Achieve your investment goals on time

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Sun Life Prosperity Achiever Funds are ideal for:

RISK TOLERANCE: Moderate

Dollar Advantage Fund Risk Tolerance

INVESTMENT HORIZON: Long Term

Dollar Advantage Fund Investment Horizon

 

Sun Life Prosperity Achiever Funds report:


Preliminary Fund Prospectus (Achiever Funds 2028)

Preliminary Fund Prospectus (Achiever Funds 2038)

Preliminary Fund Prospectus (Achiever Funds 2048)



The Sun Life Prosperity Achiever Funds 
aim to generate long-term capital appreciation through a portfolio of equities, fixed income securities, and alternative financial instruments, adjusted accordingly as the respective target dates of the Funds approach.

As the Funds draw closer to their target dates, allocation to equities is gradually shifted to fixed income to reduce the overall risk and volatility.

The Sun Life Prosperity Achiever Funds are 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 (e.g. car, 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 dates of the Funds approach.