Learn More About Sun Life Mutual Funds

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Mutual Funds Details

Investing in Sun Life Mutual Funds is easy. Are you interested to open a Mutual Funds Account with Sun Life? Are you ready to start your investment journey with Sun Life? Here are the most basic facts you need to know in opening an MF Account with Sun Life. Read about Mutual Funds details here:

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Decide how much you will invest

The minimum amount to open an MF account is P5,000. Once you have an account, you can add to your investment anytime, minimum of P1,000 each subsequent deposit.

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Decide which fund you will invest into

PESO FUNDS

Type of Prosperity Fund What’s my Objective? Where will my money go? What’s my risk appetite? How much is the minimum investment? Minimum amount to add?
Equity Fund I want to maximize the potential of my money for higher return over the long term. This Fund invests mainly in high- quality equity securities. I believe in the saying “high risk, high return” Php5,000 Php1,000
Index Fund I want my money invested in a broad diversified portfolio while tracking the performance of the Philippine Stock Exchange Index
(PSEi).
The Fund invests in securities that constitute the PSEi at their index weights. I have a high risk appetite Php5,000 Php1,000
Balanced Fund I want my money to earn more and I can afford to lose some of my investment for higher return This Fund invests in a mix of high- quality debt and equity securities I am somewhat between moderate and risky Php5,000 Php1,000
Bond Fund I want my money to earn but my principal investment should be kept relatively stable. This fund invests in government and high-quality corporate debt I’m moderately conservative Php5,000 Php1,000
GS Fund I want my money to earn but my investment should be kept intact. This Fund invests mainly in government debt I’m conservative Php5,000 Php1,000
Money Market Fund I just want to leave my cash for a short period of time and earn from it, too. This Fund invests in special savings accounts I’m very conservative Php1,000 Php100

DOLLAR FUNDS

Type of Prosperity Fund What’s my Objective? Where will my money go? What’s my risk appetite? How much is the minimum investment? Minimum amount to add?
World Voyager Fund I want to maximize the earning potential of my US dollar while keeping diversified This Fund invests in global equity securities I have a high risk tolerance USD1,000 USD200
Dollar Advantage Fund I want to invest my US dollars and I can afford to lose some of my investment for higher return This Fund invests in a mix of high- quality debt and equity securities I am somewhat between conservative and risky USD1,000 USD200
Dollar Abundance Fund I want to invest my US dollars to preserve it. This Fund invests in foreign- denominated government and high-quality corporate debt I am conservative USD1,000 USD200
Dollar Wellspring Fund I want my US dollars to earn more and derive income from my investments This Fund invests in a mix of global fixed income assets while a portion invested in equity securities I am somewhat between conservative and risky USD1,000 USD200

Choose your sales load

You can choose between Option A (Front End Load) or Option B (Back End Load). Here are the difference:

  • OPTION A: NO HOLDING PERIOD
    • With Upfront charge (depends on investment amount) – Less than P100K – 2% + VAT
    • PHP 100K to less than PHP1M – 1.5% + VAT
    • PHP1MtolessthanPHP5M–1% + VAT
    • PHP 5M and up – 0.50% + VAT
  • OPTION B: NO UPFRONT CHARGES
    • With 5 year holding period. In case you want to pre-terminate, the following redemption fees will be deducted from your fund:
        • 1st year – 5% + VAT
        • 2nd year – 4% + VAT
        • 3rd year – 3% + VAT
        • 4th year – 2% + VAT
        • 5th year – 1% + VAT
        • Onwards – NONE

Do you want to enroll your account into an Auto Credit Facility?

If you are into peso cost averaging, or if you want to invest regularly with maximum convenience, you can enroll your Mutual Funds account in an auto credit facility. This way, a specified amount (your choice) is automatically transferred from your bank account to your Mutual Funds account.

If you wish to enroll it in an Auto Credit Facility, just decide on the following:

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  • Bank – Sun Life ties up with BPI, BDO, Metrobank and Security Bank. If you have accounts with any of these banks, then you are eligible for auto credit!
  • Deduction date – Choose between every 5th and 20th of the month
  • Amount to invest monthly – minimum of P1,000 per month

I’m ready to invest, what’s the next step?

If you are ready to invest, you may contact us at info@moneymonkeys.net and we’ll get back to you as soon as we can.

 

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