It usually provides objectives and what securities it is going to acquire. 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. Performance analysis (as of November 30, 2020) CALENDAR YEAR YTD 2019 As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Also, index funds use the stock index as a template in terms of buying or selling shares as they just simply follow its composition. And then compare them based on fees, convenience in doing business, etc. All rights reserved. Index funds are lower, and equities funds are usually higher. 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. 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 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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 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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). The Bond Fund is invested only in high-quality fixed-income instruments that are classified as below average risk. You should consider your own risk tolerance level and financial circumstances before making any investment choices. Sun Life Prosperity Phil. Thanks for leaving a reply.We encourage you to keep the conversation engaging, safe, and meaningful. Securities and Exchange Commission. On the other hand, here’s the fee of a Sun Life index fund, which is at 1% per year. Initial capital is the minimum amount you can start with the fund. Philequity MSCI Philippine Index Fund, Inc. UnionBank Large Capitalization Philippine Equity Portfolio. For me though, it all boils down to the level of fees, ease of doing business, convenience, and customer service. 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. For more information, please visit our comment policy. Data is updated as of December 29, 2020. Sun Life JPMorgan International Equity fund - $11,129 Jan 19 Jan 20 Jan 21 $9,000 $9,500 $10,000 $10,500 $11,000 $11,500 CURRENT VALUE OF A $10,000 INVESTMENT Initial investment amount: $10000 Time frame: Start Aug 2018 End Nov 2020 The calculator generates an approximate rate of return using performance information as at the first By signing in, you agree to these terms and conditions. Bond: 7.71%: Philam: PAMI Horizon Fund, Inc. Philequity Peso Bond Fund, Inc. Soldivo Bond Fund, Inc. Sun Life of Canada Prosperity Bond Fund, Inc. Sun Life Prosperity Dollar Abundance Fund, Inc. (USD$) Sun Life Prosperity GS Fund, Inc. Money Market Funds. 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. Minimum investment amount: PHP 1,000. Fourth, decide on a specific fund. A healthy and happy life is important in reaching your goals. For more tips, here are some guides on investing before you even get started, investing in mutual funds without sales load, and a discussion on buying direct stocks versus investment funds. 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. Make sure that you bring at least a valid identification card, a tax identification number, and the starting capital. These funds are passively managed. There are a few that use the PSEI keyword such as the East West PSEI Tracker Fund. Sun Life Dynamic Equity Income Fund and Sun Life Dynamic Strategic Yield Fund each currently invest in an underlying fund. The portfolio analysis section is representative of the underlying Fund. Set for Health. All comments are subject to approval before being posted to the message board. Fund objective. They are high risk with potential for higher return than other conservative alternatives like savings accounts, time deposits, or bonds. Bond: 6.79%: Philam : Philam Fund, Inc. 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