Get the best strategy for your money with Opportunity Tracker Fund

Investment option for to policyholders of the VUL products:
Sun FlexiLink, Sun FlexiLink 1, Sun FlexiLink Assist, Sun MaxiLink Prime, Sun Maxi Link One, and Sun MaxiLink Bright

The Opportunity Tracker Fund is a balanced fund that allows you to experience equity returns with the stability of a fixed income asset while managing volatility and risk through its indexing strategy.

The benefits of choosing the Opportunity Tracker Fund:

  • Manage risk
    Rest easy knowing that the Opportunity Tracker Fund won’t be swayed by short-term market movements. That’s because it applies a systematic process of allocating weights between equities, fixed income, and cash.
  • Benefit from a balanced strategy
    The Opportunity Tracker Fund provides a middle ground between equity and fixed income asset classes by utilizing an indexing strategy, which tracks the performance of the Philippine Stock Exchange Index (PSEi) and the portfolio duration of the Bloomberg Phil Sovereign Bond Index AI (BPHILR). It’s managed by Sun Life’s team of professional fund managers, who will ensure that you’ll be able to maximize returns.
  • Life insurance coverage
    Secure your loved ones’ future with guaranteed life insurance protection through your policy’s basic plan.
  • Guaranteed acceptance for Sun MaxiLink One
    Experience hassle-free application and policy approval through Sun MaxiLink One’s Guaranteed Insurability Offer2, subject to the limits of Sun Life. The Opportunity Tracker Fund is also available as fund option for all other peso-denominated VUL products via the regular underwriting process.

1 The benefits indicated in this page are subject to the specific guidelines set by Sun Life and the actual provisions of the insurance policy contract.

2 For policies issued under the Guaranteed Insurability Offer, coverage shall be limited to the Fund Value plus charges paid, in case of the insured’s death within the first 2 years from policy effective date or date of last reinstatement whichever is later, except if death is due to accident.

1 These products are investment-linked life insurance products regulated by the Insurance Commission.

Download the latest VUL Opportunity Tracker Fund Performance Report