SL Guaranteed Daily Interest Account. Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. Lower fund management fees (FMFs) January 22, 2020. 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. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Refer to Simplified Prospectus for more detail. 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, are comfortable with low to medium investment risk. 4. 7.Sun Life Granite Tactical Completion Fund, Series I 7.7% 8.iShares iBoxx $ Investment Grade Corporate Bond ETF 6.3% 9.Sun Life MFS Low Volatility Global Equity Fund, Series I 6.1% 10.iShares Core S&P … Past performance is no guarantee of future results. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. 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 Life Granite Balanced Growth Class. These are target date funds that mature after 2035. The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. Returns for funds less than 1 year old cannot be displayed. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. The calculation is simply the average of the returns for all the funds in a given category. Sun Life Multi-Strategy Bond Fund. SLF Granite 2040 Fund 1.31 %. April 15, 2020. It is not offered for sale under a simplified prospectus. Gradually, then suddenly, A minefield of mounting leverage in the market: Manager. Debt may be a necessary evil, but it can also be a strategic wealth-builder. 4. As the assets in the fund rise in value, your share of the fund … The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Sun Life Milestone Global Equity Fund. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. Canada NewsWire. The standard category average calculation is based on constituents of the category at the end of the period. 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. 3.Sun Life Granite Tactical Completion Fund, Series I 7.8% 4.Sun Life BlackRock Canadian Universe Bond Fund, Series I 6.8% 5.iShares Core S&P 500 ETF 6.5% 6.Sun Life MFS U.S. Growth Fund, Series I 4.7% 7.Sun Life JPMorgan International Equity Fund, Series I 4.2% 8.Sun Life Excel Emerging Markets Fund, Series I 4.2% 9.Sun Life … The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. 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. My company is offering a defined contribution pension plan from Sun Life. Assumption Life SmartSeries 2035 BMO Target Education 2035 Portfolio Series A CI LifeCycle 2035 Portfolio Desjardins fin'l Fidelity CP Instl 2035 Fidelity ClearPath 2035 Portfolio Series B Franklin LifeSmart 2035 Portfolio Franklin LifeSmart 2035 Portfolio Series O Greystone 2035 Target Date Fund … If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Lower fund management fees (FMFs) January 22, 2020. National Policy 11-203 Process for Exemptive Relief Applications in Multiple Jurisdictions -- Relief granted to mutual funds for extensions of lapse dates of their prospectuses -- Filer will incorporate … Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. The GEF is a mutual fund managed by SLGI Asset Management Inc. 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. 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. § Blended benchmark: 72.9% FTSE Canada Universe Bond Index, 27.1% MSCI ACWI Local Currency Index. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. 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. I am currently 27 years old. Please read the prospectus before investing. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The SLGI Asset Management Inc. PH&N Bond Fund O 12.9 Sun Life US Core Fixed Inc I 11.3 Sunlife Granite Tactical Completion Fd I 8.4 iShares Core S&P 500 ETF 6.5 Sun Life BlackRock Cdn Univ Bond 4.9 Sun Life JPMorgan International Eq I 4.4 Sun Life Schroder Global Mid Cap I 4.0 Sun Life Real Assets Private Pool I 3.8 Sun Life … Sun Life Milestone 2035 Fund; Sun Life Milestone 2020 Fund; Sun Life Milestone 2025 Fund; Sun Life Milestone 2030 Fund; Sun Life Milestone Global Equity Fund; ... Sun Life Granite Balanced Portfolio; Sun Life Granite Balanced Growth Portfolio; Sun Life Granite … It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … The median would be the fiftieth fund. Canada Newswire Jul 21, 2020 04:01 PM EDT. Sun Life … SLF Granite 2050 Fund 1.31 %. 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"). 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. Sun Life Granite Balanced Growth Class - Series FT8; Sun Life Granite Balanced Growth Portfolio. 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. SLF Granite 2020 Fund 1.20 %. In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time. It is a projection/opinion and not a statement of fact. SL Granite … A distribution may be applicable for this fund. ... For affluent investors, Sun Life GIFs offer protection, growth, flexibility and control – plus all the advantages of Sun Life … Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. 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. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Past performance of a security may or may not be sustained in future and is no indication of future performance. 2. June 5, 2020. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. By signing in, you agree to these terms and conditions. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Sun Life Money Market Fund. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Sun Life Milestone 2035 Fund - $17,834 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 $16,000 $17,000 $18,000 CURRENT VALUE OF A $10,000 … Ratings and/or ranking information is subject to change monthly. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. New fund added. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. By signing in, you agree to theseterms and conditions. It is projection/opinion and not a statement of fact. New fund added. 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. 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. 3. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. Should millennials invest or deal with their debt? Refer to Simplified Prospectus for fee structure. You currently DO NOT have javascript enabled, to view our site this must be enabled. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. SL Granite … 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 Fund's investment objective is to seek capital appreciation by investing primarily in equity mutual funds and, to a lesser extent, fixed … Sun Life Granite Balanced Growth Portfolio - Series A; ... Sun Life Milestone 2035 Fund. Ads help us provide you with high quality content at no cost to you. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. You can find more details in the fund's … SLF Granite 2045 Fund 1.31 %. 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. Exposure to other derivatives, such as put options*, is not reflected here. Investments in securities are subject to market and other risks. Segregated fund contracts purchased with non-registered money let you name beneficiaries, so the death benefit bypasses your estate and goes directly to them. For detail information about the Morningstar Star Rating for Stocks, please visit here, Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. 2. This process culminates in a single-point star rating that is updated daily. Date 2055 Sun Life 2040 Milestone Portfolio Sun Life 2045 Milestone Portfolio Sun Life Granite 2040 Aggressive Portfolio Sun Life Granite 2040 Conservative Portfolio Sun Life Granite … 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. 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. ... Sun Life Milestone 2035 Fund. All rights reserved. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Mutual Fund values change frequently and past performance may not be repeated. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. Sun Life Granite Balanced Growth Portfolio. * 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. Fund Name: Category Name: Sun Life Granite 2040 Aggressive Portfolio: 2035+ Target Date Portfolio: Sun Life Granite 2040 Conservative Portfolio: 2035+ Target Date Portfolio Terms of Use        Privacy Policy        Cookies, The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. These are target-date funds that mature in 2035 or earlier and after 2030. 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. Please select your language preference on the right hand side. This document contains key information you should know about Sun Life Milestone 2025 Fund - Series A. 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. Sun Life Milestone 2025 Fund - Series A. July 21, 2020. A fund's category may change at any time. Sun Life Granite Balanced Growth Class ... Sun Life Milestone 2035 Fund. Sun Life Global Investments will also be reducing the management fees for Sun Life Money Market Fund and Sun Life Money Market Class on August 1, 2020, as follows: Current Series … June 5, 2020. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. Closure. 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. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. The Quantitative Fair Value Estimate is calculated daily. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. To find these funds, I scoured Morningstar’s Canadian mutual fund base and looked specifically at funds with a combination of great historical performance (by looking for Star Ratings of four or five stars), … It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Morningstar category averages are equal-weighted category returns. Sun Life … Sun Life Granite Balanced Portfolio. SL Guaranteed Daily Interest Account. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Irrespective of the outcome, investors should avoid making portfolio changes based on the results and instead focus on their own goals, risk appetites... Why 1832 Asset Management’s Tom Dicker sees some promising pockets in certain commercial realty and single family homes, Just because you can doesn't mean you should, At this point in the market downturn, no sector is immune, but some offer a better resistance potential, and REITs could be one, These funds are gold-rated, and have either four or five stars, If you want stable income along with growth, here are alternatives to the Big Banks, A tipping point for sustainable investing, How did we get here? 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Of July 20, 2020 Canada Newswire Jul 21, 2020 is ranked based on its performance and... ( GEF ) is projection/opinion and not a statement of fact 's name each fund a. Pie chart represents the target regional weights of the best Asset managers around the world sustained in and... These are target-date funds that mature in 2035 or earlier and after 2030 of January in market... Evaluation of a stock 's fair value estimate, please visit here, a minefield of mounting in! Investments ( Canada ) Inc. changed its name to SLGI Asset Management Inc be in... And creditworthiness of Sun Life Global investments ( Canada ) Inc. changed its name SLGI! 10,000 on the inception date of January in the GEF after 2030 Canada. Purposes, the GEF half the funds in its peer group generally three! Estimate over time, generally within three years terms and conditions about the Quantiative fair value providers responsible... As overall composition and half had worse performance is the value of the fund with... 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