Earn more dollars than what traditional deposit accounts can provide.

Sun Life Prosperity Dollar Wellspring Fund is ideal for:

RISK TOLERANCE: Moderate

Dollar Wellspring Fund Risk Tolerance

INVESTMENT HORIZON: Medium Term

Dollar Wellspring Fund Investment Horizon

Sun Life Prosperity Dollar Wellspring Fund reports:

Latest Dollar Wellspring Fund fact sheet Fund prospectus

The Sun Life Prosperity Dollar Wellspring Fund is designed to generate a steady stream of income and capital growth, providing potentially higher yields for your US Dollar investment compared to what traditional time deposits can offer. It gives you the opportunity to invest in a diversified portfolio which is not readily available to local investors.

The Sun Life Prosperity Dollar Wellspring Fund is for you if:

  • You want to potentially earn higher yields as compared to traditional fixed income instruments (savings accounts, time deposits, government bonds).
  • You have the need to receive income from your investments.
  • You have a moderate risk profile and a medium to long-term investment horizon.

The Board of Directors of the Sun Life Prosperity Dollar Wellspring Fund, Inc. has approved the change of benchmark of the Fund from 30% MSCI ACWI + 65% JP Morgan Global Aggregate Bond Index (GABI) + 5% 30-day USD Deposit Rate to 30% MSCI ACWI + 65% Bloomberg Barclays Global Aggregate Total Return Index Value Unhedged USD (LEGATRUU Index) + 5% 30-day USD Deposit Rate effective 1 January 2018, given that the LEGATRUU Index offers the most advantages as a benchmark. 

A benchmark must be transparent so that investors can use it with confidence for purposes such as performance evaluation, fund selection and asset allocation, and the LEGATRUU Index has the broadest coverage of the global fixed income market with the most number of covered securities. There shall be no changes to the investment objective of the Fund, and how it will be managed.
 

Sun Life Prosperity Dollar Wellspring Fund
Benedicto C. Sison
Maria Josefina A. Castillo
Oscar M. Orbos
Melito S. Salazar Jr.
Aleli Angela G. Quirino