Are you a balanced investor?

You seek both regular flow of income and capital growth. To achieve the latter, you are willing to accept volatility in your investment. You can keep your money invested in the medium to long term to achieve your financial goals.

 

Investment options for the balanced investor:

Balanced Fund

Balanced Fund

  • A mix of bonds and stocks
  • Provides modest returns
  • Has moderate risks
Balanced Fund
Achiever Fund 2028

Achiever Fund 2028

  • For those with goals by 2028
  • A mix of stocks and bonds
  • Adjusts based on end date
Achiever Fund 2028
Achiever Fund 2038

Achiever Fund 2038

  • For those with goals by 2038
  • A mix of stocks and bonds
  • Adjusts based on end date
Achiever Fund 2038
Achiever Fund 2048

Achiever Fund 2048

  • For those with goals by 2048
  • A mix of stocks and bonds
  • Adjusts based on end date
Achiever Fund 2048
Dollar Wellspring Fund

Dollar Wellspring Fund

  • Aims to get regular income
  • Beats usual deposit rates
  • Get returns in dollars
Dollar Wellspring Fund

Disclaimer: This material is for your reference only and does not constitute advice given by Sun Life. Please review your financial needs depending on your personal situation and objectives. Clients who will open an account online or via the  individual account opening form (physically or digitally) will initially see three (3) risk profiles only (Conservative, Moderately Aggressive, and Aggressive) due to ongoing system enhancements. Our system, online tools, and forms will soon reflect the five (5) risk profiles (Conservative, Moderate, Balanced, Growth, and Aggressive).  

For questions or assistance, kindly consult your Sun Life Mutual Fund Advisor. Thank you.