The Equity Fund is one of the investment options for policyholders of Sun FlexiLink, which is a variable life insurance product regulated by the Insurance Commission¹.

The Equity Fund is designed to generate long-term capital appreciation by investing in high-quality equities diversified across sectors.

Benefit from a Wealth of Advantages

• 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 Equity Fund, the benefits of full diversification could be achieved by pooling individual investments from variable life policyholders.
  
  
• Enjoy long-term capital appreciation: The Equities market offers the highest potential rate of return compared to other asset classes. The value of equities rise and fall quickly over the short term, but historically they perform better over the long-term than other types of securities.
  
  
• Makes investing easy through professional investment management: The fund is managed by top-notch investment 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.
  
  
• Supplements your fixed income investments:The more asset classes in your investment portfolio, the more diversified your holdings, the lower the overall risk of your portfolio. In addition to providing access to more superior returns, diversifying into Philippine equities through the convenience of a variable life insurance product will help reduce the risk of your total investment portfolio.

¹  The Equity Fund is not a security. This Equity Fund is distinct from Sun Life of Canada
    Prosperity Philippine Equity 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.