Sun Life Equity Fund is suitable for aggressive investors with very high risk tolerance and for those investors with long term investment goal (7 years or so).. Birla Sunlife MNC Fund has given a very strong performance over the last 5 years. The Circular will include the results of an Independent Review Committee assessment for each of the affected funds. This will include my most updated fund value, how much money I added, and market condition during each month. Birla Sun Life also provides tax efficient returns to the investors. Sun Life MFS U.S. Growth Fund 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. The most popular investment for millennials without argue is purchasing shares in the stock market. Sun Life MFS International Value Fund We’re here to support you through COVID-19. © SLGI Asset Management Inc. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Gain/Loss: Php 1,032.7 Gain/Loss: Php 16.5 Constant efforts is done by the author to bring precision in every post. Mutual funds are steadily making an entry into the household savings with an increased awareness about financial planning and higher efforts towards promoting mutual funds as an investment product. I’m familiar with peso cost averaging but I want something more diversified just like something I can get from a mutual fund. But a large size poses a challenge to the scheme’s future run, especially since it also invests in small and mid-cap stocks. NSE Gainer-Large Cap . Initial Investment: Php 40,000 Birla Sun Life Equity Mutual fund is a Multi cap fund which invests in companies across market caps in India. 14.59 % Invest Now. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 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. (e.g. Commentary, asset allocation and key tactical changes for all seven Granite funds. What I like the most in the fund is the fund management fee is only 1% unlike other types of funds which is 2%. 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. Stock Funds / Equity Funds invest primarily in shares of stock.(e.g. Number of Shares: 29,779 So I decided to invest in something that can help me achieve my target fund of Php 1 Million. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. 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. In our fund reviews, portfolio managers discuss specific funds and keep you up to date with returns and the markets. A Comparative Study on Performance Analysis of Debt and Equity Schemes at Birla Sun Life Mutual Funds With Reference to Reliance &ICICI Prudential Debt and Equity Mutual Funds . But just like you,  I also wonder if investing in a mutual fund can help me achieve my target fund of Php 1 Million. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Current Fund Value: Php 20,016.50 For this column, we will cover mutual fund investments and in particular the Sunlife Mutual Funds. 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