Opportunity Tracker Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink 1, Sun FlexiLink Assist, Sun MaxiLink Prime, Sun MaxiLink Bright and Sun MaxiLink One which are investment-linked life insurance products regulated by the Insurance Commission.
Being a balanced fund, it allows you to experience equity returns with the stability of a fixed income asset while managing volatility and risk through its indexing strategy. The Fund is designed to help you pursue opportunities in the market and lets you enjoy the following:
- 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 Opportunity Tracker Fund is not a security.
2The benefits indicated above are subject to the specific guidelines set by Sun Life and the actual provisions of the insurance policy contract.
Download the latest VUL Opportunity Tracker Fund Performance Report