Sun Life of Canada (Philippines), Inc.

Global Funds Executive Summary

VUL Investment-Linked Funds as of June 11, 2026
๐Ÿ‘† This page is interactive. Tap any fund card to expand it and see what it invests in, fund size, and portfolio mix. Try the chart toggles and the investment calculator below.
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Why going GLOBAL could be the wiser way to grow your money right now.

Overview

What you're looking at

This is an interactive look at how Sun Life's VUL investment-linked Global Funds are performing โ€” in both Peso and Dollar.

Every figure here is drawn from official Sun Life fund reports. Tap through the funds to see how each one has grown, what it invests in, and how a sample investment could compound over time. These are fund options inside Sun Life's variable unit-linked (VUL) life insurance products โ€” not stand-alone mutual funds or bank products.

What makes them compelling: through a single Sun Life plan you gain access to globally diversified, professionally managed multi-asset funds โ€” the kind of US-tech, global-equity and global-bond exposure that isn't easily available to ordinary retail investors. It's a way to pursue real growth and income through a well-diversified, risk-managed portfolio that reaches far beyond the local market.

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Go global

Tap into the world's biggest companies and markets โ€” not just the local index.

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See real performance

Source-backed NAVPU and returns for all 12 Peso & Dollar global funds.

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Diversified & managed

Professionally risk-managed multi-asset portfolios built for growth and income.

Why go global

Look Beyond the Local Market

The Philippine market has struggled to grow, while global markets have powered ahead. Diversifying internationally is how investors capture that growth.

The local benchmark, the PSEi, has gone roughly sideways-to-down for years โ€” held back by slower domestic growth, political and corruption concerns, and global pressures. As of June 11, 2026 it sits near 5,910, down about 2% year-to-date and roughly 7% over the past year. Meanwhile, the U.S. and global markets these Sun Life funds invest in โ€” the S&P 500, Dow Jones and NASDAQ โ€” have compounded strongly. The chart below rebases each market to 100 at the start of the period so you can compare their growth directly.

Each index rebased to 100 at the start of the period (a growth comparison). Year-end index closes; final point as of June 11, 2026. Indices are price-only and shown for context โ€” you cannot invest directly in an index. Past performance is not a guarantee of future results.

Data sources: PSEi โ€” Philippine Stock Exchange; S&P 500 & Dow Jones Industrial Average โ€” S&P Dow Jones Indices; NASDAQ Composite โ€” Nasdaq, Inc.; latest index levels via Trading Economics.

Sun Life Global Funds vs. the PSEi

PSEi ยท 1-Year
โˆ’7%
YTD โ‰ˆ โˆ’2%
Dollar Funds
Avg ยท 1-Year
+โ€”
6 USD global funds
Peso Funds
Avg ยท 1-Year
+โ€”
6 PHP global funds
Best Dollar Fund
1-Year
+โ€”
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Best Peso Fund
1-Year
+โ€”
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The local market (PSEi) was down roughly โˆ’7% over the past year and about โˆ’2% year-to-date. Over the same period, Sun Life's Dollar global funds averaged โ€” and Peso global funds averaged โ€” โ€” diversifying globally let investors tap U.S. tech, AI, and developed-market gains the local index simply didn't have.
PSEi: โ‰ˆ6,053 at end-2025 (Dec 30) โ†’ โ‰ˆ5,910 on Jun 11, 2026, so YTD โ‰ˆ โˆ’2%; roughly โˆ’7% over the trailing 12 months. Source: Philippine Stock Exchange / Trading Economics. Fund averages computed from the 1-Year returns of the six funds in each currency shown above (as of Jun 11, 2026).
Performance at a glance

Peso vs. Dollar Global Funds

The Global funds listed here are available in dollar and peso currencies. Here's how each pair has performed side by side โ€” toggle between 1-Year, Year-to-Date, and Since Inception.

Returns based on NAVPU movement. Since-inception is computed from each fund's launch NAVPU of 1.0000. Past performance is not a guarantee of future results.

The funds

Explore Each Fund

Tap to expand any card for what the fund invests in, fund size, top holdings, and portfolio mix. Headline NAVPU, YTD and 1-Year are as of June 11, 2026; fund size, launch date and holdings are from the April 2026 fund fact sheets.

Project your growth

Investment Calculator

See how an investment could grow based on a fund's historical average annual return. Adjust the assumed rate to be as conservative as you like.

Projected value after 10 years
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Total invested: โ€” ยท Potential growth: โ€”
Important: This is an illustration only, not a projection or promise of returns. It applies a single fixed rate over time and ignores fees, charges, taxes, and currency movement. Past performance is not a guarantee or indication of future results. Actual VUL fund returns vary with market conditions and may be lower, or negative. This is not financial advice โ€” please consult a licensed advisor before investing.