Income Fund

Variable life insurance funds

The Income Fund is one of the investment options for policyholders of Sun MaxiLink One, which is a variable life insurance product regulated by the Insurance Commission1.

The Income Fund is invested only in high-quality fixed-income instruments that are classified as below average risk.

Benefit from a Wealth of Advantages

  • Affordability: An investor gains affordable access to high-caliber investment management that is usually available only for corporations, institutions and the very wealthy.
  • Better Returns: Unlike traditional savings that usually provide fixed interest rates, investment in fixed-income instruments fully maximize the interest earning potential of your investment.
  • Professional Portfolio Management: Top-notch investment professionals2 who focus solely on maximizing returns over the long-term manage the fund. You have Sun Life Financial's investment experience, commitment and research capabilities working for you.
  • Diversification: Your investment is placed not just in one or two, but in as many instruments as is prudent, reducing over-all risk.
  • Flexibility: Allows you to modify your investment strategies over time, by letting you transfer from one fund to another as much as four times a year, at no cost.
  • Liquidity: Income Fund units can be sold on any business day.
  • The Income Fund is available in Peso and US Dollar currencies.

1 The Income Fund is not a security.

2 The team of investment professionals based in the Philippines, who manage the Life Fund portfolio with assets in of PHP 62.35 billion, market value as of 31 December 2008.

Download the latest VUL Income Fund Performance Report