RISK TOLERANCE: Low to Moderate
INVESTMENT HORIZON: Medium Term
Minimum Initial Investment Amount PHP 1,000
Minimum Additional Investment Amount PHP 1,000
The Sun Life Prosperity Bond Fund enables you to potentially earn modest returns from your investments. The Fund invests your cash in high-quality government and corporate debt issued by the Philippine government and prime Philippine companies.
The Sun Life Prosperity Bond Fund is for you if:
Board of Directors - Sun Life Prosperity Bond Fund, Inc.
Benedicto C. Sison – Chairman
Maria Josefina A. Castillo - Director
Oscar M. Orbos – Independent Director
Aleli Angela G. Quirino – Independent Director
Oscar S. Reyes – Independent Director
Board of Officers - Sun Life Prosperity Bond Fund, Inc.
Maria Josefina A. Castillo – President
Candy S. Esteban - Treasurer
Ma. 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 Bond Fund:
Effective January 1, 2022, the Fund will be using 95% Bloomberg Sovereign Bond Index 1-5 Year + 5% Philippines Peso TD Rate 1 Month to 3 Months, net of tax as its new benchmark due to the discontinuation of the publication of the existing cash benchmark, the Special Savings Rate General Average (“PSAVAVE”), and because PSAVAVE no longer reflects the prevailing market interest rates for peso deposit accounts.
|Previous Benchmark||New Benchmark
Effective January 1, 2022
|95% Bloomberg Sovereign Bond Index 1-5 Year + 5% 30-day Special Savings Rate General Average (PSAVAVE)||95% Bloomberg Sovereign Bond Index 1-5 Year + 5% Philippines Peso TD Rate 1 Month to 3 Months, net of tax|