Sun Life Prosperity Bond Fund

Let your money work harder for you with the Bond Fund

The Sun Life Prosperity Bond Fund is ideal for:

RISK TOLERANCE: Low to Moderate

Bond Fund Risk Tolerance

INVESTMENT HORIZON: Medium Term

Bond Fund Investment Horizon

 

 

Minimum Initial Investment Amount                      PHP 1,000

Minimum Additional Investment Amount               PHP 1,000

Reports:

Latest Fund Fact Sheet Fund Prospectus

Product Highlight Sheet

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:

  • You are an investor with a moderate appetite for risk and you’re amenable to modest returns.
  • You have money lying around but might need it anytime soon, so your investing horizon is closer towards the medium-term.
  • You want to dip your toes into investing and try a relatively lower risk investment first.

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