Sun Life Prosperity World Equity Index Feeder Fund

World Equity Feeder Fund | Global Funds Management

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

RISK TOLERANCE: Moderate to High

Index Fund Risk Tolerance

INVESTMENT HORIZON: Long-term

Minimum Initial Investment Amount                   PHP 10,000

Minimum Additional Investment Amount            PHP 1,000

Please be advised that effective 19 April 2022, the minimum investment amounts (initial, additional, and redemption) and maintaining balances of the World Equity Index Feeder Fund will be lowered, as follows: 

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. 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:

  • 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.

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
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 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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