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Sun Life Prosperity Funds

purplehazel · 454 · 116501


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Boss bauer, i am planning also to invest sa sunlife balanced fund.
and i want to pull-out when it reached 5 yrs. can u advise me what
investment vehicle should i buy? email me boss bauer.

thanks a lot!


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@Bauer:I'm planning to invest in sunlife 10k initial inv. and 5k mos. top-up. what do u think and how much is possible
return if i invest it for 10years?
« Last Edit: Feb 19, 2010, 06:39 PM by tsi245 »


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im a newbie here, ask me lang po if ever na ang minimum investment ko is 10k, required po b ako na mag add ng additional investment... if ever how much? tnx...........


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Is it a good time now to invest with sun life balanced fund? namimili ako sa bpi mutual fund and this? Newbie po ako,super backread po ako hehe..

Ang saya saya dito sa PMT. Graduate ako ng Financial Management nung nag aaral ako hindi ko talaga maintindihan, buti nalang talaga pumasa ako haha sa awa ng Diyos.


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if you have bpi uitf and you are satisfied with the fund's performance, stick ka na lang dyan. kasi uitf and mutual fund has both fundamental goals.  collect small amounts of cash from a large number of investors and then use the funds to invest in different financial instruments.

if you wanted to try other investment aside from bpi UITF, you should look in corpo bonds, t-bills, stocks, property, govt bonds, etc.


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Quote suggest

Product Name : Sun Life Prosperity Balanced Fund
Investing amount : Php 2,000 monthly
Possible Returns in 3 Year(s) : Php 88,554

Question lang on how this work.. You're going to give them Php 2,000 per month for 3 years and on the 3rd year after your last payment you'll get Php 88,554 more or less. 3 years = 36 months so on the 37th month you'll get that possible return na? And on the first one you'll just give them Php 2,000 only? Tama ba pagkakaintindi ko?


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dont rely so much with the computation of 2k monthly contribution for 3 years and then you will earn 88t at the end of three years.  the factors affecting the returns of the sunlife balance fund are:

1. NAVPU changes everyday.  NAVPU is net asset value per unit of shares that you purchase.  It may either go up or down.  What if every month when you decide to buy the NAVPU is mostly up?
2. The returns is dependent on the general performance of the philippine economy in 3 years time.  Any problems or crisis specially on the 3rd year will reduce the NAVPU.
3. The t-bills and bond rates are low in the near future so returns are not spectacular.  It will reflect in the NAVPU.

the computation of 88t returns maybe based on past performance only.  It does not guarantee future performance.


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Question lang on how this work.. You're going to give them Php 2,000 per month for 3 years and on the 3rd year after your last payment you'll get Php 88,554 more or less. 3 years = 36 months so on the 37th month you'll get that possible return na? And on the first one you'll just give them Php 2,000 only? Tama ba pagkakaintindi ko?

Php 2,000 x 36 months = 72,000. Because of the returns of the balanced fund assuming at least 9% per annum since the start of your investment, you can earn something like 88,000++. This is possible naman although it's not guaranteed that it can net a 9% compounding rate.

Again, this is only a projection and it does not guarantee anything.


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may age limit po ba ang mga dapat mag invest dito sa sunlife?
i am a student and i want to invest sana i am turing 18 this may
savings ko palang is aroung 5 units nd pa kc abot sa 6 digits
kaya plan ko sana palaguin since naka stock lang naman ung pera sa bank
can anyone help me?


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^The minimum investing amount is now Php 5,000. :) It says so on their website:

As for the age, I'm not sure kung bawal ang bata, but I think the requirement is two IDs. Kapag sobrang laki ng amount, they might ask for more docs for AMLA purposes :)

BTW, their advocacy page says they're having a contest and the grand prize is a trip for two to Boracay:


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i just finish filling out the forms sunlife had given me this morning...

this is my first time in mutual funds...late bloomer kasi...huli na information about investment...laging one day millionare...hope to get my fist 1 million here in sunlife MF...goodluck sa akin


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