is a tool designed to provide you with feedback based on the information that you input. For a thorough analysis of your financial situation, please contact your financial adviser. Important information about the Sun Life Prosperity Funds is contained in their prospectuses. Please obtain copies from your Sun Life Mutual Fund Representative and read them carefully before investing. Share values, yields, and investment returns will fluctuate.

 

To know more about the Sun Life Prosperity Funds, please get in touch with us through
telephone number 849-9888 or email: phil_prosperity@sunlife.com.

The Sun Life Prosperity Funds are managed and distributed by
Sun Life Asset Management Company, Inc.,
a member of the Sun Life Financial group of companies.


 NAVPS


NAVPS in PESOS
as of 11/19/08

  Bond Fund 1.9128
  Balanced Fund 1.6434
  Philippine Equity Fund 1.2988
  Money Market Fund 1.0954
  GS Fund 1.0739


NAVPS in DOLLARS
as of 11/19/08

  Dollar Advantage Fund 2.1970
  Dollar Abundance Fund 1.8791
     

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