Sun Life Asset Management Company, Inc. (SLAMCI) is the largest, non-bank affiliated asset management company in the Philippines in terms of Assets Under Management (AUM) and a member of the Sun Life group of companies, a leading international financial services organization providing a diverse range of protection and wealth products and services to individuals and corporate clients. SLAMCI is the fund manager and distributor of the Sun Life Prosperity Funds.
Sun Life and its partners have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia, and Bermuda.
SLAMCI is ranked by the Philippine Investments Fund Association (PIFA), formerly known as the Investment Company Association of the Philippines (ICAP), as among the largest and most awarded asset management companies in the Philippines. At the 14th PIFA Annual Awards, SLAMCI received 19 awards for the Sun Life Prosperity Funds, the company’s biggest haul to date.
More than the assets under management, SLAMCI recognizes the importance of prudent financial management and consistent fund performance to our investors.
Best Managed Dollar Balanced Fund - Sun Life Prosperity Dollar Advantage Fund
Money Market Fund Category
1st Place, Sun Life Prosperity Peso Starter Fund, Inc. (1-yr Return)
1st Place, Sun Life Prosperity Peso Starter Fund, Inc. (3-yr Return)
1st Place, Sun Life Prosperity Peso Starter Fund, Inc. (5-yr Return)
Bond Fund Category – Foreign Currency Denominated
3rd Place, Sun Life Prosperity Dollar Abundance Fund, Inc. (1-yr Return)
Balanced Fund Category – Peso Denominated
1st Place, Sun Life Prosperity Dynamic Fund, Inc. (1-yr Return)
Balanced Fund Category – Foreign Currency Denominated
1st Place, Sun Life Prosperity Dollar Advantage Fund, Inc. (1-yr Return)
2nd Place, Sun Life Prosperity Dollar Wellspring Fund, Inc. (1-yr Return)
1st Place, Sun Life Prosperity Dollar Advantage Fund, Inc. (3-yr Return)
2nd Place, Sun Life Prosperity Dollar Wellspring Fund, Inc. (3-yr Return)
1st Place, Sun Life Prosperity Dollar Advantage Fund, Inc. (5-yr Return)
2nd Place, Sun Life Prosperity Dollar Wellspring Fund, Inc. (5-yr Return)
1st Place, Sun Life Prosperity Dollar Advantage Fund, Inc. (10-yr Return)
Index Fund Category
2nd Place, Sun Life Prosperity Philippine Stock Index Fund, Inc. (1-yr Return)
2nd Place, Sun Life Prosperity Philippine Stock Index Fund, Inc. (3-yr Return)
3rd Place, Sun Life Prosperity Philippine Stock Index Fund, Inc. (5-yr Return)
Equity Fund Category – Peso Denominated
3rd Place, Sun Life Prosperity Philippine Equity Fund, Inc. (10-yr Return)
Equity Fund Category – Foreign Currency Denominated
1st Place, Sun Life Prosperity World Voyager Fund, Inc. (1-yr Return)
1st Place, Sun Life Prosperity World Voyager Fund, Inc. (3-yr Return)
1st Place, Sun Life Prosperity World Voyager Fund, Inc. (5-yr Return)
Money Market Fund Category
1st Place, Sun Life Prosperity Money Market Fund, Inc. (1-yr Return)
1st Place, Sun Life Prosperity Money Market Fund, Inc. (3-yr Return)
1st Place, Sun Life Prosperity Money Market Fund, Inc. (5-yr Return)
1st Place, Sun Life Prosperity Money Market Fund, Inc. (10-yr Return)
Index Fund Category
2nd Place, Sun Life Prosperity Philippine Stock Index Fund, Inc. (1-yr Return)
2nd Place, Sun Life Prosperity Philippine Stock Index Fund, Inc. (3-yr Return)
Balanced Fund Category - Peso Denominated
3rd Place, Sun Life of Canada Prosperity Balanced Fund, Inc. (5-yr Return)
Balanced Fund Category - Foreign Currency Denominated
1st Place, Sun Life Prosperity Dollar Advantage Fund, Inc. (3-yr Return)
2nd Place, Sun Life Prosperity Dollar Advantage Fund, Inc. (5-yr Return)
2nd Place, Sun Life Prosperity Dollar Wellspring Fund, Inc. (1-yr Return)
3rd Place, Sun Life Prosperity Dollar Advantage Fund, Inc. (1-yr Return)
Equity Fund Category - Foreign Currency Denominated
1st Place, Sun Life Prosperity World Voyager Fund, Inc. (1-yr Return)
Money Market Fund Category
1st Place, Sun Life Prosperity Money Market Fund, Inc. (1-yr Return)
1st Place, Sun Life Prosperity Money Market Fund, Inc. (3-yr Return)
2nd Place, Sun Life Prosperity Money Market Fund, Inc. (5-yr Return)
Equity Fund Category - Peso Denominated
1st Place, Sun Life Prosperity Philippine Equity Fund, Inc. (3-yr Return)
3rd Place, Sun Life Prosperity Philippine Stock Index Fund, Inc. (1-yr Return)
Bond Fund Category - Peso Denominated
2nd Place, Sun Life Prosperity Bond Fund, Inc. (1-yr Return)
3rd Place, Sun Life Prosperity GS Fund, Inc. (1-yr Return)
Bond Fund Category - Foreign Currency Denominated
2nd Place, Sun Life Prosperity Dollar Abundance Fund, Inc. (1-yr Return)
3rd Place, Sun Life Prosperity Dollar Wellspring Fund, Inc. (1-yr Return)
3rd Place, Sun Life Prosperity Dollar Abundance Fund, Inc. (3-yr Return)
Balanced Fund Category - Peso Denominated
2nd Place, Sun Life Prosperity Balanced Fund, Inc. (1-yr Return)
3rd Place, Sun Life Prosperity Dynamic Fund, Inc. (1-yr Return)
3rd Place, Sun Life Prosperity Balanced Fund, Inc. (3-yr Return)
3rd Place, Sun Life Prosperity Balanced Fund, Inc. (5-yr Return)
Balanced Fund Category - Foreign Currency Denominated
1st Place, Sun Life Prosperity Dollar Advantage Fund, Inc. (3-yr Return)
1st Place, Sun Life Prosperity Dollar Advantage Fund, Inc. (5-yr Return)
2nd Place, Sun Life Prosperity Dollar Advantage Fund, Inc. (1-yr Return)
Money Market Fund Category
1st Place, Sun Life Prosperity Money Market Fund, Inc. (1-yr Return)
1st Place, Sun Life Prosperity Money Market Fund, Inc.(10-yr Return)
2nd Place, Sun Life Prosperity Money Market Fund, Inc. (3-yr Return)
2nd Place, Sun Life Prosperity Money Market Fund, Inc. (5-yr Return)
Bond Fund Category - Foreign Currency Denominated
3rd Place, Sun Life Prosperity Dollar Abundance Fund, Inc. (1-yr Return)
3rd Place, Sun Life Prosperity Dollar Abundance Fund, Inc. (3-yr Return)
Balanced Fund Category - Foreign Currency Denominated
1st Place, Sun Life Prosperity Dollar Advantage Fund, Inc. (5-yr Return)
Balanced Fund Category - Peso Denominated
2rd Place, Sun Life Prosperity Balanced Fund, Inc. (10-yr Return)
Money Market Fund Category
1st Place, Sun Life Prosperity Money Market Fund (1-yr return)
Balanced Fund Category – Peso Denominated
3rd Place, Sun Life of Canada Prosperity Balanced Fund (5-yr return)
3rd Place, Sun Life of Canada Prosperity Balanced Fund (10-yr return)
Balanced Fund Category – Dollar Denominated
1st Place, Sun Life Prosperity Dollar Advantage Fund (3-yr return)
2nd Place, Sun Life Prosperity Dollar Advantage Fund (5-yr return)
Balanced Fund Category – Dollar Denominated
2nd Place, Sun Life Prosperity Dollar Advantage Fund (1-yr return)
1st Place, Sun Life Prosperity Dollar Advantage Fund (3-yr return)
2nd Place, Sun Life Prosperity Dollar Advantage Fund (5-yr return)
Money Market Fund Category
1st Place, Sun Life Prosperity Money Market Fund (5-yr return)
Bond Fund Category – Peso Denominated
3rd Place, Sun Life of Canada Prosperity GS Fund (5-yr return)
Bond Fund Category – Dollar Denominated
2nd Place, Sun Life Prosperity Dollar Abundance Fund (5-yr return)
Balanced Fund Category – Peso Denominated
3rd Place, Sun Life of Canada Prosperity Balanced Fund (10-yr return)
Balanced Fund Category – Dollar Denominated
1st Place, Sun Life Prosperity Dollar Advantage Fund (1-yr return)
1st Place, Sun Life Prosperity Dollar Advantage Fund (3-yr return)
1st Place, Sun Life Prosperity Dollar Advantage Fund (5-yr return)
Money Market Fund Category
2nd Place, Sun Life Prosperity Money Market Fund (5-yr return)
Bond Fund Category – Peso Denominated
3rd Place, Sun Life of Canada Prosperity Bond Fund (10-yr return)
Bond Fund Category – Dollar Denominated
3rd Place, Sun Life Prosperity Dollar Abundance Fund (3-yr return)
Balanced Fund Category – Peso Denominated
1st Place, Sun Life of Canada Prosperity Balanced Fund (1-yr return)
3rd Place, Sun Life of Canada Prosperity Balanced Fund (10-yr return)
Balanced Fund Category – Dollar Denominated
3rd Place, Sun Life Prosperity Dollar Advantage Fund (1-yr return)
2nd Place, Sun Life Prosperity Dollar Advantage Fund (3-yr return)
Equity Fund Category
3rd Place, Sun Life of Canada Prosperity Philippine Equity Fund (1-yr return)
Money Market Fund Category
1st Place, Sun Life Prosperity Money Market Fund (1-yr return)
Bond Fund Category – Peso Denominated
2nd Place, Sun Life of Canada Prosperity Bond Fund (3-yr return)
2nd Place, Sun Life of Canada Prosperity Bond Fund (5-yr return)
Balanced Fund Category
3rd Place, Sun Life of Canada Prosperity Balanced Fund (3-yr return)
3rd Place, Sun Life of Canada Prosperity Balanced Fund (5-yr return)
Equity Fund Category
3rd Place, Sun Life of Canada Prosperity Philippine Equity Fund (5-yr return)
Money Market Fund Category
2nd Place, Sun Life Prosperity Money Market Fund (3-yr return)
1st Place, Sun Life Prosperity Money Market Fund (5-yr return)
Bond Fund Category – Peso Denominated
3rd Place, Sun Life of Canada Prosperity Bond Fund (10-yr return)
2nd Place, Sun Life of Canada Prosperity GS Fund (1-yr return)
1st Place, Sun Life of Canada Prosperity GS Fund (3-yr return)
Balanced Fund Category
3rd Place, Sun Life of Canada Prosperity Balanced Fund (5-yr return)
2nd Place, Sun Life of Canada Prosperity Balanced Fund (10-yr return)
Equity Fund Category
3rd Place, Sun Life of Canada Prosperity Philippine Equity Fund (10-yr return)
Money Market Fund Category
2nd Place, Sun Life Prosperity Money Market Fund (1-yr return)
1st Place, Sun Life Prosperity Money Market Fund (3-yr return)
1st Place, Sun Life Prosperity Money Market Fund (5-yr return)
Bond Fund Category – Peso Denominated
2nd Place, Sun Life Prosperity GS Fund (1-yr return)
3rd Place, Sun Life Prosperity GSFund (3-yr return)
Bond Fund Category – Foreign Currency Denominated
3rd Place, Sun Life Prosperity Dollar Abundance Fund (3-yr return)
Balanced Fund Category
2nd Place, Sun Life of Canada Prosperity Balanced Fund (3-yr return)
Balanced Fund Category
1st Place, Sun Life of Canada Prosperity Balanced Fund (3-yr return)
2nd Place, Sun Life of Canada Prosperity Balanced Fund (5-yr return)
Bond Fund Category – Peso Denominated
3rd Place, Sun Life of Canada Prosperity Bond Fund (5-yr return)
Balanced Fund Category
3rd Place, Sun Life of Canada Prosperity Balanced Fund (1-yr return)
3rd Place, Sun Life of Canada Prosperity Balanced Fund (5-yr return)
Equity Fund Category
3rd Place, Sun Life of Canada Prosperity Philippine Equity Fund (1-yr return)
3rd Place, Sun Life of Canada Prosperity Philippine Equity Fund (5-yr return)
Money Market Fund Category
1st Place, Sun Life Prosperity Money Market Fund (1-yr return)
Bond Fund Category – Peso Denominated
2nd Place, Sun Life of Canada Prosperity Bond Fund (3-yr return)
2nd Place, Sun Life of Canada Prosperity Bond Fund (5-yr return)
Balanced Fund Category
3rd Place, Sun Life of Canada Prosperity Balanced Fund (3-yr return)
3rd Place, Sun Life of Canada Prosperity Balanced Fund (5-yr return)
Equity Fund Category
3rd Place, Sun Life of Canada Prosperity Philippine Equity Fund (5-yr return)
Ingrid Gail Johnson - Chairperson
Benedicto C. Sison – Director
Gerald L. Bautista - Director
Francisco S.A. Sandejas – Independent Director
Erlinda S. Echanis – Independent Director
Gerald L. Bautista - President
Jeanemar S. Talaman - Treasurer
Maria Pia A. Urgello – Interim Compliance Officer, Money Laundering Reporting Officer and Data Protection Officer
Anna Katrina C. Kabigting-Ibero – Corporate Secretary
Frances Ianna S. Canto – Assistant Corporate Secretary
INVESTMENT