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 11/21/2014

Money Market Fund 1.0662
Bond Fund 1.9737
Balanced Fund 3.2159
Equity Fund 4.2724
MyFuture 2020 Fund 2.6619
MyFuture 2025 Fund 2.6273
MyFuture 2030 Fund 2.6802
MyFuture 2035 Fund 2.7322
MyFuture 2040 Fund 2.7178
Income Fund 1.4011
Opportunity Fund 1.4298
Growth Fund 1.5925
Dynamic Fund 0.9960
More>>

Dollar Funds as of 11/21/2014

Dollar Bond Fund 1.8189
Sun Prestige Capital++ Fund 1.1582
Sun Dollar Maximizer Fund 1.0062
Sun Dollar Maximizer - UCG 2 Fund 0.9299
Sun Dollar Maximizer - UCG Fund 0.9568
Sun Dollar Maximizer - EA 2 Fund 0.8457
Sun Dollar Maximizer - EA Fund 0.8825
Global Income Fund 1.0193
Global Opportunity Fund 1.0148
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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