Grow your money with the help of the Sun Life Prosperity Funds

Simplicity, Accessibility, Affordability and Returns. These are only a few of the benefits that a Sun Life Prosperity Fund investor receives.

For a minimum of Php 5,000, one can jump start an investment account and be on his/her way to prosperity.

The Sun Life Prosperity Funds is a family of funds that caters to various risk appetites and investment horizons. Historically, the Sun Life Prosperity Funds have generated higher returns compared to traditional deposits over time. This allows you to beat inflation and achieve your long-term financial goals.

*Share values, yields and investment returns may fluctuate

For as low as Php 5,000, your investment is instantly diversified among different financial vehicles in order to minimize risk.

Risk appetite tends to change over time and should you feel like changing where your funds are placed, you can do so accordingly up to four times in a year at no charge!

Sun Life offers the option to redeem fund shares any time on a business day at the current fund value.

The Sun Life Prosperity Funds are managed by top-notch investment professionals who are dedicated to ensuring that the funds generate the best returns over the long term.

Sun Life Asset Management Company, the fund manager and distributor of the Sun Life Prosperity Funds, is a member of the Sun Life Financial Group of Companies operating in Canada, the United States, United Kingdom, Hong Kong, China, India, the Philippines and Indonesia.

Find the Sun Life Prosperity Fund that fits you best:
Type of Prosperity Fund What’s my objective? Where will my money go? What’s my risk appetite? How much is the minimum investment? What’s the minimum amount if I want to add?
Money Market Fund

I just want to leave my cash for a short period of time and earn from it, too.

This Fund invests in special savings accounts.

I’m very conservative.

Php 100

Php 100

GS (Government Securities Fund)

I want my money to earn but my investment should be kept intact.

This Fund invests mainly in government debt securities.

I’m conservative.

Php 5,000

Php 1,000

Bond Fund

I want my money to earn but my investment should be kept relatively stable.

This Fund invests in government and high-quality corporate debt securities.

I’m moderately conservative.

Php 5,000

Php 1,000

Balanced Fund

I want my money to earn more and I can afford to lose some of my investment for higher return.

This Fund invests in a mix of high-quality debt and equity securities.

I’m somewhat between conservative and risky.

Php 5,000

Php 1,000

Dynamic Fund

I want to maximize the potential of my money through an aggressive fund that has the flexibility of switching to a defensive strategy during bearish market conditions.

This Fund may invest in potentially higher yielding equity and/or debt securities.

I have a moderate to high risk appetite.

Php 50,000

Php 10,000

Philippine Equity Fund

I want to maximize the potential of my money for higher return over the long term.

This Fund invests mainly in high-quality equity securities.

I believe in the saying, “high risk, high return".

Php 5,000

Php 1,000

Philippine Stock Index Fund

I want my money invested in a broad diversified portfolio while tracking the performance of the Philippine Stock Exchange Index (PSEi).

The Fund invests in securities that constitute the PSEi at their index weights.

I have a high risk tolerance.

Php 5,000

Php 1,000

Dollar Starter Fund

I want to invest my US Dollars for only a short period and earn higher than traditional deposits.

This Fund invests in high-yielding deposits and other short-term debt securities.

I’m very conservative.

USD 500

USD 100

Dollar Abundance Fund

I want to invest my US dollars to preserve it.

This Fund invests in foreign-denominated government and high-quality corporate debt securities.

I’m conservative.

USD 1,000

USD 200

Dollar Advantage Fund

I want to invest my US dollars and I can afford to lose some of my investment for higher return.

This Fund invests in a mix of high-quality debt and equity securities.

I’m somewhat between conservative and risky.

USD 1,000

USD 200

Dollar Wellspring Fund

I want my US dollars to earn more and derive income from my investments.

This Fund invests in a mix of global fixed income assets while a portion is invested in equity securities.

I'm somewhat between conservative and risky.

USD 1,000

USD 200

World Voyager Fund

I want to maximize the earning potential of my US dollar while keeping diversified.

This Fund invests in global equity securities.

I have a high risk tolerance.

USD 1,000

USD 200