The Balanced Fund is one of the investment options for policyholders of
Sun FlexiLink, which is a variable life insurance product
regulated by the Insurance Commission.1
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 bonds provide greater stability and generate income. Cash is a solid "holding" during volatile times when interest rates are high. The Balanced 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 Balanced 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 Balanced Fund is not a security. This Balanced Fund is distinct from Sun Life of
Canada Prosperity Balanced Fund, which is a mutual fund registered with the
Securities and Exchange Commission.
2 The team of investment professionals based in the Philippines, who manage the
Life Fund portfolio with assets in of approximately Php 70 Billion, market value
as of 31 December 2006.