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
Candy S. Esteban - Director
Teresita J. Herbosa – Independent Director
Cielito F. Habito – Independent Director
Cesar Luis F. Bate – Independent Director
Board of Officers - Sun Life Prosperity Bond Fund, Inc.
Candy S. Esteban – President
Sherwin S. Sampang - 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 01 April 2022:
|Existing Benchmark||New Benchmark
|95% Bloomberg Sovereign Bond Index 1-5 Year + 5% Philippine Peso TD Rate 1 Month to 3 Months, net of tax||98% Bloomberg Sovereign Bond Index 1-5 Year, net of tax (adjusted by Sun Life) + 2% Philippine Peso TD Rate 1 Month to 3 Months, net of tax|