Sun Life Prosperity Funds

Benefits

Start investing with only PHP 1,000 or USD 1,000 then make subsequent investments for as low as PHP 1,000 or USD 200.

Note: Only the Sun Life Prosperity Money Market Fund maintains a PHP100 minimum and additional investment amount. The Sun Life Dollar Starter Fund, meanwhile, maintains USD500 minimum and USD100 subsequent 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 Financial Group of Companies. Sun Life operates in a number of markets worldwide, such as Canada, the United States, and the United Kingdom.

Find the Sun Life Prosperity Fund that fits you best

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?
Money Market Fund	I just want to leave my cash for a short period of time and earn from it, too.	This Fund invests in special savings accounts.	I’m very conservative.	Php 100	Php 100
GS (Government Securities Fund)	I want my money to earn but my investment should be kept intact.	This Fund invests mainly in government debt securities.	I’m conservative.	Php 1,000	Php 1,000
Bond Fund	I want my money to earn but my investment should be kept relatively stable.	This Fund invests in government and high-quality corporate debt securities.	I’m moderately conservative.	Php 1,000	Php 1,000
Balanced Fund	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
Achiever Funds	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 moderately aggressive	Php 1,000	Php 1,000
Dynamic Fund	I want to maximize the potential of my money through an aggressive fund that has the flexibility of switching to a defensive strategy during bearish market conditions.	This Fund may invest in potentially higher yielding equity and/or debt securities.	I have a moderate to high risk appetite.	Php 1,000	Php 1,000
Philippine Stock Index Fund	I want my money invested in a broad diversified portfolio while 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.	Php 1,000	Php 1,000
Philippine Equity Fund	I want to maximize the potential of my money for higher return over the long term.	This Fund invests mainly in high-quality equity securities.	I believe in the saying, “high risk, high return".	Php 1,000	Php 1,000
World Equity Index Feeder Fund	I want to maximize my earning potential over the long term while 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.	Php 50,000	Php 10,000

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?
Dollar Starter Fund	I want to invest my US Dollars for only a short period and earn higher than traditional deposits.	This Fund invests in high-yielding deposits and other short-term debt securities.	I’m very conservative.	USD 500	USD 100
Dollar Abundance Fund	I want to invest my US dollars to preserve it.	This Fund invests in foreign-denominated government and high-quality corporate debt securities.	I’m conservative.	USD 1,000	USD 200
Dollar Advantage Fund	I want to invest my US dollars 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.	USD 1,000	USD 200
Dollar Wellspring Fund	I want my US dollars to earn more and derive income from my investments.	This Fund invests in a mix of global fixed income assets while a portion is invested in equity securities.	I'm somewhat between conservative and risky.	USD 1,000	USD 200
World Voyager Fund	I want to maximize the earning potential of my US dollar while keeping diversified.	This Fund invests in global equity securities.	I have a high risk tolerance.	USD 1,000	USD 200