18/07/2026
We invested in Sun Lifeโs Global Tech Payout Fund ourselves because we wanted to experience firsthand how the strategy works before recommending it to our own clients, family, and friends. ๐
Here is our experience so far:
๐ Initial Investment: โฑ1,000,000
๐ Current Fund Value: โฑ1,190,662.17 (as of May 29, 2026)
๐ฐ Quarterly Payout Received (Jan 2026, received on Feb): โฑ17,846.36
๐ฐ Quarterly Payout Received (Apr 2026, received on May): โฑ19,578.21
In less than six months, the fund value has increased while also generating quarterly payouts, readily available in our nominated bank account.
The fund gains exposure to leading global technology companies through investments linked to the Nasdaq-100, including companies behind today's innovations in technology, AI, cloud computing, digital advertising, and e-commerce.
Features of this portfolio:
โ One-time payment (minimum โฑ1,000,000)
โ Quarterly payout feature (1.75% per quarter or 7% annually)
โ Life insurance protection included (minimum of 125%, โฑ1,250,000)
โ Tax-efficient wealth transfer benefits
โ No medical exam required
โ Guaranteed acceptance
โ Available up to age 70
Sharing this as a real example of how we personally diversify a portion of our assets as we are a strong believer that a good financial strategy is never built on just one asset class.
Diversification may include:
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Business Expansion
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Real Estate
โ
MP2
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Time Deposits
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Money Market Funds
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Equities
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Global Investments
If you have funds currently sitting in low-yield accounts, it may be worth exploring how global diversification can fit into your overall financial strategy.
Feel free to send me a message if you'd like to learn more about how the Global Tech Payout Fund works! ๐ฉ