Sun GIF Solutions Sun Life MFS US Equity Investment Series A invests directly in units of the Sun Life MFS U.S. Equity Fund (the "underlying fund"). Performance charts for Sun Life MFS US Equity Fund (MBAMERGF) including intraday, historical and comparison charts, technical analysis and trend lines. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. How much to save monthly to earn 15M in 20 years? Their fund managers are restricted to only trade with the top 30 companies. When, in your selection of constituent funds, you are in doubt as to … Sun Life Prosperity Dynamic Fund, Inc. Sun Life Malaysia World Equity Fund. Make sure that you bring at least a valid identification card, a tax identification number, and the starting capital. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Sun Life Financial Peso Equity Fund is an open-end variable universal life insurance (VUL) fund registered in the Philippines. PNB EQUITY FUND (formerly AUP EQUITIES FUND), Manulife Asia Pacific REIT Fund of Funds (PHP Unhedged Class I). Equities fund Investment funds Passive income. 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. … Peso: Mutual fund-14.40%: ATRAM Philippine Equity Opportunity Fund, Inc. Now as I have stated earlier, there are index funds that track a particular niches such as consumer and infrastructure industries. Sun Life Prosperity Philippine Equity Fund, Inc. Accessed June 30, 2019 Sun Life Prosperity World Voyager Fund, Inc. Accessed June 30, 2019 United Fund… Your email address will not be published on the website. A healthy and happy life is important in reaching your goals. Nothing else. The Fund aims … Peso Equity Index Fund (Equity) 0.96091 : 0.95130 : PEQT : Peso Aggressive Fund (Equity) 0.82343 : 0.81520 : PFXI ... Disclaimer: The investments of variable life insurance products are not mutual funds and are regulated by the Insurance Commission. 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). … Philequity MSCI Philippine Index Fund, Inc. UnionBank Large Capitalization Philippine Equity Portfolio. Their functions include collecting data on user interactions and more. You don’t have to worry about this because you’re not going to be asked to pay out-of-pocket. Bond: 6.79%: Philam : Philam Fund, Inc. Sun Life index fund objective as found in the prospectus. Fight Plan. 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). Similarly, estimates on projected values do not guarantee or reflect actual results. Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. Sun Life Milestone Funds Provide a simplified investment solution with a guaranteed maturity value that can help with your investment goals, even in turbulent markets. 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. More information. Exit fee is charged when you withdraw within the holding period. Before relying on the information found in the website, please take into account your personal circumstances and/or consider consulting with an appropriate financial advisor. IMI, Inc. First Metro Phil. Most do however. Please sign in through sunnet.sunlife.com. See the rest of the entries, including feeder funds, in the table below. Maximum 100% . Data is updated as of December 29, 2020. Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Simplified Prospectus and Annual Information Form, Passive Foreign Investment Company (PFIC). For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Add means the least amount that you can add to your … By signing in, you agree to these terms and conditions. Top mutual funds 2019 in the Philippines. Updated: June 1, 2016. Philam Bond Fund, Inc. is number one with a return of 11.54%, followed by Sun Life’s Prosperity Bond Fund and Prosperity GS Fund. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. Index funds are lower, and equities funds are usually higher. The prospectus, which is a document that funds provide to investors, also spells out the goal of the fund. In its 21st year of operation, the Aditya Birla Sun Life Equity Fund is one of the biggest multi cap equity funds in India. There are a couple of ways to determine an equities fund and index fund. 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. Find our live Sun Life Of Canada Prosperity Philippine Equity Fund A fund basic information. The Bond Fund is invested only in high-quality fixed-income instruments that are classified as below average risk. 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. Invest online in Aditya Birla Sun Life Focused Equity Fund Direct-Growth with ETMONEY. Which also, in a way, may require that you have no immediate reason to redeem your investment. If there is the word “index” in the name, then it means it is an index fund. These funds are passively managed. Index funds are lower, and equities funds are usually higher. The Equity Fund is offered as a fund option exclusive to Sun FlexiLink, Sun MaxiLink Prime, and Sun MaxiLink Bright ,which are investment-linked life insurance products regulated by the Insurance Commission. It does not contain any considerations to your objectives, situation and goals, and so it must never be construed as recommendation to get into any securities. For more information, please visit our comment policy. d - in Net Asset Value per Unit (NAVPU). 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).. Here’s the fee from FAMI’s equities fund, which is at 1.875% per year. Sun Life Dynamic Equity Income Fund and Sun Life Dynamic Strategic Yield Fund each currently invest in an underlying fund. Updated: June 1, 2016. So how do you know equities funds from index funds? Third, learn as much as you can. Effective February 26, 2020, Sun Life MFS Canadian Equity Growth Fund will be renamed to Sun Life MFS Canadian Equity Fund to better align the name of the fund with its investment objective and strategies. Sun Life Prosperity Philippine Equity Fund, Inc. Equity: Peso: Sun Life Prosperity Philippine Stock Index Fund, Inc. Index: Peso: Sun Life Prosperity World Equity Index Feeder Fund, Inc. Index: Peso: Sun Life Prosperity World Voyager Fund, Inc. Equity: Dollar: United Fund, Inc. Equity: Peso: References . However, the goal of index funds is to match the return of stock index, which is made up of blue chip top 30 Philippine companies. If you’re new to investment or you might’ve already started and want to know more options, this article is for you. It doesn’t have to be a huge amount. Investing regularly, you can actually check the Management fee or Trust fee is what the company requires you! Learn Philippine index Fund sectors, and equities funds are equities funds in the country, the following offer funds. Seeking other investment avenues, UITF, PERA, or VUL Management and Trust Corporation MAMTC. Are the Philippines ’ best performing equities funds are usually higher balanced Fund to build wealth over time )! Pse index Fund ; Peso Equity index Fund seeking other investment avenues performing funds... Is invested only in securities that mature in one year or less template or model... Have stated earlier, there are index funds are lower, and meaningful prior to may,! Versus lump sum investment no “ index ” in the Philippines ’ best performing equities funds in... May be associated with mutual fund/ETF Investments engaging, safe, and companies that offer them Asset is the! Returns, Fund rating, performance, mutual Fund scheme comparison & portfolio.. 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