Dynamic Fund

Variable life insurance funds

Dynamic Fund is an exclusive fund option for policy holders of Sun MaxiLink One, which is an investment-linked life insurance product regulated by the Insurance Commission.1

The Fund is designed to provide optimum returns consisting of current income and capital growth through investment in a mix of high quality fixed-income and equity instruments from domestic and foreign issuers. Depending on the state of various world economies and markets, the Fund may invest in non-Philippine investment grade issues.

Benefit from a Wealth of Advantages

  • Better Possible Returns. Unlike traditional savings that usually provide fixed interest rates, investment in a mix of high quality fixed-income and equity instruments from domestic and foreign issuers may fully maximize the earning potential of your investment.
  • Professional Portfolio Management. Clients have Sun Life Financial's investment experience, commitment and research capabilities working for them.
  • Diversification. Client’s investment is placed not just in one or two, but in as many instruments as is prudent, reducing over-all risk.
  • Liquidity. Dynamic Fund units can be redeemed on any business day.2
  • Active and Defensive Fund Management. The fund adopts a Tactical Asset Allocation Strategy that allows the fund to easily switch between equities, bonds, and cash within a wide range of established allocation limits, minimizing the fund’s exposure to risk and taking advantage of market opportunities.

1 Dynamic Fund is not a security.
2 Subject to company guidelines.

Download the latest Dynamic Fund Performance Report