Sun Life Prosperity Dynamic Fund

Ride the best waves of local opportunities with the Sun Life Prosperity Dynamic Fund’s flexible investment strategy

Sun Life Prosperity Dynamic Fund is ideal for:

RISK TOLERANCE: Moderate to High

Dynamic Fund Risk Tolerance

INVESTMENT HORIZON: Long-term

Dynamic Fund Investment Horizon

Reports:

Latest Fund Fact Sheet Fund Prospectus

Product Highlight Sheet

The Sun Life Prosperity Dynamic Fund was designed for investors who want to seize current and emerging local investment opportunities through an agile investment strategy. This Fund adaptively re-allocates between local bonds and stocks, to maximize your earning potential.

The Sun Life Prosperity Dynamic Fund is for you if:

  • You are looking to diversify your portfolio but do not have the time, resources and expertise to actively manage the holdings.
  • You want to optimize your returns through active re-allocation of funds in potentially higher yielding instruments but take a defensive strategy during adverse market conditions.

Board of Directors - Sun Life Prosperity Dynamic Fund, Inc.

Benedicto C. Sison – Chairman
Valerie N. Pama - Director
Cesar Luis F. Bate – Independent Director
Aleli Angela G. Quirino – Independent Director
Oscar S. Reyes – Independent Director

Board of Officers - Sun Life Prosperity Dynamic Fund, 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 Dynamic Fund effective 01 April 2022:

Existing Benchmark New Benchmark
50% PSEi + 50% Bloomberg Sovereign Bond Index   50% PSEi + 50% Bloomberg Sovereign Bond Index, net of tax (adjusted by Sun Life)

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