Peso Global Opportunity Payout Fund

Peso Global Opportunity Payout Fund is offered as a fund option exclusive to Sun FlexiLink1, Sun MaxiLink 100, Sun MaxiLink Prime, Sun MaxiLink Bright, and Sun MaxiLink One, which are investment-linked life insurance products regulated by the Insurance Commission.

The Fund is denominated in Philippine Peso, but may invest in foreign currency denominated, income-generating financial assets such as, but are not limited to: Mutual funds and Exchange-traded Funds (ETFs); Fixed income instruments issued by the Philippines, United States and other foreign governments and corporations; Equity-linked securities or any other similar security.
 

A Wealth of Benefits

  • Income Opportunities
    The Fund aims to provide you a regular stream of cash payouts* sourced mainly from returns generated from the investment in income-paying assets.

  • Convenient Access to Global Assets
    Using our local currency, clients can easily access global multi-asset funds that may not be readily available to the regular retail clients.

  • Higher Potential Returns
    Unlike traditional savings that usually provide fixed interest rates, investing in a diversified portfolio of global assets may improve the growth potential of your assets over time.

  • Professional Portfolio Management
    You have Sun Life’s investment experience, commitment and research capabilities working for you.

  • Liquidity
    Peso Global Opportunity Payout Fund units can be redeemed on any business day.

 

*The cash payouts are not guaranteed. Only policies with units invested in the Peso Global Opportunity Payout Fund on the declaration date shall be entitled to a payout. The payout may come from income, net capital gains, capital of the Peso Global Opportunity Payout Fund, or any combination thereof. Any payout will reduce the net asset value of the Peso Global Opportunity Payout Fund which will consequently be reflected in the Unit Price.

NOTE: The information above is subject to the specific guidelines set by Sun Life and the actual provisions of the insurance policy contract. The policy owner must understand that the investment-linked insurance product, where this fund option is attached to, may be subject to investment risks which could affect the value of the policy and continuity of payouts. Peso Global Opportunity Payout Fund is denominated in Philippine Peso. The foreign currency position of the underlying funds (i.e. PHP vs. USD) is not hedged. Thus, the Peso Global Opportunity Payout Fund, including all payouts generated from the underlying funds, are fully exposed to foreign currency risk arising from fluctuations in the foreign exchange rates, which could significantly affect the fund value as reflected in the fund’s Unit Price. Peso Global Opportunity Payout Fund is not a security or a deposit product.