The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. 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). 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. The Fund's objective is to seek long-term capital appreciation. Sun Life Milestone 2035 Fund Certain mutual funds managed by the Manager (“SLGI Funds”) may have direct or indirect holdings in Sun Life Financial Inc. or its affiliates or other funds managed by Sun Life Global Investments (Canada) Inc., or its affiliates. The charts below give you a snapshot of the fund's investments on May 31, 2020. Returns for funds less than 1 year old cannot be displayed. Exposure to other derivatives, such as put options*, is not reflected here. Ratings and/or ranking information is subject to change monthly. 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. Learn more about Sun Lifetime Advantage GIF 3 0 obj Sun Life Milestone 2025 Fund is an open-end fund incorporated in Canada. 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. Exposure to other derivatives, such as put options*, is not reflected here. 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 theseterms and conditions. Please sign in through sunnet.sunlife.com. The pie chart represents the target regional weights of the futures* contracts in the GEF. 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. ����$�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 respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. %���� 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. The Manager has retained Sun Life Assurance 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. In addition, McLean Budden Fixed Income Fund changed its name to Sun Life MFS McLean Budden Canadian Bond Fund. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Past performance is no guarantee of future results. Please replace ... Java content goes here. 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. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). You can request a free copy of the annual financial statements by calling 1-877-344-1434, by . Exposure to other derivatives, such as put options*, is not reflected here. This rating is based on how much the fund's returns have changed from year to year. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. The standard category average calculation is based on constituents of the category at the end of the period. Watch Sun Life Global Investments’ Portfolio Manager Kathrin Forrest's Q3 2017 Fund review on the Sun Life Milestone Funds. 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. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. 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. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. 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. It doesn't tell you how volatile the fund will be in the future. Sun Life Milestone 2020 Fund - Series A Risk rating Sun Life Global Investments (Canada) Inc. has rated the volatility of this fund as Low. The pie chart represents the target regional weights of the futures* contracts in the GEF. The SLGI Asset Management Inc. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. 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. The median would be the fiftieth fund. These target date funds offer the opportunity for growth potential, while at the same time offering downside protection if markets drop. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. Refer to Simplified Prospectus for more detail. These changes could have impacted past performance of these funds. LSC will close in 2022 for the 2025 fund. 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. 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| 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 Milestone Global Equity Fund. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. 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 … 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 fund's investments will change. * 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. statements. 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. Diversified income funds TORONTO, WELLESLEY, Mass. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. 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. This change is expected to be effective on January 3, 2012. 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 Milestone funds offer a simplified investment solution that provides: the Sun Life Milestone Funds, ("Sun Life", or the "guarantor") has agreed to pay the shortfall to the Sun Life Milestone Fund. 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. A fund's category may change at any time. 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 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. Sun Life Granite Managed Solutions* Can support a wide range of investment objectives, from capital preservation to capital growth to income. 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. The pie chart represents the target regional weights of the futures* contracts in the GEF. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). x��[{\�W? Watch Sun Life Global Investments' Portfolio Manger, Chhad Aul's Q2 2017 | Fund review: Sun Life Milestone Funds. ]�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 Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. By signing in, you agree to these terms and conditions. NOTE: Sun Life Milestone 2020 Fund, DSC option (SUN208), is closed to new purchases as of July 3, 2013. For our entire … 2 The 2060 maturity funds were added July 2, 2019. 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. 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. ��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 The pie chart represents the target regional weights of the futures* contracts in the GEF. Sun Life - Milestone Global Equity Fund is an open-end fund incorporated in Canada. SUN LIFE MILESTONE GLOBAL EQUITY FUND (the Fund) DECISION. 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. 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. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Background. The Milestone Funds have a unique Guaranteed Value 1 that can provide peace of mind for investors. The Fund's … Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. 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 Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 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. 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. Refer to Simplified Prospectus for fee structure. Mutual Fund values change frequently and past performance may not be repeated. 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. 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 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"). Sun Life Milestone 2020 Fund, LSC option (SUN308), is closed to new purchases as of June 30, 2017. The Sun Life Milestone Funds can help provide a powerful shield against the impact of market volatility. The GEF is a mutual fund managed by SLGI Asset Management Inc. 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 Milestone 2030 Fund As trustee, the Manager holds legal title to the Fund's investments in trust for securityholders. g�X���8VB��>��z��Qi��p*! Find out about mutual funds offered by Sun Life Global Investments. The fund's objective is long-term capital growth. The decision to reduce fees comes at a time when financial … Sun Lifetime Advantage GIF provides a minimum guaranteed lifetime income that can increase every year before you start taking income. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. These changes could have impacted past performance of these funds. 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. Exposure to other derivatives, such as put options*, is not reflected here. Please read the prospectus before investing. Other funds 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. The annual financial statements by calling 1-877-344-1434, by are budget conscious or seeking to your... Category at the same time offering downside protection if markets drop you how volatile Fund. The world subject to change monthly change at any time, is not reflected here free of... Q1 2018 Fund review: Sun Life Milestone funds, there would be four quartiles of twenty-five funds each is... Research Inc. all Rights Reserved the right mix of funds for every risk profile of these funds of morningstar ratings... 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