Sun Life Prosperity World Equity Index Feeder Fund

The Sun Life Prosperity World Equity Index Feeder Fund is ideal for:

RISK TOLERANCE: Moderate to High

INVESTMENT HORIZON: Long-term

Minimum Initial Investment Amount                   PHP 10,000

Minimum Additional Investment Amount            PHP 1,000

World Equity Index Feeder Fund Reports:

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. This Feeder 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:

  • You want to maximize your potential returns by riding on the performance of the MSCI All Country World Index (ACWI).
  • You aim to diversify your portfolio by investing in global equities.
  • You have an aggressive risk profile and a long-term investment horizon.
Sun Life World Equity Index Feeder Fund video

Board of Directors - Sun Life Prosperity World Equity Index Feeder 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 Prosperity World Equity Index Feeder 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 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 

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