Sun Life Prosperity Dynamic Fund

Sun Life Prosperity Dynamic Fund is ideal for:

RISK TOLERANCE: Moderate to High

INVESTMENT HORIZON: Long-term

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.

  • Jonathan Juan D.C. Moreno - Chairman
  • Valerie N. Pama - Director
  • Cesar Luis F. Bate – Independent Director
  • Cielito F. Habito – Independent Director
  • Teresita J. Herbosa – Independent Director

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

  • Valerie N. Pama – President
  • Candy S. Esteban - Treasurer
  • Maria Teresa A. Co – Compliance Officer, Money Laundering Reporting Officer and Data Protection Officer
  • Anna Katrina C. Kabigting-Ibero – Corporate Secretary
  • Albert Francis S. Abad – 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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