17/06/2026
🌍 Is Your VUL Fund Allocation Still Aligned With Your Financial Goals?
Malaki ang naging pagbabago sa investment landscape nitong nakaraang taon. Habang may challenges ang local market, maraming global markets ang nagbigay ng attractive growth opportunities.
Here are the latest performances of selected Sun Life Global Funds:
📈 Peso Global Income Fund: +12.62%
📈 Peso Global Opportunity Fund: +29.71%
📈 Peso Global Growth Fund: +37.54%
📈 Peso Global Tech Growth Fund: +51.19%
While past performance is not a guarantee of future results, these figures highlight the potential benefits of having exposure to global markets and industries.
If you currently have a VUL plan, now may be a good time to check in with your financial advisor and schedule a policy review. Regular reviews help ensure that your fund allocation remains aligned with your financial goals, risk appetite, and investment timeline.
A fund switch may be one of the options worth discussing, especially if you're looking to diversify beyond the local market while keeping your insurance protection intact.
✨ Investing globally isn't just about pursuing higher returns—it's about accessing opportunities across different markets and building a more diversified portfolio.
If you have a VUL policy and would like a second look at your current fund allocation, I'd be happy to help. I can provide informed guidance and help you understand your available options based on your goals, risk tolerance, and investment horizon.
My priority is to help you make well-informed decisions and ensure that your funds are working in line with your long-term financial objectives—not just today's market trends.
Feel free to send me a message for a complimentary policy and fund allocation review. 📲
Investment returns are not guaranteed. Fund values may go up or down depending on market conditions. Please consider your financial goals, risk profile, and investment horizon before making any investment decision.
