Sun Life Prosperity Achiever Fund 2038

Achieve your investment goals on time

The Sun Life Prosperity Achiever Fund 2038 is ideal for:


Dollar Advantage Fund Risk Tolerance


Dollar Advantage Fund Investment Horizon

Minimum Initial Investment Amount                   PHP 1,000

Minimum Additional Investment Amount            PHP 1,000

Sun Life Prosperity Achiever Fund 2038 reports:

Latest Fund Fact Sheet  Fund Prospectus

The Sun Life Prosperity Achiever Fund 2038 is a target-dated mutual fund that aims to generate long-term capital appreciation through a mixed portfolio that shifts from aggressive to conservative as the Fund approaches its target date.

Following a glide path, the Fund adjusts its asset allocation as the target date approaches. The securities allocation gradually shifts from equities to fixed income securities to reduce the overall risk and volatility of the Fund.

Minimum investment amount: PHP 1,000

This fund is for you if:

  • You have a moderate risk profile and are financially preparing to attain a future need or milestone by Year 2038 (e.g. car, funds for business, child’s education, retirement).
  • You want a professional fund manager to take charge and rebalance the allocation of your investments as the Fund’s target date approaches.
  • You have no immediate need for the money you invested before the Fund target date of Year 2038.

Board of Directors - Sun Life Prosperity Achiever Fund 2038, 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 Achiever Fund 2038, Inc.

Maria Josefina A. Castillo – President
Candy S. Esteban - Treasurer
Ma. 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