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Peso Global Tech Payout Fund is offered as a fund option exclusive to Sun FlexiLink1, Sun MaxiLink One, Sun MaxiLink Prime, and Sun MaxiLink Bright, Sun MaxiLink 100, and Sun FlexiLink, which are investment-linked life insurance products regulated by the Insurance Commission.
The Fund is denominated in Philippine Peso and aims to provide cashflows from earnings generated from investments in a US Dollar-denominated target fund that primarily allocates to the technology sector.
Benefits:
Upgrade your strategy through investments in leading tech companies so you can benefit from global advancements and earn high potential returns.
Experience a consistent flow of income through tech-focused investments that aims to generate quarterly payout potential.
Broaden your investment horizon by accessing opportunities in the global technology space using Philippine Pesos.
Our expert team actively searching for a target fund, taking into account risks and opportunities, that is aligned with global technology theme.
Access your funds at your convenience, as the Peso Global Tech Payout Fund units can be redeemed on any business day.
*Only policies with units invested in the Peso Global Tech Payout Fund on declaration date shall be entitled to a potential payout. The cash payout is not guaranteed. It is computed as a percentage of the Fund Value every quarter based on a fixed declaration date for all policies. The annualized payout potential may be higher or lower than 7%. The cash payout may come from income, net capital gains, capital of the Peso Global Tech Payout Fund, or any combination thereof. Any payout will reduce the net asset value of the Peso Global Tech Payout Fund which will consequently be reflected in the Unit Price. It will be given if the fund has sufficient balance for the payout. The distribution of payout shall be at the discretion of Sun Life. There may also be instances that the cash payout will be equal to zero.
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. Peso Global Tech Funds are denominated in Philippine Peso. The foreign currency position of the underlying target fund (i.e. PHP vs. USD) is not hedged. Thus, the 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 Tech Funds are not securities or deposit products.