Sun Life of Canada Prosperity Philippine Equity Fund

The Sun Life of Canada Prosperity Philippine Equity Fund is ideal for:

RISK TOLERANCE: Moderate to High

INVESTMENT HORIZON: Long-term

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 of Canada 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 of Canada 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 of Canada Prosperity Philippine Equity Fund, Inc.

  • Jonathan Juan D.C. Moreno - Chairman
  • Valerie N. Pama - Director
  • Cesar Luis F. Bate – Independent Director
  • Cielito F. Habito – Independent Director
  • Teresita J. Herbosa – Independent Director

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

  • Valerie N. Pama – President
  • Candy S. Esteban - Treasurer
  • Maria Teresa A. Co – Compliance Officer, Money Laundering Reporting Officer and Data Protection Officer
  • Anna Katrina C. Kabigting-Ibero – Corporate Secretary
  • Albert Francis S. Abad – Assistant Corporate Secretary

Notice on the Change in Benchmark of the Sun Life of Canada Prosperity Philippine Equity Fund effective 01 April 2022:

Existing Benchmark New Benchmark
95% PSEi + 5% Philippine Peso TD Rate 1 Month to 3 Months, net of tax  98% PSEi + 2% Philippine Peso TD Rate 1 Month to 3 Months, net of tax 

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