RISK TOLERANCE: Moderate to High
INVESTMENT HORIZON: Long-term
Minimum Initial Investment Amount PHP 1,000
Minimum Additional Investment Amount PHP 1,000
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:
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|