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 08/28/2014

Money Market Fund 1.0667
Bond Fund 1.9528
Balanced Fund 3.1432
Equity Fund 4.1462
MyFuture 2020 Fund 2.6131
MyFuture 2025 Fund 2.5703
MyFuture 2030 Fund 2.6121
MyFuture 2035 Fund 2.6556
MyFuture 2040 Fund 2.6405
Income Fund 1.3804
Opportunity Fund 1.3976
Growth Fund 1.5468

Dollar Funds as of 08/28/2014

Dollar Bond Fund 1.7949
Sun Prestige Capital++ Fund 1.1559
Sun Dollar Maximizer Fund 1.0205
Sun Dollar Maximizer - UCG Fund 0.9482
Sun Dollar Maximizer - UCG 2 Fund 0.9744
Sun Dollar Maximizer - EA Fund 0.8926
Sun Dollar Maximizer - EA 2 Fund 0.8467
Global Income Fund 1.0302
Global Opportunity Fund 1.0338

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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