Sun Life Prosperity Dollar Abundance Fund

RISK TOLERANCE: Low to Moderate

INVESTMENT HORIZON: Medium Term

Minimum Initial Investment Amount                   USD 500

Minimum Additional Investment Amount           USD 100

 

Please be advised that effective 19 April 2022, the minimum investment amounts (initial, additional, and redemption) and maintaining balances of the Dollar Abundance Fund will be lowered, as follows: 

Reports:

Latest Fund Fact Sheet

Fund Prospectus

Product Highlight Sheet

The Sun Life Prosperity Dollar Abundance Fund allows you to invest in various government-issued debts in the international market.

The Sun Life Prosperity Dollar Abundance Fund is for you if:

  • You want moderate risk for your dollars and see only a medium-term investment period for your money.
  • You want to generate some income in US dollars and preserve what you currently have.

Board of Directors - Sun Life Prosperity Dollar Abundance Fund, Inc.

  • Jonathan Juan D.C. Moreno - Chairman
  • Valerie N. Pama - Director
  • Cesar Luis F. Bate – Independent Director
  • Cielito F. Habito – Independent Director
  • Teresita J. Herbosa – Independent Director

Board of Officers - Sun Life Prosperity Dollar Abundance Fund, Inc.

  • Valerie N. Pama – President
  • Candy S. Esteban - Treasurer
  • Maria Teresa A. Co – Compliance Officer, Money Laundering Reporting Officer and Data Protection Officer
  • Anna Katrina C. Kabigting-Ibero – Corporate Secretary
  • Albert Francis S. Abad – Assistant Corporate Secretary

Notice on the Change in Benchmark of Dollar Abundance Fund effective 01 April 2022:

Existing Benchmark New Benchmark
95% Bloomberg Barclays EM USD Sovereign: Philippines Total Return Index Unhedged USD + 5% 30-Day US Dollar Deposit Savings Rate  98% Bloomberg Barclays EM USD Sovereign: Philippines Total Return Index Unhedged USD + 2% 30-Day US Dollar Deposit Savings Rate 

Board of Directors - Sun Life Prosperity Dollar Abundance Fund, Inc.

Benedicto C. Sison – Chairman
Valerie N. Pama – Director
Cielito F. Habito – Independent Director
Cesar Luis F. Bate – Independent Director

Board of Officers - Sun Life Prosperity Dollar Abundance Fund, Inc.

Valerie N. Pama – President
Candy S. Esteban - Treasurer
Maria Teresa A. Co –  Compliance Officer, Money Laundering Reporting Officer and Data Protection Officer
Anna Katrina C. Kabigting-Ibero – Corporate Secretary
Frances Ianna S. Canto – Assistant Corporate Secretary

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