PSE SLF:Php 1,100.00 
 as of  07/01/09    2:06PM 



 Variable Life Insurance

 


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.


 Unit Price
Sun FlexiLink
as of 7/1/09
  Balanced Fund 1.5678
  Bond Fund 1.3947
  Equity Fund 1.5818
  Money Market Fund 1.0437
  MyFuture 2020 Fund 1.0534
  MyFuture 2025 Fund 1.0349
  MyFuture 2030 Fund 1.0356
  MyFuture 2035 Fund 1.0322
  MyFuture 2040 Fund 1.0337

Sun FlexiDollar
as of 7/1/09

  Bond Fund 1.3036
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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