Sun Life Prosperity Dollar Wellspring Fund

Earn more dollars than what traditional deposit accounts can provide.

Sun Life Prosperity Dollar Wellspring Fund is ideal for:

RISK TOLERANCE: Moderate

Dollar Wellspring Fund Risk Tolerance

INVESTMENT HORIZON: Medium Term

Dollar Wellspring Fund Investment Horizon

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: 

Reports:

Latest Fund Fact Sheet Fund Prospectus

Product Highlight Sheet

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:

  • You want to potentially earn higher yields as compared to traditional fixed income instruments (savings accounts, time deposits, government bonds).
  • You have a balanced risk profile and a medium to long-term investment horizon.

Board of Directors - Sun Life Prosperity Dollar Wellspring Fund, Inc.

Benedicto C. Sison – Chairman
Valerie N. Pama - Director
Oscar S. Reyes - Independent Director
Aleli Angela G. Quirino – Independent Director
Cesar Luis F. Bate – Independent Director

Board of Officers - Sun Life Prosperity Dollar Wellspring Fund, Inc.

Valerie N. Pama – President
Candy S. Esteban - (Officer In Charge) 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 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