Sun Life Mutual Funds, Executives Reap Awards (2016)

Mutual Funds

sun life asset management logoSun Life Asset Management Company, Inc. (SLAMCI) continues to gain momentum in the second half of the year as its funds and executives reaped honors in two prestigious award-giving bodies.

SLAMCI garnered a total of five recognition in the 10th Philippine Investment Funds Association (PIFA) Awards. Three of the funds it manages were honored by the prestigious award-giving body: the Sun Life Prosperity Money Market Fund (1st place in 1-year return in the Money Market Fund category), the Sun Life Prosperity Dollar Advantage Fund (1st place in 3-Year Return and 2nd place 5-Year Return in the Balanced Fund-Foreign Currency Denominated Category); and the Sun Life Prosperity Balanced Fund (3rd place in 5-Year and 10-Year Returns in the Balanced Fund-Peso Denominated Category).

The event is organized by PIFA, the trade organization of the Philippines’ mutual fund industry, and aims to recognize the top performing mutual funds based on returns.

Meanwhile, Sun Life’s fund managers were also feted in the Asset Awards in Hong Kong. The company’s Fixed Income Team led by Sun Life Chief Investments Officer Michael Enriquez ranked 2 nd in the “Best Investment House in the Asian Local Currency Bond” category. Sun Life Fixed Income Portfolio Manager Ivan Corcuera and Sun Life Head of Fixed Income Ritchie Teo were also included in the Top 5 Most Astute Investors in the Philippines for 2016 in the Asian Local Currency Bond category, where they placed 4th and 5th respectively.

The Asset Awards is organized by The Asset, one of the leading financial multimedia companies in Asia.

“It is truly an honor to be bestowed all these recognition. This will certainly give us the boost to finish the year strong and make 2016 remarkable for all our investors,” Sun Life President Valerie Pama said. “We dedicate this triumph to them and we thank them for trusting us to be their partner in their financial journey.”

These awards come after SLAMCI’s recent launch of its new funds, including the Sun Life Prosperity Dollar Wellspring Fund and the Sun Life Prosperity World Voyager Fund; as well as other initiatives including the Sun Life Prosperity Card, the Auto-Invest Program, the Sun Regular Investment Simplified for Employees (Sun RISE), and the Money for Life e-Planner.

“All that we do is inspired by our goal of helping Filipinos achieve lifetime financial security,” Pama said. “This is a mission we take to heart, and all these milestones certainly inspire all of us at SLAMCI to keep going until this is fulfilled.”

SLAMCI has over P52 Billion in Assets Under Management (AUM) and manages a total of 10 funds collectively known as the Sun Life Prosperity Funds. The company enlists the help of over 3,000 Sun Life financial advisors nationwide and 11 bank partners in reaching out to more Filipinos to make investing in mutual funds a part of their financial journey

(Press Release by Sun Life Asset Management Inc. Reposted from Sun Life website: http://www.sunlife.com.ph)

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Raymund F. Camat, CIS, REB, CWP®, CEPP® is a SEC-Certified Investment Solicitor (CIS), Certified Wealth Planner and Certified Estate Planner, Phils. He is also a licensed insurance and mutual fund advisor for Sun Life Financial. He wants to educate the Filipino public on the importance of financial planning, investment planning, wealth planning and estate planning. He offers Personal and Family Wealth Planning to Filipinos from different generations. He has a bachelor's degree from the University of the Philippines. You can reach him at 09179698062 (Globe/TM/ABS-CBN/Viber), 09392787408 (Smart/TalkNText/Sun Cellular), (02) 508-9025 (Landline) or email him at raymund.camat@moneytalkph.com. For OFWs, he also conduct online video consultation through Skype, Viber or FB Video Call. ________________________________________ DISCLAIMER: This website reflects only the views and opinions of Raymund F. Camat and is not part of any official communication tools of any life insurance and investment company. The views and opinions on this website do not necessarily reflect those of the company, the management, the advisors/agents and the employees of any life insurance or investment company.
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