Sun Life Prosperity Dollar Advantage Fund

Tap foreign stocks or bonds and stretch your dollar’s potential with the Sun Life Prosperity Dollar Advantage Fund

The Sun Life Prosperity Dollar Advantage Fund is ideal for:

RISK TOLERANCE: Moderate to High

Dollar Advantage Fund Risk Tolerance

INVESTMENT HORIZON: Long-term

Dollar Advantage Fund Investment Horizon

Minimum Initial Investment Amount                   USD 500

Minimum Additional Investment Amount           USD 100

 

Please be advised that effective 19 April 2022, the minimum investment amounts (initial, additional, and redemption) and maintaining balances of the Dollar Advantage Fund will be lowered as follows: 

Reports:

Latest Fund Fact Sheet  Fund Prospectus

Product Highlight Sheet

The Sun Life Prosperity Dollar Advantage Fund invests your cash in global stocks and bonds, enabling your dollars to go farther and stretch its possibilities.

The Sun Life Prosperity Dollar Advantage Fund is for you if:

  • You are growth-oriented, so you are willing to absorb volatility in your investments in order to achieve capital growth.
  • You do not see any immediate use for your US dollars and want to maximize its return over the long-term.

Board of Directors - Sun Life Prosperity Dollar Advantage Fund, Inc.

Benedicto C. Sison – Chairman
Candy S. Esteban - Director
Cielito F. Habito – Independent Director
Cesar Luis F. Bate – Independent Director
Oscar S. Reyes – Independent Director

Board of Officers - Sun Life Prosperity Dollar Advantage Fund, Inc.

Candy S. Esteban – President
Sherwin S. Sampang - 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

Notice on the Change in Benchmark of the Sun Life Prosperity Dollar Advantage Fund effective 01 April 2022:

Existing Benchmark New Benchmark
60% MSCI ACWI +35% Bloomberg Barclays Global Aggregate Total Return Index Value Unhedged USD + 5% 30-Day US Dollar Deposit Savings Rate  60% MSCI ACWI + 38% Bloomberg Barclays Global Aggregate Total Return Index Value Unhedged USD + 2% 30-Day US Dollar Deposit Savings Rate