Optimize Your Funds

MUTUAL FUND AND UNIT INVESTMENT TRUST FUNDS

     Prudentialife takes its fund management expertise a step further in the area of financial services to better help you and the Filipino family secure the good life by introducing the Prudentialife Optima Funds.

Fixed Income Fund- The Fund is designed to provide regular interest income and principal preservation through investments in government and  high- quality corporate debt securities aggregating below - average or low risk.

 Dollar Bond Fund- This Fund is for US Dollar investors who want to preserve their capital and achieve growth in income over a period of time. To achieve  this,  the Fund will be invested in a diversified portfolio of US dollar denominated fixed income instruments issued by the Philippine government, corporations  and financial institutions.  The Fund aims to outperform its benchmark (gross of fees and taxes), the JP Morgan Chase Asia Total Return Philippines Index.

 Philippine Equity Fund- The objective of this Fund is to attain long-term capital growth for Peso investors. To achieve this, the Fund will be invested in a   portfolio of  stocks listed on the Philippine Stock Exchange. The Fund seeks to outperform (gross of fees) the Philippine Stock Exchange Composite Index   (PHISIX), subject to BSP regulations.

Diversified Balanced Fund- The Fund aims to achieve long-term capital and income growth by investing in a diversified portfolio of fixed income and equity securities. The Fund Manager, depending on market conditions, shall determine the allocation between fixed income and equity securities.

Optima Balanced Fund - It is a diversified portfolio of high quality debt instruments issued by the Philippine government, prime Philippine corporations and equities listed in the Philippine Stock Exchange. It is designed to maximize returns of investment through current income from fixed income investments and capital growth through equity investments.