Opportunity Fund is offered as a fund option exclusive to Sun MaxiLink One, 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 debt (bonds) and equity (stocks) securities from both domestic and foreign issuers.
Benefits 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 Incomes provide greater stability and generate income. Cash is a solid "holding" during volatile times when interest rates are high. The Opportunity 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 Opportunity 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 is managed by investment professionals 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.
1The Opportunity Fund is not a security.
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