This is a summary of the features of the funds, and you can definitely revisit the pages for mutual funds, UITF, and PERA for more in-depth discussion. Make sure that you bring at least a valid identification card, a tax identification number, and the starting capital. Sun Life Equity Fund is suitable for aggressive investors with very high risk tolerance and for those investors with long term investment goal (7 years or so).. In the country, the following offer … Traditionally, you can use the Sun Life Prosperity Balanced Fund to build wealth over time while seeking other investment avenues. The fee is computed into the net asset value per share or net asset value per unit. Aditya Birla Sun Life Global Real Estate Fund is to be recast as Aditya Birla Sun Life Global Excellence Equity Fund, a notice issued by the fund house today showed. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. Please avoid the use of keywords on the name field. So stop worrying and start living by choosing our health insurance products that will keep you and your family covered from unforeseen illnesses. Home; Invest; Peso High Dividend Equity Fund; Peso High Dividend Equity Fund. For the sake of this article, and actually throughout this entire blog, when I say equities funds I mean any fund that is primarily invested in stocks and is actively managed. All rights reserved. These funds are passively managed. Get to know the up to date VUL Fund prices so you can check and plot your goals with Sun Life Philippines' investment-linked insurance plans ... Sun Life Prosperity Philippine Equity Fund; Sun Life Prosperity World Voyager Fund; Sun Life Prosperity World ... Sun Peso Maximizer Fund: Sun Peso Maximizer Fund. As the assets in the fund rise in value, your share of the fund (typically measured in “units”) will also increase in value. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. *Global Industry Classification Standard (GICS). We can actually check the performance of all them and rank them according to how much they’ve gained in 2020. Nothing else. Here’s the fee from FAMI’s equities fund, which is at 1.875% per year. Fifth, start your account. Take into account your attitude towards risks, the need for cash, the length of time you’re willing to let your capital stay invested, the objective of the fund, your income, and so on. *Global Industry Classification Standard (GICS). Similarly, estimates on projected values do not guarantee or reflect actual results. That’s true. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $10,000 $15,000 $20,000 $25,000 $30,000 $35,000 $40,000 $45,000 $50,000 Sun Life MFS U.S. Growth Fund | Series A … See the rest of the entries, including feeder funds, in the table below. Data is updated as of December 29, 2020. A healthy and happy life is important in reaching your goals. Additionally, you must be ready for possible capital loss. Equities fund Investment funds Passive income. Minimum investment amount: PHP 1,000. A friend of mine is thinking of investing in mutual funds and interestingly, he found my list of Philippine mutual fund companies which I wrote a couple of years back.. a - NAVPS as of the previous banking day. If there is the word “equity” but no “index”, it means it is an equities fund. Meaning, they acquire a number of shares from each company in a way that mirrors their proportion to the entire index. You may also opt to invest in them via an life insurance such as in variable universal life plan. Their fund managers are restricted to only trade with the top 30 companies. The Philam Life Equity Fund is a PHP-denominated investment fund created for unit-linked insurance contracts issued by The Philippine American Life and General Insurance Company (Philam Life). And are they right for you? All comments are subject to approval before being posted to the message board. ALFM Money Market Fund, Inc. Philam Managed Income Fund, Inc. Sun Life Prosperity Dollar Starter Fund, Inc. Equity Fund, Inc. (a) 3.6578 -10.7% -8.08% 1.04% 0.94% Sun Life Prosperity Phil. Philequity Peso Bond Fund, Inc. You can read the discussion on peso cost averaging versus lump sum investment. The name of the fund is the surest giveaway. Peso: Mutual fund-14.40%: ATRAM Philippine Equity Opportunity Fund, Inc. So they really have to be experts and very skilled in re-balancing the portfolio of their funds to get the most gain. The Bond Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiDollar, Sun MaxiLink Prime, and Sun MaxiLink Bright ,which are investment-linked life insurance products regulated by the Insurance Commission. Which also, in a way, may require that you have no immediate reason to redeem your investment. The Bond Fund is invested only in high-quality fixed-income instruments that are classified as below average risk. What this means is that equities funds are ideal for long-term because, historically, stocks have risen in value (with a reminder that it does not guarantee future performance). First Metro Phil. Exit fee is charged when you withdraw within the holding period. Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. Peso: ETF-8.56%: Philippine Stock Index Fund Corp. If there is the word “index” in the name, then it means it is an index fund. The table below contains details of balanced funds: Initial stands for the minimum required starting capital. Your email address will not be published on the website. 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Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. Examples are: First Metro Save and Learn Philippine Index Fund and PNB Phil-Index Tracker Fund. Equity. Invest; Live; Claims & Support ; Shop Online; Toggle navigation. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. By using this website, you agree to the use of cookies to deliver personalized content and enable website services. How different are they from index funds? You should consider your own risk tolerance level and financial circumstances before making any investment choices. Home » Personal » Trust and Investments » Peso-Denominated UITFs » Equity Index Fund Investment Objective The Fund aims to provide investors with a total return which reflects the return of the Philippine Stock Exchange Composite Index (PSEi) by investing in a diversified portfolio of stocks that so far as practicable consists of the component companies of the PSEi. When, in your selection of constituent funds, you are in doubt as to … It doesn’t have to be a huge amount. That sort of removes the deliberate portfolio re-balancing (adding, removing or replacing shares) that actively managed funds would need. Fund objective. Long time horizon also would allow you to ride through cycles of market boom and bust, and still end up potentially with positive gains. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Fund managers of equities fund, however, don’t have a template or a model to copy from. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. SB PESO EQUITY FUND: Peso: UITF-13.49%: Sun Life Prosperity Philippine Equity Fund, Inc. And that’s why all fund reps would ask you to fill out a form that would determine your ability to manage your reaction in times of negative turnout for your investment. Managed by Anil Shah for nearly six and a half years, this scheme stands out among dozens of peers whenever you look at long-term performance. Set for Health. Choose the investment house: mutual fund, UITF, PERA, or VUL. As the assets in the fund rise in value, your share of the fund (typically measured in “units”) will also increase in value. Philippine mutual fund versus UITF: Which is better? Make sure that you have adequate funding to put up the initial capital. Additional investment is the minimum amount that you can add to your fund. Aditya Birla Sun Life Global Real Estate Fund is to be recast as Aditya Birla Sun Life Global Excellence Equity Fund, a notice issued by the fund house today showed. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … The line graph compares the growth of a $10,000 investment from October 2010 to December 2020 for the Sun Life MFS U.S. Growth Fund, Series F, with the Russell 1000 Index and the U.S. Equity … Top performing equities funds in the Philippines, Complete list of Philippine equities funds, Charges, fees, and taxes of equities fund, First Metro Asset Management, Inc. (FAMI) equities fund prospectus, peso cost averaging versus lump sum investment. Sun Life MPF Greater China Equity Fund is an open-fund incorporated in Hong Kong .This fund seeks to achieve long-term capital appreciation through investments in … Their stated objective is to exceed the performance of the Philippine Stock Exchange index or just generally provide capital appreciation for investors. Thanks for leaving a reply.We encourage you to keep the conversation engaging, safe, and meaningful. Sun Life MPF Comprehensive Scheme (the “Scheme”) each is a mandatory provident fund scheme registered with the Mandatory Provident Fund Schemes Authority. Equity Fund is designed to generate long-term capital appreciation by investing in high-quality equities diversified across sectors. Sun Life index fund objective as found in the prospectus. Balanced: 7.21%: FAMI: First Metro Save and Learn Fixed Income Fund, Inc. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. The Fund aims … Peso Equity Fund FUND DESCRIPTION. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … Current value of a $10,000 investment Initial investment amount: $ Compare with category average Time frame: Start End. Peso cost averaging vs lumpsum: Which is better? Inc. ATRAM GlobalMulti-Asset Income Feeder Fund (PHP Unit Class), BPI Philippine InfrastructureEquity Index Fund, BPI Catholic Values GlobalEquity Feeder Fund, East West PhilEquityInstitutional Feeder Fund, Manulife Asia Best SelectEquity Fund (PHP Unhedged Class A), Manulife Asia Pacific REITFund of Funds (PHP Unhedged Class A), Manulife American GrowthEquity Feeder Fund (Php Unhedged Class A), Manulife Asia Pacific REITFund of Funds (PHP Unhedged Class I), Manulife Dragon Growth EquityFeeder Fund (PHP Unhedged Class A), PNB EQUITY FUND (formerly AUPEQUITIES FUND), UnionBank Large CapitalizationPhilippine Equity Portfolio. 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