Sun Life’s Dynamic Fund is an adaptive, agile and flexible fund that enables you to perceptively capitalize on market potentials and gives you the power to turn market uncertainties into opportunities. Sun MaxiLink One with Dynamic Fund will help clients address both their protection and wealth accumulation needs. It allows for an accelerated build-up of fund value as premiums are fully invested in the fund, having no upfront charges. Sun Life’s Dynamic Fund adopts a Tactical Asset Allocation approach that allows it to switch between equities, bonds and cash within a wide range of established allocation limits, when needed. It can be aggressive during favorable market conditions with 90% of assets placed in equities and switches to defensive at the indication of a market downturn with up to 100% of assets placed in fixed income securities. How do I avail of this fund? Sun Life’s Dynamic Fund is available exclusively as a fund option to Sun MaxiLink One, a single pay, Peso-denominated variable life insurance product that provides you with life insurance coverage equivalent to at least 125% of the Single Premium less 125% of withdrawals, if any, until age 88. Sun MaxiLink One has no upfront charges which allows you to invest fully in the fund and achieve maximum potential returns. How Does the Fund Work? Sun Life’s Dynamic Fund adopts a Tactical Asset Allocation approach that allows it to switch between equities, bonds and cash within a wide range of established allocation limits when needed. Because it is designed to adapt to prevailing market conditions, it can be aggressive during favorable equity market environment with 90% of assets placed in equities and it can be defensive during equity market downturns, with up to 100% of assets placed in fixed income securities as deemed appropriate by the fund managers. Asset Allocation: Fixed Income: 10% to 100% Equities: 0% - 90% Please call or text me thru 0917-535-6795 or my email [email protected].
Posted on: Fri, 14 Nov 2014 19:58:05 +0000
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