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



 Mutual Funds

 


Retirement Planning

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

To start, please answer the following. For explanation of terms, please place your mouse over the text in question.

Your Name
Your Age
Retirement Age
Amount Saved for Retirement Php
Frequency of Periodic Additional Investments
Duration of Periodic Additional Investments years
Amount of Periodic Additional Investments Php
Estimated Annual Inflation Rate
Estimated Annual Rate of Return
Monthly Retirement Income in Today's Pesos Php
Estimated Annual Rate of Return at Retirement

All results are hypothetical and assume reinvestment of dividends and capital gains. Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Hypothetical results are for illustrative purposes only and are not intended to represent the future performance of any Sun Life Prosperity Fund. This calculation does not take into account the effect of taxes. Life expectancy was assumed at 90 years.

RESULTS:

How Much Retirement Lump Sum Would You Need?

Based on the information you supplied, you will need a retirement lump sum of Php at age .

How Much Would You Have? Would The Amount Be Enough?

The value of your retirement lump sum will be Php when you retire at age .
That's Php than you'll need.

How Could You Meet Your Goal?

You have 2 options:

  1. Increase your periodic additional investments by
    Php .
  2. Decrease your retirement income objectives by
    Php .

 

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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