Filipinos are definitely getting wiser. Instead of saving money in the bank, we ought to look for a better way to make money grow. For over a century, Sun Life has been there to help us achieve our long-term financial goals whatever our financial status and no matter what our age is.
This 2019, Sun Life Sun Life Asset Management Company Inc. (SLAMCI) is introducing the Sun Life Prosperity Achiever Funds which aims to help achieve financial goals that are according to desired dates. These target-date mutual funds are straightforward and simple investment solutions.
The Sun Life Prosperity Achiever Funds comes in three variations:
The Prosperity Achiever Fund 2028
It is a 10-year investment horizon. Ideal for car purchase and setting up of small business.
The Prosperity Achiever Fund 2038
This one is a 20-year investment horizon and is good for investors who are in their 30s or 40s. It is a good investment to prepare for your child’s education or buying your dream house.
The Prosperity Achiever Fund 2048
Last but not the least, this variation is perfect for those in their 20s and 30s who are looking for retirement preparation.
SLAMCI President Valerie Pama says “Pursuing our Financial goals is easier if we attach a target date to it. This helps us be more focused in our financial journey. The Achiever Funds can help in this regard.”
The Sun Life Prosperity Achiever Funds will be officially launched in January 2019. It is subject to the approval of the Securities and Exchange Commission. For more information about Sun Life Prosperity Achiever Funds, consult a Sun Life Financial Advisor, call 849-9888 or visit sunlifefunds.com.