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 12/16/2014

Money Market Fund 1.0657
Bond Fund 1.9827
Balanced Fund 3.1829
Equity Fund 4.2027
MyFuture 2020 Fund 2.6301
MyFuture 2025 Fund 2.5973
MyFuture 2030 Fund 2.6404
MyFuture 2035 Fund 2.6915
MyFuture 2040 Fund 2.6750
Income Fund 1.4070
Opportunity Fund 1.4154
Growth Fund 1.5667
Dynamic Fund 0.9795
More>>

Dollar Funds as of 12/16/2014

Dollar Bond Fund 1.8276
Sun Prestige Capital++ Fund 1.1588
Sun Dollar Maximizer Fund 0.9861
Sun Dollar Maximizer - UCG Fund 0.9562
Sun Dollar Maximizer - UCG 2 Fund 0.9314
Sun Dollar Maximizer - EA Fund 0.8704
Sun Dollar Maximizer - EA 2 Fund 0.8500
Global Income Fund 1.0005
Global Opportunity Fund 0.9910
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.

Get a tailored proposal

Contact our customer service center at (632) 849-9888