Index Fund

Index Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink 1, Sun FlexiLink Assist, Sun MaxiLink Prime, Sun MaxiLink Bright, and Sun MaxiLink One1 which are investment-linked life insurance products regulated by the Insurance Commission.

The Fund tracks the performance of the benchmark PSEi, mainly by investing in listed equities that are a part of the PSEi, in such proportion that the performance of the Index Fund will match2 that of the PSEi.

View latest Index Fund Performance Report

The Sun Life Index Fund offers a simple and easy-to-understand approach to investing with a weatlh of advantages. With the Index Fund, you can benefit from cost-efficient expense ratios, transaction costs, fund diversification, and potentially consistent returns.

Here's what you need to know about how you can make the most of your policy with the Index Fund.

Benefit from a wealth of advantages:

  • Upside earning potential
    Benefit from the Philippines’ economic growth potential by investing in a basket of stocks that track the performance of the country’s largest and most stable corporations that comprise the PSEi.
  • Affordable and easy access to the Philippines’ largest corporations in the Philippine Stock Exchange index (PSEi)
    Have the opportunity to invest in the country’s biggest corporations without the need to shell out a huge amount of money or spend too much time tracking your investments.
  • Life insurance coverage
    Secure your loved ones’ future with guaranteed life insurance protection through your policy’s basic plan.
  • Guaranteed acceptance for Sun MaxiLink One
    Experience hassle-free application and policy approval through Sun MaxiLink One’s Guaranteed Insurability Offer, subject to the limits of Sun Life. The Index Fund is also available as another fund option for all other investment-linked life insurance products (Sun MaxiLink Bright, Sun MaxiLink Prime, Sun FlexiLink, Sun FlexiLink 1 and Sun FlexiLink Assist) via the regular underwriting process.

1The Index Fund is not a security.This Index Fund is distinct from Sun Life of Canada Prosperity Philippine Index Fund, which is a mutual fund registered with the Securities and Exchange Commission.

2In terms of comparative returns versus the PSEi,the Index Fund will have a target annual tracking difference of 3%/-3% relative to the PSEi.

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