INVESTMENT | WEALTH ACCUMULATION
experience
PROSPEROUS LIFE!
Life's brighter under the sun
by Sun Life Financial
Prepare for your future TODAY!
Grow your Wealth!
CALL:
Carlo T. Matig-a
0917-7568459
Sun Life Financial Advisor
Licensed Insurance Agent, Certified Investment Solicitor
INVESTMENT | WEALTH ACCUMULATION
How can you experience a PROSPEROUS LIFE?
To reach prosperity, you must plan well and work hard to achieve your goals. The road to prosperity has no shortcuts, BUT there are ways to help you get there.
Make your money work harder for you! Diversify your assets, Invest in a pool of funds that provide access to financial instruments not usually available to an ordinary individual investor. These funds may provide you with better yields that beat inflation over the long term.
The Sun Life Prosperity Funds offer various types of mutual funds suited to risk appetite and investment time frame. These are prudently managed by seasoned fund managers to help you grow your hard earned money.
IT’S TIME to start your journey to prosperity!
Invest in the Sun Life Prosperity Funds to enjoy the following benefits:
- HIGHER POTENTIAL RETURNS*
The Sun Life Prosperity Funds are mutual funds that Cater to various risk appetites and investment horizons. Whether you invest in one or a combination of these Funds, you have the potential to earn higher than the traditional bank deposit instruments over the long term, thereby cushioning the effects of inflation and preserving the value of your money.
- DIVERSIFICATION
When you avail of any of the Sun Life Prosperity Funds, your investment is instantly spread among the different financial vehicles, which automatically lowers your overall investment risk without necessarily reducing your potential earnings.
- AFFORDABILITY
For a minimum of Php 5,000 for the peso-denominated funds or USD 1,000 for the dollar-denominated funds, you can jump start your investment account. Each time you want to add to your fund, it takes a minimum of Php1,000 or USD 200 only.
*Share values, yields and investment returns are not guaranteed and may fluctuate. It is best to consult with your Sun Life Financial Advisor.
Prepare for your future TODAY!
Grow your Wealth!
CALL:
Carlo T. Matig-a
0917-7568459
Sun Life Financial Advisor
Licensed Insurance Agent, Certified Investment Solicitor
INVESTMENT | WEALTH ACCUMULATION
- FLEXIBILITY
Risk appetite tends change over time and should you feel like changing Where your funds are invested, you can do so accordingly up to four times in a year at no charge!
- PROFESSIONAL PORTFOLIO MANAGEMENT
The Sun Life Prosperity Funds are managed by leading investment professionals who are dedicated to ensuring that the funds generate the best returns at acceptable risk levels over the long term.
- STABILITY AND GLOBAL EXPERTISE
Sun Life Asset Management Company, the fund manager and distributor of the Sun Life Prosperity Funds, is a member of the Sun Life Financial Group of Companies that started operations in Canada in 1866 and has since then expanded in the United States, United Kingdom, Hong Kong, China, India, Philippines and Indonesia.
- LIQUIDITY
Sun Life Prosperity Funds offer the option to redeem fund shares any time on a business day at the current fund value subject to pertinent fees, if any.
- EXEMPTION FROM CAPITAL GAINS TAX
Unlike other types of investment, there is No 20% Withholding tax when you redeem from your mutual fund investment. Capital gains realized from the redemption of mutual fund shares are exempt from tax as indicated by the Bureau of Internal Revenue. This means that you get to enjoy whatever you earn from your mutual fund shares, tax~free.**
** Returns earned by your mutual fund investment are net of applicable taxes and management fees.
Prepare for your future TODAY!
Grow your Wealth!
CALL:
Carlo T. Matig-a
0917-7568459
Sun Life Financial Advisor
Licensed Insurance Agent, Certified Investment Solicitor
Prepare for your future TODAY!
Grow your Wealth!
CALL:
Carlo T. Matig-a
0917-7568459
Sun Life Financial Advisor
Licensed Insurance Agent, Certified Investment Solicitor
*This is a re-typed version of the image above:
Choose the Sun Life Prosperity Fund that suits your risk appetite and investment horizon.
PESO-DENOMINATED SUN LIFE PROSPERITY FUND:
1. MONEY MARKET FUND
Short Term Alternative
Park your cash and earn modest returns by investing in short-term investment instruments.
2. GS FUND
Prudence that Pays
Enjoy stable returns from debt-instruments issued by the Philippine Government.
3. BOND FUND
Steady Step to Growth
Preserve the value of your capital by investing in government and high quality corporate debt instruments.
4. BALANCED FUND
Best of Both Worlds
Build your wealth over time by investing in a mix of high quality stocks and debt instruments.
5. EQUITY FUND
Aggressive Stance to Wealth
Maximize the earning potential of your money by investing only in high-grade stocks listed in the Philippine Stock Exchange.
USD-DENOMINATED SUN LIFE PROSPERITY FUND:
1. DOLLAR ABUNDANCE FUND
Stable Growth in Dollars
Capitalize on the various government and corporate issued debts issued by the international markets
2. DOLLAR ADVANTAGE FUND
Access to World Markets
Diversify to the maximum and earn by investing in debt and equity issues from the global capital markets.
Prepare for your future TODAY!
Grow your Wealth!
CALL:
Carlo T. Matig-a
0917-7568459
Sun Life Financial Advisor
Licensed Insurance Agent, Certified Investment Solicitor
