Investment-Linked Funds Information

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data-bs-parent="#accordionFlushExample"> <div class="accordion-body"> <ul> <li> <a href="/insurance-and-takaful/life-insurance/">Life Insurance</a> </li> <li> <a href="/insurance-and-takaful/family-takaful/">Family Takaful</a> </li> <li> <a href="/insurance-and-takaful/protection/">Protection</a> </li> <li> <a href="/insurance-and-takaful/savings/">Savings</a> </li> <li> <a href="/insurance-and-takaful/investment/">Investment Plans</a> </li> <li> <a href="/insurance-and-takaful/health/">Health</a> </li> <li> <a href="/insurance-and-takaful/critical-illness/">Critical Illness</a> </li> <li> <a href="/insurance-and-takaful/education/">Education</a> </li> <li> <a href="/insurance-and-takaful/retirement/">Retirement</a> </li> </ul> </div> </div> </div> <p hidden>/insurance-and-takaful/investment-linked-fund/</p> <p hidden>/insurance-and-takaful/investment-linked-fund/</p> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button" type="button" 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</div> <p hidden>/insurance-and-takaful/universal-life-fund/</p> <p hidden>/insurance-and-takaful/investment-linked-fund/</p> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#nav-collapse-3" aria-expanded="false" aria-controls="nav-collapse-3"> Universal Life Fund </button> </div> <div id="nav-collapse-3" class="accordion-collapse collapse" data-bs-parent="#accordionFlushExample"> <div class="accordion-body"> <ul> <li> <a href="/insurance-and-takaful/universal-life-fund/fund-fact-sheet/">Fund Fact Sheet</a> </li> <li> <a href="/insurance-and-takaful/universal-life-fund/monthly-crediting-rate-2024/">Monthly Crediting Rate 2024</a> </li> <li> <a href="/insurance-and-takaful/universal-life-fund/monthly-crediting-rate-2023/">Monthly Crediting Rate 2023</a> </li> <li> <a href="/insurance-and-takaful/universal-life-fund/monthly-crediting-rate-2022/">Monthly Crediting Rate 2022</a> </li> <li> <a href="/insurance-and-takaful/universal-life-fund/monthly-crediting-rate-2021/">Monthly Crediting Rate 2021</a> </li> <li> <a href="/insurance-and-takaful/universal-life-fund/monthly-crediting-rate-2020/">Monthly Crediting Rate 2020</a> </li> </ul> </div> </div> </div> <p hidden>/insurance-and-takaful/tools-and-calculators/</p> <p hidden>/insurance-and-takaful/investment-linked-fund/</p> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#nav-collapse-4" aria-expanded="false" aria-controls="nav-collapse-4"> Tools and Calculators </button> </div> <div id="nav-collapse-4" class="accordion-collapse collapse" data-bs-parent="#accordionFlushExample"> <div class="accordion-body"> <ul> <li> <a href="/insurance-and-takaful/tools-and-calculators/what-is-your-current-age-and-savings-goal/">What is your current age and savings goal?</a> </li> <li> <a href="/insurance-and-takaful/tools-and-calculators/what-are-your-retirement-legacy-goals/">What are your retirement & legacy goals?</a> </li> <li> <a href="/insurance-and-takaful/tools-and-calculators/how-much-will-it-cost-for-my-child’s-tertiary-education/">How much will it cost for my child’s tertiary education?</a> </li> </ul> </div> </div> </div> </div> </div> </div> <div class="col-lg-9"> <div class="doc-section doc-section-no-border"> <h1 class="fs-4 tab-title text-blue">Fund Information</h1> <div class="sun-tab"> <nav class="nav" id="nav-tab" role="tablist"> <a class="nav-link active" id="tabs-1" data-bs-toggle="tab" data-bs-target="#nav-1" type="button" role="tab" aria-controls="nav-1" aria-selected="true"> INSURANCE </a> <a class="nav-link" id="tabs-2" data-bs-toggle="tab" data-bs-target="#nav-2" type="button" role="tab" aria-controls="nav-2" aria-selected="true"> TAKAFUL </a> </nav> <div class="tab-content" id="nav-tabContent"> <div class="tab-content" id="nav-tabContent"> <div class="tab-pane fade show active" id="nav-1" role="tabpanel" aria-labelledby="tabs-1"> <div class="doc-section"> <div class="sunlife-default-flush"> <div class="accordion accordion-flush" id="fund-information"> <div class="d-flex indicator my-3"> <div class="text-center d-flex align-items-center pe-2 pe-sm-3 pe-md-5"> <div class="circle h"> </div> <p class="m-0 ps-1 pe-sm-2 ps-md-2 sl-bold">High Risk</p> </div> <div class="text-center d-flex align-items-center pe-2 pe-sm-3 pe-md-5"> <div class="circle m"> </div> <p class="m-0 ps-1 pe-sm-2 ps-md-2 sl-bold">Medium Risk</p> </div> <div class="text-center d-flex align-items-center pe-2 pe-sm-3 pe-md-5"> <div class="circle l"> </div> <p class="m-0 ps-1 pe-sm-2 ps-md-2 sl-bold">Low Risk</p> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button high collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-1" aria-expanded="false" aria-controls="fund-collapse-1"> Sun Life Malaysia World Equity Fund </button> </div> <div id="fund-collapse-1" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">Cash/Money<br /> Market</p> <img alt="sun_13" src="/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Insurance/Sun-Life-Malaysia-World-Equity-Fund.png" /> <p class="p-3 mt-3 mb-0">100% Shariah-compliant equities and equity related securities.</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Achieve long term capital appreciation through investment in an international portfolio of Shariah-compliant equities and equity related securities.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator h">HIGH</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Equity</p> <p>Maximum 100%</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Cash/Money market</p> <p>Balance of fund</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button high collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-2" aria-expanded="false" aria-controls="fund-collapse-2"> Sun Life Malaysia Asia Pacific Dynamic Income Fund </button> </div> <div id="fund-collapse-2" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">2%<br /> Cash/Money Market</p> <img alt="sun_14" src="/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Insurance/Sun-Life-Malaysia-Asia-Pacific-Dynamic-Income-Fund.png" /> <p class="p-3 mt-3 mb-0">100% Shariah-compliant equities and equity related securities.</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Achieve medium to long term capital appreciation through investments primarily in Asia Pacific ex Japan region.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator h">HIGH</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Equity</p> <p>Maximum 98% Asia Pacific (ex Japan) equities</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Cash/Money market</p> <p>Balance of fund</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button high collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-3" aria-expanded="false" aria-controls="fund-collapse-3"> Sun Life Malaysia Global Titans Fund </button> </div> <div id="fund-collapse-3" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3">2%<br /> Cash/Money Market</p> <img alt="sun_9" class="chart-img" src="/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Insurance/Sun-Life-Malaysia-Global-Titans-Fund.png" /> <p class="p-3 mt-3 mb-0">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</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Maximise long-term capital growth through global equities exposure.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator h">HIGH</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Equity</p> <p>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</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Cash/Money market</p> <p>Balance of fund</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button high collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-4" aria-expanded="false" aria-controls="fund-collapse-4"> Sun Life Malaysia Select Asia (ex Japan) Quantum Fund </button> </div> <div id="fund-collapse-4" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">2%<br /> Cash/Money Market</p> <img alt="sun_11" class="chart-img" src="/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Insurance/Sun-Life-Malaysia-Select-Asia-ex-Japan-Quantum-Fund.png" /> <p class="p-3 mt-3 mb-0">98% Shariah-compliant investment in the emerging and developed markets of Asia Pacific ex Japan region.</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Achieve long term capital appreciation and income through Shariah-compliant investment in the emerging and developed markets of Asia Pacific ex Japan region.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator h">HIGH</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Equity</p> <p>Maximum 98%</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Cash/Money market</p> <p>Balance of fund</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button high collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-5" aria-expanded="false" aria-controls="fund-collapse-5"> Sun Life Malaysia Asia Pacific Equity Fund </button> </div> <div id="fund-collapse-5" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">2%<br /> Cash/Money Market</p> <img alt="sun_1" class="chart-img" src="/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Insurance/Sun-Life-Malaysia-Asia-Pacific-Fund.png" /> <p class="p-3 mt-3 mb-0">98% Shariah-compliant investment in the emerging and developed markets of Asia Pacific ex Japan region.</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Achieve long term capital appreciation and income through Shariah-compliant investment in the emerging and developed markets of Asia Pacific ex Japan region.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator h">HIGH</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Equity</p> <p>Maximum 98%</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Cash/Money market</p> <p>Balance of fund</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button high collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-6" aria-expanded="false" aria-controls="fund-collapse-6"> Sun Life Malaysia Growth Fund </button> </div> <div id="fund-collapse-6" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">2%<br /> Cash/Money Market</p> <img alt="sun_10" class="chart-img" src="/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Insurance/Sun-Life-Malaysia-Growth-Fund.png" /> <p class="p-3 mt-3 mb-0">98% Malaysian shares</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Maximise capital growth over the medium to long term through the stock market.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator h">HIGH</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Equity</p> <p>Maximum 98% listed Malaysian shares</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Cash/Money market</p> <p>Balance of fund</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button high collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-7" aria-expanded="false" aria-controls="fund-collapse-7"> Sun Life Malaysia Equity Income Fund </button> </div> <div id="fund-collapse-7" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">2%<br /> Cash/Money Market</p> <img alt="sun_6" class="chart-img" src="/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Insurance/Sun-Life-Malaysia-Equity-Income-Fund.png" /> <p class="p-3 mt-3 mb-0">98% Asian (ex Japan) equities and/or fixed income securities.</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Provide stable income through dividend yielding stocks and fixed income securities.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator h">HIGH</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Equity</p> <p>Maximum 98% Asian (ex Japan) equities and/or fixed income securities.</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Cash/Money market</p> <p>Minimum 2% of fund's NAV</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button high collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-8" aria-expanded="false" aria-controls="fund-collapse-8"> Sun Life Malaysia Global Technology Fund </button> </div> <div id="fund-collapse-8" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">Maximum 5%<br /> Cash/Money Market</p> <img alt="sun_8" class="chart-img" src="/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Insurance/Sun-Life-Malaysia-World-Equity-Fund.png" /> <p class="p-3 mt-3 mb-0">Minimum 95% Equity Fund</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>To provide capital appreciation through investments in one collective investment scheme that invests primarily in a diversified portfolio of technology related companies.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator h">HIGH</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Equity</p> <p>Minimum 95%</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Cash/Money market</p> <p>Maximum 5%</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button high collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-9" aria-expanded="false" aria-controls="fund-collapse-9"> Sun Life Malaysia Global Sustainable Fund </button> </div> <div id="fund-collapse-9" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">Maximum 15%<br /> Cash/Money Market</p> <img alt="sun_7" mb-0="" mt-3="" src="/Sunlife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Insurance/Sun-Life-Malaysia-Global-Sustainable-Fund.png" /> <p class="p-3 mt-3 mb-0">Minimum 85% Equity Fund</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Achieve long-term capital growth through investment in a relatively concentrated, actively managed portfolio of global equity securities issued by companies with a high overall positive impact on society.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator h">HIGH</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Equity</p> <p>Minimum 85%</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Cash/Money market</p> <p>Maximum 15%</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button high collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-10" aria-expanded="false" aria-controls="fund-collapse-10"> Sun Life Malaysia Balanced Aggressive Fund </button> </div> <div id="fund-collapse-10" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">25%<br /> Sun Life Malaysia<br /> Conservative</p> <img alt="sun_2" class="chart-img" src="/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Insurance/Sun-Life-Malaysia-Balanced-Aggressive-Fund.png" /> <p class="p-3 mt-3 mb-0">75% Sun Life Malaysia Growth</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Provide a mix of exposure into equities and bonds, with higher allocation in equities.</p> <p>Investor’s risk profile : <span class="inner-indicator h">HIGH</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Equity</p> <p>75%</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Fixed income</p> <p>25%</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button medium collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-11" aria-expanded="false" aria-controls="fund-collapse-11"> Sun Life Malaysia Balanced Moderate Fund </button> </div> <div id="fund-collapse-11" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">50%<br /> Sun Life Malaysia<br /> Conservative</p> <img alt="sun_3" class="chart-img" src="/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Insurance/Sun-Life-Malaysia-Balanced-Moderate-Fund.png" /> <p class="p-3 mt-3 mb-0">50% Sun Life Malaysia Growth</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Provide a balance of exposure into equities and bonds.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator m">MEDIUM</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Equity</p> <p>50%</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Fixed income</p> <p>50%</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button low collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-12" aria-expanded="false" aria-controls="fund-collapse-12"> Sun Life Malaysia Balanced Stable Fund </button> </div> <div id="fund-collapse-12" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">75%<br /> Sun Life Malaysia<br /> Conservative</p> <img alt="sun_4" class="chart-img" src="/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Insurance/Sun-Life-Malaysia-Balanced-Stable-Fund.png" /> <p class="p-3 mt-3 mb-0">25% Sun Life Malaysia Growth</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Provide a mix of exposure into equities and bonds, with higher allocation in bonds.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator l">LOW</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Equity</p> <p>25%</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Fixed income</p> <p>75%</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button low collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-13" aria-expanded="false" aria-controls="fund-collapse-13"> Sun Life Malaysia Conservative Fund </button> </div> <div id="fund-collapse-13" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">2%<br /> Cash/Money market</p> <img alt="sun_5" class="chart-img" src="/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Insurance/Sun-Life-Malaysia-Conservative-Fund.png" /> <p class="p-3 mt-3 mb-0">98% Malaysian Bonds</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Achieve medium to long term capital appreciation through investments primarily in Malaysian bonds.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator l">LOW</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Fixed income</p> <p>Maximum 98% Malaysian bonds</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Cash/Money market</p> <p>Balance of fund</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button low collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-14" aria-expanded="false" aria-controls="fund-collapse-14"> Sun Life Malaysia Select Bond Fund </button> </div> <div id="fund-collapse-14" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">100%<br /> Bonds</p> <img alt="sun_12" src="https://www.sunlifemalaysia.com/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Insurance/Sun-Life-Malaysia-Balanced-Stable-Fund.png" /> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Provide a steady income stream over the medium to long-term period through investments primarily in bonds and other fixed income securities.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator l">LOW</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Fixed income</p> <p>Minimum 70% up to a maximum of 100% bonds</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Cash/Money market</p> <p>Balance of fund</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="tab-pane fade" id="nav-2" role="tabpanel" aria-labelledby="tabs-2"> <div class="doc-section"> <div class="sunlife-default-flush"> <div class="accordion accordion-flush" id="fund-information"> <div class="d-flex indicator my-3"> <div class="text-center d-flex align-items-center pe-2 pe-sm-3 pe-md-5"> <div class="circle h"> </div> <p class="m-0 ps-1 pe-sm-2 ps-md-2 sl-bold">High Risk</p> </div> <div class="text-center d-flex align-items-center pe-2 pe-sm-3 pe-md-5"> <div class="circle m"> </div> <p class="m-0 ps-1 pe-sm-2 ps-md-2 sl-bold">Medium Risk</p> </div> <div class="text-center d-flex align-items-center pe-2 pe-sm-3 pe-md-5"> <div class="circle l"> </div> <p class="m-0 ps-1 pe-sm-2 ps-md-2 sl-bold">Low Risk</p> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button high collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-1" aria-expanded="false" aria-controls="fund-collapse-1"> Sun Life Malaysia Islamic World Equity Fund </button> </div> <div id="fund-collapse-1" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">Cash/Money<br /> Market</p> <img alt="taka_8" class="chart-img" src="/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Takaful/Sun-Life-Malaysia-Islamic-World-Equity-Fund.png" /> <p class="p-3 mt-3 mb-0">100% Shariah-compliant equities and equity related securities.</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Achieve long term capital appreciation through investment in an international portfolio of Shariah-compliant equities and equity related securities.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator h">HIGH</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Equity</p> <p>Maximum 100%</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Cash/Money market</p> <p>Balance of fund</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button high collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-2" aria-expanded="false" aria-controls="fund-collapse-2"> Sun Life Malaysia Islamic Asia Pacific Equity Fund </button> </div> <div id="fund-collapse-2" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">2%<br /> Cash/Money<br /> Market</p> <img alt="taka_2" class="chart-img" src="/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Takaful/Sun-Life-Malaysia-Islamic-Asia-Pacific-Equity-Fund.png" /> <p class="p-3 mt-3 mb-0">98% Shariah-compliant investment in the emerging and developed markets of Asia Pacific ex Japan region.</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Achieve long term capital appreciation and income through Shariah-compliant investment in the emerging and developed markets of Asia Pacific ex Japan region.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator h">HIGH</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Equity</p> <p>Maximum 98%</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Cash/Money market</p> <p>Balance of fund</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button high collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-3" aria-expanded="false" aria-controls="fund-collapse-3"> Sun Life Malaysia Islamic Equity Fund </button> </div> <div id="fund-collapse-3" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">2%<br /> Cash/Money<br /> Market</p> <img alt="taka_4" class="chart-img" src="/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Takaful/Sun-Life-Malaysia-Islamic-Equity-Fund.png" /> <p class="p-3 mt-3 mb-0">98% Shariah-compliant equities.</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>To provide capital growth over medium to long-term mainly through various growth-oriented Shariah-compliant equities.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator h">HIGH</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Equity</p> <p>Maximum 98%</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Cash/Money market</p> <p>Balance of fund</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button medium collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-4" aria-expanded="false" aria-controls="fund-collapse-4"> Sun Life Malaysia AIIMAN Select Income Fund </button> </div> <div id="fund-collapse-4" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">60%<br /> Cash/Money<br /> Market</p> <img alt="taka_1" class="chart-img" src="/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Takaful/Sun-Life-Malaysia-AIIMAN-Select-Income-Fund.png" /> <p class="p-3 mt-3 mb-0">40% Shariah-compliant equities.</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Provide regular income stream through Shariah-compliant investments</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator m">MEDIUM</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Equity</p> <p>Maximum 40%</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Cash/Money market</p> <p>Balance of fund</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button medium collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-5" aria-expanded="false" aria-controls="fund-collapse-5"> Sun Life Malaysia Islamic Global Balanced Fund </button> </div> <div id="fund-collapse-5" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3"> </p> <img alt="taka_5" src="/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Insurance/Sun-Life-Malaysia-Balanced-Moderate-Fund.png" /></div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Provide income and capital appreciation over the medium to long-term by investing in Shariah-compliant equities and Sukuk globally.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator m">Medium</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4 border-lg-right"> <p class="sl-bold">Asset allocation</p> <p>40% to 60% Shariah-compliant equities<br /> 40% to 60% Sukuk, Islamic money market instruments or placement of Islamic Deposit with financial institutions; <br /> Up to 20% Unrated Sukuk</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button medium collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-6" aria-expanded="false" aria-controls="fund-collapse-6"> Sun Life Malaysia Islamic Global Sustainable Fund </button> </div> <div id="fund-collapse-6" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">Maximum 30%<br /> Cash/Money<br /> Market</p> <img alt="taka_7" src="/Sunlife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Insurance/Sun-Life-Malaysia-Global-Sustainable-Fund.png" /> <p class="p-3 mt-3 mb-0">Minimum 70% Shariah-compliant equities and Shariah-compliant equity-related securities</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Achieve long-term capital growth.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator m">MEDIUM</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Equity</p> <p>Minimum 70%</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Cash/Money market</p> <p>Maximum 30%</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button medium collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-7" aria-expanded="false" aria-controls="fund-collapse-7"> Sun Life Malaysia Islamic Global Multi-Asset Fund </button> </div> <div id="fund-collapse-7" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Provide capital growth through investments in one Islamic collective investment scheme, which invests in a diversified portfolio of global assets.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator m">MEDIUM</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4 border-lg-right"> <p class="sl-bold">Asset Allocation</p> <p>At least 85% in master fund; up to 15% in Islamic Liquid Assets.</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>Medium to long term</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button low collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-8" aria-expanded="false" aria-controls="fund-collapse-8"> Sun Life Malaysia Islamic Bond Fund </button> </div> <div id="fund-collapse-8" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col-md-4 col-lg-3"> <div class="d-flex flex-column align-items-center text-center"> <p class="mb-3 sl-bold">20%<br /> Cash/Money Market</p> <img alt="taka_3" class="chart-img" src="/SunLife/media/SunLifeMedia/Plans/Investment-linked-funds/Fund-Information/Takaful/Sun-Life-Malaysia-Islamic-Bond-Fund.png" /> <p class="p-3 mt-3 mb-0">80% Fixed income securities</p> </div> </div> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>To provide returns mainly through Malaysian Shariah-compliant bonds and other Shariah-compliant fixed income securities.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator l">LOW</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4"> <p class="sl-bold">Fixed income</p> <p>Minimum 80%</p> </div> <div class="col-lg-4 border-lg-x"> <p class="sl-bold">Cash/Money market</p> <p>Balance of fund</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>5-10 years</p> </div> </div> </div> </div> </div> </div> </div> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button low collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#fund-collapse-9" aria-expanded="false" aria-controls="fund-collapse-9"> Sun Life Malaysia Islamic Deposit Fund </button> </div> <div id="fund-collapse-9" class="accordion-collapse collapse" data-bs-parent="#fund-information"> <div class="accordion-body border p-3"> <div class="row fund-information-details"> <div class="col"> <p class="m-0 sl-bold">Fund objective</p> <p>Provide investors with liquidity and regular income, whilst maintaining capital stability by investing primarily in deposits that comply with the Shariah principles.</p> <p class="sl-bold">Investor’s risk profile : <span class="inner-indicator l">LOW</span></p> <div class="row mt-lg-5 text-lg-center"> <div class="col-lg-4 border-lg-right"> <p class="sl-bold">Asset Allocation</p> <p>At least 95% in Islamic Deposits; up to 5% in Cash.</p> </div> <div class="col-lg-4"> <p class="sl-bold">Investment horizon</p> <p>Short term</p> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="sl-ctn-80"> <footer class="footer-sl pt-md-4 pt-3 footer-border-top"> <div class="ft-grid"> <div class="sunlife-default-flush"> <div class="accordion accordion-flush" id="accordionFlushExample"> <div class="accordion-item"> <div class="accordion-header"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#flush-collapse-1" aria-expanded="false" aria-controls="flush-collapse-1"> Quick links </button> </div> <div 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