RISK TOLERANCE: Moderate to High
INVESTMENT HORIZON: Long-term
Latest Fund Fact Sheet Fund Prospectus
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:
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) |
INVESTMENT