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 07/24/2014

Money Market Fund 1.0671
Bond Fund 1.9571
Balanced Fund 3.0756
Equity Fund 4.0199
MyFuture 2020 Fund 2.5544
MyFuture 2025 Fund 2.5120
MyFuture 2030 Fund 2.5306
MyFuture 2035 Fund 2.5711
MyFuture 2040 Fund 2.5581
Income Fund 1.3848
Opportunity Fund 1.3677
Growth Fund 1.5004

Dollar Funds as of 07/24/2014

Dollar Bond Fund 1.7703
Sun Prestige Capital++ Fund 1.1539
Sun Dollar Maximizer Fund 1.0163
Sun Dollar Maximizer - UCG Fund 0.9380
Sun Dollar Maximizer - UCG 2 Fund 0.9641
Sun Dollar Maximizer - EA Fund 0.8889
Sun Dollar Maximizer - EA 2 Fund 0.8412
Global Income Fund 1.0272
Global Opportunity Fund 1.0405

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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