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Our financials

Our Financial Reports reflect our investment trends to help you pick your investment plan

As investors or shareholders of the Sun Life Prosperity Funds, you have the right to know how your investments are managed. Important financial information about the Sun Life Prosperity Funds can be found in the latest annual reports.

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Annual Stockholders' Meeting Recordings

2024 Annual Stockholders' Meeting

Market Outlook Forum

Meeting Agenda

Proxy Form

Ballot (Voting in Absentia) Form

Drafts of the Minutes of Meeting (1)
(Sun Life of Canada Prosperity Bond Fund, Inc. Sun Life of Canada Prosperity Balanced Fund, Inc. Sun Life of Canada Prosperity Philippine Equity Fund, Inc. Sun Life Prosperity Dollar Abundance Fund, Inc. Sun Life Prosperity Dollar Advantage Fund, Inc. Sun Life Prosperity Peso Starter Fund, Inc. Sun Life Prosperity GS Fund, Inc. Sun Life Prosperity Dynamic Fund, Inc. Sun Life Prosperity Philippine Stock Index Fund, Inc. Sun Life Prosperity Dollar Wellspring Fund, Inc. Sun Life Prosperity World Voyager Fund, Inc. Sun Life Prosperity Dollar Starter Fund, Inc. )

Drafts of the Minutes of Meeting (2)
(Sun Life Prosperity Achiever Fund 2028, Inc. Sun Life Prosperity Achiever Fund 2038, Inc. Sun Life Prosperity Achiever Fund 2048, Inc. Sun Life Prosperity World Equity Index Feeder Fund, Inc. Sun Life Prosperity Peso Voyager Feeder Fund, Inc. Sun Life Prosperity World Income Fund, Inc.)

Results of the Votes on Matters Taken During the 2024 Joint Annual Stockholders' Meetings (1)
(Sun Life of Canada Prosperity Bond Fund, Inc., Sun Life Prosperity Peso Starter Fund, Inc., Sun Life of Canada Prosperity, Inc., Sun Life of Canada Prosperity Philippine Stock Index Fund, Inc., Sun Life Prosperity Dollar Wellspring Fund, Inc., Sun Life of Canada Prosperity Balanced Fund, Inc., Sun Life of Canada Prosperity Philippine Equity Fund, Inc., Sun Life Prosperity Dollar Advantage Fund, Inc., Sun Life Prosperity Dollar Abundance Fund, Inc., Sun Life Prosperity Dynamic Fund, Inc., Sun Life Prosperity GS Fund, Inc., Sun Life Prosperity World Voyager Fund, Inc., and Sun Life Prosperity Dollar Starter Fund, Inc.)

Results of the Votes on Matters Taken During the 2024 Joint Annual Stockholders’ Meetings (2)
(Sun Life Prosperity Achiever Fund 2028, Inc. Sun Life Prosperity Achiever Fund 2038, Inc. Sun Life Prosperity Achiever Fund 2048, Inc. Sun Life Prosperity World Equity Index Feeder Fund, Inc. Sun Life Prosperity Peso Voyager Feeder Fund, Inc. Sun Life Prosperity World Income Fund, Inc.)

Sun Life of Canada Prosperity Balanced Fund

Sun Life of Canada Prosperity Bond Fund

Sun Life of Canada Prosperity Philippine Equity Fund

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 Dollar Advantage Fund

Sun Life Prosperity Dollar Starter Fund

Sun Life Prosperity Dollar Wellspring Fund

Sun Life Prosperity Dynamic Fund

Sun Life Prosperity GS Fund

Sun Life Prosperity Peso Starter Fund (formerly Money Market Fund)

Sun Life Prosperity Philippine Stock Index Fund

Sun Life Prosperity World Equity Index Feeder Fund

Sun Life Prosperity World Voyager Fund

Sun Life Prosperity World Income Fund

Sun Life of Canada Prosperity Balanced Fund

Sun Life of Canada Prosperity Bond Fund

Sun Life of Canada Prosperity Philippine Equity Fund

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 Dollar Advantage Fund

Sun Life Prosperity Dollar Starter Fund

Sun Life Prosperity Dollar Wellspring Fund

Sun Life Prosperity Dynamic Fund

Sun Life Prosperity World Equity Index Feeder Fund

Sun Life Prosperity GS Fund

Sun Life Prosperity Peso Starter Fund (formerly Money Market Fund)

Sun Life Prosperity Philippine Stock Index Fund

Sun Life Prosperity World Voyager Fund

Sun Life Prosperity World Income Fund

Annual Stockholder's Meeting Materials

Meeting Agenda

Proxy Form

Ballot (Voting in Absentia) Form

Draft of the Minutes of Meeting (1)
(Sun Life of Canada Prosperity Bond Fund, Inc. Sun Life of Canada Prosperity Balanced Fund, Inc. Sun Life of Canada Prosperity Philippine Equity Fund, Inc. Sun Life Prosperity Dollar Abundance Fund, Inc. Sun Life Prosperity Dollar Advantage Fund, Inc. Sun Life Prosperity Peso Starter Fund, Inc. Sun Life Prosperity GS Fund, Inc. Sun Life Prosperity Dynamic Fund, Inc. Sun Life Prosperity Philippine Stock Index Fund, Inc. Sun Life Prosperity Dollar Wellspring Fund, Inc. Sun Life Prosperity World Voyager Fund, Inc. Sun Life Prosperity Dollar Starter Fund, Inc. )

Draft of the Minutes of Meeting (2)
(Sun Life Prosperity Achiever Fund 2028, Inc. Sun Life Prosperity Achiever Fund 2038, Inc. Sun Life Prosperity Achiever Fund 2048, Inc. Sun Life Prosperity World Equity Index Feeder Fund, Inc. Sun Life Prosperity Peso Voyager Feeder Fund, Inc. Sun Life Prosperity World Income Fund, Inc.)

Draft of the Minutes of the Continuation Meeting of the 2023 Joint Annual Stockholders’ Meeting
(Balanced Fund, Bond Fund,Inc., Equity Fund,Inc., Dollar Advantage Fund ,Inc., Dollar Abundance Fund, Inc., Dynamic Fund, Inc., GS Fund, Inc., Stock Index Fund, Inc., Dollar Starter Fund, Inc., Wellspring Fund, Inc., and World Voyager Fund, Inc.)

Definitive Information Statement for 2021/SEC Form 20-IS for Special Stockholders' Meeting - Sun Life Prosperity Dollar Wellspring Fund, Inc.

Meeting Agenda – Sun Life Prosperity Dollar Wellspring Fund, Inc.

Proxy Form – Sun Life Prosperity Dollar Wellspring Fund, Inc.

Ballot (Voting in Absentia) Form – Sun Life Prosperity Dollar Wellspring Fund, Inc.

Frequently Asked Questions – Sun Life Prosperity Dollar Wellspring Fund Dividend Distribution

(Draft) Minutes of the 2022 Special Stockholders’ Meeting – Sun Life Prosperity Dollar Wellspring Fund, Inc.

Results of the Votes on Matters Taken During the Special Stockholders' Meeting - Sun Life Prosperity Dollar Wellspring Fund, Inc.

(Draft) Minutes of the 2022 Joint Annual Stockholders' Meetings (1) - For Bond Fund, Balanced Fund, Philippine Equity Fund, Dollar Abundance Fund, Dollar Advantage Fund, Peso Starter Fund, GS Fund, Dynamic Fund, Philippine Stock Index Fund, Dollar Wellspring Fund, World Voyager Fund, and Dollar Starter Fund

(Draft) Minutes of the 2022 Joint Annual Stockholders' Meetings (2) - For Achiever 2028 Fund, Achiever 2038 Fund, Achiever 2048 Fund, World Equity Index Feeder Fund, and Peso Voyager Feeder Fund

(Draft) Minutes of the Continuation Meeting of the 2022 Joint Annual Stockholders’ Meeting - For Balanced Fund, Philippine Equity Fund, Dollar Abundance Fund, Dollar Advantage Fund, Dynamic Fund, GS Fund, Dollar Wellspring Fund, and World Voyager Fund

(Draft) Minutes of the 2021 Special Stockholders’ Meeting – Sun Life Prosperity Dollar Wellspring Fund, Inc.

Results of the Votes on Matters Taken During the Special Stockholders' Meeting - Sun Life Prosperity Dollar Wellspring Fund, Inc.

Definitive Information Statement for 2021/SEC Form 20-IS for Special Stockholders' Meeting - Sun Life Prosperity Dollar Wellspring Fund, Inc.

2020 Stockholders’ Annual Report

Results of the Votes on Matters Taken During the 2021 Joint Annual Stockholders' Meetings (1)
For Bond Fund, Peso Starter Fund (formerly Money Market Fund), Philippine Stock Index Fund, Dollar Wellspring Fund, Balanced Fund, Philippine Equity Fund, Dollar Advantage Fund, Dollar Abundance Fund, Dynamic Fund, GS Fund, World Voyager Fund, and Dollar Starter Fund

Results of the Votes on Matters Taken During the 2021 Joint Annual Stockholders’ Meetings (2)
For Achiever 2028 Fund, Achiever 2038 Fund, Achiever 2048 Fund, and World Equity Index Feeder Fund

(Draft) Minutes of the Continuation Meeting of the 2021 Joint Annual Stockholders’ Meeting For Balanced Fund, Philippine Equity Fund, Dollar Abundance Fund, Dollar Advantage Fund, Dynamic Fund, GS Fund, Philippine Stock Index Fund, Dollar Wellspring Fund, and World Voyager Fund

(Draft) Minutes of the 2021 Joint Annual Stockholders' Meetings (1) For Bond Fund, Peso Starter Fund (formerly Money Market Fund), Philippine Stock Index Fund, Dollar Wellspring Fund, Balanced Fund, Philippine Equity Fund, Dollar Advantage Fund, Dollar Abundance Fund, Dynamic Fund, GS Fund, World Voyager Fund, and Dollar Starter Fund

(Draft) Minutes of the 2021 Joint Annual Stockholders' Meetings (2) For Achiever 2028 Fund, Achiever 2038 Fund, Achiever 2048 Fund, and World Equity Index Feeder Fund

Special Stockholders’ Meeting – Sun Life Prosperity Dollar Wellspring Fund, Inc.

Results of the Votes on Matters Taken During the Special Stockholders’ Meeting – Sun Life Prosperity Dollar Wellspring Fund, Inc.

Minutes of the Meeting: Special Stockholders’ Meeting – Sun Life Prosperity Dollar Wellspring Fund, Inc.

Definitive Information Statement for 2020 / SEC Form 20-IS for Special Stockholders' Meeting - Sun Life Prosperity Dollar Wellspring Fund, Inc

2020 Joint Annual Stockholders’ Meeting of the Sun Life Prosperity Funds [Continuation Meeting]

Results of the Votes on Matters Taken During the 2020 Joint Annual Stockholders' [Continuation Meeting] For Philippine Stock Index Fund, Balanced Fund, Philippine Equity Fund, Dollar Advantage Fund, Dollar Abundance Fund, Dynamic Fund, GS Fund, World Voyager Fund, and Dollar Starter Fund

Minutes of the 2020 Joint Annual Stockholders' [Continuation Meeting] For Philippine Stock Index Fund, Balanced Fund, Philippine Equity Fund, Dollar Advantage Fund, Dollar Abundance Fund, Dynamic Fund, GS Fund, World Voyager Fund, and Dollar Starter Fund

2019 Stockholders’ Annual Report

2020 Joint Annual Stockholders’ Meeting of the Sun Life Prosperity Funds

Results of the Votes on Matters Taken During the 2020 Joint Annual Stockholders' Meetings (1) For Bond Fund, Peso Starter Fund (formerly Money Market Fund), Philippine Stock Index Fund, Dollar Wellspring Fund, Balanced Fund, Philippine Equity Fund, Dollar Advantage Fund, Dollar Abundance Fund, Dynamic Fund, GS Fund, World Voyager Fund, and Dollar Starter Fund

Results of the Votes on Matters Taken During the 2020 Joint Annual Stockholders’ Meetings (2) For Achiever 2028 Fund, Achiever 2038 Fund, Achiever 2048 Fund, and World Equity Index Feeder Fund

Minutes of the 2020 Joint Annual Stockholders' Meetings (1) For Bond Fund, Peso Starter Fund (formerly Money Market Fund), Philippine Stock Index Fund, Dollar Wellspring Fund, Balanced Fund, Philippine Equity Fund, Dollar Advantage Fund, Dollar Abundance Fund, Dynamic Fund, GS Fund, World Voyager Fund, and Dollar Starter Fund.

Minutes of the 2020 Joint Annual Stockholders' Meetings (2) For Achiever 2028 Fund, Achiever 2038 Fund, Achiever 2048 Fund, and World Equity Index Feeder Fund