RISK TOLERANCE: Moderate to High
INVESTMENT HORIZON: Long-term
Minimum Initial Investment Amount
Minimum Additional Initial Investment Amount
The Sun Life Prosperity Dollar Advantage Fund invests your cash in foreign exchange-denominated stocks or bonds, enabling your dollars to go farther and stretch its possibilities.
The Sun Life Prosperity Dollar Advantage Fund is for you if:
The Board of Directors of the Sun Life Prosperity Dollar Advantage Fund, Inc. has approved the change of benchmark of the Fund from 60% MSCI ACWI + 35% JP Morgan Global Aggregate Bond Index (GABI) + 5% 30-day USD Deposit Rate to 60% MSCI ACWI + 35% Bloomberg Barclays Global Aggregate Total Return Index Value Unhedged USD (LEGATRUU Index) + 5% 30-day USD Deposit Rate effective 1 January 2018, given that the LEGATRUU Index offers the most advantages as a benchmark.
A benchmark must be transparent so that investors can use it with confidence for purposes such as performance evaluation, fund selection and asset allocation, and the LEGATRUU Index has the broadest coverage of the global fixed income market with the most number of covered securities. There shall be no changes to the investment objective of the Fund, and how it will be managed.
Board of Directors - Sun Life Prosperity Dollar Advantage Fund, Inc.
Benedicto C. Sison – Chairman
Maria Josefina A. Castillo - Director
Cielito F. Habito – Independent Director
Oscar M. Orbos – Independent Director
Oscar S. Reyes – Independent Director
Board of Officers - Sun Life Prosperity Dollar Advantage Fund, Inc.
Maria Josefina A. Castillo – President
Candy S. Esteban - 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