MyFuture Fund

Variable life insurance funds

MyFuture Fund is one of the investment options for policyholders of Sun FlexiLink and Sun FlexiLink1 which are variable life insurance products regulated by the Insurance Commission. Five (5) MyFuture Funds are offered: MyFuture 2020, MyFuture 2025, MyFuture 2030, MyFuture 2035 and MyFuture 2040.

Unlike other investment funds, MyFuture Fund takes into account the policy owner's retirement plans so that it endeavors to provide capital appreciation in the medium to long term, and shifts to capital preservation as the fund matures.

As the fund nears maturity, it can expect to gain lower returns with asset allocation becoming less risky - that means lesser volatility for the policy owner at the time he or she plans to begin withdrawing substantial portions of the investment and using these for retirement funds.

Benefit from a wealth of advantages

  • A "One-Decision" fund: With MyFuture funds, you don't have to choose which investment funds to invest in and in what percentage. Instead, you simply choose the fund with a maturity date closest to your estimated retirement date because the fund is designed for capital appreciation in the early years and capital preservation as it matures.
  • Provides safety few years before you need your retirement or education fund: With MyFuture Fund, your money is moved to bonds as you approach the fund's maturity date, so that a market downturn won't reduce significantly your fund 6 months before retirement.
  • Provides more time for yourself: You don't have to spend time selecting your investments, rebalancing your portfolio, and researching new funds. You can spend your time the way you want to.
  • Makes investing easy through professional investment management: The fund is managed by top-notch investment professionals with a wealth of expertise and experience. Finally, you should benefit from Sun Life Financial's investment management track record and first-rate research capabilities.

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 04/15/2014

Money Market Fund 1.0684
Bond Fund 1.9410
Balanced Fund 3.0253
Equity Fund 3.9217
MyFuture 2020 Fund 2.5058
MyFuture 2025 Fund 2.4611
MyFuture 2030 Fund 2.4660
MyFuture 2035 Fund 2.5038
MyFuture 2040 Fund 2.4928
Income Fund 1.3740
Opportunity Fund 1.3452
Growth Fund 1.4649

Dollar Funds as of 04/15/2014

Dollar Bond Fund 1.7420
Sun Prestige Capital++ Fund 1.1476
Sun Dollar Maximizer Fund 0.9875
Sun Dollar Maximizer - UCG Fund 0.9613
Sun Dollar Maximizer - UCG 2 Fund 0.9389
Sun Dollar Maximizer - EA Fund 0.8492
Sun Dollar Maximizer - EA 2 Fund 0.8069
Global Opportunity Fund 1.0092
Global Income Fund 1.0091

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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