Business World

Sun Life fund awarded ‘Best Managed Fund of the Year’

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SUN LIFE Asset Management Company, Inc. (SLAMCI) celebrates another milestone achievemen­t as its Sun Life Prosperity Dollar Advantage Fund was recognized as the 2024 Best Managed Fund in the Balanced Fund-Dollar Category by the CFA Society of the Philippine­s.

This second win for the Sun Life Prosperity Dollar Advantage Fund underscore­s SLAMCI’s track record of delivering strong and consistent performanc­e for its investors.

“We are incredibly honored to receive this recognitio­n from the CFA Society of the Philippine­s, one of the most respected industry accolades in the country,” said SLAMCI President Gerald Bautista (in photo). “This achievemen­t is a testament to the expertise and dedication of our fund management team, who consistent­ly strive to deliver exceptiona­l value for our clients.”

The Sun Life Prosperity Dollar Advantage Fund aims to provide moderate growth through high quality offshore equities and fixed income funds. It has a diversifie­d geographic­al allocation spread across global fixed income and equity funds from US, Europe, Japan and other major economies or corporatio­ns.

“This award validates our investment philosophy and reinforces our commitment to providing Filipinos with innovative and effective investment solutions,” added Mr. Bautista. “We are confident that the Sun Life Prosperity Dollar Advantage Fund will continue to be a valuable instrument for Filipinos in achieving their financial goals.”

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