Funds

Variable Life Insurance Funds

Captains Fund is a peso-denominated Variable Unit-Linked equity fund that lets you take part in the success stories of the industry captains. Captains Fund is available for Sun FlexiLink, Sun FlexiLink 1, Sun FlexiLink Assist, Sun MaxiLink Prime, Sun MaxiLink Bright and Sun MaxiLink One.

Index Fund is a peso-denominated Variable Unit-Linked equity fund that lets you take advantage of the upside potential of the Philippine Equity Market by investing primarily in common stocks that comprise the Philippine Stock Exchange Index (PSEi). Index Fund is available for Sun FlexiLink, Sun FlexiLink 1, Sun FlexiLink Assist, Sun MaxiLink Prime, Sun MaxiLink Bright and Sun MaxiLink One.

Growth PLUS Fund is a peso-denominated Variable Unit-Linked ( VUL) equity fund that lets you access a diversified portfolio of high dividend-paying equity instruments from domestic issuers. The dividend earnings of the underlying assets can limit downside risk while you participate in the upside opportunities of equities over the long term. Growth PLUS Fund is available for Sun FlexiLink, Sun FlexiLink1, Sun FlexiLink Assist, Sun MaxiLink Prime, Sun MaxiLink Bright and Sun MaxiLink One only.

Dynamic Fund is an adaptive, agile and flexible fund that aims to maximize returns by taking advantage of market highs and engaging in opportunistic trades. It is designed to provide optimum current income returns and capital growth through investment in a mix of fixed-income and equity instruments from domestic and foreign issuers. Dynamic Fund is available for Sun MaxiLink One only.

MyFuture Fund is a target date fund designed to help clients realize their goals within a set time frame. The fund takes into account the client’s financial needs, investment horizon, and tolerance for risk. It provides medium to long term capital appreciation as the assets are mostly placed in equities at the onset, and shift to fixed income securities for wealth preservation as the fund nears maturity. MyFuture fund is available for Sun FlexiLink, Sun FlexiLink1, Sun FlexiLink Assist, Sun MaxiLink Prime, Sun MaxiLink Bright and Sun MaxiLink One only.

Equity Fund - designed to generate long-term capital appreciation by investing in high-quality equities diversified across sectors (for Sun FlexiLink Sun FlexiLink1, Sun MaxiLink Prime and Sun MaxiLink Bright only).

Bond Fund - invested only in high-quality fixed-income instruments that are classified as below average risk. Available in Philippine Peso and in US dollars.

Balanced Fund - designed to provide optimum returns consisting of current income and capital growth through investment in a mix of debt (bonds) and equity (stocks) securities from both domestic and foreign issuers (for Sun FlexiLink, Sun FlexiLink1, Sun MaxiLink Prime and Sun MaxiLink Bright only).

Money Market Fund - designed to ensure capital protection and provide adequate liquidity while maximizing yields on short-term placements (for Sun FlexiLink, Sun FlexiLink1, Sun MaxiLink Prime and Sun MaxiLink Bright only).

Growth Fund - invested mainly in high-quality listed equities of Philippine entities (for Sun MaxiLink One only).

Income Fund - invested in high-quality fixed income securities issued by the Philippine government and in high-quality corporate debt securities issued by Philippine companies (for Sun MaxiLink One only).

Opportunity Fund - invested in a mix of high-quality debt and equity securities mainly of domestic issuers (for Sun MaxiLink One only).

Global Income Fund - invested only in foreign currency-denominated high-quality fixed income and fixed income-linked instruments that are classified as average to below average risk. This fund is available for Sun MaxiLink Dollar One, Sun FlexiDollar and Sun FlexiDollar1 products.

Global Opportunity Fund - may invest in, but is not limited to, USD-denominated mutual funds, USD-denominated exchange-traded funds (ETFs), and any securities similar to said funds. This fund is available for Sun MaxiLink Dollar One, Sun FlexiDollar and Sun FlexiDollar1 products.