Sun Life Investment Management and Trust Corporation (SLIMTC), Sun Life’s standalone, non-bank affiliated trust company, celebrates its fourth anniversary this July with an expanded suite of investment products and services aimed at helping Filipinos strengthen and diversify their financial portfolios.
“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,” said Michael Gerard Enriquez, President of SLIMTC.
The company’s offerings include Investment Management Account, Corporate Trust Account, Retirement Fund Account and Pre-Need Account. SLIMTC also offers Unit Investment Trust Funds (UITF) including Money Market Fund, Medium-Term Fixed Income, Long-Term Fixed Income, Local Equity Index Fund and Active Global Fixed Income Fund of Funds. Seasoned investment professionals manage these funds, leveraging local and global expertise to maximize potential returns.
Sun Life Investment Management currently ranks as the sixth 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 recently earned recognition in the Asset Benchmark Research Awards in Singapore, named as one of the Top Investment Houses under the Local Currency Bond category. Its Fixed Income Portfolio Manager, Chelsea Vanessa Lim, was awarded the number two spot as Most Astute Investor for Local Currency Bonds and claimed the top position 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.”
For more information: www.slimtc.ph
