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Simplicity, Accessibility, Affordability and Returns. These are only a few of the benefits that a Sun Life Prosperity Fund investor receives.

  • Affordability: For a minimum of Php 5,000, one can jump start an investment account and be on his/her way to prosperity.
  • Higher potential returns*:  The Sun Life Prosperity Funds is  a family of funds that caters to various risk appetites and investment horizons. Whether you’re a conservative or aggressive, short term or long term investor, at least one fund is suitable for you to achieve your investment goals.
  • Diversification: For as low as Php 5,000, your investment is instantly diversified among different financial vehicles in order to minimize risk.
  • Flexibility:  Risk appetite tends to change over time and should you feel like changing where your funds are placed, you can do so accordingly up to four times in a year at no charge!
  • Liquidity: Sun Life offers the option to redeem fund shares any time on a business day at the current fund value.
  • Professional Portfolio Management: The Sun Life Prosperity Funds are managed by  top notch investment professionals who are dedicated to ensuring that the funds generate the best returns over the long term.
  • Global Expertise: Sun Life Asset Management Company, the fund manager and distributor of the Sun Life Prosperity Funds is a member of the Sun Life Financial Group of Companies operating in Canada, the United States, United Kingdom, Hong Kong, China, India, the Philippines and Indonesia.

*Share values, yields and investment returns may fluctuate


Type of Prosperity Fund What’s My Objective? Where will my money go? What’s my risk appetite? How much is the minimum investment? What’s the minimum amount if I want to add?
Money Market Fund I just want to leave my cash for a short period of time and earn from it, too. This Fund invests in special savings accounts I’m very conservative Php 5,000 Php 1,000
GS (Government Securities) Fund I want my money to earn but my investment should be kept intact. This Fund invests mainly in government debt I’m conservative Php 5,000 Php 1,000
Bond Fund I want my money to earn but my investment should be kept relatively stable. This Fund invests in government and high-quality corporate debt I’m moderately conservative Php 5,000 Php 1,000
Balanced Fund I want my money to earn more and I can afford to lose some of my investment for higher return This Fund invests in a mix of  high-quality debt and equity securities I’m somewhat between conservative and risky Php 5,000 Php 1,000
Dynamic Fund Using a tactical asset allocation approach, I want to maximize the potential of my money through an aggressive fund that has the flexibility of switching to a defensive strategy during bearish market conditions This Fund may invest in potentially higher yielding equity and/or debt securities I have a moderate to high risk appetite Php 50,000 Php 10,000
Philippine Equity Fund I want to maximize the potential of my money for  higher return over the long term  This Fund invests mainly in  high-quality equity securities I believe in the saying, “high risk, high return” Php 5,000 Php 1,000
Dollar Abundance Fund I want to invest my US dollars to preserve it. This Fund invests in foreign-denominated government and high-quality corporate debt I’m conservative USD 1,000 USD 200
Dollar Advantage Fund I want to invest my US dollars and I can afford to lose some of my investment for higher return This Fund invests in a mix of  high-quality debt and equity securities I’m somewhat between conservative and risky USD 1,000 USD 200

Sun Life Asset Management Company, Inc. highly encourages you to get in touch with a Sun Life Mutual Fund Advisor to assess your investment characteristics and recommend the Sun Life Prosperity Fund that would best suit your needs.

Contact Us - Mutual Funds

NAVPS PESO as of 04/27/2015

Bond Fund 2.7207
Balanced Fund 3.9387
Equity Fund 4.3883
Money Market Fund 1.1277
GS Fund 1.5338
Dynamic Fund 1.0599
More>>

NAVPS DOLLARS as of 04/27/2015

Dollar Advantage Fund 3.3522
Dollar Abundance Fund 2.8480
More>>

Sun Life Prosperity Funds

 NOTICE OF ANNUAL SHAREHOLDERS' MEETING 

The Sun Life Prosperity Funds will be having its Annual Shareholders' Meeting on Friday, 26 June 2015, 2:00pm at the Rizal Ballroom of Edsa Shangri-La Hotel, 1 Gardenway, Ortigas Center, Mandaluyong City, Metro Manila, 1650 Philippines.

The Notice of Meeting and Proxy Forms will be distributed to eligible shareholders together with the 2014 Annual Report after the record date of 27 April 2015.  Shareholders must submit their signed Proxy Forms by Tuesday, 16 June 2015.

Kindly confirm your attendance with Sun Life Asset Management Company Inc. through:

Jennifer Jao
+ (632) 849 - 9452
+ (632) 849 - 9495
slamci@sunlife.com

The first 300 confirmed shareholders will receive a special Sun Life Asset Management Co. Inc token during the meeting.


Omnibus Prospectus