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.
Peso Funds as of 09/25/2017
|Money Market Fund||1.0706|
|MyFuture 2020 Fund||2.6665|
|MyFuture 2025 Fund||2.7107|
|MyFuture 2030 Fund||2.8174|
|MyFuture 2035 Fund||2.9126|
|MyFuture 2040 Fund||2.9517|
|Growth Plus Fund||1.0339|
Dollar Funds as of 09/25/2017
|Dollar Bond Fund||1.9728|
|Sun Dollar Maximizer Fund||1.0655|
|Sun Dollar Maximizer - UCG Fund||1.0697|
|Sun Dollar Maximizer - UCG 2 Fund||1.0331|
|Sun Dollar Maximizer - EA Fund||0.8941|
|Sun Dollar Maximizer - EA 2 Fund||0.8820|
|Global Income Fund||1.0516|
|Global Opportunity Fund||1.0793|
|Sun Dollar Maximizer - WT Fund||0.9356|
These investment funds are specific to variable life insurance contracts and are not considered mutual funds. Life Insurance products are regulated by the Insurance Commission.