Lunes, Disyembre 3, 2018

Sun Life Market Outlook 2019 & New Product Offering!

"Pursuing our financial goals is easier if we attach a target date to it. This helps us be more focused on our financial journey. The achiever Funds can help in this regard. Moreover, investors will no longer need to manually rebalance their portfolios themselves, because SLAMCI's professional fund manager will adjust the asset allocations on their behalf." ~Ms. Valerie N. Pama, President Sun Life Asset Management Company, Inc.

Sun Life Asset Management Co. Inc. (SLAMCI) was recently awarded as the Best Asset Management Company in the Philippines for 2018 by Euromoney, for providing relevant wealth solutions and excellent service that brings great rewards.

Opening Remarks from Ms. Valerie N. Pama, President Sun Life Asset Management Company, Inc.


2018 has been a challenging year in terms of different developments in the market. However, it has also presented an opportunity to pursue financial goals thru investments. 

Ms. Valerie N. Pama, President Sun Life Asset Management Company, Inc.

Sun Life Prosperity Funds now caters to over 200,000 clients nationwide as of November this year. Making Mutual Funds more accessible to Filipinos who wish to invest.


This year SLAMCI received several affiliates including the Best Asset Management Company in the Philippines for 2018. SLAMCI was also rated platinum in the investment funds category of Redears Digest Trusted Brand Survey.


Recently during the holiday season of December 3, 2018, at Shangri-la The Fort happened the Sun Life Market Outlook 2019 & New Product Offering. Investors eager to achieve their financial goals according to their desired date may soon make it a reality with Sun Life Asset Management Company, Inc.'s (SLAMCI) new offering, the Sun Life Prosperity Achiever Funds, which will be available by January 2019 with a value of Php 1,000.00 only subject to the approval of the Securities and Exchange Commission.

Stay the Course a Market Outlook Presentation by Mr. Michael D. Enriquez, Chief Investment Officer of Sun Life Financial - Philippines.


Well as what Mr. Michael D. Enriquez said there will be more negatives before we see positives int he economy but there's also a positive side on for an opportunity to enter markets.

Mr. Michael D. Enriquez, Chief Investment Officer of Sun Life Financial - Philippines


There are signs at the moment that are indicating that we may be off to a good start for 2019, just probably given an overview of positive and negative concerning the market today with the inflation issue. 




Next year expect the economy to grow about 6.4%, consumption lead growth will start to move up again together with the aggressive stands of the government and its Build, Build, Build program and expect to materialize after the election.





The Sun Life Prosperity Achiever Funds by Ms. Maria Charina Fuentes, Strategic Development Head of Sun Life Asset Management Company, Inc.


Ms. Maria Charina Fuentes, Strategic Development Head of Sun Life Asset Management Company, Inc.


A first in the industry, the Achiever Funds are a suite of target-date mutual funds, which seek to grow assets over a specific period of time, functioning as simple investment solutions to help finance life goals. Target-date funds address a capital need to be slated for a future date, such as retirement.



Three options are available:
  • Achiever Fund 2028
  • Achiever Fund 2038
  • Achiever Fund 2048


SLAMCI's professional funds become less aggressive as their respective target dates near, ensuring that the investor will be able to preserve both the capital and the accumulated potential gains from the investment and achieve his goals on time.


To enhance the overall client experience there are some improvements, the launch of Bills Payment program in partnership with the countries top 3 brands BDO, BPI, and Metrobank.


The Sun Life Prosperity Achiever Funds will officially be launched to the investing public in January 2019. To know more about these funds, consult  Sun Life Financial Advisor, visit sunlifefunds.com, or call 849-9888.


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