RISK TOLERANCE: Low to Moderate
INVESTMENT HORIZON: Medium to Long Term
Minimum Initial Investment Amount PHP 1,000
Minimum Additional Investment Amount PHP 1,000
Just as its name implies, the Sun Life Prosperity Balanced Fund is the middle of bonds and equities -- a mix of fixed income and investments with high growth potential, like stocks/equity securities.
Traditionally, you can use the Sun Life Prosperity Balanced Fund to build wealth over time while seeking other investment avenues. Balanced funds are channels for diversification, too, as they provide potential steady income from fixed income securities, and growth potential from equity investments.
The Sun Life Prosperity Balanced Fund is for you if:
Board of Directors - Sun Life Prosperity Balanced Fund, Inc.
Benedicto C. Sison – Chairman
Maria Josefina A. Castillo - 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.
Maria Josefina A. Castillo – President
Candy S. Esteban - 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