Grow your money with the help of the Sun Life Prosperity Funds

 

Benefits

You can start investing in the Sun Life Prosperity Funds for a minimum of only PHP1,000 or USD1,000, then make subsequent investments for as low as PHP1,000 or USD200.

Note: Only the Sun Life Prosperity Money Market Fund maintains a PHP100 minimum and subsequent investment amount. The Sun Life Dollar Starter Fund, meanwhile, maintains USD500 minimum and USD100 subsequent investment amounts, respectively.

Historically, the Sun Life Prosperity Funds have generated higher returns compared to traditional deposits. This allows you to beat inflation and achieve your long-term financial goals.

* Past performance is not indicative of future performance.

Your money is invested in a range of financial outlets in order to minimize key risks relating to credit, interest rates, foreign investment, and the markets, among others.

Should you need to change where your money is invested in, you can do so accordingly up to four (4) times in a year at no charge.

Note: Please contact us for further information on the holding periods and settlement dates of the fund(s) you are invested in.

You may redeem fund shares at the current fund value. You may call our hotline to check the redemption settlement dates of the funds you are invested in.

The Sun Life Prosperity Funds are managed by investment professionals who are dedicated to ensuring that the funds generate the best returns over the long term.

Sun Life Asset Management Company, the fund manager and distributor of the Sun Life Prosperity Funds, is a member of the Sun Life Financial Group of Companies operating in Canada, the United States, United Kingdom, Hong Kong, China, India, the Philippines and Indonesia.

Find the Sun Life Prosperity Fund that fits you best

Type of Prosperity Fund What’s my objective? Where will my money go? What’s my risk appetite? How much is the minimum investment? What’s the minimum amount if I want to add?
Money Market Fund

I just want to leave my cash for a short period of time and earn from it, too.

This Fund invests in special savings accounts.

I’m very conservative.

Php 100

Php 100
GS (Government Securities Fund)

I want my money to earn but my investment should be kept intact.

This Fund invests mainly in government debt securities.

I’m conservative.

Php 1,000

Php 1,000
Bond Fund

I want my money to earn but my investment should be kept relatively stable.

This Fund invests in government and high-quality corporate debt securities.

I’m moderately conservative.

Php 1,000

Php 1,000
Balanced Fund

I want my money to earn more and I can afford to lose some of my investment for higher return.

This Fund invests in a mix of high-quality debt and equity securities.

I’m somewhat between conservative and risky.

Php 1,000

Php 1,000
Dynamic Fund

I want to maximize the potential of my money through an aggressive fund that has the flexibility of switching to a defensive strategy during bearish market conditions.

This Fund may invest in potentially higher yielding equity and/or debt securities.

I have a moderate to high risk appetite.

Php 1,000

Php 10,000
Philippine Equity Fund

I want to maximize the potential of my money for higher return over the long term.

This Fund invests mainly in high-quality equity securities.

I believe in the saying, “high risk, high return".

Php 1,000

Php 1,000
Philippine Stock Index Fund

I want my money invested in a broad diversified portfolio while tracking the performance of the Philippine Stock Exchange Index (PSEi).

The Fund invests in securities that constitute the PSEi at their index weights.

I have a high risk tolerance.

Php 1,000

Php 1,000

Type of Prosperity Fund What’s my objective? Where will my money go? What’s my risk appetite? How much is the minimum investment? What’s the minimum amount if I want to add?
Dollar Starter Fund

I want to invest my US Dollars for only a short period and earn higher than traditional deposits.

This Fund invests in high-yielding deposits and other short-term debt securities.

I’m very conservative.

USD 500

USD 100
Dollar Abundance Fund

I want to invest my US dollars to preserve it.

This Fund invests in foreign-denominated government and high-quality corporate debt securities.

I’m conservative.

USD 1,000

USD 200
Dollar Advantage Fund

I want to invest my US dollars and I can afford to lose some of my investment for higher return.

This Fund invests in a mix of high-quality debt and equity securities.

I’m somewhat between conservative and risky.

USD 1,000

USD 200
Dollar Wellspring Fund

I want my US dollars to earn more and derive income from my investments.

This Fund invests in a mix of global fixed income assets while a portion is invested in equity securities.

I'm somewhat between conservative and risky.

USD 1,000

USD 200
World Voyager Fund

I want to maximize the earning potential of my US dollar while keeping diversified.

This Fund invests in global equity securities.

I have a high risk tolerance.

USD 1,000

USD 200

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