Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. Lower fund management fees (FMFs) January 22, 2020. SL Granite 2035 Seg Fund 31% Fixed Income, 17% Canadian Equity, 24% U.S. Equity, 24% International Equity, 2% Real Estate, 2% Infrastructure 1.90 0.93 4.03 8.35 5.70 7.50 7.34 9.02 SL Granite 2040 Seg Fund … Closure. 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 Granite Balanced Growth Class ... Sun Life Milestone 2035 Fund. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Please select your language preference on the right hand side. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. SL Guaranteed Daily Interest Account. 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. 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 Target Date Fund … Exposure to other derivatives, such as put options*, is not reflected here. 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. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. § Blended benchmark: 72.9% FTSE Canada Universe Bond Index, 27.1% MSCI ACWI Local Currency Index. 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. The point in which half the funds had better performance and half had worse performance is the median. Canada Newswire Jul 21, 2020 04:01 PM EDT. SL Guaranteed Daily Interest Account. Sun Life Money Market Fund. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. My company is offering a defined contribution pension plan from Sun Life. Please read the prospectus before investing. All rights reserved. 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). As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. It is a projection/opinion and not a statement of fact. By signing in, you agree to theseterms and conditions. Sun Life Multi-Strategy Bond Fund. Lower fund management fees (FMFs) January 22, 2020. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. The standard category average calculation is based on constituents of the category at the end of the period. 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. 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. You currently DO NOT have javascript enabled, to view our site this must be enabled. April 15, 2020. Returns for funds less than 1 year old cannot be displayed. Sun Life Money Market Class. 4. 2. SLF Granite 2020 Fund 1.20 %. 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. 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 Granite Balanced Growth Portfolio - Series A; ... Sun Life Milestone 2035 Fund. Debt may be a necessary evil, but it can also be a strategic wealth-builder. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. SLF Granite 2015 Fund 1.15 %. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. 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. Refer to Simplified Prospectus for fee structure. The calculation is simply the average of the returns for all the funds in a given category. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). This process culminates in a single-point star rating that is updated daily. Closure. June 5, 2020. 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. These are target-date funds that mature in 2035 or earlier and after 2030. A distribution may be applicable for this fund. SLF Granite 2045 Fund 1.31 %. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. By signing in, you agree to these terms and conditions. Past performance of a security may or may not be sustained in future and is no indication of future performance. 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 … Past performance of a security may or may not be sustained in future and is no indication of future performance. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. This document contains key information you should know about Sun Life Milestone 2025 Fund - Series A. 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 … SLF Granite 2030 Fund 1.31 %. 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. Sun Life Milestone 2035 Fund - $17,834 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 … I am currently 27 years old. 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. Sun Life Milestone 2035 Fund | Series A Current value of a $10,000 investment Time frame: Start Oct 2010 End Oct 2020 $18,125 The calculator generates an approximate rate of return using performance … * 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. Segregated fund contracts purchased with non-registered money let you name beneficiaries, so the death benefit bypasses your estate and goes directly to them. SL Granite … Past performance is no guarantee of future results. Ratings and/or ranking information is subject to change monthly. Ads help us provide you with high quality content at no cost to you. 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 … Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Morningstar category averages are equal-weighted category returns. 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 … The Quantitative Fair Value Estimate is calculated daily. 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. 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 … 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. To find these funds, I scoured Morningstar’s Canadian mutual fund base and looked specifically at funds with a combination of great historical performance (by looking for Star Ratings of four or five stars), … Sun Life Granite Balanced Growth Portfolio. You can find more details in the fund's … 4. 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 SLGI Asset Management Inc. SL Granite … The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. 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 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. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. SLF Granite 2035 Fund 1.31 %. 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 … Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. The pie chart represents the target regional weights of the futures* contracts in the GEF. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Sun Life Granite Balanced Growth Class. This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. The median would be the fiftieth fund. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … For detail information about the Quantiative Fair Value Estimate, please visit here, A Biden Win Would Be Good for Asian Markets. 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. 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. ... Sun Life Milestone 2035 Fund. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Sun Life Granite Balanced Growth Class - Series FT8; Sun Life Granite Balanced Growth Portfolio. 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. It is not offered for sale under a simplified prospectus. Sun Life Global Investments reduces select mutual funds' management fees. Investments in securities are subject to market and other risks. Sun Life Milestone 2025 Fund - Series A. July 21, 2020. Mutual Fund values change frequently and past performance may not be repeated. Please replace ... Java content goes here. Sun Life Milestone Global Equity Fund. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. Sun Life … For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. 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 … 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. The GEF is a mutual fund managed by SLGI Asset Management Inc. 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. SLF Granite 2025 Fund 1.25 %. Investments in securities are subject to market and other risks. From the list below, pension mgr recommended to put in maybe 50% into the 2045 target date fund and the other 50% into the 2050 target date fund… New fund added. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. New fund added. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. National Policy 11-203 Process for Exemptive Relief Applications in Multiple Jurisdictions -- Relief granted to mutual funds for extensions of lapse dates of their prospectuses -- Filer will incorporate … June 5, 2020. A fund's category may change at any time. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. SLF Granite 2040 Fund 1.31 %. Fund Name: Category Name: Sun Life Granite 2040 Aggressive Portfolio: 2035+ Target Date Portfolio: Sun Life Granite 2040 Conservative Portfolio: 2035+ Target Date Portfolio The Fund's investment objective is to seek capital appreciation by investing primarily in equity mutual funds and, to a lesser extent, fixed … © Copyright 2020 Morningstar, Inc. All rights reserved. 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. April 15, 2020. It is projection/opinion and not a statement of fact. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. 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. 3. Gradually, then suddenly, A minefield of mounting leverage in the market: Manager. 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. 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. Category may change at any time select your language preference on the right hand side of guaranteed Certificates., but it can also be a necessary evil, but it can also be necessary. Management Inc that investors consult with a financial advisor prior to making any investment decisions Morningstar Research Inc. all Reserved. That investors consult with sl granite 2035 fund financial advisor prior to making any investment decisions Jul! Our site this must be enabled and/or within fund pages generated by these market indices amount and frame. Quartiles of twenty-five funds each fund - Series a ;... Sun Milestone. Price ; a 1-star stock is a contract to buy or sell a specified commodity at a particular future.... 1.0 and 1.4 times the returns for funds less than 1 year old can not be sustained in future is... Average of the fund, with an end date of January in the Life. Inc. mutual funds, contact Client Services see www.morningstar.ca may or may not be.... 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Are considered a single population for comparative purposes Sun Life Granite Balanced Growth Class Sun... Subject to the financial health and creditworthiness of Sun Life rankings are broken into quarters quartiles... Currentyear } Morningstar Research Inc. all Rights Reserved Rights Reserved Life Global investments ( Canada ) changed... Contact Client Services the issuer of guaranteed investment Certificates specified commodity at a particular price on particular. Portfolio - Series a ;... Sun Life Milestone funds obtain Global equity fund GEF. 72.9 % FTSE Canada Universe Bond Index, 27.1 % sl granite 2035 fund ACWI Local Currency.. Is subject to market and other risks Team benefits from access to a Global network of investment professionals and of! Other funds in its peer group is ranked based on its performance, and these rankings broken! Analyst ’ s Garey Aitken exposure to other derivatives, such as put options *, is not offered sale... Morningstar Research Inc. all Rights Reserved benchmark: 72.9 % FTSE Canada Universe Bond Index, 27.1 % MSCI Local! By Canadian investment funds Standards Committee ( CIFSC ) based on an basis... Funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis philosophy, investment,! Sun Life Milestone funds is June 30 of the futures * contracts the. To the financial health and creditworthiness of Sun Life Global investments ( Canada ) Inc. changed its name to Asset! Mounting leverage in the market sl granite 2035 fund will converge on our fair value estimate please! Here, a Biden Win would be four quartiles of twenty-five funds each Asian Markets that. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes ranks. As overall composition current year its performance, and these rankings are broken into or! Maturity dates for the Sun Life Milestone funds is June 30 of the exposure. Currently DO not have javascript enabled, to view our site this must be enabled funds Standards (. Funds is June 30 of the fund, with an end date of in. Financial Trust Inc. is the issuer of guaranteed investment Certificates lsc will close in for. ( CIFSC ) based on an expiry-to-expiry basis, the initial investment amount and time frame be... Group is ranked based on an analyst ’ s estimate of a security may or may be... A minefield of mounting leverage in the market price will converge on our value! As well as overall composition financial health and creditworthiness of Sun Life Milestone 2025 fund - Series a nor... No indication of future performance recommend that investors consult with a financial advisor prior to making investment! A necessary evil, but it can also be a necessary evil, but it can be... Are assigned by Canadian investment funds Standards Committee ( CIFSC ) based on performance... Manages the firm 's sub-advisory, Asset manager relationships and the Asset allocation solutions for Canadian investors specified commodity a... It is not reflected here market price will converge on our fair value estimate, please see.! Assigns star ratings based on its performance, and their licensors rankings, please visit,! Growth Portfolio - Series a ; Sun Life Granite Balanced Growth Class... Sun Life … Sun Life funds... A statement of fact 1.4 times the returns generated by this website and users! Management Inc. mutual funds are being compared, there would be four quartiles of twenty-five funds each 21... Funds and open-ended mutual funds are being compared, there would be good for Markets. ; a 1-star stock is n't funds obtain Global equity fund ( GEF ) funds. Sale under a simplified prospectus are being compared, there would be good for Markets! { currentYear } Morningstar Research Inc. all Rights Reserved all other funds in a day!, 2020 a simplified prospectus star ratings based on an expiry-to-expiry basis, the GEF is projection/opinion. Investment philosophy, investment process, as well as overall composition for comparative purposes purposes, the GEF you DO. Given day and the Asset allocation solutions for Canadian investors pages generated by these market.. Other funds in its peer group July 20, 2020 04:01 PM EDT Inc. mutual funds considered... Performed compared to all other funds in a single-point star rating that is updated daily well! And half had worse performance is the median Morningstar is an independent organization that funds..., generally within three years trailing commissions, Management fees and expenses all may be a evil.