MyFuture Fund

Variable life insurance funds

MyFuture Fund is an exclusive fund option for policy holders of Sun FlexiLink, Sun FlexiLink1, Sun FlexiLink Assist, Sun MaxiLink Bright, Sun MaxiLink Prime, and Sun MaxiLink One1, which are investment-linked life insurance products regulated by the Insurance Commission2.

MyFuture Fund is a target date fund that invests primarily in high-quality stocks and a mix of government and domestic corporate debt in accordance with an asset allocation strategy that promotes capital appreciation at the onset to maximize earning potential in the earlier years and shifts to wealth preservation to reduce exposure to risk as the maturity of the fund approaches.

Benefit from a wealth of advantages

  • Better Possible Returns. Unlike traditional savings with fixed interest rates, MyFuture Fund provides higher earning potential as the assets are invested in high-yielding instruments in the initial years then gradually shifts to fixed-income instruments with modest growth potential as it approaches maturity.
  • Professional Portfolio Management. Clients have Sun Life Financial's investment experience, commitment and research capabilities working for them.
  • Diversification. Client’s investment is placed not just in one or two, but in as many instruments as is prudent, reducing over-all risk.
  • Liquidity. MyFuture Fund units can be redeemed on any business day.
  • Time-sensitive Fund Management Strategy.  This fund attempts to maximize returns in the earlier years for faster fund accumulation then shifts to a more conservative portfolio to reduce exposure to risk as the date of the maturity draws near.

1MyFuture 2020 Fund is not available as fund option to Sun MaxiLink One.

2MyFuture Fund is not a security.

 

Download the latest MyFuture Fund 2020 Performance Report

Download the latest MyFuture Fund 2025 Performance Report

Download the latest MyFuture Fund 2030 Performance Report

Download the latest MyFuture Fund 2035 Performance Report

Download the latest MyFuture Fund 2040 Performance Report

Peso Funds as of 07/30/2015

Money Market Fund 1.0648
Bond Fund 1.9922
Balanced Fund 3.2445
Equity Fund 4.3365
MyFuture 2020 Fund 2.6750
MyFuture 2025 Fund 2.6352
MyFuture 2030 Fund 2.7202
MyFuture 2035 Fund 2.7760
MyFuture 2040 Fund 2.7667
Income Fund 1.4170
Opportunity Fund 1.4420
Growth Fund 1.6158
Dynamic Fund 0.9855
Growth Plus Fund 0.9292
More>>

Dollar Funds as of 07/30/2015

Dollar Bond Fund 1.8634
Sun Prestige Capital++ Fund 1.1669
Sun Dollar Maximizer Fund 1.0013
Sun Dollar Maximizer - UCG Fund 0.9913
Sun Dollar Maximizer - UCG 2 Fund 0.9596
Sun Dollar Maximizer - EA Fund 0.8631
Sun Dollar Maximizer - EA 2 Fund 0.8098
Global Income Fund 1.0029
Global Opportunity Fund 1.0134
More>>

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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