The Bond Fund is invested only in high-quality fixed-income instruments that are classified as below average risk. Additional investment is the minimum amount that you can add to your fund. Stock Index Fund, Inc. (a) 0.9256 -5.51% -6.3% 2.53% 0.86% United Fund, Inc. (a) 3.3381 -6.92% -5.41% 3.24% 0.58% First Metro Phil. 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. So stop worrying and start living by choosing our health insurance products that will keep you and your family covered from unforeseen illnesses. Securities and Exchange Commission. Sun Life Rainbow MPF Scheme - Sun Life MPF Multi-Sector Equity Fund is an open- end fund incorporated in Hong Kong. Sales load, also called front-end/back-end fee depending on the timing on which it is charged, is a percentage of your capital that is taken off for the fund company. A healthy and happy life is important in reaching your goals. Of the top 10 mutual funds, six are bond funds, three are balanced funds, and one is a money market fund.And only the top three have posted double-digit returns. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Equity Fund, Inc. (a) 3.6578 -10.7% -8.08% 1.04% 0.94% Sun Life Prosperity Phil. Current value of a $10,000 investment Initial investment amount: $ Compare with category average Time frame: Start End. 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. The portfolio analysis section is representative of the underlying Fund. Fight Plan. Performance analysis (as of November 30, 2020) CALENDAR YEAR YTD 2019 Saving. List of Investment Companies/Mutual Funds. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Index funds are lower, and equities funds are usually higher. Please select your language preference on the right hand side. When, in your selection of constituent funds, you are in doubt as to … Which also, in a way, may require that you have no immediate reason to redeem your investment. 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, Bonifacio Global City, Taguig City 1634 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. Invest; Live; Claims & Support ; Shop Online; Toggle navigation. 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 … The mandate of the Fund will not change. 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. Most do however. Cash/Money market. Data on past performance of securities and other investments do not guarantee future returns. If the value of the fund’s assets decreases, so will the value of your units. Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. Peso: Mutual fund-14.40%: ATRAM Philippine Equity Opportunity Fund, Inc. Some funds don’t have any holding period. In its 21st year of operation, the Aditya Birla Sun Life Equity Fund is one of the biggest multi cap equity funds in India. Data is updated as of December 29, 2020. Their fund manager’s job is to buy stocks of companies and trade these equities in a way that does not just provide value to investors but also to beat the benchmark. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. 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