Sun Life offers new fund

MANILA, Philippines — Filipinos who are ready to experience higher potential returns but are unsure of how they can pursue the path to wealth opportunities will find an ideal match to their needs in the Opportunity Tracker Fund, the latest offering from Sun Life of Canada (Philippines), Inc.

The Opportunity Tracker Fund provides a middle ground between equity and fixed income asset classes by utilizing an indexing strategy which tracks the performance of the Philippine Stock Exchange Index (PSEi) and the portfolio duration of the Bloomberg Phil Sovereign Bond Index (BPHIL). It also applies a systematic approach to selecting funds, ensuring that excessive risk is avoided. Moreover, it’s managed by Sun Life’s team of professional fund managers who will ensure their clients will be able to maximize returns.

“The Opportunity Tracker Fund is designed to help one pursue opportunities in the market. Being a balanced fund, it allows you to experience equity returns along with the stability of a fixed income asset while managing volatility and risk through its indexing strategy,” Sun Life chief marketing officer Mylene Lopa said. “Whether you’re a young professional eager to grow your money or a mid-lifer looking for a higher-earning potential for your hard-earned money but would still want stability in your financial portfolio, this fund is perfect for you.”

The Opportunity Tracker Fund may be matched with any of Sun Life’s peso variable life insurance products, such as Sun MaxiLink Prime and Sun MaxiLink One.

Learn more about the Opportunity Tracker Fund and Sun Life’s VUL insurance products by visiting www.sunlife.com.ph.