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. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. ... Sun Life Milestone 2035 Fund. Lower fund management fees (FMFs) January 22, 2020. The Quantitative Fair Value Estimate is calculated daily. 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. § Blended benchmark: 72.9% FTSE Canada Universe Bond Index, 27.1% MSCI ACWI Local Currency Index. 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. 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 … 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. As the assets in the fund rise in value, your share of the fund … 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. 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 … Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. New fund added. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. 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. 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. 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 … Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. 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. This process culminates in a single-point star rating that is updated daily. 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. Sun Life Money Market Fund. The SLGI Asset Management Inc. It is not offered for sale under a simplified prospectus. Refer to Simplified Prospectus for fee structure. I am currently 27 years old. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Refer to Simplified Prospectus for more detail. 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. 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. It is a projection/opinion and not a statement of fact. 3. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). This document contains key information you should know about Sun Life Milestone 2025 Fund - Series A. 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 … 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. This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. Ratings and/or ranking information is subject to change monthly. Sun Life Milestone 2035 Fund - Series A; Sun Life Money Market Class. 2. 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. SL Sentry Value Segregated Fund. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Sun Life Money Market Class. SLF Granite 2025 Fund 1.25 %. Please replace ... Java content goes here. SLF Granite 2015 Fund 1.15 %. 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 … Segregated fund contracts purchased with non-registered money let you name beneficiaries, so the death benefit bypasses your estate and goes directly to them. Sun Life Milestone Global Equity Fund. These are target-date funds that mature in 2035 or earlier and after 2030. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Exposure to other derivatives, such as put options*, is not reflected here. SLF Granite 2030 Fund 1.31 %. 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 … A fund's category may change at any time. April 15, 2020. Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. The GEF is a mutual fund managed by SLGI Asset Management Inc. 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"). SLF Granite 2045 Fund 1.31 %. Investments in securities are subject to market and other risks. Sun Life Granite Balanced Growth Class. 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. Past performance is no guarantee of future results. 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 futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. 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. All rights reserved. Please sign in through sunnet.sunlife.com. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. SL Sentry Value Segregated Fund. 2. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. © Copyright 2020 Morningstar, Inc. All rights reserved. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 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 … 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. SL Guaranteed Daily Interest Account. Returns for funds less than 1 year old cannot be displayed. Debt may be a necessary evil, but it can also be a strategic wealth-builder. 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), … Sun Life Granite Balanced Growth Class ... Sun Life Milestone 2035 Fund. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. You currently DO NOT have javascript enabled, to view our site this must be enabled. SLF Granite 2040 Fund 1.31 %. 4. ... For affluent investors, Sun Life GIFs offer protection, growth, flexibility and control – plus all the advantages of Sun Life … The calculation is simply the average of the returns for all the funds in a given category. Fund Name: Category Name: Sun Life Granite 2040 Aggressive Portfolio: 2035+ Target Date Portfolio: Sun Life Granite 2040 Conservative Portfolio: 2035+ Target Date Portfolio Past performance of a security may or may not be sustained in future and is no indication of future performance. 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 point in which half the funds had better performance and half had worse performance is the median. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. Sun Life Multi-Strategy Bond Fund. 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. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. Closure. For detail information about the Quantiative Fair Value Estimate, please visit here, A Biden Win Would Be Good for Asian Markets. New fund added. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. June 5, 2020. 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. Sun Life … By signing in, you agree to theseterms and conditions. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. SLF Granite 2020 Fund 1.20 %. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Ads help us provide you with high quality content at no cost to you. 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. 4. 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 … Sun Life Milestone 2035 Fund | Series A Current value of a $10,000 investment Time frame: Start Oct 2010 End Oct 2020 $18,125 The calculator generates an approximate rate of return using performance … If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 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 … Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. SL Granite … 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. You can find more details in the fund's … Lower fund management fees (FMFs) January 22, 2020. Sun Life Granite Balanced Portfolio. The pie chart represents the target regional weights of the futures* contracts in the GEF. LSC will close in 2022 for the 2025 fund. 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. Sun Life Milestone 2025 Fund - Series A. July 21, 2020. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Their values change frequently and past performance may not be sustained in future and is no indication of performance. 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