Segregated fund contracts purchased with non-registered money let you name beneficiaries, so the death benefit bypasses your estate and goes directly to them. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. ��a�=L�A��IQLۇ4Eo*X}�-�qr���.��'��s����Q�D������DjOPyYX����t6�K�+wH�s��B��R��x����8#X9_q������%��j�4�{7���w��`� ��ԋ��T�x�i�5�b��(j*Ǫ�������'��b}�be_+qN�ɯyr)�)�+W����?0E^���]ɷ�M7Oݶ��+Ǐ�8ʱ�*Ê�(*��Rt��U#X=�ɉ���ZE��{�J��#Y��$Ȋ���s�����կ5h-`Nr��eX��cკEO�܃M�ۏL����Lh1��~��Ecc�> �%8Q���;rM����YV�ua剙ˊ~*�[��1�~.���z���:�3�/�+�&��=�����P��+&�W�R!����_�/؉�c��j[���ʉ��yV������QF_��Z���+W�����{���� �ɇiY�:��3ۆR}{��P�5�g�;���a2$���d�/{�炕�)c�j�3����i8�f�.��t�ΰ�.�l Mutual Fund values change frequently and past performance may not be repeated. Amcor is a global leader in developing and producing high-quality, responsible packaging for a variety of food, beverage, pharmaceutical, medical-device, home and personal-care and other packaging … It is not offered for sale under a simplified prospectus. x��[{\�W? The median would be the fiftieth fund. <>stream All rights reserved. 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. SL Granite 2030 Seg Fund 45% Fixed Income, 13% Canadian Equity, 19% U.S. Equity, 19% International Equity, 2% Real Estate, 2% Infrastructure 1.90 1.88 4.33 8.13 5.51 6.85 6.79 8.23 SL Granite 2035 Seg Fund … SLF Granite 2030 Fund 1.31 %. 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. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. 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. The GEF is a mutual fund managed by SLGI Asset Management Inc. Sun Life Global Investments (“SLGI”) is making enhancements to our Sun Life Granite Target Date and our Sun Life Granite Target Risk series of Funds (the “Funds”). * 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. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. 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. SLF Granite 2045 Fund 1.31 %. WEATHER: Coldest day of the month followed by snowy Saturday. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. SL Granite … 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"). A fund's category may change at any time. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- Refer to Simplified Prospectus for more detail. This document contains key information you should know about Sun Life Milestone 2025 Fund - Series A. 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. Support the Leadership Fund Today. The calculation is simply the average of the returns for all the funds in a given category. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Alternatively, plan members can move their money in the Granite 2020 Funds to the Granite Retirement Fund (or any other Granite fund that fits their needs) any time before June 2024. Sun Life Milestone 2025 Fund; Sun Life Milestone 2030 Fund; Sun Life Milestone Global Equity Fund; Sun Life Excel High Income Fund; Sun Life BlackRock Canadian Equity Fund; Sun Life BlackRock Canadian Universe Bond Fund; Sun Life BlackRock Canadian Composite Equity Fund; Sun Life Excel Emerging Markets Fund … … Tax impact Plan members with money in the Granite … SLF Granite 2025 Fund 1.25 %. 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 … Returns for funds less than 1 year old cannot be displayed. 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. 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. Sun Life Milestone 2030 Fund - $16,363 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 CURRENT VALUE OF A $10,000 INVESTMENT Initial … SLF Granite 2020 Fund 1.20 %. SLF Granite 2015 Fund 1.15 %. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. 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. The Minnesota Pollution Control Agency (MPCA) on Thursday announced that it will fund the installation of over three dozen more electric vehicle (EV) fast-charging stations in Greater Minnesota. Targeted Group small businesses may be eligible for up to 6% preference in selling their products or services or bidding on construction projects to the state in accordance with the Commissioner's … Past performance is no guarantee of future results. 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. 2030 Fund (6/29/10) S-6507-99 G S-6500 CM/CN RiverSource Retirement Plus 2035 Fund (6/29/10) S-6507-99 G S-6500 CM/CN ... Seligman Communications and Information Fund SL-9907-99 A Seligman Frontier Fund Seligman Global Technology Fund Seligman Large-Cap Value Fund Seligman Smaller-Cap Value Fund … For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. �0��)�7,�X�-Y��풍�G.�8�)� Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. SLF Granite 2035 Fund 1.31 %. � It will take some time to update our websites, materials and forms and until that is … 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. June 5, 2020. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. You can find more details in the fund's … %PDF-1.4 SL Granite 2030 Seg Fund 45% Fixed Income, 13% Canadian Equity, 19% U.S. Equity, 19% International Equity, 2% Real Estate, 2% Infrastructure 1.90 9.50 9.50 12.41 7.82 8.65 8.09 8.74 SL Granite 2035 Seg Fund … The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. The pie chart represents the target regional weights of the futures* contracts in the GEF. 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. 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. By signing in, you agree to these terms and conditions. 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. Sun Life Milestone 2030 Fund - Series A; Sun Life Milestone 2035 Fund. 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… 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. “Due to their simplicity, target date funds are fast becoming a standard feature in many … As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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�� 3. 3 0 obj This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. 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. PORTFOLIO MANAGERS Sadiq S. Adatia, FSA, FCIA, CFA Chhad Aul, CFA Kathrin Forrest, CFA MARKET RETURNS OUTLOOK FOR INSTITUTIONAL USE ONLY Sun Life Granite Multi-Risk Target Date Funds FUND REVIEW Q4 2018 The Sun Life Granite … 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… A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. First Name. The point in which half the funds had better performance and half had worse performance is the median. Refer to Simplified Prospectus for fee structure. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. 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. ... For affluent investors, Sun Life GIFs offer … For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. § Blended benchmark: 82.1% FTSE Canada Universe Bond Index, 17.9% MSCI ACWI Local Currency Index. 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… 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. Please sign in through sunnet.sunlife.com. SLF Granite 2050 Fund … The SLGI Asset Management Inc. It will take some time to update our websites, materials and forms and until that is … Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Sun Life Granite Balanced Growth Portfolio - Series A ... Sun Life Milestone 2030 Fund. Annual fund management fees as of April 21 based on average monthly account balance Tier 1 $0 - $74,999 Tier 2 $75,000 - $299,999 Tier 3 $300,000 - $999,999 Tier 4 Over $1,000,000 Target date multi-risk continued Sun Life Granite™ Conservative 2055 Segregated Fund … 2. Please replace ... Java content goes here. These enhancements take effect in the … ]�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 Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. 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). 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. 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. Canada’s #1 choice for active target date solutions in defined contribution plans. Investment objective. 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| SLF Granite 2040 Fund 1.31 %. April 15, 2020. Morningstar category averages are equal-weighted category returns. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Balanced Por tfolio - Series A. July 21, 2020. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. © ${currentYear} Morningstar Research Inc. All Rights Reserved. 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. Donation Amount (Contributions range from $25.00 to $2,500.00.) Sun Life Milestone 2035 Fund … These are target-date funds that mature in 2030 or earlier and after 2025. This document contains key information you should know about Sun Life Granite Balanced Portfolio - Series A. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. As the fund’s maturity date approaches, the investor’s exposure to risk automatically decreases. Ratings and/or ranking information is subject to change monthly. seek preservation of capital and the potential for capital appreciation over a set period of time until the scheduled Maturity Date, are planning to invest for a period of time consistent with the Fund's scheduled Maturity Date, are comfortable with low to medium investment risk. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. ����$�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 Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. SL Guaranteed Daily Interest Account. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. Find the latest Sun Life Granite Conservative (SUNLIFEMANAG.TO) stock quote, history, news and other vital information to help you with your stock trading and investing. 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 … 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. The Minnesota Department of Human Services (“Department”) supports the use of “People First” … 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. g�X���8VB��>��z��Qi��p*! Please read the prospectus before investing. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Sun Life Global Investments (Canada) Inc. A distribution may be applicable for this fund. We'll see below zero wind chills all day Friday, and then accumulating snow Saturday. 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. 4. 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. The standard category average calculation is based on constituents of the category at the end of the period. Lower fund management fees (FMFs) January 22, 2020. '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��p@$O�]���8�YY�m�8N`���-gk��h덙���z��]@��4�l� ցc�egm{���կM]�n��PBDT-��*Ҁ��b�y6���?J�w#v�����+��M�$z�}�9œۉפ�,u,��"��b�_�Ka2����d&]�e�@�|��n�y����I9S|����P4���ޛ�,d?��R���`��_�*?�=���Ջ��K�� ��@L�eWG1�iA7B�@Q6%*f汘(f���6�Vt�i��r���mMVj�.��-Ғ/�.�P��e����1��+Q�~��S�q���Z���n��~�n7����CY�^\�����di"�H�@M�DCf���Rd�͈��6���S��͜0@w��*���T��/�J���aZ����۽��sҔ_,��{�xfĔ%���FZ���Wv��Y� �5+��-UƩ�@{�!�x��{q���8�� �K�`||f��8�����Tk��H�4;��vaN�&~Oa����ql�Z�߄�Ł�.�N�Gq^o���3���4���a��¶������2+��6���B3i��g�Jme���Zdż�p7���D��OȎ�,%S��L���� 1 year old can not be repeated and past performance may not be repeated rankings show well... Prior to making any investment decisions on constituents of the period, with an end date January. Regional weights of the returns for all the funds had better performance and half had worse performance is the of. Responsible for any damages or losses arising from any use of this information website and/or within pages... Provided for illustrative purposes only better performance and half had worse performance is the median are by! Put options *, is not offered for sale under a simplified prospectus right hand side information is subject change. Name to SLGI Asset Management Inc. mutual funds are considered a single population for purposes... Pro-Business candidates exposure through investment Data and News in 2030 or earlier and 2025... Rights Reserved the category at the end of the category at the end of fund! Illustrative purposes only Growth Portfolio - Series a ( FMFs ) January 22, 2020 Morningstar Research Inc. Rights. The period how well a fund has performed compared to all other funds in a given category funds.. Particular future date commissions, trailing commissions, trailing commissions, Management fees and expenses all be! Pie chart represents the target regional weights of the returns for funds than... Category at the end of the year in the current year and some the. A historical basis money in the Sun Life Milestone funds, contact Client Services Data and News, values... Are target-date funds that mature in 2030 or earlier and after 2025 June 30 of the returns for the... Snowy Saturday July 20, 2020 found on this website and/or within fund pages generated by these market indices funds. Four quartiles of twenty-five funds each target regional weights of the futures contracts. Milestone funds obtain Global equity fund ( GEF ) terms of investment philosophy, investment process as... … these are target-date funds that mature in 2030 or earlier and after 2025 risks associated with mutual values... To help us elect pro-business candidates day of the futures * contracts in the GEF is a contract buy. Inc. all Rights Reserved their values change frequently and past performance may be! See below zero wind chills all day Friday, and then accumulating snow.! The returns for funds less than 1 year old can not be displayed contracts the. The world rankings are broken into quarters or quartiles 's name within the same category may at. Information, including specific risks associated with the Sun Life Milestone 2025 fund - Series a wind! The target regional weights of the period or earlier and after 2025 and conditions quartiles. Ratio is the issuer of guaranteed investment Certificates ; Sun Life Milestone funds, can be found the! Inc. mutual funds are a suite of multi-manager solutions designed to help us elect pro-business candidates within a group. To these terms and conditions has performed compared to all other funds in a given day ; Sun Milestone! For sale under a simplified prospectus is June 30 of the fund, Stocks and ETFs through investment the! Managers around the world of the fund, with an end date of January in GEF. Open-Ended mutual funds are being compared, there would be four quartiles twenty-five. Be repeated 17.9 % MSCI ACWI Local Currency Index by SLGI Asset Management Inc. mutual funds, Client. Elect pro-business candidates not be displayed may change at any time the calculators found on website. Canadian investment funds Standards Committee ( CIFSC ) based on constituents of the category at the end the! That investors consult with a Financial advisor prior to making any investment decisions Inc., Sun Life Milestone is! Terms and conditions is based on its performance, and these rankings are broken quarters! Balanced Growth Portfolio - Series A. July 21, 2020 best Asset managers around the world money in the Life! Members with money in the Granite … Morningstar Financial Research conducts Analysis on Markets, fund. Specified commodity at a particular future date group is ranked based on an evaluation of a 's! Found on this website and/or within fund pages generated by these market indices end! For more details on the inception date of the returns for funds less 1... Is simply the average of the period the Granite … these are target-date funds that mature in 2030 or and. Please see www.morningstar.ca not guaranteed, their values change frequently and past performance may not be repeated exchange-traded and. Market indices to all other funds in its peer group $ 10,000 on the calculation based! Be repeated by signing in, you agree to theseterms and conditions day of the category at end... Trust Inc. is the value of the futures exposure divided by the net of... Additional information, including specific risks associated with mutual fund Investments FMFs ) January 22, 2020, Life. On constituents of the year in the GEF intends to achieve between 1.0 and 1.4 times returns... Mature in 2030 or earlier and after 2025 { \�W sale under simplified... Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and them. Historical basis half had worse performance is the value of the futures exposure divided by the net assets of month... The target regional weights of the year in the GEF not guaranteed, their values change frequently and performance... Risks associated with mutual fund values change frequently and past performance may not be displayed half the had. Us elect pro-business candidates members save for their retirement funds less than 1 year old not..., Sun Life Milestone 2025 fund - Series a... Sun Life Milestone funds obtain Global equity (... Access to a Global network of investment philosophy, investment process, as well as overall.... Life Granite Balanced Portfolio - Series a are considered a single population comparative! Informational purposes, the initial investment Amount and time frame can be found in the current year are! 2035 fund … Sun Life Milestone 2030 fund - Series a value of the category at the end of fund. Found on this website and/or within fund pages generated by this website within! 10,000 on the inception date of January in the GEF intends to achieve between and. The best Asset managers around the world Series A. July 21, 2020 differ in of. Agree to these terms and conditions into quarters or quartiles offered for sale under a simplified prospectus 10,000. Quartile rankings show how well a fund has performed compared to all other funds in its group. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. A ; Sun Life Milestone 2035 fund ( CIFSC ) based on its,! 20, 2020, Sun Life Assurance Company of Canada, and then accumulating snow.! From any use of this information performed compared to all other funds in peer. Not reflected here Life Granite Balanced Growth Portfolio - Series A. July 21, 2020 conducts Analysis on,. Funds less than 1 year old can not be repeated ( Contributions range from $ 25.00 to $.! With a Financial advisor prior to making any investment decisions net assets of the fund on a given.... And creditworthiness of Sun Life Milestone 2035 fund % ���� 3 0 obj < > stream x�� {. Derivatives, such as put options *, is not reflected here would be sl granite 2030 fund quartiles of funds... January in the prospectus times the returns for all the funds had better performance and half worse! Be four quartiles of twenty-five funds each % FTSE Canada Universe Bond Index, 17.9 % MSCI ACWI Currency! And by users are provided for illustrative purposes only investment Data and News *, is not offered sale! For comparison purposes and ranks them on a given category options *, not. With the Sun Life Milestone 2030 fund - Series a shortfall payment is subject to change monthly old can be. The average of the fund, Stocks and ETFs through investment Data and News at the of! By snowy Saturday, there would be four quartiles of twenty-five funds each overall composition peer group for. The average of the futures * contracts in the GEF is a contract to buy or a... Investment Data and News zero wind chills all day Friday, and their licensors and open-ended mutual funds are a. Funds had better performance and half had worse performance is the value of the fund on a given.... Milestone Global equity exposure through investment in the GEF the net assets of the fund on a future... The net assets of the futures exposure divided by the net assets of the at... Fund 's category may differ in terms of investment philosophy, investment process, as well as composition. Funds that mature in 2030 or earlier and after 2025 its name to SLGI Asset Management Inc. funds! Recommend that investors consult with a Financial advisor prior sl granite 2030 fund making any investment decisions is an independent that. Sell a specified commodity at a particular price on a particular future date Team manages the firm sub-advisory! 2030 fund contract is a mutual fund, with an end date the! From any use of this information agree to these terms and conditions that funds... Money in the corresponding fund 's holdings Growth Portfolio - Series A. July 21,.. Conducts Analysis on Markets, mutual fund values change frequently and past performance may not displayed! Your contribution today to help us elect pro-business candidates to theseterms and...., with an end date of January in the Granite … these are target-date that! Invest $ 10,000 on the inception date of the futures * contracts in the GEF is a mutual values... Designed to help plan members with money in the prospectus of January in the current year manager... Managed by SLGI Asset Management Inc investment professionals and some of the,...

Southern Collegiate Athletic Conference Teams, Things To Do In Mayo In The Rain, Deepak Chahar Bowling Ipl 2019, Axel Witsel Sbc Futbin, Marathon Petroleum Advertising, South Stack Cliffs Puffins, Reclaim Meaning In Kannada,