Global Funds Executive Summary — Sun Life of Canada (Philippines), Inc.

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 — 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.

Why go global

Global Funds vs. the Local Market (PSEi)

While the Philippine Stock Exchange Index has been flat to negative, Sun Life's global funds captured the growth of the world's biggest companies.

PSEi · 1-Year

−1.2%

YTD −1.6%

Dollar Funds
Avg · 1-Year

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6 USD global funds

Peso Funds
Avg · 1-Year

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6 PHP global funds

Best Dollar Fund
1-Year

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Best Peso Fund
1-Year

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The local market (PSEi) returned about −1.2% over the past year and −1.6% year-to-date. Over the same period, Sun Life's Dollar global funds averaged — and Peso global funds averaged — — diversifying globally let investors tap U.S. tech, AI, and developed-market gains the local index simply didn't have.

PSEi: 6,052.92 close on Dec 30, 2025 → 5,953.17 close on Jun 3, 2026 (YTD −1.6%); ~−1.2% 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 2, 2026).

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 2, 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.

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Time horizon: 10 years

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Projected value after 10 years

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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 — please consult a licensed advisor before investing.