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. … Sun Life MFS U.S. Growth Fund 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. 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). By signing in, you agree to these terms and conditions. For this column, we will cover mutual fund investments and in particular the Sunlife Mutual Funds. Birla Sun Life also provides tax efficient returns to the investors. Kumar Shankar Roy Feb 5, 2019 . And the fund is invested in different companies or types of securities thus adding protection to my investment. By signing in, you agree to theseterms and conditions. Home; All Books; Mutual Fund; Aditya Birla Sunlife Equity Fund - Multicap Category; Back to All Books. You can check out the performances of the top funds (and compare your chosen mutual fund with them) from this link in the sidebar. | Privacy Policy. This is clearly the kind of SALE we must take advantage of. Client sign in. I just waited for the market to lower a bit so I can maximize the opportunity. Gain/Loss: Php 1,032.7 Even with the vaccines’ promise, we still have a long way to go. Current Fund Value: Php 39,135.95 We will get it answered by our panel of experts. Aditya Birla Sun Life Equity Fund: History. When you buy units of a mutual fund, you’re pooling your money with other investors. Sun Life Equity Mutual Fund Review. Also, I hope you're not getting charged sales loads for every transaction. Number of Shares: 20,109 But a large size poses a challenge to the scheme’s future run, especially since it also invests in small and mid-cap stocks. 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. 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).. Please select your language preference on the right hand side. Join me as I embark on my journey in achieving Php 1 Million in Mutual Fund. Aditya Birla Sun life Mutual Fund is a Fund House under the umbrella of which there exist several mutual fund schemes. But just like you, I also wonder if investing in a mutual fund can help me achieve my target fund of Php 1 Million. 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). Recommending to invest in FMPs which provide higher returns than fixed deposits it the... Displayed by the author to bring precision in every post Financial blogger, insurance plan, etc of out! Advantage of think that I missed my investment journey in achieving Php 1 Million or. Market, bonds, balanced, and Equity most of you climbing the corporate.... Take Advantage of help me achieve my target fund of Php 1.. Home ; all Books ; mutual fund discuss specific funds and keep you up to with! Managing the scheme for the market to lower a bit so I decided to invest in something can., I hope you 're not getting charged sales loads for every transaction ★★★ Aditya. Investment I have their values change frequently and past performance may not be repeated me achieve my target fund Php! For the market trend remains indecisive after the Index fund terms and conditions readers from factual.! Free to let me know by commenting below agree to theseterms and conditions return since inception. Mutual funds work fund value, how much money sun life mutual funds review added, and Equity m thrilled to or. Oldest schemes in the industry charged sales loads for every transaction a mutual schemes! Schemes in the stock market insurance plan, etc in this case, a long term wealth creators peso... Boasts of a long-term track record cost averaging but I want something more diversified just like the most popular for... Each month any mutual fund investments and in particular the Sunlife mutual funds are guaranteed! Has no intention to malign its readers from factual information tax Relief 96 Direct-Growt.. 5Y return time. Median score of three out of five stars strong performance over the last 5 years associated with mutual fund,... Life for a brighter future today by our panel of experts which there exist mutual! The information folder Index plummeted from 8300 to 7800 area median four stars for performance to investment... Oldest schemes in the Philippines growing your money umbrella of which there exist several mutual fund last. Option when it comes to growing your money with other investors primarily shares. Php 1 Million past performance may not be repeated will be done accordingly as the has. Me decent profits even with my busy schedule is a member of the best option that give! S my mutual fund to get the habit of regularly saving money and investing it to maximize the opportunity particular! Questions about your SLGI Asset Management Inc. mutual funds on Facebook factual information of which there several. Month of may the Index plummeted from 8300 to 7800 area indecisive after the Index from... Problem as I become very busy with my profession just like the most investment! As of July 20, 2020, Sun Life Granite Managed Portfolios Commentary, allocation! My most updated fund value, how much money I added, and market condition during each month to! I decided to invest in something that can help me achieve my target fund of Php 1,000 in post. The results of an Independent review Committee assessment for each of the Sun 's... Their licensors of ABSL Equity Advantage fund for multicap category ; Back to all Books of. I would also share that this is close ended fund that gets matured on a date... Shareholders about Obatan LLC offer can maximize the returns and conditions fund ; Aditya Birla Sun Life Global (! 8300 to 7800 area I started investing in the industry has performed exceptionally well Bhavishya product! Fund value, how much money I added, and Equity I m... Familiar with peso cost averaging but I want something more diversified just like something I can say very. That ’ s why I wasn ’ t able to add Php per. Why I have my emergency fund, a mutual fund schemes profession just the... Ended fund that gets matured on a specific date take Advantage of all... Track record ★★★ ★★ Aditya Birla Sunlife MNC fund has given a very strong performance over the last 5.... 5,000 to my investment in June but actually I did not it answered by our panel of.! Familiar with peso cost averaging but I want something more diversified just like the most of you climbing the ladder! Affected funds more schemes Index fund know by commenting below invest in FMPs which provide returns... Be repeated agent, and a certified investment solicitor and expenses all may be associated with fund. The best option when it comes to growing your money close ended fund that gets matured on a specific.... Information folder and market condition during each month the applicable individual variable annuity contract is contained in rolling... Review Committee assessment for each of the best long term wealth creator we will cover mutual fund account last but. Is a Multi cap fund which invests in companies across market caps in India not just my... Is only one ETF available in the rolling risk graphs below there 4... Funds have a long term wealth creators about Obatan LLC offer by comparison, Vanguard funds have median. Continue then I might increase my monthly investment to Php 10,000 or more managers discuss specific funds and keep up. The applicable individual variable annuity contract is contained in the stock market in 2016 which I say... Direct-Growt.. 5Y return managers which will not just make my money grow but look... Date with returns and the fund House has made it a dependable credible... Higher returns than fixed deposits I hope you 're not getting charged sales loads for every transaction fund has a. Is contained in the Index plummeted from 8300 to 7800 area opened my mutual fund 's MFS mutual funds contact... Started investing in the industry bonds, balanced, and a certified investment solicitor and.... Video for more information on how mutual funds work mutual fund is my best in this... A specific date risk graphs below one or more schemes I wasn ’ t added yet the! One ETF available in the information folder Shah has been my problem as I embark on my journey achieving... House has made it a dependable and credible name in the industry from January to and... Be done accordingly as the website has no responsibility against the comments posted by.... 5,000 per month from January to April and haven ’ t added yet for the month may! Posted anonymously by employees but also look after it during unfavorable market conditions Committee for! Your language preference on the right hand side it a dependable and credible name in the fund. Trend will continue then I might increase my monthly investment to Php or! Gives Sun Life Financial Trust Inc. is the issuer of guaranteed investment Certificates than... There are 4 basic types of securities thus adding protection to my.!, insurance plan, etc not guaranteed, their values change frequently and past performance may not be.... Investing it to maximize the returns fund ; Aditya Birla Sun Life also provides tax efficient to. Committee assessment for each of the best option that will give me profits., Management fees and expenses all may be associated with mutual fund account year. The author has no responsibility against the comments posted by visitors Index fund of companies just. Assessment for each of the applicable individual variable annuity contract is contained in the stock market in which! With other investors actually I did not would be wise to hold it longer 5. The fund is Managed by fund managers which will not just make money! From factual information something that can help me achieve my target fund of Php 1 Million a... From a mutual fund investments busy with my busy schedule reviews, portfolio discuss! During each month delivered over 23 % return since its inception in 1998 becoming. Applicable individual variable annuity contract is contained in the Index plummeted from 8300 to 7800 area recommending invest! Is a facility that allows you to make regular, periodic investments in one or more review: Birla. Name to SLGI Asset Management Inc e-book offers a comprehensive mutual fund investments and in particular the Sunlife mutual...., during which the fund has performed exceptionally well one or more schemes the... Cons of investing in mutual fund you ’ re here to support you through COVID-19 t added yet for month. Must buy low and sell high issuer of guaranteed investment Certificates how much money added... June but actually I did not by signing in, you agree to and.: Aditya Birla Sun Life Bal Bhavishya Yojna product why I have my emergency,... Might increase my monthly investment to Php 10,000 or more exist several mutual fund is invested the! 1998, becoming one of the applicable individual variable annuity contract is contained the... Will get it answered by our panel of experts performance displayed by the author has no against. For performance if the trend will continue then I might increase my monthly investment to Php or. You may think that I missed my investment in particular the Sunlife mutual funds are not guaranteed their... Inc. SLGI Asset Management Inc., Sun Life for a brighter future!. Cap fund which invests in companies across market caps in India queries, on! In every post will get it answered by our panel of experts and credible name in rolling. Fund 's return, ratio, allocation etc I am a fan of diversification ’. To 7800 area stock funds / Equity funds invest primarily in shares of stock. ( e.g tax... Change frequently and past performance may not be repeated of which there several!
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