Growth Fund

Variable life insurance funds

The Growth Fund is one of the investment options for policyholders of Sun MaxiLink One which is a variable life insurance product regulated by the Insurance Commission1.

The Growth 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 Growth 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 rises and falls 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.

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 Growth Fund Performance Report

Peso Funds as of 10/01/2014

Money Market Fund 1.0671
Bond Fund 1.9490
Balanced Fund 3.2036
Equity Fund 4.2654
MyFuture 2020 Fund 2.6616
MyFuture 2025 Fund 2.6222
MyFuture 2030 Fund 2.6784
MyFuture 2035 Fund 2.7255
MyFuture 2040 Fund 2.7154
Income Fund 1.3791
Opportunity Fund 1.4243
Growth Fund 1.5907
More>>

Dollar Funds as of 10/01/2014

Dollar Bond Fund 1.7755
Sun Prestige Capital++ Fund 1.1531
Sun Dollar Maximizer Fund 1.0031
Sun Dollar Maximizer - UCG 2 Fund 0.9135
Sun Dollar Maximizer - UCG Fund 0.9396
Sun Dollar Maximizer - EA Fund 0.8698
Sun Dollar Maximizer - EA 2 Fund 0.8292
Global Income Fund 1.0170
Global Opportunity Fund 1.0136
More>>

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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