Sun Life Grepa launches a new balanced fund with lower risks for investors

Sun Life Grepa Financial, Inc. (Sun Life Grepa) is bringing a new fund option for those who aim for potentially higher returns but prefer fewer risks coming with an investment. The life insurer and investment firm has launched its SLG Opportunity Tracker Fund, which it describes as a fund that tracks market opportunity movement.

SLG Opportunity Tracker Fund is a peso-denominated variable universal life (VUL) fund option of the company’s Sun Grepa Power Builder peso products, which come with guaranteed life insurance coverage.

“What we offer is an effective risk-management tool that will help Filipinos pursue opportunities even in times of market uncertainty, just like what we are experiencing now,” said Sun Life Grepa President Richard S. Lim. “Whether you’re a young professional eager to build your wealth, or an experienced investor who is looking for options to diversify your portfolio, you can indeed benefit from this Fund.”

As a balanced fund, the SLG Opportunity Tracker Fund provides a middle ground between equity and fixed income asset classes. It differs from other existing balanced funds in that it utilizes an indexing strategy by tracking the performance of the Philippine Stock Exchange Index (PSEi) and the portfolio duration of the Bloomberg Phil Sovereign Bond Index AI (BPHILR).

Its fund management strategy is also completely systematic, as it follows a rules-based asset allocation approach that aims to manage risk and return. Moreover, the SLG Opportunity Tracker Fund is managed by Sun Life Grepa’s reliable team of professional fund managers, who always ensure optimum returns—comprising of current income and capital growth through investment in a mix of fixed-income and equity instruments.

“The SLG Opportunity Tracker Fund allows you to experience potentially higher returns from equities along with the stability of a fixed income asset while managing volatility and risk through its systematic fund allocation approach and indexing strategy.”

Visit Sun Life Grepa’s site now or talk to the brand’s financial advisor to learn more about this new fund option.

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