Equity Fund

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.

1 The Equity Fund is not a security. This Equity Fund is distinct from Sun Life of Canada Prosperity Philippine Equity Fund, which is a mutual fund registered with the Securities and Exchange Commission.

2 The team of investment professionals based in the Philippines, who manage the Life Fund portfolio with assets in of PHP 62.35 billion, market value as of 31 December 2008.

Download the latest VUL Equity Fund Performance Report

Peso Funds as of 05/27/2015

Money Market Fund 1.0631
Bond Fund 1.9747
Balanced Fund 3.2753
Equity Fund 4.4014
MyFuture 2020 Fund 2.6940
MyFuture 2025 Fund 2.6634
MyFuture 2030 Fund 2.7591
MyFuture 2035 Fund 2.8170
MyFuture 2040 Fund 2.8065
Income Fund 1.4080
Opportunity Fund 1.4553
Growth Fund 1.6399
Dynamic Fund 1.0011
Growth Plus Fund 0.9507

Dollar Funds as of 05/27/2015

Dollar Bond Fund 1.8861
Sun Prestige Capital++ Fund 1.1678
Sun Dollar Maximizer Fund 1.0258
Sun Dollar Maximizer - UCG Fund 1.0156
Sun Dollar Maximizer - UCG 2 Fund 0.9877
Sun Dollar Maximizer - EA Fund 0.8700
Sun Dollar Maximizer - EA 2 Fund 0.8093
Global Income Fund 1.0252
Global Opportunity Fund 1.0337

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.

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