Investment Management Account (IMA)

Benefit from skilled portfolio managers who create and manage investment strategies tailored to your financial goals.

 

Highlights

Customized Investment Strategy

We align your wealth and financial aspirations to provide access to exclusive market opportunities and proactive risk management.

Global Investment Opportunities

Gain access to diversified portfolios that include high-performing equities and fixed income instruments.  

Active Fund Management

Our core ability to spot alpha opportunities with strong potential to outperform the market in the long run.

Local and Global Perspective

Be ensured that we perform an in-depth macro-economic, credit and equity research to make informed decisions.

Superior Risk-Adjusted Returns

Available strategies to achieve optimal returns that are commensurate with the level of your risk appetite.

Comprehensive Financial Oversight

Have the peace of mind with our detailed reporting, transparent fees, and regular market updates.

Further information

Discover bright solutions for your needs

 

Ready to enhance your investment portfolio? Reach out to us through our contact details below: 

  • Email: SLIMTC.Communications.Notice@sunlife.com
  • Telephone: (02) 8555-8888
  • Address:  Sun Life Investment Management and Trust Corporation. 11th Floor Sun Life Centre, 5th Avenue corner Rizal Drive, Bonifacio Global City, Taguig, Metro Manila, Philippines 

Sun Life Investment Management and Trust Corporation (SLIMTC) is regulated by the Bangko Sentral ng Pilipinas.

Disclaimer: Any information contained on this website is for general information only and should not be solely relied upon to make any business or investment decisions. It is not intended to provide professional, investment or any other type of advice or recommendation in relation to purchases or sales of securities whether or not they are related to SLIMTC. It is recommended that you should seek professional advice before making any such investment decision. Any information reflected herein are subject to change at any time without notice.

Corporate Trust Account

We enable companies to deliver benefits and services in compliance with regulatory requirements.

Retirement Fund Management

Comprehensive services in establishing and managing pension and provident funds for your employees.  

UITFs

Our UITFs offer a simple and efficient way of investing in a wide selection of financial instruments and securities denominated in Philippine Pesos and US Dollars.