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.
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? |
---|---|---|---|---|---|
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? |
---|---|---|---|---|---|
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 |
GET MORE BRIGHT IDEAS
INVESTMENT
How to grow and maximize your money