RISK TOLERANCE: Moderate
INVESTMENT HORIZON: Long Term
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:
Board of Directors - Sun Life Prosperity Achiever Fund 2028, Inc.
Benedicto C. Sison – Chairman
Maria Josefina A. Castillo - Director
Oscar S. Reyes – Independent Director
Aleli Angela G. Quirino – Independent Director
Oscar M. Orbos – Independent Director
Board of Officers - Sun Life Prosperity Achiever Fund 2028, Inc.
Maria Josefina A. Castillo – President
Candy S. Esteban - Treasurer
Jemilyn S. Camania – Compliance Officer, Money Laundering Reporting Officer and Data Protection Officer
Anna Katrina C. Kabigting-Ibero – Corporate Secretary
Winlove Apple R. Sandalo-Esperanza – Assistant Corporate Secretary