Many experts keep recommending to invest in FMPs which provide higher returns than fixed deposits. Initial Investment: Php 40,000 Sun Life MFS U.S. Growth Fund I got super busy in May that’s why I wasn’t able to add Php 5,000 to my mutual fund. Gain/Loss: Php 8,64.05 Federico is an electronics engineer, financial blogger, insurance agent, and a certified investment solicitor. So I decided to invest in something that can help me achieve my target fund of Php 1 Million. Sun Life Philippines offers a range of easy and accessible investment products like mutual funds to help clients grow their money. The main goal is to get the habit of regularly saving money and investing it to maximize the returns. Aditya Birla Sun Life Mutual Funds (ABSLMF) is a joint-venture company co-sponsored by the Indian company, Aditya Birla Capital Limited and Canada-based financial service company, Sun Life AMC Investments, Inc.. Headquartered in Mumbai, it was previously named Birla Sun Life Asset Management Company Limited. The author has no responsibility against the comments posted by visitors. The fund was originally part of Alliance Capital Mutual Fund and got into trouble after the “dot com” crash by taking on excessive risk. Investors who are planning for future expenses, like children’s higher education, marriage, buying a home/car, etc., Equity Funds are the best to invest in. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. Sun Life MFS Global Growth Fund All rights reserved. But a large size poses a challenge to the scheme’s future run, especially since it also invests in small and mid-cap stocks. Gain/Loss: Php 1,032.7 Constant efforts is done by the author to bring precision in every post. There are 4 basic types of mutual fund and those are money market, bonds, balanced, and equity. I am a fan of diversification that’s why I have my emergency fund, savings, stocks, insurance plan, etc. Adani Trans 455.20 37.1. We will get it answered by our panel of experts. I also wanted to share this experience to you that’s why I made this mutual fund review to give you an idea if it’s really possible. All rights reserved. By signing in, you agree to theseterms and conditions. Sun Life Global Tactical Yield Private Pool* For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. I will do my best in updating this blog every month. It is an old fund launched in 1998. Quarterly fund reviews Q3 2020 . Sun Life Excel India Fund* If your goal is long-term then it would be wise to hold it longer than 5 years. A multi-awarded financial advisor with clients ranging from lawyers, doctors, engineers, accountants, business owners, company directors, and OFWs to minimum wage earners had sought advice from him in achieving lifetime financial freedom. Aditya Birla Sunlife Equity Fund - Multicap Category. It has not only done very well in capturing the upside in bull markets, but has also limited its downside in the bear markets. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. Sun Life Equity Mutual Fund Review. But time has been my problem as I become very busy with my profession just like the most of you climbing the corporate ladder. So I decided to invest in something that can help me achieve my target fund of Php 1 Million. Number of Shares: 38,656 There are four (4) basic types of mutual funds in the market: Money Market Funds invest in short-term debt instruments like time deposits. Since its launch in 1994, Aditya Birla Sun Life Mutual Fund has managed to rise as an epitome among its peers for deepening the roots of mutual funds in the country. The fund has delivered over 23% return since its inception in 1998, becoming one of the best long term wealth creators . As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. In our fund reviews, portfolio managers discuss specific funds and keep you up to date with returns and the markets. Investment markets constantly change. © SLGI Asset Management Inc. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Sun Life Granite Managed Portfolios Commentary, asset allocation and key tactical changes for all seven Granite funds. In this case, a mutual fund is my best option that will give me decent profits even with my busy schedule. Detailed Mutual Fund Analysis Latest Research Reports . Aditya Birla Sun Life Mutual funds has come up with Fixed Term Plan (FMP) Series SY NFO which is for 1259 days that would open for subscription on October 28, 2020. FEATURED FUNDS ★★★ ★★ Aditya Birla Sun Life Tax Relief 96 Direct-Growt.. 5Y Return. By signing in, you agree to these terms and conditions. Market Condition: The market is currently moving sideways and showing some bearish movements due to the US-China trade war. Client sign in. Copyright 2017-2019, TheWiseGuyPH.com. Aditya Birla Sun Life Mutual Fund has filed papers with SEBI for Aditya Birla Sun Life Bal Bhavishya Yojna product. Here’s my mutual fund invested in the Index Fund. I’m thrilled to share to you my investment journey in the mutual fund. Aditya Birla Sun Life Mutual Fund has leveraged Aditya Birla Group's knowledge and understanding of the domestic market along with the global experience of Sun Life. DISCLAIMER: This website reflects only the views and opinions of the author, Federico Suan, Jr., and is not part of any official communication tools of any life insurance and investment company. One such multi-cap scheme is Aditya Birla Sun Life Equity Fund — one of the oldest schemes in the industry. Watch this short video for more information on how mutual funds work. It reviews the fund's return, ratio, allocation etc. Please sign in through sunnet.sunlife.com. If you have something to share or ask just feel free to let me know by commenting below. This will include my most updated fund value, how much money I added, and market condition during each month. I’m familiar with peso cost averaging but I want something more diversified just like something I can get from a mutual fund. In our fund reviews, portfolio managers discuss specific funds and keep you up to date with returns and the markets. Nifty 14,644.70 123.55. Here’s how we can help you. Current Fund Value: Php 39,135.95 Market Condition: The market has slightly improved due to the improving US-China trade talks. This e-book offers a comprehensive mutual fund review of ABSL Equity Advantage Fund for multicap category. Like in stocks, we must buy low and sell high. SIP or systematic investment plan is a facility that allows you to make regular, periodic investments in one or more schemes. Sun Life MFS International Value Fund Even with the vaccines’ promise, we still have a long way to go. January 2019, I decided to add at least Php 5,000 per month and I do this religiously not just for capital appreciation but to also establish the habit of investing. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Market Condition: Inflation settled at 1.7% in August which is the lowest in the last 3 years. Read more here. Actually, there is a lot to choose from like UITF, FOREX, commodities, futures, bonds, real estate, mutual fund, etc. Current Fund Value: Php 31,032.70 I was still busy in June but I make it a point to pay my missed payment and added a total of Php 10,000 in June. Sun Life Prosperity Philippine Equity Fund and Sun Life Prosperity Philippine Stock Index Fund) When I got a mutual fund for my son, the minimum amount of investment was P5,000 it’s a good thing that NOW they lowered it to P1,000 to encourage more people to put their money on it. I started investing in the stock market in 2016 which I can say is very profitable. Stock Funds / Equity Funds invest primarily in shares of stock.(e.g. You can see traces of this risk in the rolling risk graphs below. For this column, we will cover mutual fund investments and in particular the Sunlife Mutual Funds. Sun Life MFS Low Volatility Global Equity Fund When you buy units of a mutual fund, you’re pooling your money with other investors. 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