August 27, 2025

Strategic Updates on the Sun Life Prosperity Funds

In the Annual Stockholders’ Meeting held on August 14, 2025, majority of the Stockholders approved the voluntary revocation of the Order of Registration and Permit to Sell Securities to the Public for the following Sun Life Prosperity Funds:

  • Sun Life Prosperity Achiever Fund 2028
  • Sun Life Prosperity Achiever Fund 2038
  • Sun Life Prosperity Achiever Fund 2048
  • Sun Life Prosperity Dollar Abundance Fund
  • Sun Life Prosperity GS Fund
  • Sun Life Prosperity Dollar Wellspring Fund

The voluntary revocation is currently undergoing regulatory assessment for approval. Once the Funds receive the Order of Revocation from the Securities and Exchange Commission (SEC), new investments will no longer be accepted.

 

For existing investors

If you have an ongoing application or existing investments in any of these funds, please be assured that Sun Life will continue to provide you with the highest level of service. Should you choose to retain your investments, these will remain secure and actively managed. You may also consider any of the following options, all with waived exit fees:

  • Switch your investments to another mutual fund from our diverse portfolio of Sun Life Prosperity Funds that remain available under Sun Life Asset Management;
  • Consider our range of life insurance offerings from Sun Life;
  • Explore our UITFs under Sun Life Investment Management; or
  • Fully redeem your mutual fund investment

 

Need Assistance?

We're here to help you navigate these changes and ensure your investment strategy aligns with your financial goals. For any questions or concerns, please contact your Sun Life Advisor or contact us through any of the following:

  • Email: sunlink@sunlife.com
  • SUNLINK Client Care: (+632) 88499888 PLDT
  • Toll-free: 1-800-10-SUNLIFE (7865433) outside Metro Manila

- Business Hours: 8:00 AM - 5:00 PM, Mondays to Fridays

- *Calls outside the Philippines may incur international call charges

Thank you for your continued trust in Sun Life.