Opportunity Fund

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.

1 The Opportunity 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 latest VUL Opportunity Fund Performance Report

Peso Funds as of 11/20/2014

Money Market Fund 1.0662
Bond Fund 1.9731
Balanced Fund 3.2135
Equity Fund 4.2686
MyFuture 2020 Fund 2.6601
MyFuture 2025 Fund 2.6255
MyFuture 2030 Fund 2.6784
MyFuture 2035 Fund 2.7300
MyFuture 2040 Fund 2.7155
Income Fund 1.4007
Opportunity Fund 1.4288
Growth Fund 1.5911
Dynamic Fund 0.9952

Dollar Funds as of 11/20/2014

Dollar Bond Fund 1.8190
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 1.0143

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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