But in my case, I’ve chosen an index fund (falls under the equity-type) because I am a long term investor looking for growth and can take the risk. 14 Birla Sun Life Mutual Fund reviews. So I decided to invest in something that can help me achieve my target fund of Php 1 Million. You can see traces of this risk in the rolling risk graphs below. If you have any mutual fund queries, message on ET Mutual Funds on Facebook. A Comparative Study on Performance Analysis of Debt and Equity Schemes at Birla Sun Life Mutual Funds With Reference to Reliance &ICICI Prudential Debt and Equity Mutual Funds . Sun Life Prosperity Philippine Stock Index Fund: Sun Life Asset Management Company, Inc. An Exchange Traded Fund or ETF also tracks a benchmark index but, unlike Mutual Funds in the Philippines, ETF is traded and can be bought or sold any given day at the Philippine Stock Exchange. By signing in, you agree to these terms and conditions. 14.59 % Invest Now. Watch this short video for more information on how mutual funds work. Necessary actions will be done accordingly as the website has no intention to malign its readers from factual information. While the market trend remains indecisive after the Index plummeted from 8300 to 7800 area. Please read the prospectus before investing. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Mutual funds are a simple way to help diversify your portfolio, because they invest in a group of stocks, bonds or other securities selected by a professional fund manager. Warning for Sun Life shareholders about Obatan LLC offer. Nifty 14,644.70 123.55. Mutual funds are steadily making an entry into the household savings with an increased awareness about financial planning and higher efforts towards promoting mutual funds as an investment product. Aditya Birla Sun Life Mutual Fund has filed papers with SEBI for Aditya Birla Sun Life Bal Bhavishya Yojna product. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. All rights reserved. Benchmarks . SIP or systematic investment plan is a facility that allows you to make regular, periodic investments in one or more schemes. In its 21st year of operation, the Aditya Birla Sun Life Equity Fund is one of the biggest multi cap equity funds in India. I also wanted to share this experience to you that’s why I made this mutual fund review to give you an idea if it’s really possible. Aditya Birla Sun Life Equity Fund: History. The consistent performance displayed by the fund house has made it a dependable and credible name in the industry. Initial Investment: Php 40,000 I was still busy in June but I make it a point to pay my missed payment and added a total of Php 10,000 in June. Amongst all the solutions that are provided by the AMC like savings, regular income, wealth creation, etc., tax saving is the most prominent one. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. If your goal is long-term then it would be wise to hold it longer than 5 years. Birla Sun Life also provides tax efficient returns to the investors. One such multi-cap scheme is Aditya Birla Sun Life Equity Fund — one of the oldest schemes in the industry. In this case, a mutual fund is my best option that will give me decent profits even with my busy schedule. Sun Life MFS Global Growth Fund So, if you’re a small investor, you’re able to own a much wider mix of investments than you would likely be able to afford by yourself. Pros and Cons of Investing in Mutual Fund, Financial Advisor: Combining Persistence and Passion, 5 Ways to Save Money When Buying Home Appliances, BIR Certificate of Registration Renewal (Form 2303), IC Institutionalized Remote Selling of Life Insurance Permanent, Sun Cancer Care: A Comprehensive Cancer Treatment and Rehabilitation Plan, 3 Things You Need Know About Frugality: Becoming Frugal and Generous at the Same Time, How to Become a Sun Life Financial Advisor in the Philippines. Copyright 2017-2019, TheWiseGuyPH.com. Gain/Loss: Php 1,032.7 As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Detailed Mutual Fund Analysis Latest Research Reports . Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Join me as I embark on my journey in achieving Php 1 Million in Mutual Fund. Fund review: Aditya Birla Sun Life Equity Fund, a long term wealth creator . Aditya Birla Sunlife Equity Fund - Multicap Category. This site rocks the Pearsonified Skin for Thesis. Stock Funds / Equity Funds invest primarily in shares of stock.(e.g. You can check out the performances of the top funds (and compare your chosen mutual fund with them) from this link in the sidebar. At Sun Life Asset Management Company, Inc. (SLAMCI), we have a suite of 15 mutual funds called the Sun Life Prosperity Funds. I’m familiar with peso cost averaging but I want something more diversified just like something I can get from a mutual fund. I might do the auto-debit if I will miss adding investment again and I will teach you how you can also do it with your mutual fund account. A free inside look at company reviews and salaries posted anonymously by employees. Answers to questions about mutual funds such as how do mutual funds work, what are the types of mutual funds and how much does it cost to buy a mutual fund. Read more here. This e-book offers a comprehensive mutual fund review of ABSL Equity Advantage Fund for multicap category. This is clearly the kind of SALE we must take advantage of. Initial Investment: Php 20,000 I got super busy in May that’s why I wasn’t able to add Php 5,000 to my mutual fund. There are 4 basic types of mutual fund and those are money market, bonds, balanced, and equity. Sun Life Granite Managed Portfolios It has not only done very well in capturing the upside in bull markets, but has also limited its downside in the bear markets. Aditya Birla Sun Life Mutual Fund aims to provide wealth creation solution through equity investments over a longer term. Morningstar gives Sun Life's MFS mutual funds a so-so rating, with a median score of three out of five stars. | Privacy Policy. © SLGI Asset Management Inc. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. We’re here to support you through COVID-19. So I decided to invest in something that can help me achieve my target fund of Php 1 Million. Market Condition: The market is currently moving sideways and showing some bearish movements due to the US-China trade war. In this case, a mutual fund is my best option that will give me decent profits even with my busy schedule. Aditya Birla Sun life Mutual Fund is a Fund House under the umbrella of which there exist several mutual fund schemes. Many experts keep recommending to invest in FMPs which provide higher returns than fixed deposits. Sun Life Opportunistic Fixed Income Private Pool We will get it answered by our panel of experts. This will include my most updated fund value, how much money I added, and market condition during each month. The most popular investment for millennials without argue is purchasing shares in the stock market. Please select your language preference on the right hand side. Gain/Loss: Php 8,64.05 Adani Trans 455.20 37.1. But just like you,  I also wonder if investing in a mutual fund can help me achieve my target fund of Php 1 Million. Sun Life MFS International Opportunities Fund, Sun Life JPMorgan International Equity Fund, Sun Life Excel Emerging Markets Fund Sun Life MFS Low Volatility Global Equity Fund Federico is an electronics engineer, financial blogger, insurance agent, and a certified investment solicitor. But time has been my problem as I become very busy with my profession just like the most of you climbing the corporate ladder. DISCLAIMER: This website reflects only the views and opinions of the author, Federico Suan, Jr., and is not part of any official communication tools of any life insurance and investment company. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. NSE Gainer-Large Cap . What I like the most in the fund is the fund management fee is only 1% unlike other types of funds which is 2%. The management fees are also an important thing to consider. Aditya Birla Sun Life Mutual Funds (ABSLMF) is a joint-venture company co-sponsored by the Indian company, Aditya Birla Capital Limited and Canada-based financial service company, Sun Life AMC Investments, Inc.. Headquartered in Mumbai, it was previously named Birla Sun Life Asset Management Company Limited. Since its launch in 1994, Aditya Birla Sun Life Mutual Fund has managed to rise as an epitome among its peers for deepening the roots of mutual funds in the country. A multi-awarded financial advisor with clients ranging from lawyers, doctors, engineers, accountants, business owners, company directors, and OFWs to minimum wage earners had sought advice from him in achieving lifetime financial freedom. I’m thrilled to share to you my investment journey in the mutual fund. It reviews the fund's return, ratio, allocation etc. Even with the vaccines’ promise, we still have a long way to go. I will do my best in updating this blog every month. Sun Life Philippines offers a range of easy and accessible investment products like mutual funds to help clients grow their money. Sun Life Excel High Income Fund, Sun Life Core Advantage Credit Private Pool Market Condition: The market has slightly improved due to the improving US-China trade talks. Please sign in through sunnet.sunlife.com. At present, there is only one ETF available in the Philippines. download the my Sun Life app . Aditya Birla Sun Life Mutual Fund and AMC Review 2020 Rated 3/5 by Top Share Brokers Team Incorporated in 1994, Aditya Birla Sun Life Mutual Fund (formerly known as Birla Sun Life Mutual Fund) is managed by Aditya Birla Sun Life Asset Management Limited (ABSLAMC). Kumar Shankar Roy Feb 5, 2019 . I would also share that this is not the only investment I have. Aditya Birla Sun Life Equity Fund boasts of a long-term track record. Home; All Books; Mutual Fund; Aditya Birla Sunlife Equity Fund - Multicap Category; Back to All Books. Sun Life Excel India Fund* The Circular will include the results of an Independent Review Committee assessment for each of the affected funds. And the fund is invested in different companies or types of securities thus adding protection to my investment. Investors who are planning for future expenses, like children’s higher education, marriage, buying a home/car, etc., Equity Funds are the best to invest in. The fund was originally part of Alliance Capital Mutual Fund and got into trouble after the “dot com” crash by taking on excessive risk. Partner with Sun Life for a brighter future today! Gain/Loss: Php 16.5 Further, the availability of a wide range of mutual fund schemes makes it easier for you to choose the mutual fund scheme to suit your financial goals. (e.g. Current Fund Value: Php 39,135.95 I just waited for the market to lower a bit so I can maximize the opportunity. But this is not always the best option when it comes to growing your money. Number of Shares: 20,109 Birla Sun Life Equity Mutual fund is a Multi cap fund which invests in companies across market caps in India. Sun Life Equity Fund is suitable for aggressive investors with very high risk tolerance and for those investors with long term investment goal (7 years or so).. This is close ended fund that gets matured on a specific date. But a large size poses a challenge to the scheme’s future run, especially since it also invests in small and mid-cap stocks. Birla Sunlife MNC Fund has given a very strong performance over the last 5 years. Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Sun Life Global Tactical Yield Private Pool, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Simplified Prospectus and Annual Information Form, Passive Foreign Investment Company (PFIC). Aditya Birla Sun Life Mutual funds has come up with Fixed Term Plan (FMP) Series SY NFO which is for 1259 days that would open for subscription on October 28, 2020. In our fund reviews, portfolio managers discuss specific funds and keep you up to date with returns and the markets. Constant efforts is done by the author to bring precision in every post. The fund has delivered over 23% return since its inception in 1998, becoming one of the best long term wealth creators . By signing in, you agree to theseterms and conditions. Here’s my mutual fund invested in the Index Fund. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Number of Shares: 29,779 © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. You may think that I missed my investment in June but actually I did not. The fund is managed by fund managers which will not just make my money grow but also look after it during unfavorable market conditions. Aditya Birla Sun Life Mutual Fund has leveraged Aditya Birla Group's knowledge and understanding of the domestic market along with the global experience of Sun Life. I already added Php 5,000 per month from January to April and haven’t added yet for the month of May. January 2019, I decided to add at least Php 5,000 per month and I do this religiously not just for capital appreciation but to also establish the habit of investing. Commentary, asset allocation and key tactical changes for all seven Granite funds. Sun Life Equity Mutual Fund Review. This will be an open ended fund for investment for children having a lock-in for at least five years or till the child attains age of majority (whichever is earlier). Client sign in. The author has no responsibility against the comments posted by visitors. Here’s how we can help you. I am a fan of diversification that’s why I have my emergency fund, savings, stocks, insurance plan, etc. Actually, there is a lot to choose from like UITF, FOREX, commodities, futures, bonds, real estate, mutual fund, etc. When you buy units of a mutual fund, you’re pooling your money with other investors. Sun Life Global Tactical Yield Private Pool* By comparison, Vanguard funds have a median four stars for performance. Happy investing . Like in stocks, we must buy low and sell high. Number of Shares: 38,656 Anil Shah has been managing the scheme for the past five years, during which the fund has performed exceptionally well. FEATURED FUNDS ★★★ ★★ Aditya Birla Sun Life Tax Relief 96 Direct-Growt.. 5Y Return. If the trend will continue then I might increase my monthly investment to Php 10,000 or more. Which Sun Life mutual fund? Sun Life Real Assets Private Pool, Granite Managed Portfolios Tactical Update. Sun Life MFS International Value Fund Also, I hope you're not getting charged sales loads for every transaction. The main goal is to get the habit of regularly saving money and investing it to maximize the returns. All rights reserved. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds. Sun Life MFS U.S. Growth Fund If you have something to share or ask just feel free to let me know by commenting below. Sun Life Global Dividend Private Pool There are four (4) basic types of mutual funds in the market: Money Market Funds invest in short-term debt instruments like time deposits. For the best mobile experience . I opened my mutual fund account last year but never added anything aside from the initial balance of Php 1,000. Sun Life Prosperity Philippine Equity Fund and Sun Life Prosperity Philippine Stock Index Fund) When I got a mutual fund for my son, the minimum amount of investment was P5,000 it’s a good thing that NOW they lowered it to P1,000 to encourage more people to put their money on it. READ: Pros and Cons of Investing in Mutual Fund. I started investing in the stock market in 2016 which I can say is very profitable. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. Market Condition: Inflation settled at 1.7% in August which is the lowest in the last 3 years. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. Current Fund Value: Php 20,016.50 Quarterly fund reviews Q3 2020 . Will give me decent profits even with my busy schedule to the investors the oldest schemes in Philippines. The comments posted by visitors allocation etc returns than fixed deposits guaranteed investment.! Rating, with a median four stars for performance contact Client Services is... Php 10,000 or more the kind of SALE we must buy low and high. By signing in, you ’ re pooling your money with other investors a dependable and credible in... All Books ; mutual fund ; Aditya Birla Sun Life Global investments ( Canada Inc.! The comments posted by visitors added anything aside from the initial balance of Php 1.... Opened my mutual fund is Managed by fund managers which will not just make money., 2020, Sun Life Global investments ( Canada ) Inc. changed its name to SLGI Asset Management,. To get the habit of regularly saving money and investing it to maximize the opportunity solution through investments. 'S return, ratio, allocation etc to let me know by commenting below allows you make., insurance agent, and a certified investment solicitor close ended fund that gets matured on a specific date website. In updating this blog every month to invest in FMPs which provide higher returns than fixed.... Also provides tax efficient returns to the investors market, bonds,,. Returns than fixed deposits most of you climbing the corporate ladder in something that help..., with a median four stars for performance from January to April and haven ’ t added yet for month... Always the best long term wealth creator Index plummeted from 8300 to 7800 area stock. ( e.g emergency,. 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