* 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. 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. SLF Granite 2015 Fund 1.15 %. SLF Granite 2020 Fund 1.20 %. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Investments in securities are subject to market and other risks. Debt may be a necessary evil, but it can also be a strategic wealth-builder. 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. 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. 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 … We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. You can find more details in the fund's … Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 3. SLF Granite 2035 Fund 1.31 %. 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. Sun Life Milestone Global Equity Fund. SL Granite … Ads help us provide you with high quality content at no cost to you. 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. The calculation is simply the average of the returns for all the funds in a given category. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. SL Sentry Value Segregated Fund. All rights reserved. © Copyright 2020 Morningstar, Inc. All rights reserved. Past performance is no guarantee of future results. 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. This document contains key information you should know about Sun Life Milestone 2025 Fund - Series A. Sun Life Granite Balanced Growth Class. 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. SLF Granite 2040 Fund 1.31 %. 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. Sun Life Money Market Fund. Canada NewsWire. Please sign in through sunnet.sunlife.com. 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 2035 Fund. 2. Sun Life Multi-Strategy Bond Fund. Refer to Simplified Prospectus for more detail. Sun Life … ... For affluent investors, Sun Life GIFs offer protection, growth, flexibility and control – plus all the advantages of Sun Life … Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Past performance of a security may or may not be sustained in future and is no indication of future performance. Canada Newswire Jul 21, 2020 04:01 PM EDT. As the assets in the fund rise in value, your share of the fund … SL Granite … 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. Please replace ... Java content goes here. 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. You currently DO NOT have javascript enabled, to view our site this must be enabled. 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"). 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. It is a projection/opinion and not a statement of fact. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. A distribution may be applicable for this fund. Lower fund management fees (FMFs) January 22, 2020. Sun Life Granite Balanced Growth Portfolio - Series A; ... Sun Life Milestone 2035 Fund. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. 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 Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Sun Life Granite Balanced Growth Class ... Sun Life Milestone 2035 Fund. By signing in, you agree to theseterms and conditions. New fund added. These are target-date funds that mature in 2035 or earlier and after 2030. 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 … Segregated fund contracts purchased with non-registered money let you name beneficiaries, so the death benefit bypasses your estate and goes directly to them. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. The GEF is a mutual fund managed by SLGI Asset Management Inc. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. 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. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. SLF Granite 2030 Fund 1.31 %. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 4. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. Please read the prospectus before investing. 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. The Quantitative Fair Value Estimate is calculated daily. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Exposure to other derivatives, such as put options*, is not reflected here. Sun Life Global Investments reduces select mutual funds' management fees. SL Guaranteed Daily Interest Account. Acwi Local Currency Index right hand side neither Morningstar nor its content providers are for... Be enabled Morningstar nor its content providers are responsible for any damages or arising. Fund within a peer group fund, with an end date of the on! 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