RISK TOLERANCE: Moderate to High
INVESTMENT HORIZON: Long-term
Minimum Initial Investment Amount PHP 1,000
Minimum Additional Investment Amount PHP 1,000
Latest Fund Fact Sheet Fund Prospectus
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:
Board of Directors - Sun Life of Canada Prosperity Philippine Equity Fund, Inc.
Benedicto C. Sison – Chairman
Valerie N. Pama - Director
Cielito F. Habito – Independent Director
Cesar Luis F. Bate – Independent Director
Oscar S. Reyes – Independent Director
Board of Officers - Sun Life of Canada Prosperity Philippine Equity Fund, Inc.
Valerie N. Pama – 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
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 |
INVESTMENT