Are you a conservative investor?

You place high importance on principal protection, and are generally concerned of price fluctuations. You are willing to accept low investment returns to avoid principal decline. You seek to keep your money intact and accessible, as it is earmarked for a specific requirement in the near-term.

 

Investment options for the conservative investor:

Peso Starter Fund (formerly Money Market Fund)

Peso Starter Fund (formerly Money Market Fund)

 

  • Beats bank interest rates
  • Least risky among funds
  • Invests in short-term assets
Peso Starter Fund (formerly Money Market Fund)
Dollar Starter Fund

Dollar Starter Fund

 
  • Aims to get stable returns
  • Beats bank interest rates
  • Preserves & grows dollars
Dollar Starter Fund

Disclaimer: This material is for your reference only and does not constitute advice given by Sun Life. Please review your financial needs depending on your personal situation and objectives. Clients who will open an account online or via the  individual account opening form (physically or digitally) will initially see three (3) risk profiles only (Conservative, Moderately Aggressive, and Aggressive) due to ongoing system enhancements. Our system, online tools, and forms will soon reflect the five (5) risk profiles (Conservative, Moderate, Balanced, Growth, and Aggressive).  

For questions or assistance, kindly consult your Sun Life Mutual Fund Advisor. Thank you.