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The Sun Life Prosperity Achiever Fund 2028 is for you if:

RISK TOLERANCE: Moderate

Dollar Advantage Fund Risk Tolerance

INVESTMENT HORIZON: Long Term

Dollar Advantage Fund Investment Horizon

 

Sun Life Prosperity Achiever Fund 2028 reports:

Latest Achiever 2028 Fund Fact Sheet Fund prospectus

The Sun Life Prosperity Achiever Fund 2028 is a target-dated mutual fund that aims to generate long-term capital appreciation through a mixed portfolio that shifts from aggressive to conservative as the Fund approaches its target date.

Following a glide path, the Fund adjusts its asset allocation as the target date approaches. The securities allocation gradually shifts from equities to fixed income securities to reduce the overall risk and volatility of the Fund.

Minimum investment amount: PHP 1,000

This fund is for you if:

  • You have a moderate risk profile and are financially preparing to attain a future need or milestone by Year 2028 (e.g. car, funds for business, child’s education, retirement).
  • You want a professional fund manager to take charge and rebalance the allocation of your investments as the Fund’s target date approaches.
  • You have no immediate need for the money you invested before the Fund target date of Year 2028.

Board of Directors - Sun Life Prosperity Achiever Fund 2028, Inc.
Benedicto C. Sison – Chairman
Maria Josefina A. Castillo - Director
Oscar S. Reyes – Independent Director
Aleli Angela G. Quirino – Independent Director
Oscar M. Orbos – Independent Director
Board of Officers - Sun Life Prosperity Achiever Fund 2028, Inc.
Maria Josefina A. Castillo – President
Candy S. Esteban - Treasurer
Jemilyn S. Camania – Compliance Officer, Money Laundering Reporting Officer and Data Protection Officer
Anna Katrina C. Kabigting-Ibero – Corporate Secretary
Winlove Apple R. Sandalo-Esperanza – Assistant Corporate Secretary