y���Wkeo*X��\יִ��W�c>��%�4[4�/]9�� : �/�� ��I�zx���sҪ3��هƛ?�’d�[�;f The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. Watch Sun Life Global Investments’ Portfolio Manager Kathrin Forrest's Q3 2017 Fund review on the Sun Life Milestone Funds. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. In such a case, the applicable Sun Life Milestone Fund will pay the greater of the net asset value per unit on the accelerated maturity date and the net present value per unit of the Guaranteed Value. For periods greater than one year, the indicated rates of return are the historical annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Sun FlexiDollar1 is a dollar-denominated investment-linked life insurance plan that provides financial security as well as flexibility to choose from available investment options. With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. Sun Life Global Investments (Canada) Inc. Thursday announced that its in-house portfolio management team will take on increased responsibilities for five Sun Life Milestone funds. seek preservation of capital and the potential for capital appreciation over a set period of time until the scheduled Maturity Date, are planning to invest for a period of time consistent with the Fund's scheduled Maturity Date. If you redeem your securities of the Sun Life Milestone Funds prior to their respective maturity dates, your redemption will be processed at the current net asset value per security, less any applicable redemption fees, and you will not benefit from the Guaranteed Value at maturity. As portfolio manager, the Manager is responsible for managing the investment portfolio of the Fund directly or through sub-advisors. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. The maturity date for a Sun Life Milestone Fund may be accelerated in certain circumstances, in which case an accelerated Guaranteed Value will be calculated. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. TORONTO, July 21, 2020 /CNW/ - SLGI Asset Management Inc. ("Sun Life Global Investments") announced today changes to select mutual funds, including reduced management fees and other business-related changes.. Sun Life Global Investments is reducing the management fees on a majority of its fund series by five basis points. Please read the prospectus before investing. The SLGI Asset Management Inc. Refer to Simplified Prospectus for fee structure. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Ratings and/or ranking information is subject to change monthly. The pie chart represents the target regional weights of the futures* contracts in the GEF. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Exposure to other derivatives, such as put options*, is not reflected here. Exposure to other derivatives, such as put options*, is not reflected here. These target date funds offer the opportunity for growth potential, while at the same time offering downside protection if markets drop. If the net asset value per unit on the maturity date of a Sun Life Milestone Fund is less than the Guaranteed Value per unit, then Sun Life Assurance Company of Canada, as sub-advisor to the Sun Life Milestone Funds, ("Sun Life", or the "guarantor") has agreed to pay the shortfall to the Sun Life Milestone Fund. ɵ�-Hj"��z�K�X/�j���UiGU�H��(S�����n�IB]�������@%l|^��`�h�ny�Τ�{��*��G\7�Y��4T�ܖ�Yd��!�0q_�/�����(V�1D�+�x.>R�Lj�pgSR��6�5�KTI��]Q��b�VL��z�Փ�+m__x�Ɗ���gKnl���W��^IǓŶ����!y| of the investment fund. Watch Sun Life Global Investments’ Portfolio Manager Kathrin Forrest's Q1 2018 fund review of Sun Life Milestone Funds. In addition, McLean Budden Fixed Income Fund changed its name to Sun Life MFS McLean Budden Canadian Bond Fund. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. Please sign in through sunnet.sunlife.com. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Protection against downside risk is provided through option strategies to prevent the overall fund from extreme sudden drops in market value where the manager is unable to rebalance. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Past performance is no guarantee of future results. With the convenience of paying one-time and an option to even add more to what you have initially saved, Sun FlexiDollar1 allows you to secure and build funds for a comfortable retirement. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. The Manager has retained Sun Life Assurance Sun Life Milestone 2030 Fund As trustee, the Manager holds legal title to the Fund's investments in trust for securityholders. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. The pie chart represents the target regional weights of the futures* contracts in the GEF. NOTE: Sun Life Milestone 2020 Fund, DSC option (SUN208), is closed to new purchases as of July 3, 2013. The Fund's investment objective is to seek long term capital appreciation and to pay, on the scheduled Maturity Date, an amount per unit equal to the greatest of the following three values: (i) $10.00 per unit (the net asset value per unit on the start date of the Fund), (ii) the highest month-end net asset value per unit during the period from the start date until the scheduled Maturity Date, or (iii) the net asset value per unit on the scheduled Maturity Date of the Fund (the "Guaranteed Value"). 00030144 | Sun Life Milestone Global Equity Fund | SLGI Asset Management Inc. On April 2, 2012, Sun Life Money Market Fund, McLean Budden Fixed Income Fund, Sun Life Milestone 2020 Fund and Sun Life Milestone 2030 Fund each acquired assets from terminating funds. Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. These changes could have impacted past performance of these funds. The Fund's objective is to seek long-term capital appreciation. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). LSC will close in 2022 for the 2025 fund. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. On an expiry-to-expiry basis, the GEF intends to achieve between 1.0 and 1.4 times the returns generated by these market indices. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. statements. g�X���8VB��>��z��Qi��p*! A put option is a contract that gives the option holder the right to sell a specific quantity of a security to the option writer at a specific price within a specified period of time. and LONDON, July 1, 2020 /CNW/ - Sun Life Financial Inc. ("Sun Life") (TSX: SLF) (NYSE: SLF) today announced the completion of its majority stake acquisition of InfraRed Capital Partners ("InfraRed").. Headquartered in London, U.K., InfraRed is a global infrastructure and real estate manager.InfraRed advises institutional and pooled fund Clients on approximately … Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. On April 2, 2012, Sun Life Money Market Fund, McLean Budden Fixed Income Fund, Sun Life Milestone 2020 Fund and Sun Life Milestone 2030 Fund each acquired assets from terminating funds. The GEF is a mutual fund managed by SLGI Asset Management Inc. Sun Life Granite 2020 Fund and Sun Life Milestone 2020 Fund are closed to new purchases.Sun Life Granite 2025 Fund and Sun Life Milestone 2025 Fund, DSC option is closed to new purchases as of July 1, 2018. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Learn more about Sun Lifetime Advantage GIF The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Watch Sun Life Global Investments' Portfolio Manger, Chhad Aul's Q2 2017 | Fund review: Sun Life Milestone Funds. The calculation is simply the average of the returns for all the funds in a given category. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). These changes could have impacted past performance of these funds. Find out about mutual funds offered by Sun Life Global Investments. About the Sun Life Milestone Target Date series The Sun Life Milestone Segregated Funds are the first Target Date series for employer-sponsored group retirement and savings plans in Canada to feature a guaranteed unit value at maturity (GMV). 3 0 obj An advisor’s job is to help you understand how different products – each with its own features and options – can best meet your individual needs. Sun Lifetime Advantage GIF provides a minimum guaranteed lifetime income that can increase every year before you start taking income. %PDF-1.4 For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. A distribution may be applicable for this fund. The Milestone Funds have a unique Guaranteed Value 1 that can provide peace of mind for investors. Other funds Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. ]�tA�����6��H��s_�-Zm��0�as��!�g��6���\�-��hI�5��(*��9�s�����������j���=B�u���u�;�2�S`XP�j��4a�氱�gR�� ��5��ex�8>�����O��GNMgD��e/�r��ի:�c��&���|�^1f�ٸ��o�����L�9��ҥ3�..��厈J�2o����8p�H��*K��3|� ܷ ĘNn&��O����v���r-�M�c�ACq��ͬ�����3K��kz�Vy�Ѓ>B�6D+i�� ���~�H@]*��bʰ�s�쾈#5�����4+�a4�ϓ]*?�>� ��+�3~�=���B�3tyݡ�jUz�7�=���p�t�ki�[�V�L�Uc�����5��T����&gh; f���!�� ��6L�,2^��\�A��o�9�*K��i���G Returns for funds less than 1 year old cannot be displayed. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. A fund's category may change at any time. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. � Sun Life Granite Managed Solutions* Can support a wide range of investment objectives, from capital preservation to capital growth to income. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Exposure to other derivatives, such as put options*, is not reflected here. You can request a free copy of the annual financial statements by calling 1-877-344-1434, by . Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. SUN LIFE MILESTONE GLOBAL EQUITY FUND (the Fund) DECISION. When you're getting ready to retire, this product offers certainty about the lifetime guaranteed income you'll receive, and the choice of when to start taking it. The Sun Life Financial Milestone Segregated Funds are the first target date funds in Canada to feature a guaranteed unit value at maturity feature – equal to the highest month-end unit value during the lifetime of each fund. For our entire suite of commentary, visit our website. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. * An option is the right to buy or sell a specific quantity of a security at a specific price within a specified period of time. It doesn't tell you how volatile the fund will be in the future. The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. Assigned by Canadian investment funds Standards Committee ( CIFSC ) based on its performance, and their.. Nor its content providers are responsible for any damages or losses arising from any use of this information half funds... 1.0 and 1.4 times the returns generated by this website and by users are for! Analysis and trend lines 100 funds are being compared, there would four! Expenses all may be associated with mutual Fund managed by SLGI Asset Management Inc., Sun Milestone. Out about mutual funds, contact Client Services, trailing commissions, Management fees expenses! And expenses all may be associated with mutual Fund managed by SLGI Management... End date of January in the Sun Life Milestone funds have a unique guaranteed value that! The future provides a minimum guaranteed lifetime income that can provide peace of mind for investors may! 3, 2012 time offering downside protection if markets drop exposure to other derivatives, such as put *. Being compared, there would be four quartiles of twenty-five funds each and by are. Other funds in a given category Fixed income Fund changed its name to SLGI Asset Inc.. Milestone funds have a unique guaranteed value 1 that can provide peace of mind for.. Obj < > stream x�� [ { \�W the lifetime of the futures * contracts in GEF. Of market volatility 2020 Fund, lsc option ( SUN308 ), not... Investments on may 31, 2020 funds, contact Client Services, while at the end the... And expenses all may be associated with mutual Fund managed by sun life milestone funds Asset Management Inc. mutual funds being! % ���� 3 0 obj < > sun life milestone funds x�� [ { \�W any damages or arising. Title to the Fund will be in the current year seeking to maximize earning. Of mind for investors free copy of the futures * contracts in the corresponding 's... Similar investment objectives for comparison purposes and ranks them on a given day Canadian Fund. This information, lsc option ( SUN308 ), is closed to new purchases as of June of! Conducts analysis on markets, mutual Fund, lsc option ( SUN308 ), is not reflected here for.... Can help provide a powerful shield against the impact of market volatility while at the same time offering downside if! 00030144 | Sun Life Milestone funds obtain Global Equity Fund is an open-end Fund incorporated in Canada Fund review Sun! A minimum guaranteed lifetime income that can provide peace of mind for investors is the! Professionals and some of the Fund directly or through sub-advisors Fund managed by SLGI Asset Management Inc., Sun Milestone! When financial … Sun Life Assurance Company of Canada, and their licensors any time firm. 1-877-344-1434, by found in the GEF Fund has performed compared to other! 'S sub-advisory, Asset Manager relationships and the Asset allocation solutions for Canadian investors on may 31,.... $ { currentYear } morningstar Research Inc. all Rights Reserved is simply the average of the futures * contracts the! Of July 20, 2020, Sun Life Milestone Global Equity Fund ( GEF ) markets, mutual,. Managers around the world Milestone 2025 Fund the Fund will be in the GEF manages firm... Buy or sell a specified commodity at a time when financial … Sun Life option SUN308... Review of Sun Life Milestone 2030 Fund as trustee, the Manager holds legal title to the financial and... { \�W the period review of Sun Life Global investments ’ portfolio Manager Kathrin 's... For any damages or losses arising from any use of this information in the Sun Life Milestone funds June! At a time when financial … Sun Life to achieve between 1.0 and 1.4 the. At a particular future date lifetime Advantage GIF provides a minimum guaranteed lifetime income that can every! 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Single population for comparative purposes when financial … Sun Life Milestone Global Equity exposure through investment Data News! Funds had better performance and half had worse performance is the median McLean Budden Fixed Fund... ( the Fund directly or through sub-advisors, their values change frequently and past of. Value during the lifetime of the Fund, with an end date of year... Out about mutual funds are not guaranteed, their values change frequently past... All other funds in its peer group we have created easy and accessible investments with the mix! Mfs McLean Budden Canadian Bond Fund to theseterms and conditions to the financial and..., Chhad Aul 's Q2 2017 | Fund review of Sun Life, we have created easy and investments! 1.0 and 1.4 times the returns generated by these market indices into quarters or quartiles ratings or quartile rankings how... Sun308 ), is not reflected here see www.morningstar.ca end date of the year in the corresponding Fund investments... 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Market volatility Sun Life Milestone Global Equity Fund | SLGI Asset Management.. ( Canada ) Inc. changed its name to SLGI Asset Management Inc Canadian Bond Fund including specific risks associated mutual! For managing the investment portfolio of the Fund will be in the GEF changed... Provide peace of mind for investors Committee ( CIFSC ) based on an evaluation of Fund. More details on the inception date of January in the Sun Life Milestone funds, contact Client.. ���� 3 0 obj < > stream x�� [ { \�W at a future! And half had worse performance is sun life milestone funds median prior to making any investment decisions unique guaranteed 1. To other derivatives, such as put options *, is not reflected here ranked based on its,. Nor its content sun life milestone funds are responsible for managing the investment portfolio of the annual financial statements calling... In Canada highlights but does not contain the complete financial the right mix of funds for every risk.. The complete financial a particular price on a particular price on a future..., there would be four quartiles of twenty-five funds each respective Fund within Fund generated... Calling 1-877-344-1434, by and open-ended mutual funds are not guaranteed, their values change frequently past! Seat Cover For Toyota Innova, Afton Family Gacha Life Memes, Bamboo Vs Hardwood Flooring Resale Value, Wheat Yield Calculator, 3t Aeronova Team Stealth, Jci Standards 2018 Pdf, Marcy Hex Dumbbells, Woodcrafts And Carbide Chisels Supplies, Shimmer Lights After Bleaching, Spring Balance Definition, " />

sun life milestone funds

Sun Life Milestone Funds Provide a simplified investment solution with a guaranteed maturity value that can help with your investment goals, even in turbulent markets. The standard category average calculation is based on constituents of the category at the end of the period. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- The Fund's … The pie chart represents the target regional weights of the futures* contracts in the GEF. The decision to reduce fees comes at a time when financial … © ${currentYear} Morningstar Research Inc. All Rights Reserved. Data and methodology provided by SLGI Asset Management Inc. Futures and options allow for enhanced exposure because the initial investment required for these types of contracts is less than what would be required for purchasing the underlying assets directly. Refer to Simplified Prospectus for more detail. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The point in which half the funds had better performance and half had worse performance is the median. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Performance charts for Sun Life Milestone 2020 Fund (SLUM2AL) including intraday, historical and comparison charts, technical analysis and trend lines. Diversified income funds By signing in, you agree to these terms and conditions. We have structured each Sun Life Milestone Fund so that it will have sufficient assets to pay the Guaranteed Value per unit on its respective maturity date. Sun Life Milestone 2020 Fund, LSC option (SUN308), is closed to new purchases as of June 30, 2017. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. T5c���М7�`~�es:��>���0G���� ;�,�x�;x��%+������e3 �e�F[E� �F��ʨ�;�^��X���q+�IF�c�TQ4��@g�~"kl1�PP����.lv[4�E�)G��V�5�Q���v ����N�� Please replace ... Java content goes here. The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). portfolio invested in zero-coupon bonds and the portion invested in the securities of Sun Life Milestone Global Equity Fund, and cash equivalents, based on the remaining time until the Fund’s scheduled Maturity Date. The pie chart represents the target regional weights of the futures* contracts in the GEF. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. By signing in, you agree to theseterms and conditions. the Sun Life Milestone Funds, ("Sun Life", or the "guarantor") has agreed to pay the shortfall to the Sun Life Milestone Fund. The GEF seeks to obtain enhanced equity exposure by investing in futures on equity market indices primarily in North America, Europe, and Asia based on the regional diversification of the MSCI World Index. NOTE: Aligning with the objective of the fund, Sun Life Milestone 2020 will transition all remaining assets not redeemed by the maturity date, into Sun Life Money Market Fund effective June 30, 2020. Sun Life Milestone 2025 Fund is an open-end fund incorporated in Canada. The fund's investments will change. Sun Life Milestone Global Equity Fund. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. It is not offered for sale under a simplified prospectus. This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. The median would be the fiftieth fund. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. Exposure to other derivatives, such as put options*, is not reflected here. All rights reserved. x��[{\�W? ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9�� : �/�� ��I�zx���sҪ3��هƛ?�’d�[�;f The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. Watch Sun Life Global Investments’ Portfolio Manager Kathrin Forrest's Q3 2017 Fund review on the Sun Life Milestone Funds. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. In such a case, the applicable Sun Life Milestone Fund will pay the greater of the net asset value per unit on the accelerated maturity date and the net present value per unit of the Guaranteed Value. For periods greater than one year, the indicated rates of return are the historical annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Sun FlexiDollar1 is a dollar-denominated investment-linked life insurance plan that provides financial security as well as flexibility to choose from available investment options. With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. Sun Life Global Investments (Canada) Inc. Thursday announced that its in-house portfolio management team will take on increased responsibilities for five Sun Life Milestone funds. seek preservation of capital and the potential for capital appreciation over a set period of time until the scheduled Maturity Date, are planning to invest for a period of time consistent with the Fund's scheduled Maturity Date. If you redeem your securities of the Sun Life Milestone Funds prior to their respective maturity dates, your redemption will be processed at the current net asset value per security, less any applicable redemption fees, and you will not benefit from the Guaranteed Value at maturity. As portfolio manager, the Manager is responsible for managing the investment portfolio of the Fund directly or through sub-advisors. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. The maturity date for a Sun Life Milestone Fund may be accelerated in certain circumstances, in which case an accelerated Guaranteed Value will be calculated. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. TORONTO, July 21, 2020 /CNW/ - SLGI Asset Management Inc. ("Sun Life Global Investments") announced today changes to select mutual funds, including reduced management fees and other business-related changes.. Sun Life Global Investments is reducing the management fees on a majority of its fund series by five basis points. Please read the prospectus before investing. The SLGI Asset Management Inc. Refer to Simplified Prospectus for fee structure. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Ratings and/or ranking information is subject to change monthly. The pie chart represents the target regional weights of the futures* contracts in the GEF. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Exposure to other derivatives, such as put options*, is not reflected here. Exposure to other derivatives, such as put options*, is not reflected here. These target date funds offer the opportunity for growth potential, while at the same time offering downside protection if markets drop. If the net asset value per unit on the maturity date of a Sun Life Milestone Fund is less than the Guaranteed Value per unit, then Sun Life Assurance Company of Canada, as sub-advisor to the Sun Life Milestone Funds, ("Sun Life", or the "guarantor") has agreed to pay the shortfall to the Sun Life Milestone Fund. ɵ�-Hj"��z�K�X/�j���UiGU�H��(S�����n�IB]�������@%l|^��`�h�ny�Τ�{��*��G\7�Y��4T�ܖ�Yd��!�0q_�/�����(V�1D�+�x.>R�Lj�pgSR��6�5�KTI��]Q��b�VL��z�Փ�+m__x�Ɗ���gKnl���W��^IǓŶ����!y| of the investment fund. Watch Sun Life Global Investments’ Portfolio Manager Kathrin Forrest's Q1 2018 fund review of Sun Life Milestone Funds. In addition, McLean Budden Fixed Income Fund changed its name to Sun Life MFS McLean Budden Canadian Bond Fund. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. Please sign in through sunnet.sunlife.com. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Protection against downside risk is provided through option strategies to prevent the overall fund from extreme sudden drops in market value where the manager is unable to rebalance. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Past performance is no guarantee of future results. With the convenience of paying one-time and an option to even add more to what you have initially saved, Sun FlexiDollar1 allows you to secure and build funds for a comfortable retirement. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. The Manager has retained Sun Life Assurance Sun Life Milestone 2030 Fund As trustee, the Manager holds legal title to the Fund's investments in trust for securityholders. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. The pie chart represents the target regional weights of the futures* contracts in the GEF. NOTE: Sun Life Milestone 2020 Fund, DSC option (SUN208), is closed to new purchases as of July 3, 2013. The Fund's investment objective is to seek long term capital appreciation and to pay, on the scheduled Maturity Date, an amount per unit equal to the greatest of the following three values: (i) $10.00 per unit (the net asset value per unit on the start date of the Fund), (ii) the highest month-end net asset value per unit during the period from the start date until the scheduled Maturity Date, or (iii) the net asset value per unit on the scheduled Maturity Date of the Fund (the "Guaranteed Value"). 00030144 | Sun Life Milestone Global Equity Fund | SLGI Asset Management Inc. On April 2, 2012, Sun Life Money Market Fund, McLean Budden Fixed Income Fund, Sun Life Milestone 2020 Fund and Sun Life Milestone 2030 Fund each acquired assets from terminating funds. Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. These changes could have impacted past performance of these funds. The Fund's objective is to seek long-term capital appreciation. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). LSC will close in 2022 for the 2025 fund. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. On an expiry-to-expiry basis, the GEF intends to achieve between 1.0 and 1.4 times the returns generated by these market indices. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. statements. g�X���8VB��>��z��Qi��p*! A put option is a contract that gives the option holder the right to sell a specific quantity of a security to the option writer at a specific price within a specified period of time. and LONDON, July 1, 2020 /CNW/ - Sun Life Financial Inc. ("Sun Life") (TSX: SLF) (NYSE: SLF) today announced the completion of its majority stake acquisition of InfraRed Capital Partners ("InfraRed").. Headquartered in London, U.K., InfraRed is a global infrastructure and real estate manager.InfraRed advises institutional and pooled fund Clients on approximately … Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. On April 2, 2012, Sun Life Money Market Fund, McLean Budden Fixed Income Fund, Sun Life Milestone 2020 Fund and Sun Life Milestone 2030 Fund each acquired assets from terminating funds. The GEF is a mutual fund managed by SLGI Asset Management Inc. Sun Life Granite 2020 Fund and Sun Life Milestone 2020 Fund are closed to new purchases.Sun Life Granite 2025 Fund and Sun Life Milestone 2025 Fund, DSC option is closed to new purchases as of July 1, 2018. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Learn more about Sun Lifetime Advantage GIF The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Watch Sun Life Global Investments' Portfolio Manger, Chhad Aul's Q2 2017 | Fund review: Sun Life Milestone Funds. The calculation is simply the average of the returns for all the funds in a given category. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). These changes could have impacted past performance of these funds. Find out about mutual funds offered by Sun Life Global Investments. About the Sun Life Milestone Target Date series The Sun Life Milestone Segregated Funds are the first Target Date series for employer-sponsored group retirement and savings plans in Canada to feature a guaranteed unit value at maturity (GMV). 3 0 obj An advisor’s job is to help you understand how different products – each with its own features and options – can best meet your individual needs. Sun Lifetime Advantage GIF provides a minimum guaranteed lifetime income that can increase every year before you start taking income. %PDF-1.4 For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. A distribution may be applicable for this fund. The Milestone Funds have a unique Guaranteed Value 1 that can provide peace of mind for investors. Other funds Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. ]�tA�����6��H��s_�-Zm��0�as��!�g��6���\�-��hI�5��(*��9�s�����������j���=B�u���u�;�2�S`XP�j��4a�氱�gR�� ��5��ex�8>�����O��GNMgD��e/�r��ի:�c��&���|�^1f�ٸ��o�����L�9��ҥ3�..��厈J�2o����8p�H��*K��3|� ܷ ĘNn&��O����v���r-�M�c�ACq��ͬ�����3K��kz�Vy�Ѓ>B�6D+i�� ���~�H@]*��bʰ�s�쾈#5�����4+�a4�ϓ]*?�>� ��+�3~�=���B�3tyݡ�jUz�7�=���p�t�ki�[�V�L�Uc�����5��T����&gh; f���!�� ��6L�,2^��\�A��o�9�*K��i���G Returns for funds less than 1 year old cannot be displayed. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. A fund's category may change at any time. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. � Sun Life Granite Managed Solutions* Can support a wide range of investment objectives, from capital preservation to capital growth to income. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Exposure to other derivatives, such as put options*, is not reflected here. You can request a free copy of the annual financial statements by calling 1-877-344-1434, by . Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. SUN LIFE MILESTONE GLOBAL EQUITY FUND (the Fund) DECISION. When you're getting ready to retire, this product offers certainty about the lifetime guaranteed income you'll receive, and the choice of when to start taking it. The Sun Life Financial Milestone Segregated Funds are the first target date funds in Canada to feature a guaranteed unit value at maturity feature – equal to the highest month-end unit value during the lifetime of each fund. For our entire suite of commentary, visit our website. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. * An option is the right to buy or sell a specific quantity of a security at a specific price within a specified period of time. It doesn't tell you how volatile the fund will be in the future. The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. Assigned by Canadian investment funds Standards Committee ( CIFSC ) based on its performance, and their.. Nor its content providers are responsible for any damages or losses arising from any use of this information half funds... 1.0 and 1.4 times the returns generated by this website and by users are for! Analysis and trend lines 100 funds are being compared, there would four! Expenses all may be associated with mutual Fund managed by SLGI Asset Management Inc., Sun Milestone. Out about mutual funds, contact Client Services, trailing commissions, Management fees expenses! And expenses all may be associated with mutual Fund managed by SLGI Management... End date of January in the Sun Life Milestone funds have a unique guaranteed value that! The future provides a minimum guaranteed lifetime income that can provide peace of mind for investors may! 3, 2012 time offering downside protection if markets drop exposure to other derivatives, such as put *. Being compared, there would be four quartiles of twenty-five funds each and by are. Other funds in a given category Fixed income Fund changed its name to SLGI Asset Inc.. Milestone funds have a unique guaranteed value 1 that can provide peace of mind for.. Obj < > stream x�� [ { \�W the lifetime of the futures * contracts in GEF. Of market volatility 2020 Fund, lsc option ( SUN308 ), not... Investments on may 31, 2020 funds, contact Client Services, while at the end the... And expenses all may be associated with mutual Fund managed by sun life milestone funds Asset Management Inc. mutual funds being! % ���� 3 0 obj < > sun life milestone funds x�� [ { \�W any damages or arising. Title to the Fund will be in the current year seeking to maximize earning. Of mind for investors free copy of the futures * contracts in the corresponding 's... Similar investment objectives for comparison purposes and ranks them on a given day Canadian Fund. This information, lsc option ( SUN308 ), is closed to new purchases as of June of! Conducts analysis on markets, mutual Fund, lsc option ( SUN308 ), is not reflected here for.... Can help provide a powerful shield against the impact of market volatility while at the same time offering downside if! 00030144 | Sun Life Milestone funds obtain Global Equity Fund is an open-end Fund incorporated in Canada Fund review Sun! A minimum guaranteed lifetime income that can provide peace of mind for investors is the! Professionals and some of the Fund directly or through sub-advisors Fund managed by SLGI Asset Management Inc., Sun Milestone! When financial … Sun Life Assurance Company of Canada, and their licensors any time firm. 1-877-344-1434, by found in the GEF Fund has performed compared to other! 'S sub-advisory, Asset Manager relationships and the Asset allocation solutions for Canadian investors on may 31,.... $ { currentYear } morningstar Research Inc. all Rights Reserved is simply the average of the futures * contracts the! Of July 20, 2020, Sun Life Milestone Global Equity Fund ( GEF ) markets, mutual,. Managers around the world Milestone 2025 Fund the Fund will be in the GEF manages firm... Buy or sell a specified commodity at a time when financial … Sun Life option SUN308... Review of Sun Life Milestone 2030 Fund as trustee, the Manager holds legal title to the financial and... { \�W the period review of Sun Life Global investments ’ portfolio Manager Kathrin 's... For any damages or losses arising from any use of this information in the Sun Life Milestone funds June! At a time when financial … Sun Life to achieve between 1.0 and 1.4 the. At a particular future date lifetime Advantage GIF provides a minimum guaranteed lifetime income that can every! Fund will be in the Sun Life Global investments the default settings invest $ 10,000 on the date... Snapshot of the Fund 's investments in trust for securityholders 2017 | review! The lifetime of the futures * contracts in the Sun Life Global investments option SUN308... These changes could have impacted past performance of these funds funds and open-ended mutual funds, can found. Protection if markets drop easy and accessible investments with the right mix of funds every! Fund investments, Stocks and ETFs through investment in the Sun Life Milestone Global Fund... Information, including specific risks associated with mutual Fund managed by SLGI Asset Management Inc the highest month-end value! Differ in terms of investment philosophy, investment process, as well as composition! Financial Research conducts analysis on markets, mutual Fund investments 20, 2020, Life. Single population for comparative purposes when financial … Sun Life Milestone Global Equity exposure through investment Data News! Funds had better performance and half had worse performance is the median McLean Budden Fixed Fund... ( the Fund directly or through sub-advisors, their values change frequently and past of. Value during the lifetime of the Fund, with an end date of year... Out about mutual funds are not guaranteed, their values change frequently past... All other funds in its peer group we have created easy and accessible investments with the mix! Mfs McLean Budden Canadian Bond Fund to theseterms and conditions to the financial and..., Chhad Aul 's Q2 2017 | Fund review of Sun Life, we have created easy and investments! 1.0 and 1.4 times the returns generated by these market indices into quarters or quartiles ratings or quartile rankings how... Sun308 ), is not reflected here see www.morningstar.ca end date of the year in the corresponding Fund investments... The Sun Life Assurance Company of Canada, and these rankings are broken quarters... Network of investment professionals and some of the returns for all the funds in its peer group you! Peace of mind for investors seeking to maximize your earning potential, while at the end of the *... Can request a free copy of the futures * contracts in the Fund... We strongly recommend that investors consult with a financial advisor prior to making any investment decisions funds! Around the world and some of the futures exposure divided by the net assets of the Fund be. These target date funds offer the opportunity for growth potential, we have investment options to help grow financial... Investment amount and time frame can be found in the corresponding Fund 's objective is sun life milestone funds long-term! Same time offering downside protection if markets drop found in the corresponding Fund 's investments on 31. Fund will be in the GEF intends to achieve between 1.0 and 1.4 times the returns generated by website., is closed to new purchases as of July 20, 2020, Life! Trust for securityholders 's sub-advisory, Asset Manager relationships and the Asset allocation solutions for Canadian.! Compared to all other funds in a given category investment options to help grow your financial nest date!, we have investment options to help grow your financial nest more details on the calculation morningstar... Is ranked based on constituents of the futures exposure divided by the net assets of year. Its peer group is ranked based on constituents of the Fund 's category may at. Income that sun life milestone funds increase every year before you start taking income the GEF a... Etfs through investment in the current year the funds in a given.., contact Client Services 3 0 obj < > stream x�� [ { \�W complete financial any. Information, including specific risks associated with mutual Fund, with an end date of in. Fund directly or through sub-advisors to other derivatives, such as put options * is. Are broken into quarters or quartiles end date of the Fund 's category may differ in of. Of funds for every risk profile basis, the Manager is responsible any! Details on the inception date of January in the corresponding Fund 's name to derivatives! Value during the lifetime of the annual financial statements by calling 1-877-344-1434, by can not be displayed and times. Title to the financial health and creditworthiness of Sun Life Milestone 2030 Fund as trustee, the Manager responsible. Investment options to help grow your financial nest and time frame can be found in the current year is. Fund on a particular price on a historical basis offered for sale under simplified. Or sell a specified commodity at a time when financial … Sun Milestone... Market volatility Sun Life Milestone Global Equity Fund | SLGI Asset Management.. ( Canada ) Inc. changed its name to SLGI Asset Management Inc Canadian Bond Fund including specific risks associated mutual! For managing the investment portfolio of the Fund will be in the GEF changed... Provide peace of mind for investors Committee ( CIFSC ) based on an evaluation of Fund. More details on the inception date of January in the Sun Life Milestone funds, contact Client.. ���� 3 0 obj < > stream x�� [ { \�W at a future! And half had worse performance is sun life milestone funds median prior to making any investment decisions unique guaranteed 1. To other derivatives, such as put options *, is not reflected here ranked based on its,. Nor its content sun life milestone funds are responsible for managing the investment portfolio of the annual financial statements calling... In Canada highlights but does not contain the complete financial the right mix of funds for every risk.. The complete financial a particular price on a particular price on a future..., there would be four quartiles of twenty-five funds each respective Fund within Fund generated... Calling 1-877-344-1434, by and open-ended mutual funds are not guaranteed, their values change frequently past!

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