Philippine Equity Fund
A Good Option For Long-Term Growth
The Sun Life Prosperity Philippine Equity Fund is designed to generate long-term capital appreciation through investments mainly in high-quality listed Philippine equity securities, diversified across sectors and issue sizes to reduce portfolio volatility. The term "equity securities" include common stock, preferred stock and securities convertible into, or exchangeable for, such equity securities. The fund may also invest in fixed-income securities issued by government and prime corporations such as, but not limited to, commercial papers, notes, bonds, and non-convertible preferred shares.
Your portfolio of domestic equities helps avoid currency risk.
If you have decided that your portfolio requires equity for long-term growth potential, and as a counter inflationary mechanism, the Philippine equity market may be a logical investment arena for you, as you don't have to convert your money into foreign currency and risk being affected by foreign exchange fluctuations.
Low minimum investment to achieve a diversified portfolio.
It is estimated that it would take a minimum of Php 5 million in individual investments to provide an appropriate measure of diversification in a portfolio. With the Prosperity Philippine Equity Fund, you can achieve this level of diversification with an initial minimum investment of Php 10,000, followed by additional minimum investments as affordable as Php 5,000.
Professional investment management makes investing easy.
The Prosperity Philippine Equity Fund also gives you affordable access to high caliber investment management that is usually reserved for corporations, institutions, and the very wealthy. Successful investing takes knowledge and careful research. With international operations, subsidiaries and joint ventures serving millions of people in Canada, the United States, the United Kingdom, Hong Kong, the Philippines, Indonesia, India, and China, Sun Life Financial is a global force in financial services.
The team of investment professionals located in the Philippines, mandated to manage the portfolio of the Prosperity Philippine Equity Fund, are presently managing assets in excess of Php 54.11 Billion1.
Your inflation fighter.
For the Philippine investor, inflation is a particularly serious challenge since the Philippines has a high inflationary environment. It's worth noting, though, that the average historical rate of return of the Philippine market in the past ten years largely outpaced the inflation averaging in the double-digits.
That being the case, your savings need to grow at a rate that will outpace inflation. Otherwise, you will be losing valuable purchasing power from the capital that you've worked so hard to accumulate. Investing in stocks of publicly traded corporations through the Prosperity Philippine Equity Fund can provide you with built-in protection against the erosion of your savings over the long-term.
Use the Prosperity Philippine Equity Fund to supplement your fixed income investments.
The more asset classes in your investment portfolio, the more diversified your holdings, the lower the overall risk of your portfolio. In addition to providing access to more superior returns, diversifying into Philippine equities through the convenience of a mutual fund will help reduce the risk of your total investment portfolio.
Investing for the long-term.
When you invest in a mutual fund, you are investing in a diversified portfolio of securities that normally fluctuate in value. To obtain the best results, they should generally be regarded as long-term investments which means they should be held for five years or more.
The securities markets in which mutual funds invest tend to rise and fall over the short-term, as well as the value of your investment. Your ability to withstand short-term volatility, especially on the down-side, will generally result in greater returns over the long-term. When the value of your investments decreases, and it will from time to time, be patient.
Let your investments work for you.
NAVPS PESO as of 03/07/14
|Philippine Equity Fund||3.7191|
|Money Market Fund||1.1259|
NAVPS DOLLARS as of 03/07/14
|Dollar Advantage Fund||3.2693|
|Dollar Abundance Fund||2.6690|