Sun Life Prosperity GS (Government Securities) Fund

Invest in Government Security Funds

The Sun Life Prosperity GS Fund is ideal for:

RISK TOLERANCE: Low to Moderate

Government Securities Fund Risk Tolerance

INVESTMENT HORIZON: Short to Medium Term

Government Securities 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 GS Fund invests in local fixed income instruments, issued by the Republic of the Philippines.

The Sun Life Prosperity GS Fund is for you if:

  • You have money saved which you will use in the near future but want to earn more than the standard saving account interest rates.
  • You want to preserve your nest egg without engaging in a business or dealing with complicated stock market trading.

Board of Directors - Sun Life Prosperity GS (Government Securities) Fund, Inc.

Benedicto C. Sison – Chairman
Candy S. Esteban - Director
Cielito F. Habito – Independent Director
Aleli Angela G. Quirino – Independent Director
Oscar S. Reyes – Independent Director

Board of Officers - Sun Life Prosperity GS (Government Securities) 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 GS 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