SUN LIFE LAUNCHES THREE NEW MYFUTURE FUND OPTIONS

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SUN LIFE LAUNCHES THREE NEW MYFUTURE FUND OPTIONS

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SUN LIFE LAUNCHES THREE NEW MYFUTURE FUND OPTIONS

Sun Life of Canada (Philippines), Inc. is launching three new maturity date options for its pioneering target-date investment solution, MyFuture Fund, in a bid to help more clients fulfill their long-term goals according to their timelines.

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MyFuture Fund is a target-date fund managed by Sun Life’s professional fund managers. It follows a predetermined glide path that is designed to provide medium to long-term capital appreciation in the early years of investment, shifting to wealth preservation as the fund’s maturity date nears. Paired with a Sun Life Peso Variable Life insurance product whose primary benefit is life insurance protection, MyFuture Fund will now carry 2045, 2050, and 2055 maturity date options.

Sun Life Philippines Chief Marketing and Client Experience Officer Gilbert Simpao

“We were inspired by the success of MyFuture Fund 2020 which culminated on a high note last year,” Sun Life Philippines Chief Marketing and Client Experience Officer Gilbert Simpao said. “With the three new variants, we hope to cater to more clients and a wider variety of needs.”

The first of its kind in the market, MyFuture Fund is a distinct and simple investment solution that follows a pre-determined glide path designed to provide clients with medium to long-term capital appreciation. During the early years of the fund, asset allocation is tilted towards high-quality equities to provide greater opportunity for asset appreciation. The strategy later shifts to more fixed income allocation to minimize the exposure to risk as the maturity date nears, thereby preserving the wealth accumulated.

“This means that the funds use a strategy that maximizes the earning potential of our clients’ investments while also shielding them from possible volatilities in the financial markets,” Simpao noted.

Following the launch of the three new maturity date options, clients may now choose from a total of six options for MyFuture Fund. The three others are 2030, 2035, and 2040. MyFuture Fund can only be availed for the following Sun Life investment-linked insurance products: Sun MaxiLink One, Sun FlexiLink1, Sun MaxiLink Prime, Sun MaxiLink Bright, Sun MaxiLink 100, and Sun FlexiLink.

Those who wish to know more about MyFuture Fund and other Sun Life investment solutions and insurance products can consult a Sun Life Advisor or connect with one via bit.ly/advisormatch. Other inquiries may be coursed through Sun Life Client Care at 8849-9888 or sunlife.com.ph.

 

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