Sun Life Asset Management Company Inc. Unveils "Prosperity Achiever Funds"


We all know how important our hard-earned money is. This is why savings and investing are always encourage because you can never work forever.

If you are thinking long-term, say for retirement and you want something less risky, then target-date funds can be a good option. This can be a good investment, especially if you have cash to spare that you won’t need yet. This could add diversity in your financial portfolio and more importantly, you are sure that your money is safe, sound, and earning.

In a nutshell, a target-date fund is a fund offered by an investment company that seeks to grow assets over a specified period of time for a targeted goal. Target-date funds are usually named by the year in which the investor plans to begin utilizing the assets. The funds are structured to address a capital need at some date in the future, such as retirement. The asset allocation of a target-date fund is therefore a function of the specified timeframe available to meet the targeted investment objective. A target-date fund’s risk tolerance become more conservative as it approaches its objective target date.

Introducing Sun Life Asset Management Company Incorporated's new offering the Sun Life Prosperity Achiever Funds!

The Sun Life Prosperity Achievers Funds is an upcoming product of Sun Life Asset Management Company Incorporated, and will be available by January 2019, subject to the approval of SEC.


"Pursuing our financial goals is easier if we attach a target date to it. This helps us be more focused in our financial journey." SLAMCI President Valerie Pama said. "The Achiever Funds can help in this regard. Moreover, investors will no longer need to manually rebalance their portfolios themselves, because SLAMCIs professional fund managers will adjust the asset allocations on their behalf"

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 slated for a future date, such as retirement. A first in the industry!

These funds are invested in equities or stocks. As the target date of each one approaches, SLAMC's professional fund managers will systematically move the assets of the funds to fixed income securities. The funds become less agressive 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.

Achiever Fund 2028

The Prosperity Achiever Fund 2028 is suitable for investors with a 10-year investment horizon, and may be looking to enjoy proceeds through purchase of a car or set-up of a small business.

Achiever Fund 2038

The Prosperity Achiever Fund 2038 is ideal for investors with a 20-year investment horizon. Ideal for those in their 30s or 40s, it is recommended for those who may be looking to prepare for cost of their child's education or aiming to purchase a house.

Achiever Fund 2048

The Prosperity Achiever Fund 2048 meanwhile, is the best choice for investors with a 30-year investment horizon. It will work well for those in their 20s or 30s, as it will enable then milestone purchases, or prepare for their retirement.


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

JL Santiago Aquino

A millennial lifestyle blogger from Caloocan City who adores trying new things. ✨ Email: blog.ph7@gmail.com. Follow @JayL_Aquino on Instagram, Twitter, TikTok & Facebook.

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