RISK TOLERANCE: Moderate
INVESTMENT HORIZON: Long Term
Minimum Initial Investment Amount PHP 1,000
Minimum Additional Investment Amount PHP 1,000
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 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 allocation gradually shifts from equities to fixed income to reduce the overall risk and volatility of the Fund.
This fund is for you if:
Board of Directors - Sun Life Prosperity Achiever Fund 2038, Inc.
Benedicto C. Sison - Chairman
Valerie N. Pama – Director
Teresita J. Herbosa – Independent Director
Aleli Angela G. Quirino – Independent Director
Oscar S. Reyes – Independent Director
Board of Officers - Sun Life Prosperity Achiever Fund 2038, Inc.
Valerie N. Pama – President
Jeanemar S. Talaman - Treasurer
Maria Pia A. Urgello – Interim 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 Achiever Fund 2038 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|