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.
Peso Funds as of 02/09/2016
|Money Market Fund||1.0664|
|MyFuture 2020 Fund||2.4711|
|MyFuture 2025 Fund||2.3686|
|MyFuture 2030 Fund||2.3986|
|MyFuture 2035 Fund||2.4413|
|MyFuture 2040 Fund||2.4270|
|Growth Plus Fund||0.8365|
Dollar Funds as of 02/09/2016
|Dollar Bond Fund||1.9092|
|Sun Prestige Capital++ Fund||1.1626|
|Sun Dollar Maximizer Fund||0.9820|
|Sun Dollar Maximizer - UCG Fund||0.9785|
|Sun Dollar Maximizer - UCG 2 Fund||0.9494|
|Sun Dollar Maximizer - EA Fund||0.8393|
|Sun Dollar Maximizer - EA 2 Fund||0.8199|
|Global Income Fund||0.9519|
|Global Opportunity Fund||0.9152|
|Sun Dollar Maximizer - WT Fund||0.8420|
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.