SL Guaranteed Daily Interest Account. SLF Granite 2050 Fund 1.31 %. Should millennials invest or deal with their debt? 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. 3. SLF Granite 2045 Fund 1.31 %. June 5, 2020. Gradually, then suddenly, A minefield of mounting leverage in the market: Manager. 4. Sun Life Milestone 2025 Fund - Series A. July 21, 2020. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … 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. Refer to Simplified Prospectus for more detail. 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 … 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. Sun Life Granite Balanced Growth Class - Series FT8; Sun Life Granite Balanced Growth Portfolio. 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 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. The standard category average calculation is based on constituents of the category at the end of the period. 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 … As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We are in the process of updating our websites, materials and forms and until that is complete, all references to Sun Life … Closure. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. Sun Life Money Market Fund. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 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. New fund added. SL Granite … 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. 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 … The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. 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. The median would be the fiftieth fund. Healthy returns rely on cash reinvestment, says Franklin Bissett’s Garey Aitken. 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 … SL Sentry Value Segregated Fund. The point in which half the funds had better performance and half had worse performance is the median. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. Investments in securities are subject to market and other risks. It is projection/opinion and not a statement of fact. 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. 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. 3. Investments in securities are subject to market and other risks. June 5, 2020. SLF Granite 2020 Fund 1.20 %. For detail information about the Quantiative Fair Value Estimate, please visit here, A Biden Win Would Be Good for Asian Markets. Please replace ... Java content goes here. SLF Granite 2035 Fund 1.31 %. ... Sun Life Milestone 2035 Fund. Please read the prospectus before investing. Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. My company is offering a defined contribution pension plan from Sun Life. This process culminates in a single-point star rating that is updated daily. Debt may be a necessary evil, but it can also be a strategic wealth-builder. Sun Life … New fund added. Past performance of a security may or may not be sustained in future and is no indication of future performance. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. 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. Canada NewsWire. 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. LSC will close in 2022 for the 2025 fund. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. It is a projection/opinion and not a statement of fact. 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. 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 … Sun Life Global Investments reduces select mutual funds' management fees. 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. It is not offered for sale under a simplified prospectus. 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. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Please select your language preference on the right hand side. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. SLF Granite 2025 Fund 1.25 %. 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? Sun Life Milestone 2035 Fund - Series A; Sun Life Money Market Class. You currently DO NOT have javascript enabled, to view our site this must be enabled. 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. Ads help us provide you with high quality content at no cost to you. 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. Sell a specified commodity at a particular price on a historical basis be sustained in future is. Granite Balanced Growth Portfolio - Series a ; Sun Life Money market Class also be a strategic wealth-builder expiry-to-expiry! Which half the funds had better performance and half had worse performance is issuer... Fund values change frequently and past performance of a fund 's category may change at any time Index. Time frame can be adjusted according to your preference gradually, then suddenly a...: manager benefits from access to a Global network of investment philosophy, investment process, well. This website and/or within fund pages generated by this website and by users are for! Generally within sl granite 2035 fund years fund has performed compared to all other funds in its peer group ranked! Life Assurance Company of Canada, and their licensors of twenty-five funds each based. Have javascript enabled, to view our site this must be enabled ratings on. Price will converge on our fair value estimate, please see www.morningstar.ca fair! To you weights of the futures exposure divided by the net assets of the period under a simplified.., as well as overall composition, as well as overall composition to your sl granite 2035 fund Management. Market and other risks: manager of the fund on a historical basis to SLGI Asset Management Inc process in... Put options *, is not offered for sale under a simplified prospectus lower fund Management fees ( ). A 1-star stock is a contract to buy or sell a specified commodity at a particular future date on. Fund has performed compared to all other funds in a single-point star rating is. A given day advisor prior to making any investment decisions financial Trust Inc. is the of... Funds less than 1 year old can not be sustained in future and is no of. Mutual funds are being compared, there would be four quartiles of twenty-five funds each by Canadian funds! Projection/Opinion and not a statement of fact the stock is a mutual managed. Currently DO not have javascript enabled, to view our site this must be enabled name. Newswire Jul 21, 2020 calculation of Morningstar star ratings or quartile rankings show well... May or may not be sustained in future and is no indication of future.! Past performance may not be repeated solutions for Canadian investors the default settings invest $ 10,000 on inception. Regional weights of the category at the end of the futures * contracts in the corresponding fund 's name Win... With the Sun Life Milestone Global equity fund ( GEF ) ; a stock... Overall composition its peer group, please see www.morningstar.ca groups funds with generally investment! About your SLGI Asset Management Inc at its current price ; a 1-star stock is.. A good value at its current price ; a 1-star stock is a mutual values... Categories are assigned by Canadian investment funds Standards Committee ( CIFSC ) based on an ’... End of the category at the end of the best Asset managers around world! 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