Variable life insurance funds
The Equity Fund is one of the investment options for policyholders of Sun FlexiLink, Sun MaxiLink Prime, and Sun MaxiLink Bright which are variable life insurance products regulated by the Insurance Commission1.
The Equity Fund is designed to generate long-term capital appreciation by investing in high-quality equities diversified across sectors.
Benefit from a Wealth of Advantages
- Achieves a diversified portfolio with low minimum investment: It is estimated that it would take a minimum of Php 5 million in individual investments to provide an appropriate measure of diversification in a portfolio. With the Equity Fund, the benefits of full diversification could be achieved by pooling individual investments from variable life policyholders.
- Enjoy long-term capital appreciation: The Equities market offers the highest potential rate of return compared to other asset classes. The value of equities rise and fall quickly over the short term, but historically they perform better over the long-term than other types of securities.
- Investing made easy through professional investment management: The fund is managed by top-notch investment professionals2 who focus solely on maximizing your returns over the long term. You have Sun Life Financial's investment experience, commitment and research capabilities working for you..
- Supplements your fixed income investments:The more asset classes in your investment portfolio, the more diversified your holdings, the lower the overall risk of your portfolio. In addition to providing access to more superior returns, diversifying into Philippine equities through the convenience of a variable life insurance product will help reduce the risk of your total investment portfolio.
Peso Funds as of 09/30/2016
|Money Market Fund||1.0650|
|MyFuture 2020 Fund||2.6234|
|MyFuture 2025 Fund||2.6316|
|MyFuture 2030 Fund||2.7006|
|MyFuture 2035 Fund||2.7811|
|MyFuture 2040 Fund||2.7689|
|Growth Plus Fund||0.9464|
Dollar Funds as of 09/30/2016
|Dollar Bond Fund||1.9943|
|Sun Prestige Capital++ Fund||1.1735|
|Sun Dollar Maximizer Fund||1.0322|
|Sun Dollar Maximizer - UCG Fund||1.0349|
|Sun Dollar Maximizer - UCG 2 Fund||1.0014|
|Sun Dollar Maximizer - EA Fund||0.8784|
|Sun Dollar Maximizer - EA 2 Fund||0.8518|
|Global Income Fund||1.0123|
|Global Opportunity Fund||0.9909|
|Sun Dollar Maximizer - WT Fund||0.8916|
These investment funds are specific to variable life insurance contracts and are not considered mutual funds. Life Insurance products are regulated by the Insurance Commission.