Sun Life Prosperity Philippine Stock Index Fund (2024)

FAQs

Is it good to invest in Philippine Stock Index fund? ›

The Philippine Stock Index Fund is suitable for investors who seek long-term capital growth, or those who want to track the performance of the PSEi.

Leading mutual funds companies Philippines 2024

As of February 2024, the Sun Life Prosperity Philippine Equity Fund, Inc. was the leading mutual fund company in the Philippines, with a year-to-date (YTD) growth rate of about 4.42 percent.

Between March 2023 and March 2024, the leading UITF equity fund in the Philippines was the AIA Peso Equity Fund from the AIA Investment Management and Trust Corporation Philippines, with a return on investment (ROI) rate of about 15 percent in one year.

Index Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink 1, Sun FlexiLink Assist, Sun MaxiLink Prime, Sun MaxiLink Bright, and Sun MaxiLink One¹ which are investment-linked life insurance products regulated by the Insurance Commission.

It's difficult to say the exact amount you should invest in the stock market because everyone's finances are different. However, it's recommended to invest a percentage of your income each month. If you can save 15-20% or more of your income, that's a great start.

Mutual Funds: Professionally Managed Portfolios

When it comes to investing for beginners, mutual funds offer a compelling solution for those with 5,000 pesos to spare. These funds pool money from various investors to create a diversified portfolio of stocks, bonds, or other securities.

The main difference is that index funds are passively managed, while most other mutual funds are actively managed, which changes the way they work and the amount of fees you'll pay.

Choose the right savings and investment vehicles

If you are working towards short-term goals, putting your savings in savings accounts, time deposits, and money market funds may be the smarter choice.

What is the safest investment in the Philippines? ›

If you're looking for peace of mind, investing in treasury bills is practically risk-free since there is a low probability that the Philippine government will run out of cash to pay you. Another advantage is you'll receive payment in advance before your fund matures.

Germany emerged as the leading foreign investor in the Philippines, with total investments amounting to approximately 394 billion Philippine pesos. The Netherlands came next with about 350 billion Philippine pesos in investments.

Based on analyst ratings, Sun Life Financial Inc.'s 12-month average price target is C$77.00. Sun Life Financial Inc. has 4.18% upside potential, based on the analysts' average price target. Sun Life Financial Inc. has a conensus rating of Strong Buy which is based on 7 buy ratings, 2 hold ratings and 0 sell ratings.

Sun Life is one of the leading investors in private fixed income (PFI) assets in Canada. PFI typically provides greater returns than similar quality public bonds. The strong, risk-adjusted return profile of the real estate asset class provides stability and diversification.

Index funds often perform better than actively managed funds over the long-term. Index funds are less expensive than actively managed funds. Index funds typically carry less risk than individual stocks.

The Philippines Stock Market (PSEi) is expected to trade at 6755.10 points by the end of this quarter, according to Trading Economics global macro models and analysts expectations. Looking forward, we estimate it to trade at 6328.47 in 12 months time.

Yes. While the S&P 500 is an index of U.S. companies only, there are no restrictions as to who can invest in it.

Stock market return, percent

For that indicator, we provide data for the Philippines from 1988 to 2021. The average value for the Philippines during that period was 9.06 percent with a minimum of -30.47 percent in 1998 and a maximum of 60.82 percent in 1994. The latest value from 2021 is 7.82 percent.