RISK TOLERANCE: Moderate
INVESTMENT HORIZON: Medium Term
Minimum Initial Investment Amount USD 500
Minimum Additional Investment Amount USD 100
Please be advised that effective 19 April 2022, the minimum investment amounts (initial, additional, and redemption) and maintaining balances of the Dollar Wellspring Fund will be lowered as follows:
The Sun Life Prosperity Dollar Wellspring Fund aims to generate income and capital growth, providing potentially higher yields for your US Dollar investment compared to what traditional time deposits can offer. It gives you the opportunity to invest diversified portfolio of global bonds and stocks, which are not readily available to local investors.
The Sun Life Prosperity Dollar Wellspring Fund is for you if:
Board of Directors - Sun Life Prosperity Dollar Wellspring Fund, Inc.
Board of Officers - Sun Life Prosperity Dollar Wellspring Fund, Inc.
Notice on the Change in Benchmark of the Sun Life Prosperity Dollar Wellspring Fund effective 01 April 2022:
| Existing Benchmark | New Benchmark |
| 65% Bloomberg Barclays Global Aggregate Total Return Index Value Unhedged USD + 30% MSCI ACWI + 5% 30-Day US Dollar Deposit Savings Rate | 68% Bloomberg Barclays Global Aggregate Total Return Index Value Unhedged USD + 30% MSCI ACWI + 2% 30-Day US Dollar Deposit Savings Rate |
Quickly register using any of the following accounts, or complete the form below:
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