Sun Life Investment Management marks 4th year with an expanded range of investment products and services

Sun Life Investment Management and Trust Corporation (SLIMTC), Sun Life’s standalone, non-bank affiliated trust company, will be marking its fourth anniversary this July with an expanded suite of investment products and services to reach even more Filipinos and help them strengthen and diversify their financial portfolio.

“Sun Life Investment Management provides access to a wide range of investment outlets that can help Clients gain access to investment opportunities both locally and globally,” Michael Gerard Enriquez, President of SLIMTC said.

The suite of products and services that SLIMTC offers includes Investment Management Account (IMA), Corporate Trust Account, Retirement Fund Account, and Pre-Need Account. Moreover, it also offers Unit Investment Trust Fund (UITF), which includes Money Market Fund, Medium-Term Fixed Income, Long-Term Fixed Income, Local Equity Index Fund, and Active Global Fixed Income Fund of Funds.

The funds are managed by seasoned investment professionals who leverage on their local and global expertise to ensure the best potential returns. Currently, Sun Life Investment Management ranks as the sixth1 top trust company in the Philippines and second largest stand-alone trust entity, with Assets Under Management at PHP 400 billion as of December 2024.

The company also earned notable recognitions in the Asset Benchmark Research Awards in Singapore, where it was named as one of the Top Investment House under the Local Currency Bond. Meanwhile, its Fixed Income Portfolio Manager, Chelsea Vanessa Lim, was awarded the top two spot as the Most Astute Investor for Local Currency Bonds and the number one spot for G3 Bonds.

“Our achievements in the past four years fuel our drive to help even more Filipinos achieve lifetime financial security,” Enriquez said. “Sun Life Investment Management is only just beginning, and we look forward to offering more relevant and sophisticated investment solutions.”