Investment Tools

How Much Money to Save for Education

(Note: Please do not input commas when filling up numeric fields.)

To start, please answer the following. For explanations of terms, please place your mouse over the text in question. It is assumed your child will go to college at age 16.

Your Child's Name
 
Your Child's Age
 
Years In College
 
Estimated Amount For One Year of College In Today's Pesos
 
Projected Annual Increase of College Costs
 
Current Amount Saved For College
 
Frequency of Periodic Additional Investments
 
Duration of Periodic Additional Investments years
 
Amount of Periodic Additional Investments
 
Projected Rate of Return On Investments
 


RESULTS:


How Much Will College Cost?

Based on the above projections, you need a total of Php when your child starts college.

How Much Would You Have? Would the amount be enough?

The value of your educational fund will be Php when starts college. That's Php than you'll need.

How Could You Meet Your Goal?

You have 3 options:

  1. You can make a one time addition of Php to your investments today, and reach your goal.
  2. Alternatively, you could reach your goal by increasing your periodic investments by Php .
  3. Another option is to put your money in investment instruments with a higher rate of return of %.

This worksheet is a tool designed to provide you with feedback based on the information that you input. For a thorough analysis of your financial situation, please contact your financial adviser. Important information about the Sun Life Prosperity Funds is contained in their prospectuses. Please obtain copies from your Sun Life Mutual Fund Representative and read them carefully before investing. Share values, yields, and investment returns will fluctuate.

 

The Sun Life Prosperity Funds are managed and distributed by Sun Life Asset Management Company, Inc., a member of the Sun Life Financial group of companies.

Contact Us

To learn more about the Sun Life Prosperity Funds, please get in touch with us through telephone number (632) 849-9888 or email: phil_prosperity@sunlife.com

NAVPS PESO as of 07/28/14

Bond Fund 2.6673
Balanced Fund 3.5800
Philippine Equity Fund 3.8386
Money Market Fund 1.1256
GS Fund 1.5128

NAVPS DOLLARS as of 07/28/14

Dollar Advantage Fund 3.2776
Dollar Abundance Fund 2.7130