Last year, I had an exciting conversation with my financial advisor at SunLife about the SunLife Prosperity World Income Fund. It’s a mutual fund that offers regular monthly payouts, and after learning more about it, I thought, “This is exactly what I’ve been looking for!” Who wouldn’t want a consistent, reliable source of income every month?
At the time, I wasn’t ready to start investing in this fund because my finances were already tied up with other investments. But as soon as I had the right resources and was prepared to move forward, I wasted no time. I reached out to my trusted SunLife advisor, Mr. Kevin Patco, who’s been part of my financial journey for years. In fact, his mom was my very first financial advisor when I purchased my first insurance back in 2000. Over the years, they’ve earned my trust, and I knew they would help me make the right choice.
So, fast forward to 6 months ago, I finally started investing in the World Income Fund. And as of today, I’m so happy to see my monthly payout automatically deposited into my designated bank account. It feels great to see my investment working for me and providing that steady income!
One of the best parts about investing in the SunLife Prosperity World Income Fund is the peace of mind it brings to my family. The regular monthly payouts have allowed us to better manage our household budget, especially when it comes to day-to-day expenses like groceries, utilities, and school-related costs. This consistent stream of income has helped reduce financial stress and made it easier for us to plan ahead for family activities and future needs. Whether it’s saving for our next family vacation or setting aside money for our child’s education, this fund has become a reliable financial pillar for our household.
Of course, the monthly payout depends on how much you have invested. The more you put into the fund, the greater the potential for higher monthly income—which gives you more flexibility in how you support your family’s goals and lifestyle.
So, I want to give a brief overview of this SunLife product. The SunLife Prosperity World Income Fund is a mutual fund designed for investors who want regular, reliable income. It invests in a diverse range of global assets, aiming to provide steady returns through dividends and interest. It’s a great option if you’re looking for consistent payouts while your money is being managed professionally.
If you’re someone who’s looking for a stable income stream without the hassle of managing investments yourself, this fund could be a perfect fit for you. By pooling resources with other investors, you get access to professional management and a diversified portfolio, which helps spread risk. This makes it a safer option compared to making individual investments on your own.
The regular monthly payouts are a major highlight. Whether you need extra income or plan to reinvest, the predictable payouts make budgeting and planning easier.
Availing the fund is very easy – no need to meet your advisor in person. In fact, we did the entire process while I was traveling. We handled everything via Skype, where Mr. Kevin Patco provided an in-depth explanation of the product and walked me through all the details I needed to know before finalizing the process.
Payment can be done online – either by cash or credit card. That’s how easy it is! But of course, you have to be in the Philippines at the time of availment to complete the process.
Since this is not an insurance product, you won’t have to worry about making subsequent payments. Unlike insurance products where you have monthly, quarterly, semi-annual, or annual payment obligations, here, it’s completely up to you. You decide whether you want to add more money to the fund or not. There’s no pressure to make additional payments unless you choose to do so.
If you’re wondering how much you need to start, here are the minimum investment amounts for the SunLife Prosperity World Income Fund:
• Minimum Initial Investment Amount: PHP 10,000
• Minimum Additional Investment Amount: PHP 1,000
These amounts make it accessible for a wide range of investors, whether you’re just starting or looking to add more to your existing investment.
If you’re interested in learning more about the SunLife Prosperity World Income Fund or exploring other investment opportunities, feel free to reach out to me! I’d be happy to connect you with my trusted advisor. Trust is key when it comes to managing your finances, and I can confidently say that SunLife has been a great partner on this journey.
Seafarer and Family Man
I'm Dexter— a seafarer by profession, a traveler by passion, and a homebody by choice.
