https://www.sunlife.com.ph/.../Philippine+Stock+Index+Fund?vgnLocale=en_CA Philippine Stock Index Fund is a mutual fund incorporated in the Philippines. Anna Katrina C. Kabigting-Ibero – Corporate Secretary Jemilyn S. Camania – Compliance Officer, Money Laundering Reporting Officer and Data Protection Officer Sun Life Prosperity Philippine Stock Index Fund Sun Life Asset Management Company, Inc. An Exchange Traded Fund or ETF also tracks a benchmark index but, unlike Mutual Funds in the Philippines, ETF is traded and can be bought or sold any given day at the Philippine Stock Exchange. Affordability. Sun Life Prosperity Dynamic Fund Inc is an open-end mutual fund incorporated in the Philippines. Cielito F. Habito – Independent Director Philippine Stock Index Fund Corp. (a) 764.64 -7.22% -7.43% 0.49% -4.62% Soldivo Strategic Growth Fund, Inc. (a) 0.6906 -12.05% -11.24% -3.37% -3.94% Sun Life Prosperity Phil. Maria Josefina A. Castillo - Director 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, Name of Mutual Fund Year-To-Date ROI 1-Year ROI 5-Year ROI 10-Year ROI; United Fund, Inc. 4.86%: 5.07%: 2.65%: 4.57% Sun Life Prosperity Philippine Equity Fund, Inc. Philequity PSE Index Fund Inc. Philippine Stock Index Fund Corp. Soldivo Strategic Growth Fund Inc. Sun Life Prosperity Philippine Equity Fund Inc. Sun Life Prosperity Philippine Stock Index Fund Inc. United Fund Inc. Note: Only the Sun Life Prosperity Money Market Fund maintains a PHP100 minimum and additional investment amount. Philequity PSE Index Fund Inc. Index: 3.50%: Philippine Stock Index Fund Corp. Index: 1.50%: Sun Life Prosperity Philippine Stock Index Fund, Inc. Index: 2.00%: ALFM Money Market Fund, Inc. Money market: 3%: First Metro Save and Learn Money Market Fund, Inc. Money market: None: Philam Managed Income Fund, Inc. Money market ? The Fund invests primarily in common stocks that comprise the PSEi and in cash and other You are looking for a passively-managed fund. Index Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink 1, Sun FlexiLink Assist, Sun MaxiLink Prime, Sun MaxiLink Bright, and Sun MaxiLink One1 which are investment-linked life insurance products regulated by the Insurance Commission. The Philippine Stock Index Fund is a long-term investment outlet that allows you to diversify your money in a mix of domestic stocks. Another US index, the S&P 500, tracks 500 of the largest companies listed in their stock market. The Sun Life Prosperity Philippine Stock Index Fund is ideal for: Sun Life Prosperity Philippine Stock Index Fund reports: Investment-linked insurance funds overview, Policyholder dividend information overview, Sun Life Prosperity Government Securities Fund, Sun Life Prosperity Dollar Abundance Fund, The moderately aggressive investor overview, Sun Life Prosperity Dollar Advantage Fund, Sun Life Prosperity Dollar Wellspring Fund, Sun Life Prosperity Philippine Equity Fund, Sun Life Prosperity World Equity Index Feeder Fund, Sun Life Prosperity Funds: Downloadable Forms, My Sun Life client account registration guide. About Sun Life Prosperity Money Market Fund Inc Sun life Prosperity Money Market Fund is an open-end mutual fund incorporated in the Philippines. b - NAVPS as of two banking days ago. The Sun Life Prosperity Card L-R: Valerie Pama, President Sun Life Asset Management Company, Inc.; Micheal Enriquez, Chief Investment Officer Sun Life of Canada Philippines, Inc. Each card has P5000.00 to be invested in any peso-denominated mutual fund managed by … 2 out of 4 found this helpful. The Sun Life Prosperity Philippine Stock Index Fund will be available on May 5, 2015. The Philippine Stock Index Fund ("PSIF") was incorporated on December 11, 2002 as an open end investment company. d - in Net Asset Value per Unit (NAVPU). TheSun Life Prosperity Philippine Stock Index Fundaims togenerate long-term capital growth by tracking the performance of the Philippine Stock Exchange Index (PSEi). The Sun Life Prosperity World Equity Index Feeder Fund is for you if: Latest Index Fund Fact Sheet Fund Prospectus. Philippines. The Fund tracks the performance of the benchmark PSEi, mainly by investing in listed equities that are a part of the PSEi, in such proportion that the performance of the Fund … Sun Life Prosperity Philippine Equity Fund Inc is an open-end mutual fund registered in the Philippines. As Filipinos, we are hardworking and resourceful with our money. Sun Life Prosperity Dollar Advantage Fund; Sun Life Prosperity Dollar Wellspring Fund; Sun Life Prosperity Achiever Fund 2028; Sun Life Prosperity Achiever Fund 2038; Sun Life Prosperity Achiever Fund 2048; The aggressive investor. Aleli Angela G. Quirino – Independent Director The Fund gives you access to the global equities market in a single fund while enabling you to invest in Philippine pesos. FIND MORE INVESTMENT OPTIONS THAT SUITS YOU BEST. Sun Life Prosperity Philippine Stock Index Fund, Inc. Mutual fund: 1,000: 1.00%: 6months: 1%: 2.00%: UnionBank Equity Index Fund: UITF: 50,000: 1.00%: 30 calendar days: 0.25% or 500, which is higher : PAMI Equity Index Fund, Inc. Mutual fund: 1,000: 1.12%: 6months: 1%: 3.36%: Land Bank Equity Index Fund: UITF: 5,000: 1.50%: 30 calendar days: 25% of income earned, and not less than P500 Oscar M. Orbos – Independent Director. Balanced Fund ATRAM Dynamic Allocation Fund Inc. ATRAM Philippine Balanced Fund Inc. Bahay Pari Solidaritas Fund Inc. c - Listed in the PSE. *As part of our relentless efforts to improve our products and services, we are pleased to announce that the required 30-day holding period of the Sun Life Prosperity Philippine Stock Index Fund for front-end subscriptions has been lifted effective 03 December 2018. The Sun Life Dollar Starter Fund, meanwhile, maintains USD500 minimum and USD100 subsequent investment amounts. Now with 47.6 Billion Pesos in assets under management (AUM), SLAMCI marked a 10.38% year-on-year growth, and remains to be the largest non-bank asset management company in the Philippines as of end of March this year. You have a high appetite for risk and willing to invest for the long-term. Yes No. Sun Life Prosperity Bond Fund: Bond: Sun Life Prosperity Balanced Fund: Balanced: Sun Life Prosperity Equity Fund: Equity: Sun Life Prosperity GS Fund: Bond: Sun Life Prosperity Philippine Stock Index Fund: Equity: Sun Life Prosperity Money Market Fund: Money Market: Was this article helpful? The target fund is Sun Life Prosperity Philippine Stock Index Fund, Inc., an open-end investment company duly registered with the Securities and Exchange Commission. Bonifacio Global City, Taguig City 1634. Ma. Winlove Apple R. Sandalo-Esperanza – Assistant Corporate Secretary, How to secure and protect your loved ones, Maximizes long-term growth by investing in the Philippine Stock Exchange. Partnering with Sun Life for a Brighter Future. Makati City Whether you are budget conscious or seeking to maximize your earning potential, we have investment … a - NAVPS as of the previous banking day. The Dow Jones Industrial Average (US) on the other hand, lists 30 blue chip stocks. You may also see a feeder fund, the Sun Life Prosperity World Equity Index Feeder Fund, Inc. You may discover that on the table that there are two funds that do not track PSEi, Philequity MSCI Philippine Index Fund, Inc. and Sun Life Prosperity World Equity Index Feeder Fund, Inc. You are interested in riding on the performance of the Philippine Stock Exchange Index (PSEi). Board of Officers - Sun Life Prosperity Philippine Stock Index Fund, Inc. Maria Josefina A. Castillo – President The Sun Life Prosperity World Equity Index Feeder Fund allows you to diversify your portfolio by investing in global companies across developed and emerging markets. The Sun Life Prosperity Philippine Stock Index Fund closely tracks the performance of the Philippine Stock Exchange Index (PSEi), and mirrors its performance by investing in stocks which comprise the index – thereby giving the client access to the 30 largest companies in the Philippines, along with the opportunity to participate in the long-term growth of the Philippine market. When autocomplete results are available use up and down arrows to review and enter to select. About Sun Life Prosperity Philippine Equity Fund Inc. 10/F TowerII The Enterprise Centre The Fund was created as an index tracker fund of the Philippine Stock Exchange Composite Index (PSEi). The Philippine Stock Index Fund is a long-term investment outlet that allows you to diversify your money in a mix of domestic stocks.The Fund aims to mirror the performance of the Philippine Stock Exchange Index … Before it's here, it's on the Bloomberg Terminal. Sun Life Prosperity Philippine Stock Index Fund. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. Sun Life Prosperity Philippine Stock Index Fund is an open-end mutual fund incorporated in Philippines. Board of Directors - Sun Life Prosperity Philippine Stock Index Fund, Inc. Benedicto C. Sison – Chairman The Fund invests primarily in common stocks that comprise the PSEi and in cash and other money market instruments. © 2021 Sun Life Assurance Company of Canada. Examples of an “index” include the Philippine Stock Exchange index (PSEi), which lists the top 30 companies who are publicly traded in the stock market (see table below).. To date, it is the only index tracker mutual fund that fully replicates the PSEi. Candy S. Esteban - Treasurer Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. INVESTMENT OBJECTIVE The Sun Life Prosperity Philippine Stock Index Fund aims to generate long-term capital growth by tracking the performance of the Philippine Stock Exchange Index (PSEi). The Fund aims to mirror the performance of the Philippine Stock Exchange Index (PSEi). 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