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
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:
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 01 April 2022:
|Existing Benchmark||New Benchmark
|50% PSEi + 45% Bloomberg Sovereign Bond Index 1-5 Year + 5% Philippine Peso TD Rate 1 Month to 3 Months, net of tax||50% PSEi + 48% Bloomberg Sovereign Bond Index 1-5 Year, net of tax (adjusted by Sun Life) + 2% Philippine Peso TD Rate 1 Month to 3 Months, net of tax|