Sun Life Mutual Funds

Smart investing starts here. Find the right expert-managed fund for your goals. 

What is a mutual fund?

Sun Life Prosperity Funds are mutual funds allow you to invest in a range of financial outlets, minimizing the risks related to credit, interest rates, foreign investment, and the markets, among others. 

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Peso Funds

Bond Fund

  • Earns modest returns
  • Ideal for new investors

Balanced Fund

  • A mix of bonds and stocks
  • Provides modest returns
  • Has moderate risks

Philippine Equity Fund

  • Philippine equities
  • Actively managed equity fund

Sun Life Prosperity Peso Starter Fund

An alternative savings vehicle that potentially provides higher annual returns compared to traditional bank accounts.

GS (Government Securities) Fund

  • Earns modest returns
  • Invests in government debt

Dynamic Fund

  • Rebalances portfolio
  • Adapts to market condition

Philippine Stock Index Fund

  • Mirrors PSEi performance

Achiever Fund 2028

  • For those with goals by 2028
  • A mix of stocks and bonds
  • Adjusts based on end date

Achiever Fund 2038

  • For those with goals by 2038
  • A mix of stocks and bonds
  • Adjusts based on end date

Achiever Fund 2048

  • For those with goals by 2048
  • A mix of stocks and bonds
  • Adjusts based on end date

World Equity Index Feeder Fund

  • Global equity feeder fund
  • Tracks the MSCI ACWI

World Income Fund

  • Global multi-asset feeder fund
  • Potential monthly payouts

Dollar Funds

Dollar Advantage Fund

  • Leverages on your dollars
  • Taps foreign stocks & bonds

Dollar Abundance Fund

  • Taps international markets
  • Earns modest returns

Dollar Wellspring Fund

  • Aims to provide income
  • Beats usual deposit rates
  • Get returns in dollars

World Voyager Fund

  • Global equities
  • Actively managed fund-of-funds

Dollar Starter Fund

 
  • Aims to earn stable returns
  • Beats bank interest rates
  • Preserves & grows dollars

Fund strategies, risk profiles, and benefits

Peso funds

Peso Starter Fund

What's my objective?

  • I want to start investing or park my pesos somewhere while earning potentially higher than deposits.

Where will my money go?

  • This Fund invests in special savings accounts and other short-term debt investments.

What's my risk appetite?

  • I want to protect my principal and avoid too much risk.

How much is the minimum investment?

  • Php 100

What's the minimum amount if I want to add?

  • Php 100

Government Securities Fund

What's my objective?

  • I want my money to earn but my investment should be kept relatively intact.

Where will my money go?

  • This Fund invests mainly in government debt securities.

What's my risk appetite?

  • I want my capital stable, but I can accept minimal risk to earn some income.

How much is the minimum investment?

  • Php 1,000

What's the minimum amount if I want to add?

  • Php 1,000

Bond Fund

What's my objective?

  • I want my money to earn but my investment should be kept relatively intact.

Where will my money go?

  • This Fund invests in government and high-quality corporate debt securities.

What's my risk appetite?

  • I want my capital stable, but I can accept minimal risk to earn some income.

How much is the minimum investment?

  • Php 1,000

What's the minimum amount if I want to add?

  • Php 1,000

Balanced Fund

What's my objective?

  • I want my money to earn more and I can afford to lose some of my investment for higher return.

Where will my money go?

  • This Fund invests in a mix of high-quality debt and equity securities.

What's my risk appetite?

  • I'm somewhat between conservative and risky.

How much is the minimum investment?

  • Php 1,000

What's the minimum amount if I want to add?

  • Php 1,000

What's my objective?

  • I want to invest for a milestone life event or a future need (e.g. car, child’s education, retirement.)

Where will my money go?

  • These Funds invest in a mix of Philippine equities and fixed income securities.

What's my risk appetite?

  • I'm somewhat between conservative and risky.

How much is the minimum investment?

  • Php 1,000

What's the minimum amount if I want to add?

  • Php 1,000

Dynamic Fund

What's my objective?

  • 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.

Where will my money go?

  • This Fund may invest in potentially higher yielding equity and/or debt securities.

What's my risk appetite?

  • I am willing to take risks to grow my capital.

How much is the minimum investment?

  • Php 1,000

What's the minimum amount if I want to add?

  • Php 1,000

World Income Fund

What's my objective?

  • I want to invest globally and potentially receive a regular stream of income.

Where will my money go?

  • This Fund invests at least 90% of its net assets in a Target Fund that invests in a variety of assets worldwide.

What's my risk appetite?

  • I am willing to take risks to grow my capital.

How much is the minimum investment?

  • Php 10,000

What's the minimum amount if I want to add?

  • Php 1,000

Philippine Stock Index Fund

What's my objective?

  • I want to diversify into stocks/equities by tracking the performance of the Philippine Stock Exchange Index (PSEi).

Where will my money go?

  • The Fund invests in securities that constitute the PSEi at their index weights.

What's my risk appetite?

  • I have a high-risk tolerance and I want to maximize my money's earning potential.

How much is the minimum investment?

  • Php 1,000

What's the minimum amount if I want to add?

  • Php 1,000

Philippine Equity Fund

What's my objective?

  • I want to achieve potentially higher returns over the long-term.

Where will my money go?

  • This Fund invests mainly in high-quality equity securities.

What's my risk appetite?

  • I have a high-risk tolerance and I want to maximize my money’s earning potential.

How much is the minimum investment?

  • Php 1,000

What's the minimum amount if I want to add?

  • Php 1,000

World Equity Index Feeder Fund

What's my objective?

  • I want to achieve potentially higher returns over the long-term by investing in a diversified portfolio of global equities.

Where will my money go?

  • This Fund invests at least 90% of its net assets in a target fund that invests in global equities.

What's my risk appetite?

  • I have a high-risk tolerance and I want to maximize my money's earning potential.

How much is the minimum investment?

  • Php 10,000

What's the minimum amount if I want to add?

  • Php 1,000

Dollar funds

Dollar Starter Fund

What's my objective?

  • I want to start investing or park my US dollars somewhere while earning potentially higher than deposits.

Where will my money go?

  • This Fund invests in high-yielding deposits and other short-term debt securities.

What's my risk appetite?

  • I want to protect my principal and avoid too much risk.

How much is the minimum investment?

  • USD 500

What's the minimum amount if I want to add?

  • USD 100

Dollar Abundance Fund

What's my objective?

  • I want to earn some income for my US dollars.

Where will my money go?

  • This Fund invests in foreign-denominated government debt securities.

What's my risk appetite?

  • I’m conservative.

How much is the minimum investment?

  • USD 500

What's the minimum amount if I want to add?

  • USD 100

Dollar Wellspring Fund

What's my objective?

  • I want my US dollars to earn modest returns and higher income from my investments.

Where will my money go?

  • This Fund invests mostly in global debt assets and in some equity securities.

What's my risk appetite?

  • I'm somewhat between conservative and risky.

How much is the minimum investment?

  • USD 500

What's the minimum amount if I want to add?

  • USD 100

Dollar Advantage Fund

What's my objective?

  •  I want my US dollar investment to earn higher returns and some income.

Where will my money go?

  • This Fund invests mostly in global equities and in some global debt securities.

What's my risk appetite?

  • I am willing to take risks to grow my capital.

How much is the minimum investment?

  • USD 500

What's the minimum amount if I want to add?

  • USD 100

World Voyager Fund

What's my objective?

  • I want to maximize the earning potential of my US dollars over the long-term.

Where will my money go?

  • This Fund invests in global equity securities.

What's my risk appetite?

  • I have a high risk tolerance and I want to maximize my money’s earning potential.

How much is the minimum investment?

  • USD 500

What's the minimum amount if I want to add?

  • USD 100

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