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Sun Life Prosperity Philippine Equity Fund

Let your investments reach greater heights with the Philippines' booming stocking markets

The Sun Life Prosperity Philippine Equity Fund is ideal for:

RISK TOLERANCE: Moderate to High

Equity Fund Risk Tolerance

INVESTMENT HORIZON: Long-term

Equity Fund Investment Horizon

Minimum Initial Investment Amount                   PHP 1,000

Minimum Additional Investment Amount            PHP 1,000

Reports:

Latest Fund Fact Sheet Fund Prospectus

Product Highlight Sheet

The Sun Life Prosperity Philippine Equity Fund is a mutual fund designed to gain potential long-term capital growth by investing in stocks listed in the Philippine Stock Exchange.

The Sun Life Prosperity Philippine Equity Fund is for you if:

  • You have an aggressive risk profile and can tolerate market volatility.
  • You want to invest in companies listed in the Philippine Stock Exchange but you prefer a professional fund manager to select the stocks for you, in order to achieve potentially higher returns than the market.
  • You have no immediate need to withdraw and use your money so you are willing to let it grow for the long-term.
  • You can financially cover for your short-term needs and you have extra money for investing.

Board of Directors - Sun Life Prosperity Philippine Equity Fund, Inc.

Benedicto C. Sison – Chairman
Maria Josefina A. Castillo - Director
Cielito F. Habito – Independent Director
Oscar M. Orbos – Independent Director
Oscar S. Reyes – Independent Director

Board of Officers - Sun Life Prosperity Philippine Equity Fund, Inc.

Maria Josefina A. Castillo – President
Candy S. Esteban - Treasurer
Ma. Jemilyn S. Camania – Compliance Officer, Money Laundering Reporting Officer and Data Protection Officer
Anna Katrina C. Kabigting-Ibero – Corporate Secretary
Frances Ianna S. Canto – Assistant Corporate Secretary

Notice on the Change in Benchmark of the Sun Life Prosperity Philippine Equity Fund:

Effective January 1, 2022, the Fund will be using 95% PSEi + 5% Philippines Peso TD Rate 1 Month to 3 Months, net of tax as its new benchmark due to the discontinuation of the publication of the existing cash benchmark, the Special Savings Rate General Average (“PSAVAVE”), and because PSAVAVE no longer reflects the prevailing market interest rates for peso deposit accounts.

Previous Benchmark New Benchmark
Effective January 1, 2022
95% PSEi + 5% 30-day Special Savings Rate General Average (PSAVAVE) 95% PSEi + 5% Philippines Peso TD Rate 1 Month to 3 Months, net of tax 

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