Sun Life Prosperity Balanced Fund

Let your investments shine through with the Balanced Fund

The Sun Life Prosperity Balanced Fund is ideal for:

RISK TOLERANCE: Low to Moderate

Balanced Fund Risk Tolerance

INVESTMENT HORIZON: Medium to Long Term

Balanced Fund Investment Horizon

Minimum Initial Investment Amount                   PHP 1,000

Minimum Additional Investment Amount            PHP 1,000

Reports:

Latest Fund Fact Sheet Fund Prospectus

Product Highlight Sheet

The Sun Life Prosperity Balanced Fund is a mix of fixed income (debt/bond) securities which provide potential steady income from fixed income securities, and equity securities (stocks) which provide potentially high growth to your capital.

The Sun Life Prosperity Balanced Fund is for you if:

  • You are ready to invest and are currently looking at a long-term investing horizon.
  • You are willing to take investment risks, but are not ready to have full exposure in the equity/stock market. The “bond” portion of the Fund helps cushion the risks, should the stock market fluctuate unfavorably.

Board of Directors - Sun Life Prosperity Balanced Fund, Inc.

Benedicto C. Sison – Chairman
Candy S. Esteban - Director
Cielito F. Habito – Independent Director
Aleli Angela G. Quirino – Independent Director
Oscar S. Reyes – Independent Director

Board of Officers - Sun Life Prosperity Balanced Fund, Inc.

Candy S. Esteban – President
Sherwin S. Sampang - Treasurer
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 Balanced Fund:

Effective January 1, 2022, the Fund will be using 50% PSEi + 45% Bloomberg Sovereign Bond Index 1-5 Year + 5% Philippines Peso TD Rate 1 Month to 3 Months, net of tax as its new benchmark due to the discontinuation of the publication of the existing cash benchmark, the Special Savings Rate General Average (“PSAVAVE”), and because PSAVAVE no longer reflects the prevailing market interest rates for peso deposit accounts.

Previous Benchmark New Benchmark
Effective January 1, 2022
50% PSEi + 45% Bloomberg Sovereign Bond Index 1-5 Year + 5% 30-day Special Savings Rate General Average (PSAVAVE) 50% PSEi + 45% Bloomberg Sovereign Bond Index 1-5 Year + 5% Philippines Peso TD Rate 1 Month to 3 Months, net of tax