Are you a moderate investor?

You prefer capital stability with modest income. You are willing to accept minimal volatility to take advantage of investments with potentials for growth in the medium-term.

 

Investment options for the moderate investor:

Bond Fund

Bond Fund

  • Earns modest returns
  • Minimizes risk
  • Ideal for new investors
Bond Fund
Government Securities (GS) Fund

Government Securities (GS) Fund

  • Earns modest returns
  • Invests in government debt
Government Securities (GS) Fund
Dollar Abundance Fund

Dollar Abundance Fund

  • Taps international markets
  • Preserves & grows dollars
  • Minimizes risk
Dollar Abundance Fund

Disclaimer: This material is for your reference only and does not constitute advice given by Sun Life. Please review your financial needs depending on your personal situation and objectives. Clients who will open an account online or via the  individual account opening form (physically or digitally) will initially see three (3) risk profiles only (Conservative, Moderately Aggressive, and Aggressive) due to ongoing system enhancements. Our system, online tools, and forms will soon reflect the five (5) risk profiles (Conservative, Moderate, Balanced, Growth, and Aggressive).  

For questions or assistance, kindly consult your Sun Life Mutual Fund Advisor. Thank you.