Sun Life Asset Management marks 15th anniversary Posts P47.7 Billion in managed assets

Sun Life Asset Management Company, Inc. (SLAMCI) is marking a milestone this 2015 as it celebrates its 15^th anniversary in the industry.

Currently the largest non-bank affiliated asset management company in the Philippines today with Php 47.7 Billion in assets under management (AUM) as of March 2015, SLAMCI has gone a long way since it started its operations in 2000 with three funds totaling just over Php 150 Million in AUM. It now manages eight funds collectively called the Sun Life Prosperity Funds: Bond Fund, Balanced Fund, Equity Fund, Money Market Fund, GS (government securities) Fund, Dollar Advantage Fund, Dollar Abundance Fund, and Dynamic Fund.

“We’re extremely proud of what our company has achieved in the past 15 years in serving the Filipinos, because it shows how we’re able to help bring them closer to achieving prosperity and financial security,” said SLAMCI President Valerie N. Pama.

SLAMCI has pioneered several firsts in the industry such as introducing the Money Market Fund with zero sales load, creating the first ever television commercial on mutual funds, holding financial planning sessions, and launching exciting investor promos year after year.

Today, the company continues to innovate and improve. Through its 2,515 financial advisors and 10 bank partners, SLAMCI’s number of clients has grown to 68,078 as of March 2015 – marking a 12% growth versus the previous year. In Cebu, AUM grew by 18% from 745.9M  to 877.9M as of March 2015.

SLAMCI also made a new record when it launched the Sun Life Prosperity Dynamic Fund last year, which generated Php 2.8 Billion in gross sales in only a month’s time. Meanwhile, as of March 2015, its Balanced Fund remains to be the largest mutual fund in the country.

The Sun Life Prosperity Funds marked considerable year-on-year returns, including the Philippine Equity Fund (18.37%), Balanced Fund (13.28%) and Dollar Abundance Fund (5.93%). The Dynamic Fund posted a 13.96% return from July 2014 (inception) to March 2015.

As it celebrates its 15th anniversary alongside the 120^th anniversary of its parent company Sun Life of Canada (Philippines), Inc., SLAMCI will be rolling out several initiatives in line with its mission of helping clients achieve prosperity. “Distribution channels are set to be expanded further, new products will be developed and launched in the market, more financial planning sessions and investment forums will be held, and the company’s digital presence and online capabilities will also be strengthened,” Pama shared.  

SLAMCI launched Invest for Rewards, wherein investors are rewarded with credits to top online merchants and exciting trips for two to The Farm at San Benito, Discovery Shores Boracay Osaka and Seoul.* The Company partnered with COL Financial, wherein five (5) of the Sun Life Prosperity Funds will be made available to internet-savvy investors.

“SLAMCI welcomes the opportunity and the challenge to reach out to even more Filipinos and help them discover the significant benefits that investing offers,” Pama said. “On our 15^th year, we remain committed and inspired to be our best for the people we serve.”

*Travel packages are offered from April 14 – June 30, 2015 only.

SUN LIFE LAUNCHES PHIL STOCK INDEX FUND

Investing in the Philippine Stock Market can be complicated and laborious for those who do not have the means and the time needed to make sound decisions that will ensure investments are maximized. But with the Sun Life Prosperity Philippine Stock Index Fund, the newest fund from Sun Life Asset Management Co., Inc. (SLAMCI), clients can now have the opportunity to access the country’s biggest corporations, without having to shell out a huge amount of money, nor having to consume too much time.

The Sun Life Prosperity Philippine Stock Index Fund closely tracks the performance of the Philippine Stock Exchange Index (PSEi), and mirrors its performance by investing in stocks which comprise the index – thereby giving the client access to the 30 largest companies in the Philippines, along with the opportunity to participate in the long-term growth of the Philippine market. 

“This fund is perfect for investors who have a high-risk appetite and a long-term investment horizon,” said SLAMCI President Valerie Pama. “The PSEi actually grew by 152% in the last five years; now, clients can ride on the growth of the Philippine stock market simply by investing in the Sun Life Prosperity Philippine Stock Index Fund.” 

Managed by the company’s team of expert fund managers, the new fund is the latest addition to SLAMCI’s award-winning Sun Life Prosperity Funds.

“Launching this new product is among the many ways that SLAMCI is marking its 15th anniversary this year as we strive to help more Filipinos enjoy a prosperous life,” Pama said, adding that the company started 2015 on a good momentum. The Sun Life Prosperity Philippine Stock Index Fund will be available on May 5, 2015.

Now with 47.6 Billion Pesos in assets under management (AUM), SLAMCI marked a 10.38% year-on-year growth, and remains to be the largest non-bank asset management company in the Philippines as of end of March this year. The Sun Life Prosperity Funds also marked a significant year-on-year growth, including the Philippine Equity Fund (18.37%), Balanced Fund (13.28%) and Dollar Abundance Fund (5.93%). The Dynamic Fund, which was launched in July last year, posted a 14%        return from inception to end-March 2015.

To learn more about the Sun Life Prosperity Funds call 849-9888 or email phil_prosperity@sunlife.com. For more news about SLAMCI, visit www.sunlifefunds.com, like sunlifeph on Facebook, and follow sunlifeph on Twitter.

DATEM INC. BIG REVEAL OF URBAN HIVE PALMS

Davaoenos will be treated to an exciting cocktail lounge event on the April 28^th with no less than the vibrant socialite icon Tessa Prieto-Valdes and Executive Class TV personality David Celdran  to host the Big Reveal. Joining them for a casual talk thru will be the representatives of  Datem Inc. and Eco Dwellings Corp. Officers and Directors led by Engr. Arnulfo De Asis (President), Mr. Edwin Roceles (Chief Operating Officer), Susan Yumul (General Manager), Angelica San Luis  (VP Sales & Marketing), Engr. Levy Espiritu (Director), Engr. Morris Agoncillo (Director), Ruben Lugtu (Director). 

Guests, buyers, prospective investors will  witness  the specially constructed 4-D version of Urban Hive Palms and get a realistic feel of the layout design of the seven building complex with the activity center. 

As part of  Datem’s generous offer to their Davao clientele, they will be giving a special promotion on that evening for those who will grab the chance to own an Urban Hive Palms one, two and three bedroom units ranging from 35sqm to 65sqm. 

Earlier that same day,  the unveiling of  the Urban Hive showrooms can experience a walk-thru of each showroom unit, specially designed by the illustrious interior design sister team of Ivy and Cynthia Almario of  Atelier Almario who will likewise be present in the event.  This will be opened to the public and an Open House Selling for the next few months where different promos and themes will be offered to interested and future unit owners. 

DAVAO’S  LATEST  MODERN  DWELLING:   URBAN HIVE PALMS   

Davao is fast becoming a modern city with the big commercial malls and hotels sprouting in major areas, new hospitals and schools to service the growing community and the  emergence of  BPO call centers in the the office buildings. Traffic build up during the rush hours make getting to work, school, and then back home a longer waiting activity.

Recognizing the importance of quality living where time management plays an important role, Datem Inc. through its subsidiary development company Eco Dwellings has entered into a joint venture agreement with Davao’s prominent Dizon Family and  proudly introduces its first residential condominium development, Urban Hive Palms.  The seven building complex comprise the  six storey multi unit condominium with a clubhouse housing function rooms,  a fully equipped fitness gym, basketball court, adult and kiddie pools, and jogging and strolling paths around the area.  Located in Amazon St, off Bacaca Road, Urban Hive Palms is less than a kilometer away from Abreeza and Victoria Plaza and about 1.5 km to MDMRC Hospital and Davao Medical School. Its nearby churches are  Redemptorist Church and Bajada Bible Baptist Church.        

Designed to answer the demanding needs of the times, residents will have the best of both worlds: easy convenience and an alternative lifestyle to the modern Davaoeno.  The single urbanite as well as the newly wed can easily do quick shopping in the mall; the young family will save travel time going to schools and campuses; the visiting balikbayan will enjoy their yearly visit knowing there is a hospital in case of emergency.