In a nutshell, a segregated fund is a pool of money spread across different investments. Sun Life also offers segregated funds through financial advisors. Track the latest values of your invested shares or units in the Sun Life Prosperity Funds, Sun Life Asset Management’s suite of mutual funds. Higher potential returns* The Sun Life Prosperity Funds have historically generated higher returns compared to traditional deposit products. Sun Life Assurance Company of Canada purchases units of the funds listed below, which are established as segregated funds in accordance with the Insurance Companies Act (Canada). Investments in securities are subject to market and other risks. The “Maturity Date” is when the Fund is scheduled to terminate or mature. Segregated funds are similar to mutual funds, but with a few key differences. One Westmount Road North. In depth view into SUN153 (Sun Life Granite Growth Portfolio A) including performance, dividend history, holdings and portfolio stats. Guarantees Segregated fund contracts provide death benefit and maturity guarantees. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. Segregated funds can definitely form a productive part of a well-balanced investment portfolio, but it’s important to talk to the insurance provider you’re thinking of buying from in order to get all the information on the past performance of the fund, as well as any additional fees or conditions. View all of the latest pricing and information on CI Investments mutual funds and structured products here. It’s managed by experts and helps you diversify your savings and protect them from dips in the market. Sun Life MPF Basic Scheme (the “Scheme”) each is a mandatory provident fund scheme registered with the Mandatory Provident Fund Schemes Authority. Sun Life has announced a new lineup of segregated funds called the Sun GIF ... do not require financial advisers to include increased disclosures on fees or product performance on segregated funds. PHP 3.1947 Bond Fund. Sun Life Granite Target Risk Segregated Funds Sun Life Multi-Strategy Target Return Segregated Fund Sun Life BlackRock Canadian Balanced Segregated Fund Sun Life Dynamic Strategic Yield Segregated Fund Sun Life Granite Income Segregated Fund Sun Life Granite Enhanced Segregated Income Fund Sun Life MFS U.S. Growth Hedged Segregated Fund Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds. Box 1603, Stn Waterloo. This page provides details for our segregated fund policies originally with Great-West Life, including information folders, fund facts, rates of return, contracts and financial statements. Compared with equivalent mutual fund investments, segregated funds usually have higher fees. Get latest NAV, Returns, Fund Ratings, Performance, Expense Ratio, Holdings, Mutual Fund Comparison and more. Following the review, SLGI has decided to consolidate some products. Some companies offer segregated fund contracts with a 100% death benefit and/or 100% maturity guarantee. Signature Global Asset Management Cambridge Global Asset Management Sentry Investment Management Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. When the fund reaches maturity (June 30 of the maturity year), funds will be transferred into the Sun Life Money Market Fund. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Contact us. 3.8724% Bond Fund… Sun Life Global Investments (SLGI) recently completed a comprehensive review of its product offering. Dynamic asset mix The Sun Life Milestone Funds are managed by the SLGI Asset Management Inc. To qualify as segregated fund contracts, each of these guarantees must be at least 75% of all deposits1. (e.g. insurance a segregated fund contract provides. There will be no changes to any of the segregated funds’ strategies, investment objectives or investment teams as a result of the name changes. This difference is due to the cost of the death and maturity benefits. Sun Life Global Investments (Canada) Inc. – Fact sheet Bringing world-class investment opportunities to Canadian investors • Sun Life Global Investments (Canada) Inc. is an investment company established by Sun Life Financial How do segregated funds work? There are four (4) basic types of mutual funds in the market: Money Market Funds invest in short-term debt instruments like time deposits. 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