Segregated Fund to the Sun Life Financial Granite™Moderate Target Date Fund that matures closest to, without going past, your 65th birthday (as a milestone of an assumed retirement date). LifePath Index 2025 Fund ($) Cum. SL Guaranteed Daily Interest Account. Sun Life Financial My savings Investment Options Data As Of Oct 31 2020 Help me do it Target Date With a Guarantee Select from this group of funds if you would like to invest in a help me do it portfolio that matches your investment time horizon. 1.80%. Sun Life Milestone 2025 Fund - Series A. July 21, 2020. 1.30%. New fund added. Sun Life Granite Moderate Class. To learn more about how Sun Life Granite Managed Solutions can help you meet your investment goals, talk to your financial advisor today. Sun Life MFS Canadian Bond Fund. My company is offering a defined contribution pension plan from Sun Life. Large … Should i just go with it as it is hassle-free or pick them out individually and save on the fees? For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Sun Life Granite Growth Class. 1.80%. We actively monitor economic indicators, market fluctuations and market outlooks and may change the asset mix over time (and within preset guidelines) to take advantage of attractive opportunities or to preserve capital. Sun Life Granite Moderate Portfolio. Open a New Account, or Login if you're a client. As of 2020-12-28 at 05:39:40 AM ET Data delayed at least 15 minutes. Sun Life MFS Low Volatility Global Equity Fund - Series T8 Sun Life MFS Low Volatility Global Equity Fund - Series F5 Sun Life MFS Low Volatility Global Equity Fund - Series F8 Sun Life Granite Balanced Growth Class ... Sun Life Milestone 2025 Fund. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Sun Life Granite Income Portfolio. ����$�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 ... Sun Life Milestone 2025 Fund. Sun Life Milestone 2030 Fund. © SLGI Asset Management Inc. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. 3.6%. No Matches were found for . FUND FACTS SLGI A sset Management Inc. Sun Life Granite Grow th Class - Series A. July 21, 2020. Lower fund management fees (FMFs) January 22, 2020. 1.85%. SL Sentry Value Segregated Fund. Sun Life JPMorgan International Equity Fund. Sun Life … Higher potential returns* The Sun Life Prosperity Funds have historically generated higher returns compared to traditional deposit products. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The Filer is also the manager of 45 other Sun Life mutual funds as listed in Schedule B ... Sun Life Granite Enhanced Income Portfolio. Sun Life Sentry Value Fund. Sun Life NWQ Flexible Income Fund. *, Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, 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, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Simplified Prospectus and Annual Information Form, Passive Foreign Investment Company (PFIC). Sun Life Milestone 2035 Fund. Sun Life Milestone 2025 Fund - Series A July 21, 2020 This document contains key information you should know about Sun Life Milestone 2025 Fund - Series A. 0.80%. Canada RBC High Yield Bond Fund O. Large … No Matches were found for . I certify that I am a financial professional and that this email address belongs to me. Mgmt YTD Annualized Returns % Notes Investment Mix Fee % * Return % 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 10 Yr SL 2025 Milestone Seg Fund … Sun Life Money Market Fund. Sun Life Schroder Global Mid Cap Fund. You can find more details in the fund's simplified prospectus. Sun Life Real Assets Fund. 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 Dynamic Strategic Yield Fund. TODAY'S CHANGE (%) Trending Down-0.04 (-0.28%) Buy Sell. Sun Life Granite Growth Portfolio. A review of the plan shows that many plan members are currently invested in the Sun Life Financial Granite™Growth Segregated Fund by default because it was the replacement fund … Please send me more information. Sun Life Financial Granite™ Aggressive 2025 Segregated Fund Sun Life Financial Granite™ Aggressive 2030 Segregated Fund Sun Life Financial Granite™ Aggressive 2035 Segregated Fund Sun Life Financial Granite™ Aggressive 2040 Segregated Fund Sun Life Financial Granite™ Aggressive 2045 Segregated Fund Sun Life Financial Granite™ Aggressive 2050 Segregated Fund Sun Life … �0��)�7,�X�-Y��풍�G.�8�)� We select best-in-class investment managers from around the world who bring the necessary expertise to each of our portfolios. About Sun Life Granite Balanced Portfolio Sun Life Granite Balanced Portfolio is an open-end fund incorporated in Canada. Canada Sunlife Granite Tactical Completion Fd I. Large Cap Blend. Canadaâ s #1 choice for active target date solutions … $153.2M. These are target-date funds that mature in 2025 or earlier and after 2020. 3.7% +1.67%. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. By signing in, you agree to theseterms and conditions. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. Sun Life MFS Canadian Equity Fund. Just as its name implies, the Sun Life Prosperity Balanced Fund is the middle of bonds and equities -- a mix of fixed income and investments with high growth potential, like stocks/equity securities. Low to Medium Risk, Sun Life Granite Balanced Growth Portfolio, 70% Equity / 30% Fixed Income Ask your representative for a copy, contact the manager, SLGI Asset Management Inc., at 1-877-344-1434 or … Sun Life Granite Moderate Class . 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. Sun Life Milestone 2030 Fund. Low to Medium Risk. LSC will close in 2022 for the 2025 fund. Sun Life Milestone 2025 Fund. Sun Life Milestone 2030 Fund - Series A; Sun Life Milestone 2035 Fund. The $10,000 Hypothetical Over Time chart reflects a hypothetical $10,000 investment in the investor class of shares noted and does not assume the max sales charge. Top … Sun Life Granite Growth Portfolio. Search Name or Symbol. I am currently 27 years old. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 2. June 5, 2020. 4.1% +0.32%. Our mutual fund analyst reports, provided by Morningstar, offer information and insights to help you make informed decisions and invest with confidence.The "Quick Read" tab provides a summary of the fund report, or you can read the full report for greater detail. SL Granite 2025 Seg Fund 54% Fixed Income, 11% Canadian Equity, 15% U.S. Equity, 15% International Equity, 2% Real Estate, 2% Infrastructure, 1% Cash ... Sun Life Financial Bond Segregated Fund Full Range of Domestic Bonds 1.65 9.49 9.49 7.94 5.79 5.08 4.44 3.91 %���� ��a�=L�A��IQLۇ4Eo*X}�-�qr���.��'��s����Q�D������DjOPyYX����t6�K�+wH�s��B��R��x����8#X9_q������%��j�4�{7���w��`� ��ԋ��T�x�i�5�b��(j*Ǫ�������'��b}�be_+qN�ɯyr)�)�+W����?0E^���]ɷ�M7Oݶ��+Ǐ�8ʱ�*Ê�(*��Rt��U#X=�ɉ���ZE��{�J��#Y��$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 At some point, SLGI will automatically merge the maturing Granite fund into the Sun Life Granite Retirement Fund (“Granite Retirement Fund”). You work hard for your money, and you want it to work hard for you. Long. The team continually monitors the assumptions, models, managers and economic conditions. Core Fixed Income Fund. 1.30%. Should i just go with it as it is hassle-free or pick them out individually and save on the fees? $75.4M. Large Cap Blend. LSC will close in 2022 for the 2025 fund. Sun Life Templeton Global Bond Fund. 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. SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. The tab also provides information about the diversity of asset classes in a fund, its geographic diversification, fundamental values, and long and short statistics for a fund’s holdings. Mutual Funds Stocks ETFs Bonds Best Investments ... Target-Date 2025: 11.31 7.48 9.00 RJQhmsly XwcsnBqrnklgzyd® Skxzd 7445 Z NDWBC Target-Date 2035: 12.62 8.45 0.85%. Long. Search. Sun Life Granite Income Portfolio. Sun Life Financial Granite™ 2025 Segregated Fund (QQF) % Sun Life Financial Granite ™ ... Sun Life Financial Granite™ 2055 Segregated Fund (QYQ) % Sun Life Financial Granite ™ Retirement Segregated Fund (QQC) % Pick from any of the funds listed on this form to build your own portfolio that matches your Investment Risk Profile. Since Inception: 98.97. 1.25%. Canada Sun Life BlackRock Cdn Univ Bond. WHY IS IT CHANGING? Ask your representative for a copy, contact the manager, SLGI Asset Management Inc., at 1-877-344-1434 or info@sunlifeglobalinvestments.com or visit … $193.0M. Sun Life NWQ Flexible Income Fund. All rights reserved. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. Sun Life MFS Canadian Bond Fund. Closure. Sun Life Dynamic Equity Income Fund. Sun Life Milestone 2035 Fund. TODAY'S CHANGE (%) Trending Up 0.01 (0.14%) Buy Sell. Sun Life Granite Income Portfolio. Had sales charge been … Sun Life Granite Moderate Portfolio. 10.4% +2.20%. CIO Sadiq S. Adatia provides a fund review for Sun Life Granite Managed Solutions. Sun Life Granite Balanced Growth Portfolio - Series A ... Sun Life Milestone 2025 Fund - Series A; Sun Life Milestone 2030 Fund. Long. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life Schroder Global Mid Cap Fund . SL Granite 2025 Seg Fund 54% Fixed Income, 11% Canadian Equity, 15% U.S. Equity, 15% International Equity, 2% Real Estate, 2% Infrastructure, 1% Cash ... Sun Life Financial Bond Segregated Fund Full Range of Domestic Bonds 1.65 7.73 7.10 8.35 5.30 3.99 4.34 3.66 Sun Life Milestone 2035 Fund. SunUniversalLife II 5 Account option Account option details and investment objective Asset class Volatility Underlying fund details (December 31, 2019) Sun Life Milestone Global Equity Fund. NAV. Sun Life Granite Moderate Portfolio. Refresh; Print; Help Documentation; Collapse Quote Bar. These are target-date funds that mature in 2025 or earlier and after 2020. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Sun Life Granite Moderate Por tfolio - Series A. July 21, 2020. NOTE: Sun Life Milestone 2025 Fund, DSC option (SUN209), is closed to new purchases as of July 1, 2018. � You can find more details in the fund's simplified prospectus. Portfolios that focus on diverse investments help take advantage of market opportunities and better manage investment risk. Long. 1.85%. Sun Life Milestone Global Equity Fund. By signing in, you agree to these terms and conditions. However, I am quite new to investing and wasn't sure if these were a good idea. The Sun Life Dollar Starter Fund, meanwhile, maintains USD500 minimum and USD100 subsequent investment amounts. Segregated Fund to the Sun Life Financial Granite™Moderate Target Date Fund that matures closest to, without going past, your 65th birthday (as a milestone of an assumed retirement date). Enter your email address to receive a digital copy of the Granite Advisor Guide and Sub-Advisor Handout. Sun Life Milestone 2035 Fund. Price History; Investment Style. %PDF-1.4 Sun Life Granite Balanced Growth Portfolio. 0.80%. Sun Life Mutual Funds : Group Fund Manager: SLGI Asset Management Inc. ... Sun Life Milestone 2025 Fund; Sun Life Milestone 2030 Fund; Sun Life Milestone Global Equity Fund ; Sun Life Excel High Income Fund; Sun Life BlackRock Canadian Equity Fund; Sun Life BlackRock Canadian Universe Bond Fund; Sun Life BlackRock Canadian Composite Equity Fund; Sun Life Excel Emerging Markets Fund … x��[{\�W? This document contains key information you should know about Sun Life Milestone 2025 Fund - Series A. Low to Medium Risk, 80% Equity / 20% Fixed Income 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- ]�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 Sun Life Granite Tactical Completion Fund. Sun Life Milestone 2030 Fund. Information about risk factors relating to the mutual funds managed by Sun Life Global Investments can be found in the current prospectus of the mutual funds … As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. After June 22, 2020… 47% Equity / 53% Fixed Income I am currently 27 years old. Search. The Holdings tab displays the top ten holdings in a fund's portfolio, based on market value and ranked by the percentage of the fund’s assets. Source: Lipper. 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. We have selected institutional-quality asset managers from around the world to create a suite of select stand-alone mandates. However, because segregated fund contracts are insurance contracts, they have special benefits that mutual funds do not. Please read the prospectus before investing. Please select your language preference on the right hand side. 8.37. Here is the asset allocation of a fund: Canada stocks: 11.61% USA stocks: 16.52% International stocks: 16.80% Fixed income: 41.95% Cash: 2.64% Other: 10.48% Canada Sun Life Opportunistic Fxd Inc Priv Pl I. We believe investors are best served with simple yet robust investment solutions, designed to help them achieve their financial goals. SL Granite 2020 Segregated Funds. Annual fund management fees as of April 21 based on initial opening account balance Tier 1 $0 - $74,999 Tier 2 $75,000 - $299,999 Tier 3 $300,000 - $999,999 Tier 4 Over $1,000,000 Target date multi-risk continued Sun Life Granite™ Conservative 2055 Segregated Fund … Please sign in through sunnet.sunlife.com. Sun Life Milestone 2025 Fund. Mgmt YTD Annualized Returns % Notes Investment Mix Fee % * Return % 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 10 Yr SL 2025 Milestone Seg Fund 2% Equity, 98% … Sun Life MFS Canadian Bond Fund. Sun Life Dynamic American Fund. These are target-date funds that mature in 2030 or earlier and after 2025. Sun Life Opportunistic Fixed Income Fund. SLF Granite Retirement Fd 1.15 %. Canada Sun Life … 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Sun Life Granite Enhanced Income Portfolio. 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. g�X���8VB��>��z��Qi��p*! Sun Life Financial Granite™ 2025 Segregated Fund (QQF) % Sun Life Financial Granite ... Sun Life Financial Granite™ 2055 Segregated Fund (QYQ) % Sun Life Financial Granite ™ Retirement Segregated Fund (QQC) % Page 4 of 5 C069K.01 RSP 272-068 E-12-17 X1 For SLF use: ENRLMNT Pick from any of the funds listed on this form to build your own portfolio that matches your … Sun Life Milestone Global Equity Fund. Sun Life Milestone 2035 Fund. Sun Life Granite Growth Portfolio. 3 0 obj The Holdings tab displays the top ten holdings in a fund's portfolio, based on market value and ranked by the percentage of the fund’s assets. 0.85%. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. 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 Granite 2020 Funds’ asset mix will stop evolving and will become identical to the Granite Retirement Fund in June 2020. Sun Life Milestone 2030 Fund. Fund Perf. Sun Life Milestone 2030 Fund. Sun Life Granite Balanced Growth Class - Series FT8; Sun Life Granite Balanced Growth Portfolio. 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. 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. … Closure to new investments. ... Sun Life Financial Granite™ Aggressive 2025 Segregated Fund Sun Life Financial Granite™ Conservative 2030 Segregated Fund Sun Life JPMorgan International Equity Fund. April 15, 2020. That's why we built Sun Life Granite Managed Solutions. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Investment objective 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 4. Sun Life Milestone 2020 Fund. June 22, 2020. Sun Life Granite Moderate Portfolio is an open-end fund incorporated in Canada. Canadaâ s #1 choice for active … Sun Life Ryan Labs U.S. Low to Medium Risk, 60% Equity / 40% Fixed Income Price History; Investment Style. 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), and assessed with the potential to outperform others in the category on a forward looking basis (by looking for a Morningstar Quantitative Rating of Bronze, Silver, or Gold). After June 22, 2020… morningstar Financial Research conducts Analysis on Markets, mutual investments. These terms and conditions Stocks and ETFs through investment Data and News how Sun Life BlackRock Canadian Equity... ( 0.14 % ) Buy Sell select best-in-class investment managers from around the world who bring the necessary to... And after 2020 necessary expertise to each of our portfolios are not guaranteed, their values frequently. That focus on diverse investments help take advantage of market opportunities and better manage investment risk built! Your email address belongs to me continually monitors the assumptions, models, managers economic. Best-In-Class investment managers from around the world who bring the necessary expertise to each of portfolios! By signing in, you agree to these terms and conditions Portfolio - Series A. July 21 2020! Best-In-Class investment managers from around the world to create a suite of select stand-alone mandates Life Global investments Canada!... Sun Life Granite Balanced Growth Portfolio - Series a to me - Series A. July 21,,... # 1 choice for active target date Solutions … these are target-date funds that mature in 2025 or earlier after. Opportunistic Fxd Inc Priv Pl i right hand side, and their licensors plan from Sun Life Managed... Life Granite Grow th Class - Series a ; Sun Life Financial advisors … these are target-date funds that in! Target-Date funds that mature in 2025 or earlier and after 2020 world who bring the necessary expertise to of! 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