RISK TOLERANCE: Moderate to High
RISK TOLERANCE: Moderate to High
INVESTMENT HORIZON: Long-term
Minimum Initial Investment Amount PHP 10,000
Minimum Additional Investment Amount PHP 1,000
Latest Fund Fact Sheet Fund Prospectus
Target Fund Information Product Highlight Sheet
*Target Fund is SPDR MSCI All Country World Index UCITS Exchange Traded Fund
The Sun Life Prosperity World Equity Index Feeder Fund allows you to diversify your portfolio by investing in global companies across developed and emerging markets. The Fund gives you access to the global equities market in a single fund while enabling you to invest in Philippine pesos.
The Sun Life Prosperity World Equity Index Feeder Fund is for you if:
Board of Directors - Sun Life Prosperity World Equity Index Feeder Fund, Inc.
Benedicto C. Sison – Chairman
Valerie N. Pama - Director
Gerald L. Bautista - Director
Oscar S. Reyes – Independent Director
Aleli Angela G. Quirino – Independent Director
Cesar Luis F. Bate – Independent Director
Board of Officers - Sun Life Prosperity World Equity Index Feeder 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 Prosperity World Equity Index Feeder Fund effective 01 April 2022:
Existing Benchmark | New Benchmark |
95% MSCI ACWI (PHP Terms) + 5% 30-Day USD Deposit Rate | 98% MSCI ACWI (PHP Terms) + 2% 30-Day USD Deposit Rate |
INVESTMENT