Let your investments shine through with the Balanced Fund

The Sun Life Prosperity Balanced Fund is ideal for:

RISK TOLERANCE: Moderate

Balanced Fund Risk Tolerance

INVESTMENT HORIZON: Mid to long-term

Balanced Fund Investment Horizon

Sun Life Prosperity Balanced Fund reports:

Latest Balanced Fund fact sheet Fund prospectus

Just as its name implies, the Sun Life Prosperity Balanced Fund is the middle of bonds and equities -- a mix of fixed income and investments with high growth potential, like stocks/equity securities.

Traditionally, you can use the Sun Life Prosperity Balanced Fund to build wealth over time while seeking other investment avenues. Balanced funds are channels for diversification, too, as they provide potential steady income from fixed income securities, and growth potential from equity investments.

The Sun Life Prosperity Balanced Fund is for you if:

  • You are ready to invest and are currently looking at a long-term investing horizon
  • You are willing to take the risk but are not ready to have 100% exposure in the equity/stock market. The 'bond' portion of the Fund helps cushion the risks, should the stock market be fluctuating unfavorably.
Sun Life Prosperity Balanced Fund
Rizalina G. Mantaring
Benedicto C. Sison
Nilo B. Peña
Aleli Angela G. Quirino
Melito S. Salazar, Jr.