Dynamic Fund is offered as a fund option exclusive to Sun MaxiLink One1, which is an investment-linked life insurance product regulated by the Insurance Commission.
The Fund is designed to provide optimum returns consisting of current income and capital growth through investment in a mix of high quality fixed-income and equity instruments from domestic and foreign issuers. Depending on the state of various world economies and markets, the Fund may invest in non-Philippine investment grade issues.
Benefit from a wealth of advantages:
- Better possible returns.
Unlike traditional savings that usually provide fixed interest rates, investment in a mix of high quality fixed-income and equity instruments from domestic and foreign issuers may fully maximize the earning potential of your investment.
- Professional fund management.
You have Sun Life Financial's investment experience, commitment and research capabilities working for you.
Your investment is placed not just in one or two, but in as many instruments as is prudent, reducing over-all risk.
Dynamic Fund units can be redeemed on any business day2.
- Active and defensive fund management.
The Fund adopts a Tactical Asset Allocation Strategy that allows the fund to easily switch between equities, bonds, and cash within a wide range of established allocation limits, minimizing the fund’s exposure to risk and taking advantage of market opportunities.
1The Dynamic Fund is not a security.
2 Subject to company guidelines.
Get bright news and tips delivered to your inbox