Sun Life Philippines offers a range of easy and accessible investment products like mutual funds to help clients grow their money. Happy investing . This e-book offers a comprehensive mutual fund review of ABSL Equity Advantage Fund for multicap category. Number of Shares: 20,109 There are four (4) basic types of mutual funds in the market: Money Market Funds invest in short-term debt instruments like time deposits. 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. In its 21st year of operation, the Aditya Birla Sun Life Equity Fund is one of the biggest multi cap equity funds in India. 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. I’m thrilled to share to you my investment journey in the mutual fund. | Privacy Policy. The most popular investment for millennials without argue is purchasing shares in the stock market. At present, there is only one ETF available in the Philippines. Like in stocks, we must buy low and sell high. What are the different types of Mutual Funds? download the my Sun Life app . FEATURED FUNDS ★★★ ★★ Aditya Birla Sun Life Tax Relief 96 Direct-Growt.. 5Y Return. I’m familiar with peso cost averaging but I want something more diversified just like something I can get from a mutual fund. Initial Investment: Php 40,000 Anil Shah has been managing the scheme for the past five years, during which the fund has performed exceptionally well. All rights reserved. Sun Life MFS International Value Fund Number of Shares: 38,656 Investment markets constantly change. Sun Life Excel High Income Fund, Sun Life Core Advantage Credit Private Pool January 2019, I decided to add at least Php 5,000 per month and I do this religiously not just for capital appreciation but to also establish the habit of investing. But a large size poses a challenge to the scheme’s future run, especially since it also invests in small and mid-cap stocks. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds. This site rocks the Pearsonified Skin for Thesis. Aditya Birla Sun Life Mutual Fund has filed papers with SEBI for Aditya Birla Sun Life Bal Bhavishya Yojna product. A Comparative Study on Performance Analysis of Debt and Equity Schemes at Birla Sun Life Mutual Funds With Reference to Reliance &ICICI Prudential Debt and Equity Mutual Funds . Gain/Loss: Php 16.5 Necessary actions will be done accordingly as the website has no intention to malign its readers from factual information. Partner with Sun Life for a brighter future today! A multi-awarded financial advisor with clients ranging from lawyers, doctors, engineers, accountants, business owners, company directors, and OFWs to minimum wage earners had sought advice from him in achieving lifetime financial freedom. I already added Php 5,000 per month from January to April and haven’t added yet for the month of May. Aditya Birla Sun Life Equity Fund: History. Further, the availability of a wide range of mutual fund schemes makes it easier for you to choose the mutual fund scheme to suit your financial goals. Gain/Loss: Php 1,032.7 I would also share that this is not the only investment I have. But just like you,  I also wonder if investing in a mutual fund can help me achieve my target fund of Php 1 Million. Here’s my mutual fund invested in the Index Fund. Here’s how we can help you. Detailed Mutual Fund Analysis Latest Research Reports . I also wanted to share this experience to you that’s why I made this mutual fund review to … I got super busy in May that’s why I wasn’t able to add Php 5,000 to my mutual fund. Sun Life Granite Managed Portfolios Commentary, asset allocation and key tactical changes for all seven Granite funds. Quarterly fund reviews Q3 2020 . The author has no responsibility against the comments posted by visitors. Many experts keep recommending to invest in FMPs which provide higher returns than fixed deposits. Current Fund Value: Php 20,016.50 This will include my most updated fund value, how much money I added, and market condition during each month. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. Sun Life Prosperity Philippine Equity Fund and Sun Life Prosperity Philippine Stock Index Fund) When I got a mutual fund for my son, the minimum amount of investment was P5,000 it’s a good thing that NOW they lowered it to P1,000 to encourage more people to put their money on it. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Initial Investment: Php 20,000 © SLGI Asset Management Inc. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Initial Investment: Php 30,000 Commentary, asset allocation and key tactical changes for all seven Granite funds. When you buy units of a mutual fund, you’re pooling your money with other investors. Warning for Sun Life shareholders about Obatan LLC offer. Sun Life Real Assets Private Pool, Granite Managed Portfolios Tactical Update. Fund review: Aditya Birla Sun Life Equity Fund, a long term wealth creator . Even with the vaccines’ promise, we still have a long way to go. Copyright 2017-2019, TheWiseGuyPH.com. It reviews the fund's return, ratio, allocation etc. At Sun Life Asset Management Company, Inc. (SLAMCI), we have a suite of 15 mutual funds called the Sun Life Prosperity Funds. Sun Life Global Dividend Private Pool Aditya Birla Sun Life Mutual Fund has leveraged Aditya Birla Group's knowledge and understanding of the domestic market along with the global experience of Sun Life. Birla Sunlife MNC Fund has given a very strong performance over the last 5 years. All rights reserved. Actually, there is a lot to choose from like UITF, FOREX, commodities, futures, bonds, real estate, mutual fund, etc. The fund has delivered over 23% return since its inception in 1998, becoming one of the best long term wealth creators . Federico is an electronics engineer, financial blogger, insurance agent, and a certified investment solicitor. Sun Life MFS Global Growth Fund Which Sun Life mutual fund? Sun Life MFS International Opportunities Fund, Sun Life JPMorgan International Equity Fund, Sun Life Excel Emerging Markets Fund So I decided to invest in something that can help me achieve my target fund of Php 1 Million. DISCLAIMER: This website reflects only the views and opinions of the author, Federico Suan, Jr., and is not part of any official communication tools of any life insurance and investment company. Sun Life Granite Managed Portfolios Also, I hope you're not getting charged sales loads for every transaction. Please sign in through sunnet.sunlife.com. But in my case, I’ve chosen an index fund (falls under the equity-type) because I am a long term investor looking for growth and can take the risk. Client sign in. Please select your language preference on the right hand side. Join me as I embark on my journey in achieving Php 1 Million in Mutual Fund. Market Condition: The market is currently moving sideways and showing some bearish movements due to the US-China trade war. 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