sun life milestone funds

Posted by on December 29, 2020

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). Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. This change is expected to be effective on January 3, 2012. x��[{\�W? Sun Life - Milestone Global Equity Fund is an open-end fund incorporated in Canada. '�� @U�-�R#�aK/��;~��S�Uo�(�v�8%��r�g�:��HC濲��GI��ŐJ��l�=?��[Z�Ԃ��p@$O�]��8�YY�m�8N`��-gk��h덙��z��]@��4�l� ցc�egm{��կM]�n��PBDT-��*Ҁ��b�y6��?J�w#v��+��M�$z�}�9œۉפ�,u,��"��b�_�Ka2��d&]�e�@�|��n�y��I9S|��P4��ޛ�,d?��R��`��_�*?�=��Ջ��K�� @L�eWG1�iA7B�@Q6%*f汘(f��6�Vt�i��r��mMVj�.��-Ғ/�.�P��e��1��+Q�~��S�q��Z��n��~�n7��CY�^\��di"�H�@M�DCf��Rd�͈��6��S��͜0@w��*��T��/�J��aZ��۽��sҔ_,��{�xfĔ%��FZ��Wv��Y� �5+��-UƩ�@{�!�x��{q��8�� K�`||f��8��Tk��H�4;��vaN�&~Oa��ql�Z�߄�Ł�.�N�Gq^o��3��4��a��¶��2+��6��B3i��g�Jme��Zdż�p7��D��OȎ�,%S��L�� Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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 calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. statements. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Ratings and/or ranking information is subject to change monthly. 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. The pie chart represents the target regional weights of the futures* contracts in the GEF. A fund's category may change at any time. Learn more about Sun Lifetime Advantage GIF The decision to reduce fees comes at a time when financial … For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Performance charts for Sun Life Milestone 2020 Fund (SLUM2AL) including intraday, historical and comparison charts, technical analysis and trend lines. 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. Background. The charts below give you a snapshot of the fund's investments on May 31, 2020. The Milestone funds offer a simplified investment solution that provides: 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. Sun Lifetime Advantage GIF provides a minimum guaranteed lifetime income that can increase every year before you start taking income. Please select your language preference on the right hand side, § Blended benchmark: 99.5% FTSE Canada Universe Bond Index, 0.5% MSCI ACWI Local Currency Index. 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"). 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. 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. 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. Refer to Simplified Prospectus for fee structure. 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. 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. Sun Life Milestone 2020 Fund - Series A Risk rating Sun Life Global Investments (Canada) Inc. has rated the volatility of this fund as Low. Exposure to other derivatives, such as put options*, is not reflected here. Mutual Fund values change frequently and past performance may not be repeated. The GEF is a mutual fund managed by SLGI Asset Management Inc. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. In addition, McLean Budden Fixed Income Fund changed its name to Sun Life MFS McLean Budden Canadian Bond Fund. %PDF-1.4 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. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. This rating is based on how much the fund's returns have changed from year to year. 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. These changes could have impacted past performance of these funds. 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Sun Life Milestone Funds provide a simplified investment solution with a guaranteed maturity value that can help with your investment goals, even in turbulent markets. NOTE: Sun Life Milestone 2020 Fund, DSC option (SUN208), is closed to new purchases as of July 3, 2013. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. TORONTO, WELLESLEY, Mass. Sun Life Milestone 2025 Fund is an open-end fund incorporated in Canada. 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 Fund's objective is to seek long-term capital appreciation. 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. A distribution may be applicable for this fund. 2՚��S_,�� 5�_A��z��Y��^�2w��g� ��k�+�#T��K'��J��!ߏ�A5u�S��JZ]��SgǺ��l4��DN��Ub��- As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The pie chart represents the target regional weights of the futures* contracts in the GEF. �0��)�7,�X�-Y��풍�G.�8�)� 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. ��V��n�/ȍ~�4�υ;��Y�wuh� ��*V�*MdX��.7��vh��"*f��JS�@��H��kV�&U��/�o$a�u��w�}�Ր`. 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. It is not offered for sale under a simplified prospectus. 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. This annual management report of fund performance contains ﬁnancial highlights but does not contain the complete ﬁnancial . The fund's objective is long-term capital growth. 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. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. These target date funds offer the opportunity for growth potential, while at the same time offering downside protection if markets drop. 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. 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. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. All rights reserved. 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.Â Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 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. Exposure to other derivatives, such as put options*, is not reflected here. 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. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. The pie chart represents the target regional weights of the futures* contracts in the GEF. These changes could have impacted past performance of these funds. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Other 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 In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. 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. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. 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. 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. Value of the annual ﬁnancial statements by calling 1-877-344-1434, by Manager, the Manager responsible. Future date markets drop funds and open-ended mutual funds are not guaranteed, their values sun life milestone funds frequently past... 2 the 2060 maturity funds were added July 2, 2019 rankings are broken into quarters quartiles. 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