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Member RSS Feed ] [ View more classifieds ] Sun FlexiLink / Sun FlexiDollar
The Sun FlexLink / Sun FlexiDollar is a variable life insurance plan that provides financial protection PLUS the flexibility to choose where your premium payments will be invested to maximized growth potential for your money. Our top-notch investment professionals will carefully invest a portion of the premiums you pay -- so you reap the best out of your hard-earned money.
Enjoy like you never did before with… | Stay in control and get greater flexibility! | ||||||||||||||||||||||||||
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There are four funds available :
Equity Fund - designed to generate long-term capital appreciation by investing in high-quality equities diversified across sectors (for Sun FlexiLink and Sun FlexiLink1 only).
Bond Fund - invested only in high-quality fixed-income instruments that are classified as below average risk. Available in Philippine Peso and in US dollars.
Balanced Fund - designed to provide optimum returns consisting of current income and capital growth through investment in a mix of debt (bonds) and equity (stocks) securities from both domestic and foreign issuers (for SunFlexiLink and Sun FlexiLink1 only).
Money Market Fund - designed to ensure capital protection and provide adequate liquidity while maximizing yields on short-term placements (for Sun FlexiLink and Sun FlexiLink1 only).
Note: These investment funds are specific to variable life insurance contracts and are not considered mutual funds. Life Insurance products are regulated by the Insurance Commission.
The Balanced Fund is one of the investment options for policyholders of Sun FlexiLink, which is a variable life insurance product regulated by the Insurance Commission.1
The Fund is designed to provide optimum returns consisting of current income and capital growth through investment in a mix of debt (bonds) and equity (stocks) securities from both domestic and foreign issuers.
BENEFIT FROM A WEALTH OF ADVANTAGES
- Provides strength through investment diversification: You have exposure to all the major asset classes in one fund. Stocks give you higher growth potential while cash and bonds provide greater stability and generate income. Cash is a solid "holding" during volatile times when interest rates are high. The Balanced Fund mirrors the diversification that you could achieve by holding a variety of investment funds or a cross-section of individual investments.
- Achieves a diversified portfolio with low minimum investment: 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 Balanced Fund, the benefits of full diversification could be achieved by pooling individual investments from variable life policyholders.
- Makes investing easy through professional management: The Fund also is managed by top-notch professionals2 who focus solely on maximizing your returns over the long term. You have Sun Life Financial’s investment experience, commitment and research capabilities working for you.
The Equity Fund is one of the investment options for policyholders of Sun FlexiLink, which is a variable life insurance product regulated by the Insurance Commission1.
The Equity Fund is designed to generate long-term capital appreciation by investing in high-quality equities diversified across sectors.
BENEFIT FROM A WEALTH OF ADVANTAGES
- Achieves a diversified portfolio with low minimum investment: 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 Equity Fund, the benefits of full diversification could be achieved by pooling individual investments from variable life policyholders.
- Enjoy long-term capital appreciation: The Equities market offers the highest potential rate of return compared to other asset classes. The value of equities rise and fall quickly over the short term, but historically they perform better over the long-term than other types of securities.
- Makes investing easy through professional investment management: The fund is managed by top-notch investment professionals2 who focus solely on maximizing your returns over the long term. You have Sun Life Financial’s investment experience, commitment and research capabilities working for you.
- Supplements 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 variable life insurance product will help reduce the risk of your total investment portfolio.
The Bond Fund is one of the investment options for policyholders of Sun FlexiLink and Sun FlexiDollar, which are variable life insurance products regulated by the Insurance Commission1.
The Bond Fund is invested only in high-quality fixed-income instruments that are classified as below average risk.
BENEFIT FROM A WEALTH OF ADVANTAGES
- Affordability: An investor gains affordable access to high-caliber investment management that is usually available only for corporations, institutions and the very wealthy.
- Better Returns: Unlike traditional savings that usually provide fixed interest rates, investment in bonds fully maximize the interest earning potential of your investment.
- Professional Portfolio Management: Top-notch investment professionals2 who focus solely on maximizing returns over the long-term manage the fund. You have Sun Life Financial’s investment experience, commitment and research capabilities working for you.
- Diversification: Your investment is placed not just in one or two, but in as many instruments as is prudent, reducing over-all risk.
- Flexibility: Allows you to modify your investment strategies over time, by letting you transfer from one fund to another as much as four times a year, at no cost.
- Liquidity: Bond Fund units can be sold on any business day .
The Bond Fund is available in Peso and US Dollar currencies.
For inquiries and further info, please contact:
ASUNCION “azon” V. LOPEZ
Jacaranda NBO
30th Floor Orient Square
Emerald Ave., Ortigas Center,
Pasig City
Cell: 09178527662
Wireless: (632) 3815349
Email: asuncion.v.lopez@sunlife.com.ph
or den_zon@yahoo.com
Website: www.sunlife.com.ph
