- Jonathan Juan D.C. Moreno - Chairman
- Maria Josefina A. Castillo – Director
- Gerald Bautista - Director
- Cesar Luis F. Bate – Independent Director
- Cielito F. Habito – Independent Director
- Teresita J. Herbosa – Independent Director
RISK TOLERANCE: Moderate to High
INVESTMENT HORIZON: Long-term
Minimum Initial Investment Amount PHP 10,000
Minimum Additional Investment Amount PHP 1,000
*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:
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 |