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 02/26/2015

Money Market Fund 1.0646
Bond Fund 1.9907
Balanced Fund 3.3334
Equity Fund 4.5089
MyFuture 2020 Fund 2.7463
MyFuture 2025 Fund 2.7254
MyFuture 2030 Fund 2.8240
MyFuture 2035 Fund 2.8874
MyFuture 2040 Fund 2.8754
Income Fund 1.4192
Opportunity Fund 1.4818
Growth Fund 1.6808
Dynamic Fund 1.0327

Dollar Funds as of 02/26/2015

Dollar Bond Fund 1.8784
Sun Prestige Capital++ Fund 1.1626
Sun Dollar Maximizer Fund 1.0146
Sun Dollar Maximizer - UCG Fund 0.9899
Sun Dollar Maximizer - UCG 2 Fund 0.9608
Sun Dollar Maximizer - EA Fund 0.8632
Sun Dollar Maximizer - EA 2 Fund 0.8481
Global Income Fund 1.0150
Global Opportunity Fund 1.0268

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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