The moderately aggressive investor
Are you a moderately aggressive investor?
As a Moderately Aggressive Investor, you want the balance of capital growth and protection. You prefer the combined benefits of bonds and equities as a way to reach your goals while building your financial nest for the long-term.
Moderately aggressive investment options:
Sun Life Prosperity Achiever Funds 2028
Horizon: long-term
- For those with goals by 2028
- A mix of stocks and bonds
- Adjusts based on end date
Sun Life Prosperity Achiever Funds 2038
Horizon: long-term
- For those with goals by 2038
- A mix of stocks and bonds
- Adjusts based on end date
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Sun Life Prosperity Achiever Fund 2048
Horizon: long-term
- For those with goals by 2048
- A mix of stocks and bonds
- Adjusts based on end date
Balanced Fund
Horizon: mid-term
- A mix of bonds and stocks
- Provides modest returns
- Has moderate risks
Dollar Advantage Fund
Horizon: long-term
- Leverages on your dollars
- Tap foreign stocks & bonds
- Get returns in dollars
Dollar Wellspring Fund
Horizon: mid-term
- Aims to get regular income
- Beats usual deposit rates
- Get returns in dollars
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