Sun Life Prosperity Achiever Fund 2038

Achieve your investment goals on time

The Sun Life Prosperity Achiever Fund 2038 is ideal for:

RISK TOLERANCE: Moderate

Dollar Advantage Fund Risk Tolerance

INVESTMENT HORIZON: Long Term

Dollar Advantage Fund Investment Horizon

Minimum Initial Investment Amount                   PHP 1,000

Minimum Additional Investment Amount            PHP 1,000

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 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:

  • You have a balanced risk profile and are financially preparing to attain a future need or milestone by 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 2038.

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
Candy S. Esteban - (Officer In Charge) 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

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