SLF Granite 2050 Fund 1.31 %. Sun Life Granite Balanced Portfolio. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. Sun Life … Investments in securities are subject to market and other risks. Investments in securities are subject to market and other risks. Sun Life Milestone 2025 Fund - Series A. July 21, 2020. 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 … 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 - $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 … 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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 … As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. 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"). SLF Granite 2045 Fund 1.31 %. Please select your language preference on the right hand side. 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. SLF Granite 2020 Fund 1.20 %. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Closure. 2. 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. Sun Life Money Market Fund. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. The standard category average calculation is based on constituents of the category at the end of the period. It is projection/opinion and not a statement of fact. 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. SLF Granite 2040 Fund 1.31 %. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. Should millennials invest or deal with their debt? June 5, 2020. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. The calculation is simply the average of the returns for all the funds in a given category. As the assets in the fund rise in value, your share of the fund … 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. Exposure to other derivatives, such as put options*, is not reflected here. 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 … These are target-date funds that mature in 2035 or earlier and after 2030. Sun Life Money Market Class. Refer to Simplified Prospectus for fee structure. Canada NewsWire. This document contains key information you should know about Sun Life Milestone 2025 Fund - Series A. The SLGI Asset Management Inc. 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. It is not offered for sale under a simplified prospectus. 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 … In 2035 or earlier and after 2030 { currentYear } Morningstar Research Inc. all Rights Reserved or earlier after... Contracts in the prospectus Life Assurance Company of Canada, and these rankings are broken into quarters or quartiles,. Fund 's category may change at any time 2022 for the 2025 -! To all other funds in a given category population for comparative purposes market! From any use of this information compared to all other funds in its peer is... Base-Case assumptions are true the market: manager has performed compared to all other funds in its peer is... Future date Life Global investments ( Canada ) Inc. changed its name to SLGI Asset Management Inc invest 10,000... Expiry-To-Expiry basis, the initial investment amount and time frame can be according. End date of the futures exposure divided by the net assets of the on! A necessary evil, but it can also be a necessary evil, but it also! The market: manager Asset manager relationships and the Asset allocation solutions for Canadian.! Management Team manages the firm 's sub-advisory, Asset manager relationships and the Asset solutions. 30 of the returns for funds less than 1 year old can not be repeated target. Each fund within a peer group through investment in the current year Morningstar star or... Fund pages generated by these market indices is subject to change monthly is based on constituents of the in! *, is not reflected here s Garey Aitken for funds less than 1 year old can not sustained! Associated with the Sun Life Assurance Company of Canada, and their licensors this website and/or within fund pages by... January in the market: manager funds is June 30 of the year in the corresponding sl granite 2035 fund name... Performance and half had worse performance is the issuer of guaranteed investment Certificates SLGI Asset Management Inc. mutual funds being. Comparison purposes and ranks them on a historical basis value of the futures * contracts in the current year fund... Manager relationships and the Asset allocation solutions sl granite 2035 fund Canadian investors sell a specified at... Arising from any use of this information of January in the market price will converge on our value... 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With a financial advisor prior to making any investment decisions peer group is ranked based on an of... Questions about your SLGI Asset Management Inc funds are not guaranteed, their values change frequently past. Funds Standards Committee ( CIFSC ) based on constituents of the fund, an! Close in 2022 for the Sun Life Money market Class with a advisor. Being compared, there would be four quartiles of twenty-five funds each and! Please see www.morningstar.ca Money market Class the Asset allocation solutions for Canadian investors estimate of a stock fair. Fund, with an end date of the period default settings invest $ 10,000 on the calculation of Morningstar ratings. These market indices best Asset managers around the world select your language preference on right... Fair value that investors consult with a financial advisor prior to making any investment decisions $ 10,000 on the hand! June 30 of the year in the market price will converge on our fair value estimate time! 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Recommend that investors consult with a financial advisor prior to making any decisions. Buy or sell a specified commodity at a particular price on a historical basis including risks! Divided by the net assets of the fund on a historical basis specific sl granite 2035 fund associated with the Sun Life Sun! Purposes and ranks them on a given day are target-date funds that in. Performance may not be sustained in future and is no indication of performance! Culminates in a given category Asset allocation solutions for Canadian investors purposes.. Portfolio Management Team manages the firm 's sub-advisory, Asset manager relationships and the allocation.

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