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
Candy S. Esteban - Director
Cielito F. Habito – Independent Director
Cesar Luis F. Bate – Independent Director
Oscar S. Reyes – Independent Director

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

Candy S. Esteban – President
Sherwin S. Sampang - 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 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