Explore Sun Life Financial Worldwide

Looking for information about Sun Life and our affiliated companies in your area. Select below to travel to a website for information specific to your region.

Worldwide

www.sunlife.com

Bermuda

www.sunlife.com/bermuda

Canada

www.sunlife.ca www.mcleanbudden.com www.sunlifeglobalinvestments.com

China (in Simplified Chinese)

www.sunlife-everbright.com

Hong Kong, SAR

www.sunlife.com.hk

India

www.birlasunlife.com www.sunlife.com/asiaservicecentre

Indonesia

www.sunlife.co.id

Ireland

www.sunlife.ie

Malaysia

www.sunlifemalaysia.com

Philippines

www.sunlife.com.ph www.sunlifegrepa.com www.sunlife.com/asiaservicecentre

Singapore

www.sunlife.com/slf/SG

United Kingdom

www.sunlife.com/us www.mfs.com

Vietnam

http://sunlife.com.vn/
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Sun Life Malaysia
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  1. Home
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Investment-linked Funds

Plans

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Fund Information

  • Insurance
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H High Risk
M Medium Risk
L Low Risk

H
Sun Life Malaysia World Equity Fund

Cash/Money Market 100% Shariah-compliant equities and equity related securities.
Fund objective

Achieve long term capital appreciation through investment in an international portfolio of Shariah-compliant equities and equity related securities.

Equity

Maximum 100%

Cash/Money market

Balance of fund

Investor’s risk profile
High
Investment horizon

5-10 years

H
Sun Life Malaysia Asia Pacific Dynamic Income Fund

2%
Cash/Money market
100% Shariah-compliant equities and equity related securities.
Fund objective

Achieve medium to long term capital appreciation through investments primarily in Asia Pacific ex Japan region.

Equity

Maximum 98% Asia Pacific (ex Japan) equities

Cash/Money market

Balance of fund

Investor’s risk profile
High
Investment horizon

5-10 years

H
Sun Life Malaysia Global Titans Fund

2%
Cash/Money Market
Minimum of 50% up to a maximum of 98% in collective investment schemes with exposures in US, Europe and Japan; and up to 50% in Malaysian securities
Fund objective

Maximise long-term capital growth through global equities exposure.

Equity

Minimum of 50% up to a maximum of 98% in collective investment schemes with exposure in US, Europe and Japan; and up to 50% in Malaysian securities

Cash/Money market

Balance of fund

Investor’s risk profile
High
Investment horizon

5-10 years

H
Sun Life Malaysia Select Asia (ex Japan) Quantum Fund

2%
Cash/Money Market
98% Shariah-compliant investment in the emerging and developed markets of Asia Pacific ex Japan region.
Fund objective

Achieve long term capital appreciation and income through Shariah-compliant investment in the emerging and developed markets of Asia Pacific ex Japan region.

Equity

Maximum 98%

Cash/Money market

Balance of fund

Investor’s risk profile
High
Investment horizon

5-10 years

H
Sun Life Malaysia Asia Pacific Equity Fund

2%
Cash/Money Market
98% Shariah-compliant investment in the emerging and developed markets of Asia Pacific ex Japan region.
Fund objective

Achieve long term capital appreciation and income through Shariah-compliant investment in the emerging and developed markets of Asia Pacific ex Japan region.

Equity

Maximum 98%

Cash/Money market

Balance of fund

Investor’s risk profile
High
Investment horizon

5-10 years

H
Sun Life Malaysia Growth Fund

2%
Cash/Money Market
98% Malaysian shares
Fund objective

Maximise capital growth over the medium to long term through the stock market.

Equity

Maximum 98% listed Malaysian shares

Cash/Money market

Balance of fund

Investor’s risk profile
High
Investment horizon

5-10 years

H
Sun Life Malaysia Equity Income Fund

2%
Cash/Money Market
98% Asian (ex Japan) equities and/or fixed income securities.
Fund objective

Provide stable income through dividend yielding stocks and fixed income securities.

Equity

Maximum 98% Asian (ex Japan) equities and/or fixed income securities.

Cash/Money market

Minimum 2% of fund's NAV

Investor’s risk profile
High
Investment horizon

5-10 years

H
Sun Life Malaysia Balanced Aggressive Fund

25%
Sun Life Malaysia Conservative
75% Sun Life Malaysia Growth
Fund objective

Provide a mix of exposure into equities and bonds, with higher allocation in equities.

Equity

75%

Fixed income

25%

Investor’s risk profile
High
Investment horizon

5-10 years

M
Sun Life Malaysia Balanced Moderate Fund

50%
Sun Life Malaysia Conservative
50% Sun Life Malaysia Growth
Fund objective

Provide a balance of exposure into equities and bonds.

Equity

50%

Fixed income

50%

Investor’s risk profile
Medium
Investment horizon

5-10 years

L
Sun Life Malaysia Balanced Stable Fund

75%
Sun Life Malaysia Conservative
25% Sun Life Malaysia Growth
Fund objective

Provide a mix of exposure into equities and bonds, with higher allocation in bonds.

Equity

25%

Fixed income

75%

Investor’s risk profile
Low
Investment horizon

5-10 years

L
Sun Life Malaysia Conservative Fund

2%
Cash/Money market
98% Malaysian Bonds
Fund objective

Achieve medium to long term capital appreciation through investments primarily in Malaysian bonds.

Fixed income

Maximum 98% Malaysian bonds

Cash/Money market

Balance of fund

Investor’s risk profile
Low
Investment horizon

5-10 years

L
Sun Life Malaysia Select Bond Fund

100%
Bonds
  Sun-Life-Malaysia-Select-Bond-Fund-2.png
Fund objective

Provide a steady income stream over the medium to long-term period through investments primarily in bonds and other fixed income securities.

Fixed Income

Minimum 70% up to a maximum of 100% bonds

Cash/Money market

Balance of fund

Investor’s risk profile
Low
Investment horizon

5-10 years

H
Sun Life Malaysia Islamic World Equity Fund

Cash/Money Market 100% Shariah-compliant equities and equity related securities.
Fund objective

Achieve long term capital appreciation through investment in an international portfolio of Shariah-compliant equities and equity related securities.

Equity

Maximum 100%

Cash/Money market

Balance of fund

Investor’s risk profile
High
Investment horizon

5-10 years

H
Sun Life Malaysia Islamic Asia Pacific Equity Fund

2%
Cash/Money Market
98% Shariah-compliant investment in the emerging and developed markets of Asia Pacific ex Japan region.
Fund objective

Achieve long term capital appreciation and income through Shariah-compliant investment in the emerging and developed markets of Asia Pacific ex Japan region.

Equity

Maximum 98%

Cash/Money market

Balance of fund

Investor’s risk profile
High
Investment horizon

5-10 years

H
Sun Life Malaysia Islamic Equity Fund

2%
Cash/Money Market
98% Shariah-compliant equities.
Fund objective

To provide capital growth over medium to long-term mainly through various growth-oriented Shariah-compliant equities.

Equity

Maximum 98%

Cash/Money market

Balance of fund

Investor’s risk profile
High
Investment horizon

5-10 years

H
Sun Life Malaysia Islamic Strategic Aggressive Fund

Fund objective

Achieve capital growth by investing in a portfolio of Shariah-compliant collective investment schemes that invest primarily in Shariah-compliant equities.

Asset Allocation

maximum 100% shariah-compliant equities; maximum 5% liquid assets.

Investor’s risk profile
High
Investment horizon

Long term

M
Sun Life Malaysia AIIMAN Select Income Fund

60%
Cash/Money Market
40% Shariah-compliant equities.
Fund objective

Provide regular income stream through Shariah-compliant investments

Equity

Maximum 40%

Cash/Money market

Balance of fund

Investor’s risk profile
Medium
Investment horizon

5-10 years

M
Sun Life Malaysia Islamic Strategic Balanced Fund

Fund objective

Achieve moderate capital growth by investing in a portfolio of Shariah-compliant collective investment schemes that invest in Shariah-compliant equities and/or Sukuk.

Asset Allocation

40% to 60% shariah-compliant equities; 40% to 60% sukuk; maximum 5% liquid assets.

Investor’s risk profile
Medium
Investment horizon

Long term

L
Sun Life Malaysia Islamic Bond Fund

20%
Cash/Money Market
80% Fixed income securities
Fund objective

To provide returns mainly through Malaysian Shariah-compliant bonds and other Shariah-compliant fixed income securities.

Fixed income

Minimum 80%

Cash/Money market

Balance of fund

Investor’s risk profile
Low
Investment horizon

5-10 years

L
Sun Life Malaysia Islamic Strategic Conservative Fund

Fund objective

Achieve capital stability by investing in a portfolio of Shariah-compliant collective investment schemes that invest in Shariah-compliant equities and/or Sukuk.

Asset Allocation

70% to 100% sukuk; 0% to 30% shariah-compliant equities; maximum 5% liquid assets.

Investor’s risk profile
Low
Investment horizon

Long term

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Client Careline:
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© Sun Life Malaysia. All Rights reserved.
 
Sun Life Malaysia Assurance Berhad
Registration No: 199001005930 (197499-U)

Sun Life Malaysia Takaful Berhad
Registration No: 200501012215 (689263-M)
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Customer Careline:
1300-88-5055
Email:
wecare@sunlifemalaysia.com
 
Privacy Notice Site Map
© Sun Life Malaysia. All Rights reserved.
Sun Life Malaysia Assurance Berhad
Registration No: 199001005930 (197499-U)

Sun Life Malaysia Takaful Berhad
Registration No: 200501012215 (689263-M)

banking info
banking info
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