Sun Life Prosperity Achiever Fund 2028

Sun Life Prosperity Achiever Fund 2028 reports:

Latest Achiever 2028 Fund Fact Sheet Fund Prospectus 

The Sun Life Prosperity Achiever Fund 2028 is a target-dated mutual fund that aims to generate long-term capital appreciation through a mixed portfolio that shifts from aggressive to conservative as the Fund approaches its target date.

Following a glide path, the Fund adjusts its asset allocation as the target date approaches. The securities allocation gradually shifts from equities to fixed income securities to reduce the overall risk and volatility of the Fund.

Minimum investment amount: PHP 1,000

This fund is for you if:

• You have a moderate risk profile and are financially preparing to attain a future need or milestone by Year 2028 (e.g. car, funds for business, child’s education, retirement).
• You want a professional fund manager to take charge and rebalance the allocation of your investments as the Fund’s target date approaches.
• You have no immediate need for the money you invested before the Fund target date of Year 2028.