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 09/01/2014

Money Market Fund 1.0666
Bond Fund 1.9513
Balanced Fund 3.1414
Equity Fund 4.1434
MyFuture 2020 Fund 2.6112
MyFuture 2025 Fund 2.5684
MyFuture 2030 Fund 2.6099
MyFuture 2035 Fund 2.6543
MyFuture 2040 Fund 2.6383
Income Fund 1.3792
Opportunity Fund 1.3967
Growth Fund 1.5458
More>>

Dollar Funds as of 09/01/2014

Dollar Bond Fund 1.7958
Sun Prestige Capital++ Fund 1.1559
Sun Dollar Maximizer Fund 1.0205
Sun Dollar Maximizer - UCG Fund 0.9482
Sun Dollar Maximizer - UCG 2 Fund 0.9744
Sun Dollar Maximizer - EA Fund 0.8926
Sun Dollar Maximizer - EA 2 Fund 0.8467
Global Opportunity Fund 1.0321
Global Income Fund 1.0304
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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