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Start investing with only PHP 1,000 or USD 500 then make subsequent investments for as low as PHP 1,000 or USD 100.
Note: Only the Sun Life Prosperity Peso Starter Fund (formerly Sun Life Prosperity Money Market Fund) maintains a PHP 100 minimum and additional investment amounts. The Sun Life Prosperity World Equity Index Feeder Fund (WEIFF) maintains a PHP 10,000 minimum and PHP 1,000 additional investment amounts.
The Sun Life Prosperity Funds have historically generated higher returns compared to traditional deposit products.
*Past performance does not guarantee future performance.
Funds are invested in a wide range of financial outlets to minimize risks, i.e. interest rates, market prices, etc.
Should you need to change where your money is invested in, you can do so accordingly up to ten (10) times in a year at no charge.
Note: Please contact us for further information on the holding periods and settlement dates of the fund(s) you are invested in.
Redeem your investment at current fund value*.
*Some Funds may have a holding period.
Funds are managed by investment professionals dedicated to ensure that each one generates the best returns over the long-term.
Sun Life Asset Management is a member of the Sun Life Group of Companies. Sun Life operates in a number of markets worldwide, such as Canada, the United States, and the United Kingdom.
Type of Prosperity Fund |
What’s my objective? |
Where will my money go? |
What’s my risk appetite? |
How much is the minimum investment? |
What’s the minimum amount if I want to add? |
|||||
|---|---|---|---|---|---|---|---|---|---|---|
I want to start investing or park my pesos somewhere while earning potentially higher than deposits. |
This Fund invests in special savings accounts and other short-term debt investments. |
I want to protect my principal and avoid too much risk. |
Php 100 |
Php 100 |
||||||
I want my money to earn but my investment should be kept relatively intact. |
This Fund invests mainly in government debt securities. |
I want my capital stable, but I can accept minimal risk to earn some income. |
Php 1,000 |
Php 1,000 |
||||||
I want my money to earn but my investment should be kept relatively intact. |
This Fund invests in government and high-quality corporate debt securities. |
I want my capital stable, but I can accept minimal risk to earn some income. |
Php 1,000 |
Php 1,000 |
||||||
I want my money to earn more and I can afford to lose some of my investment for higher return. |
This Fund invests in a mix of high-quality debt and equity securities. |
I'm somewhat between conservative and risky. |
Php 1,000 |
Php 1,000 |
||||||
I want to invest for a milestone life event or a future need (e.g. car, child’s education, retirement). |
These Funds invest in a mix of Philippine equities and fixed income securities. |
I’m somewhat between conservative and risky. |
Php 1,000 |
Php 1,000 |
||||||
| Dynamic Fund | I want to maximize the potential of my money through a fund that has the flexibility to move between equity and debt securities depending on market conditions. | This Fund may invest in potentially higher yielding equity and/or debt securities. | I am willing to take risks to grow my capital. | Php 1,000 | Php 1,000 | |||||
| Philippine Stock Index Fund | I want to diversify into stocks/equities by tracking the performance of the Philippine Stock Exchange Index (PSEi). | The Fund invests in securities that constitute the PSEi at their index weights. | I have a high-risk tolerance and I want to maximize my money's earning potential. | Php 1,000 | Php 1,000 | |||||
| Philippine Equity Fund | I want to achieve potentially higher returns over the long-term. | This Fund invests mainly in high-quality equity securities. | I have a high-risk tolerance and I want to maximize my money’s earning potential. | Php 1,000 | Php 1,000 | |||||
| World Equity Index Feeder Fund | I want to achieve potentially higher returns over the long-term by investing in a diversified portfolio of global equities. | This Fund invests at least 90% of its net assets in a target fund that invests in global equities. | I have a high-risk tolerance and I want to maximize my money's earning potential. | Php 10,000 | Php 1,000 |
Type of Prosperity Fund |
What’s my objective? |
Where will my money go? |
What’s my risk appetite? |
How much is the minimum investment? |
What’s the minimum amount if I want to add? |
|---|---|---|---|---|---|
I want to start investing or park my US dollars somewhere while earning potentially higher than deposits. |
This Fund invests in high-yielding deposits and other short-term debt securities. |
I want to protect my principal and avoid too much risk. |
USD 500 |
USD 100 |
|
I want to earn some income for my US dollars. |
This Fund invests in foreign-denominated government debt securities. |
I’m conservative. |
USD 500 |
USD 100 |
|
I want my US dollars to earn modest returns and higher income from my investments. |
This Fund invests mostly in global debt assets and in some equity securities. |
I'm somewhat between conservative and risky. |
USD 500 |
USD 100 |
|
| Dollar Advantage Fund |
I want my US dollar investment to earn higher returns and some income. |
This Fund invests mostly in global equities and in some global debt securities. |
I am willing to take risks to grow my capital. |
USD 500 |
USD 100 |
I want to maximize the earning potential of my US dollars over the long-term. |
This Fund invests in global equity securities. |
I have a high risk tolerance and I want to maximize my money’s earning potential. |
USD 500 |
USD 100 |
Our Recommended Digital Channels
Sun Life Asset Management Welcome Kit
Sun Life Prosperity Funds (Philippine Peso-Denominated) Brochure
Sun Life Prosperity Funds (US Dollar-Denominated) Brochure
Sun Life Prosperity World Equity Index Feeder Fund Brochure
Prospects Magazine Issue No. 3
Prospects Magazine Issue No. 4
Prospects Magazine Issue No. 5
Prospects Magazine Issue No. 6
Prospects Magazine Issue No. 7
Client Portal/Mobile App User Guide for MF Accounts
CPMA OTP Frequently Asked Questions
Sun Life Online Payment Page User Guide
Sun Life Prosperity World Income Fund, Inc. (Draft Prospectus)
Sun Life Prosperity Peso Voyager Feeder Fund, Inc. (Draft Prospectus)
For Sun Life Prosperity Fund inquiries, contact Sun Life Asset Management Company, Inc. (SLAMCI) through the following:
E: sunlink@sunlife.com T: +63 2 8849-9888
SLAMCI is regulated by the Securities and Exchange Commission (SEC)
Financial consumer concerns and complaints may be coordinated with the SEC through the following:
E: CGFD@sec.gov.ph T: +63 2 8818-5952 / 5322-7696 loc. 114
Disclaimer:
This material is for your reference only and does not constitute advice given by SLAMCI. Please review your financial needs depending on your personal situation and objectives. To know more, visit sunlifefunds.com
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