Balanced Fund

Variable life insurance funds

The Balanced Fund is one of the investment options for policyholders of Sun FlexiLink Sun MaxiLink Prime and Sun MaxiLink Bright, which are variable life insurance products regulated by the Insurance Commission1.

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 bonds provide greater stability and generate income. Cash is a solid "holding" during volatile times when interest rates are high. The Balanced 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 Balanced 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 Balanced Fund is not a security. This Balanced Fund is distinct from Sun Life of Canada Prosperity Balanced Fund, which is a mutual fund registered with the Securities and Exchange Commission.

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 Balanced Fund Performance Report

Peso Funds as of 01/29/2015

Money Market Fund 1.0649
Bond Fund 2.0437
Balanced Fund 3.3235
Equity Fund 4.4320
MyFuture 2020 Fund 2.7418
MyFuture 2025 Fund 2.7138
MyFuture 2030 Fund 2.7801
MyFuture 2035 Fund 2.8402
MyFuture 2040 Fund 2.8271
Income Fund 1.4573
Opportunity Fund 1.4778
Growth Fund 1.6524
Dynamic Fund 1.0282

Dollar Funds as of 01/29/2015

Dollar Bond Fund 1.8939
Sun Prestige Capital++ Fund 1.1629
Sun Dollar Maximizer Fund 1.0084
Sun Dollar Maximizer - UCG Fund 0.9868
Sun Dollar Maximizer - UCG 2 Fund 0.9582
Sun Dollar Maximizer - EA Fund 0.8629
Sun Dollar Maximizer - EA 2 Fund 0.8517
Global Income Fund 1.0132
Global Opportunity Fund 1.0050

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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