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 10/23/2014

Money Market Fund 1.0668
Bond Fund 1.9644
Balanced Fund 3.1575
Equity Fund 4.1639
MyFuture 2020 Fund 2.6150
MyFuture 2025 Fund 2.5784
MyFuture 2030 Fund 2.6199
MyFuture 2035 Fund 2.6643
MyFuture 2040 Fund 2.6509
Income Fund 1.3944
Opportunity Fund 1.4037
Growth Fund 1.5527

Dollar Funds as of 10/23/2014

Dollar Bond Fund 1.8184
Sun Prestige Capital++ Fund 1.1533
Sun Dollar Maximizer Fund 1.0027
Sun Dollar Maximizer - UCG Fund 0.9482
Sun Dollar Maximizer - UCG 2 Fund 0.9253
Sun Dollar Maximizer - EA Fund 0.8717
Sun Dollar Maximizer - EA 2 Fund 0.8361
Global Income Fund 1.0194
Global Opportunity Fund 0.9941

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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