Variable life insurance funds
The Opportunity Fund is one of the investment options for policyholders of Sun MaxiLink One, which is a variable life insurance product regulated by the Insurance Commission11.
The Fund is designed to provide optimum returns consisting of current income and capital growth through investment in a mix of debt (bonds) and equity (stocks) securities from both domestic and foreign issuers.
Benefit from a Wealth of Advantages
- Provides strength through investment diversification: You have exposure to all the major asset classes in one fund. Stocks give you higher growth potential while cash and Incomes provide greater stability and generate income. Cash is a solid "holding" during volatile times when interest rates are high. The Opportunity Fund mirrors the diversification that you could achieve by holding a variety of investment funds or a cross-section of individual investments.
- 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 Opportunity Fund, the benefits of full diversification could be achieved by pooling individual investments from variable life policyholders.
- Makes investing easy through professional management: The Fund also is managed by top-notch 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.