Mutual Fund values change frequently and past performance may not be repeated. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. We’ll transfer assets into the Sun Life … 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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 My savings Investment Options Data As Of Dec 31 2020 Help me do it Target Date With a Guarantee ... SL 2035 Milestone Seg Fund 16% Equity, 84% Bond 1.95 12.35 12.35 13.84 8.32 9.13 7.86 8.63 SL 2040 Milestone … endobj <> endobj 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 … 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 Milestone 2035 Fund - $18,213 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 $17,000 $18,000 CURRENT VALUE OF A $10,000 … For example, the Sun Life Financial Milestone series of Segregated Funds. 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. 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. <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[16 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 0>> http://www.aiim.org/pdfua/ns/id/pdfuaidPDF/UA identification schemainternalIndicates, which part of ISO 14289 standard is followedpartIntegerhttp://bfo.com/products/pdf?version=2.24.2-r36738FUND FACTS, SLGI Asset Management Inc., Sun Life Milestone 2035 Fund - Series A, October 1, 20102020-07-20T17:15:17-04:002020-07-20T17:15:17-04:002020-07-20T17:15:17-04:00This document contains key information you should know about Sun Life Milestone 2035 Fund - Series A. <>stream Please sign in through sunnet.sunlife.com. Find out more today! 3 0 obj 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. 6 0 obj management. Sun Life Milestone 2025 Fund. However, because segregated fund contracts are insurance contracts, they have special benefits that mutual … § Blended benchmark: 72.9% FTSE Canada Universe Bond Index, 27.1% MSCI ACWI Local Currency Index. The SLGI Asset Management Inc. The Filer is also the manager of 45 other Sun Life mutual funds as listed in Schedule B ... Sun Life Milestone 2020 Fund. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. endobj Name † Percentage of Net Asset Value of the Fund (%) 1; Sun Life Milestone Global Equity Fund, Series I: 19.6: 2: Government of Canada, Coupon ; Strip, Jun 01, 2035… Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. 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. [201 0 R 200 0 R 203 0 R 202 0 R 205 0 R 207 0 R 206 0 R 208 0 R 209 0 R 211 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 216 0 R 215 0 R 27 0 R 26 0 R 17 0 R 21 0 R 217 0 R 219 0 R 218 0 R 199 0 R 220 0 R 221 0 R 222 0 R 223 0 R 224 0 R 225 0 R 226 0 R 227 0 R 228 0 R 229 0 R 230 0 R 231 0 R 232 0 R 233 0 R] 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. SUN LIFE MILESTONE 2035 FUND Summary of Investment Portfolio * as at March 31, 2020. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 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 … A distribution may be applicable for this fund. SL Guaranteed Daily Interest Account. It is not offered for sale under a simplified prospectus. Ask your representative for a copy, … 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. 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 … %���� Lower fund management fees (FMFs) January 22, 2020. The Sun Life Milestone Funds can help provide a powerful shield against the impact of market volatility. There are also four “target-date” funds under the Sun Life Milestone name, managed by Sun Life Capital Advisers LLC. You can find more details in the fund's simplified prospectus. endstream The standard category average calculation is based on constituents of the category at the end of the period. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Ask your representative for a copy, contact the manager, SLGI Asset Management Inc., at 1-877-344-1434 or info@sunlifeglobalinvestments.com or visit www.sunlifeglobalinvestments.com.R_87_27_1605, FUND FACTS - Sun Life Milestone 2035 Fund - Series A. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Please read the prospectus before investing. The Sun Life Milestone® 2020 Segregated Fund is maturing. 8 0 obj Past performance is no guarantee of future results. All rights reserved. 4 0 obj April 15, 2020. 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. 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. New fund added. The Milestone Funds … Ask your representative for a copy, contact the manager, SLGI Asset Management Inc., at 1-877-344-1434 or info@sunlifeglobalinvestments.com or visit www.sunlifeglobalinvestments.com.R_87_27_1605FUND FACTS - Sun Life Milestone 2035 Fund - Series ASLGI Asset Management Inc.2020-07-20T17:15:17-04:00application/pdf1 Given category divided by the net sun life milestone 2035 fund of the futures exposure divided by the net assets of futures. Opportunity for growth potential, while at the end of the futures exposure divided by net! Representative for a copy, … Sun Life Milestone 2035 fund Summary of investment philosophy, investment process, well! 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