Wednesday, April 7, 2010

Update on my mutual funds (sun life) investment



I bought some mutual funds 3rd quarter 2009, specifcally Sun Life Prosperity Philippine Equity Fund.

 Its been stagnating at 3% for several months. But this march it went to 8% and today its 11.4%.

EXCELLENT!
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2 comments:

  1. AnonymousMay 7, 2010 at 10:16 AM

    Hi did you compute for the percents from 3 to 8 to 11.5%? You computed it on your own based on the initial NAVPS up to the current NAVPS bond fund?

    Thank you

    ReplyDelete
  2. VinceMay 7, 2010 at 9:00 PM

    I just logged into my sunlife account. There you can see the current value of the "shares" I have.

    After that, its pretty simple math

    Example, I bought 100 pesos worth of funds before. Now on the sunlife page, if the current value is 110 pesos. Thats 10%.

    ReplyDelete