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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:


Fund Prospectus



The Sun Life Prosperity Achiever Fund 2028 
aims to generate long-term capital appreciation through a portfolio of equities, fixed income securities, and alternative financial instruments, adjusted accordingly as the target date of the Fund (Year 2028)approaches.

Following a glide path, the Fund adjusts its asset allocation as the target date approaches: the allocation to equity securities is gradually shifted to fixed income securities, to reduce the overall risk and volatility of the Fund.

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

  • You have a moderate risk profile and a long-term investment horizon.
  • You aim to prepare for a future need or milestone life event by Year 2028 (e.g. car, funds for business, child’s education, retirement).
  • You want to enjoy the benefit of a systematic rebalancing of your investments, from equities to fixed income, as the target date of the Fund approaches.