Sunlife Prosperity Equity Fund (Philippine Mutual Fund)
Here in PinoyMoneyTalk, we’d like to introduce you to possible investment opportunities in the Philippines. This is why our vision is to compile useful information about various investment options available and present them to you in a concise and easy-to-read format.
We start with our project to summarize the “Profile of Philippine Mutual Fund Companies”.
Profile of Philippine Mutual Funds
We already presented before an updated List of Philippine Mutual Funds as of 2014.
Our goal now is to give you more relevant information about these funds, without overwhelming you with complicated and cluttered data. What we have is a comprehensive but concise — and useful! — summary about each mutual fund company in the Philippines.
By showing you the fund’s profile, together with our monthly monitoring of the performance of mutual funds, we believe you can begin to understand various investment options available and be able to make informed decisions as regards where to invest your money.
Peso Equity Mutual Fund Name: Sunlife Prosperity Philippine Equity Fund
|Fund Name||Sun Life Prosperity Philippine Equity Fund|
|Fund Type||Peso Equity Fund|
|Description or Investment Objective||Sun Life Prosperity Philippine Equity Fund Inc is an open-end fund registered in the Philippines. The Fund is designed to generate long-term capital appreciation through investment in high quality equity securities diversified across sectors and issue sizes to provide moderate portfolio volatility.|
|Client Suitability or Type of Investor for this Fund||The Prosperity Equity Fund was designed for the investor with the long term in mind (7 years and beyond) to generate his/her investment’s maximum capacity to earn.|
|Inception Date||April 05, 2000|
|Benchmark||90% Philippine Stock Exchange index (PSEi) + 10% 30-day SSA|
|Minimum Additional Investment||P1,000|
|Sales Load||Front-End (Entry Fee): 0.50% to 2.00% or
Back-End (Exit Fee): 0 to 5.00%
|Early Redemption Fee||None|
|Transfer Agency Fee||0.15%|
|Minimum Holding Period||None|
|Office Address||Sun Life of Canada (Philippines), Inc.
2/F Sun Life Centre
5th Avenue corner Rizal Drive
Bonifacio Global City,
Taguig City 1634
|Telephone No.||Trunkline: 555-8888
Call Center (Sunlink): (632) 849-9888
|Fund Performance||PinoyMoneyTalk's Monthly Mutual Fund Performance Report|
To view the profiles of other mutual fund companies, head over to our List of Philippine Mutual Funds.
(We’ll continue updating our “Profile of Philippine Mutual Funds” project so like our Facebook page to be notified when new mutual fund profiles have been added!)
Disclaimer: Our articles are merely informative and are not intended as a solicitation of investment. Investors must conduct due diligence before a decision to invest is made. Be advised that returns are not guaranteed and loss of capital is a possibility.
Want to learn more about possible investment options? Here are useful guides and references!
- Introduction to Mutual Fund Investing
- Investing in Exchange Traded Funds (ETF)
- Guide to UITF Investing
- PMT Discussion Forum on Mutual Funds
- FREE Stock Picks and Stock Target Prices