In a bid to help clients diversify their US dollar assets, Sun Life of Canada (Philippines), Inc. is launching the Global Opportunity Payout Fund.
Operating as a fund-of-funds, the Global Opportunity Payout Fund will invest primarily in a mix of foreign currency-denominated, income-generating, and capital-appreciating financial assets, allowing clients to expand their investment portfolios and take advantage of the global market opportunities.
“This new Fund is suitable for clients with medium to long-term wealth accumulation goals such as preparing for retirement. They can stay financially secured with insurance and enjoy potential capital appreciation of their funds over time,” Sun Life Chief Marketing and Client Experience Officer Gilbert Simpao said. “The Fund aims to provide regular cash payouts to our clients which will be given as long as the assets in the fund are able to support it.”
Managed by Sun Life’s professional fund managers, the Global Opportunity Payout Fund can be availed for the following Sun Life investment-linked insurance products: Sun MaxiLink Dollar One, Sun FlexiDollar1, and Sun FlexiDollar.
“The Global Opportunity Payout Fund is a perfect complement to our existing roster of fund options for our investment-linked insurance products since it aims to provide an annual stream of cash flows and offers global diversification for clients,” Sun Life of Canada (Philippines), Inc. Investments Head Ivan Corcuera added.
To know more about the Global Opportunity Payout Fund and other Sun Life insurance products and investment solutions, consult with your Sun Life Advisor or connect with one via bit.ly/advisormatch. For other inquiries, please call Sun Life Client Care at 8849-9888 or visit our website for more information.