Dynamic Fund is offered as a fund option exclusive to Sun MaxiLink One1, which is an investment-linked life insurance product regulated by the Insurance Commission.
The Fund is designed to provide optimum returns consisting of current income and capital growth through investment in a mix of high quality fixed-income and equity instruments from domestic and foreign issuers. Depending on the state of various world economies and markets, the Fund may invest in non-Philippine investment grade issues.
View latest VUL Dynamic Fund Performance Report
Benefit from a wealth of advantages:
- Better possible returns.
Unlike traditional savings that usually provide fixed interest rates, investment in a mix of high quality fixed-income and equity instruments from domestic and foreign issuers may fully maximize the earning potential of your investment.
- Professional fund management.
You have Sun Life Financial's investment experience, commitment and research capabilities working for you.
- Diversification.
Your investment is placed not just in one or two, but in as many instruments as is prudent, reducing over-all risk.
- Liquidity.
Dynamic Fund units can be redeemed on any business day2.
- Active and defensive fund management.
The Fund adopts a Tactical Asset Allocation Strategy that allows the fund to easily switch between equities, bonds, and cash within a wide range of established allocation limits, minimizing the fund’s exposure to risk and taking advantage of market opportunities.
1The Dynamic Fund is not a security.
2 Subject to company guidelines.