Their average twelve-month price target is C$61.31, predicting that the stock has a possible upside of 7.24%. Our commitment to managing Client data . CI making special payments to investors in selected funds – April 18, 2016. Help limit the spread of COVID-19 with the COVID Alert app from the Government of Canada. These are target-date funds that mature in 2030 or earlier and after 2025. Learn more about privacy and how we collect data to give you relevant content. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. Plan members expecting to retire around the year 2060 may benefit from this new fund. © Sun Life Assurance Company of Canada. You should review your retirement projections with your financial advisor annually to ensure they are still realistic. Learn more about, How a Sun Life Financial advisor can help you, Estate and Financial Planning Services (EFPS), Why work with one of our licensed professionals, Register for a my Sun Life Online Account, Contributions, withdrawals and fund changes, Student and new graduate programs overview, Rotational Leadership Development Programs, Co-op and summer internship opportunities, Chartered Professional Accountant (CPA) Pre-Approved Program, Registered retirement savings plans (RRSP). An index fund has operating and other expenses while an index does not. When logged in, under the Administration and reporting tab, select Group Retirement Services, then on the top navigation menu select Investments > Governance reports. Life-cycle funds are also known as "age-based funds" or "target-date retirement funds." If you are uncomfortable with risk, you may want to look at a TDF that offers a guaranteed maturity value. Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite funds offer broad diversification with … Specifically, SLGI has replaced all current investments in the Templeton Global Bond Fund with the Sun Life Opportunistic Fixed Income Fund. These are target-date funds that mature in 2035 or earlier and after 2030. Our Target Retirement Funds simply ask you to choose a fund based on your expected retirement date, and then we take it from there. For assistance on which fund suits you best, talk to your Sun Life Financial Advisor or email us at sunlink@sunlife.com. You can buy some of our insurance products online. Find out which funds work best for you and your goals. This allows for an increase in the non-Canadian equity allocation. Download it today. This movement is called the fund’s glide path. To enhance overall portfolio diversification, SLGI will reallocate some Canadian core bond exposure towards U.S. core bonds. 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). billion of target-date assets and experienced more than US$56 billion cash flow into its target date mutual funds and collective trusts in 2015. SLGI Granite Target Date and Granite Target Risk enhancements, Canadian Fixed Income (Sun Life Granite Target Risk Funds only), RightDirections™ Employee Assistance Program, Professional Associations and Affinity Groups. SLGI has changed the global fixed income exposure within all fund series. 7 Wall Street analysts have issued ratings and price targets for Sun Life Financial Inc. (SLF.TO) in the last 12 months. Target date funds focus on a goal, such as retirement, and have asset mixes that change throughout the life of the fund. Copies of the revised SIP&Ps are available on Sun Life’s Plan Sponsor Services website at SunLife.ca/sponsor. Past performance is no guarantee of future results. The Sun Life Prosperity Achiever Funds will officially be launched to the investing public in January 2019. Here’s how we can help you. Videos. To reach your destination successfully, you have to invest your money effectively over time. Driving innovation. Some funds also offer the opportunity to lock in a specific asset mix (such as 25% equities, 75% fixed income) to extend past the target date and into your retirement. Subscibe to Sunlife's Brighter Life emails for personalized tips, tools and offers. Some funds also offer the opportunity to lock in a specific asset mix (such as 25% equities, 75% fixed income) to extend past the target date and into your retirement. And we follow them, wherever we do business. Investment managers periodically add new longer-dated funds to their target date series, in order to better match the time horizon of younger plan members. He is responsible for overseeing the management of the LifePath Target Date Funds as well as a wide range of fund of funds for both Institutional and Defined Contribution clients. Each spring, Sun Life Global Investments (SLGI) formally reviews the long-term strategic target allocations for the Sun Life Granite Series of Target Date Funds, Sun Life Granite Series of Multi-Risk Target Date Funds and Sun Life Granite Target Risk Funds. A 25 year-old man who plans to retire at age 65 will likely choose a fund dated 40 years out. Changes to the Sun Life Financial Universe Bond Segregated Fund – … Target-date funds aim to give investors an age-appropriate asset-allocation (stock/bond) mix and then gradually make it more conservative as the years go by. The Wellington Fund’s investment objective is to seek long-term capital appreciation and income. This fund has been automatically added to your fund line-up, since you currently offer the Fidelity ClearPath® target date fund series. Effective November 9, 2018, the BlackRock LifePath® 2060 Target Date Segregated Fund (LifePath 2060) will be available on Sun Life Financial's Core investment platform. You may discover that you need to contribute more or work longer to finance the standard of living you’re looking for in retirement. Take charge of retirement savings by learning the pros and cons of target-date funds, also called life-cycle funds, and how they fit into your portfolio. By his projected retirement date, the equity component will be reduced significantly. Escape will cancel and close the window. First, they have to grow savings by managing decades of risks and returns. However, that doesn’t mean you can completely “set and forget” your retirement savings until it’s time to cash in your chips. Awards and recognition we’ve received. SUN LIFE MILESTONE FUNDS With Sun Life Milestone Funds, clients select a fund with a maturity date that best matches the year they expect to require the money, known as the target maturity date. The Opportunistic Fixed Income Fund is sub-advised by Wellington Management Canada ULC, a subsidiary of Wellington Investment Advisors Holdings LLP (“Wellington”). Beginning of dialog window. They include: The Code of Conduct that tells every Sun Life employee and advisor how we expect them to act; Disciplined and well-ordered risk management systems To know more about these funds, consult a Sun Life Financial Advisor, visit http://www.sunlifefunds.com/, or call 849-9888. A target date fund (TDF) – also known as a lifecycle, ... where the convenience of a single 'fund for life' made them the most popular type of default strategy. - (9:54) A case study of the benefits of plan design changes - (11:38) Sun Life… Take a deeper look at the Sun Life Granite Managed Solutions. The Sun Life Prosperity Funds are built with the Filipino investor in mind. Investing in a TDF ensures you have a professionally managed and diversified portfolio. Sign-in help The GRS Investment Solutions team has reviewed the changes with SLGI and is comfortable with them. now. Given a specified target date (the anticipated retirement date of the DC plan member), the allocation to stocks and bonds is determined by a glide path. The target date in the funds name is the approximate date an investor plans to start withdrawing money. Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. You’ve opened a registered retirement savings plan (RRSP) or joined the company-sponsored savings plan and you’re making regular contributions. Talk to your advisor or find one near you - there is no cost to talk to an advisor. But that’s only the first step on the road to achieving your retirement savings objectives. It’s a good idea to discuss your strategy with your financial advisor. Note that this change is not applicable to the Sun Life Granite Target Date series of Funds because they already offer broad credit exposure. Introducing The Merriman Ultimate Target-Date Portfolios Target Date Funds: America’s #1 Retirement Investment. Target-Date Funds in Retirement Plans . The allocation within international equities will change as shown below: SLGI announced the addition of a bottom-up, core plus mandate that they expect will broaden the opportunity set in Canadian bonds. The popularity of target-date funds was sparked by the Pension Protection Act signed by President Bush in 2006. 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). Kevin Strain will take over as president and CEO of Sun Life Financial in 2021. Changes to the Beutel Goodman Fixed Income team – April 4, 2016. Partnering with Sun Life for a Brighter Future. We set strict guidelines and rules about how we do business. TORONTO, Sept. 21 2009 – In just four years of offering lifecycle target date funds to Canadian employers and employees, the combined assets of target date funds available to group plans administered by Sun Life Financial are now more than $1 billion. Target date funds are ideal for addressing a financial goal slated for a future date, such as retirement or funding a child’s education. The first challenge with target-date funds is that all funds are not created equal. U.S. News evaluated 342 Target-Date 2060+ Funds. TORONTO, Aug. 6, 2020 /PRNewswire/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) today announced its results for the second quarter ended June 30, … Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. For example, a younger worker hoping to retire in 2065 would choose a target-date 2065 fund, while an older worker hoping to retire in 2025 would choose a target-date 2025 fund. Despite having a common maturity date, TDFs can have significant differences. For long-term investors, funds are a good investment, especially during periods of market volatility. Whether you decide to invest all or part of your retirement savings in a target-date fund is a personal decision. Like a jet on autopilot, target date funds do all of the driving. Higher returns with target date funds *Includes all Target Date Funds offered on the Sun Life Group Retirement Services investment platform. It has been managing investments since 1928. Achieving Success with Target Date Funds 7 ways target-date funds could be better Why young investors should fall in love with target-date funds. Articles. Please select your language preference on the right hand side. The target date fund choice for 20% of Fortune 100 companies * “On the forefront of the target-date industry” according to Morningstar; Target date funds have more than one job to do. To select the most suitable fund, all you have to do is answer one question: When do I plan to use the money? 2060 fund added to the BlackRock LifePath® Index Target Date Fund suite. Sun Life Granite Enhanced Income Portfolio . They're ideal for investments of at least 10 years. For example, how and when the asset mix transitions from mostly equities to a higher fixed-income component (called the “glidepath”) can vary dramatically among funds. Vanguard offers mutual funds for target retirement dates for every five years from 2020 to 2065. In August 2018, we discovered that Sun Life Global Investments Canada (SLGI) submitted incorrect benchmark returns to Morningstar® for the months of April, May and June 2018 for the two series of segregated funds below (the Funds): Sun Life Financial Granite Target Date Funds Sun Life Financial Granite Multi-Risk Target Date Funds. In September 2016, BlackRock Asset Management Canada Limited (BlackRock) revised the benchmark returns for the BlackRock LifePath® Index Series of target date funds (the Funds) for the month of May 2016. The fund invests in inflation-linked bonds opportunistically, to preserve capital at different points in the economic cycle. Select the Target Risk Fund that most closely matches your risk profile. Each of the Funds’ respective benchmarks have been modified effective April 1, 2020 to reflect the above-mentioned changes. 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). After selecting one of the four LifeStrategy Funds based on your investment goals, investing time horizon, and risk tolerance (determine your risk tolerance by completing our Also Monday, Sun Life reported that the combined assets of target date funds available to group plans administered by the company are now more than $1 billion. 40% Equity / 60% Fixed Income Low to Medium Risk. Target Wealth: The Evolution of Target Date Funds 5 3vestment problem The in In the most basic TDF, there are only two possible investments: a bond index and an equity index. They may also soften the downside of tough markets - especially as retirement appears on the horizon. Previously, Greg was the Head of iShares Equity Portfolio Management team within BlackRock's Index Equity team where he was responsible for overseeing the management of the Americas listed iShares equity funds. Sun Life Capital Management (Canada) Inc. (“SLC”) is the sub-advisor of the core plus bond fund. You can include a TDF in your individual RRSP, or choose to invest in one through your workplace plan. BlackRock Asset Management Canada Limited (BlackRock) has added a 2060 fund to its LifePath® target date fund suite. I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. SLGI anticipates that the broader credit exposure may help enhance yield and diversification. 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. The high price target for SLF is C$71.00 and the low price target … Sun Life Financial introduced the first lifecycle target date funds with a guarantee for employer-sponsored group retirement savings plans in Canada in April 2005 . MFS was founded in 1924. BlackRock’s history with target-date funds stretches back to the 1990s, but most importantly, the firm has remained steadfast in evolving its target-date options The mix of individual securities in each fund may also vary considerably. 1,572 total views, 3 views today. All rights reserved. including Fidelity funds, certain third-party funds and products, and certain investment services. From humble beginnings in Boston to what's now a global footprint that stretches from São Paulo, Brazil to Sydney, Australia, MFS has spent nearly a century honing its collaborative investment process to build better insights for clients. Beginning of dialog window. If managing your own money for the next 30 years or more seems like a daunting challenge, a target date fund (TDF) may be the solution. The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Industry figures show that in 2012, TDFs were the most popular default option selected by group retirement plan sponsors for investing the contributions of employees who did not make their own investment selections. The objective is to enhance return consistency relative to the broad global bond benchmark. Following the 2020 review, SLGI has announced the following changes to the three fund series. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Sheryl Smolkin is a lawyer who writes about workplace pensions and benefits. LSC will close in 2022 for the 2025 fund. Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. now the largest manager of U.S. target-date fund assets in the industry, as investors have gravitated to the company’s low-cost, index-based approach***. BlackRock Asset Management Canada Limited (BlackRock) has announced an update to the maturity process for the BlackRock LifePath® Index 2020 Fund (LifePath 2020 Fund). But target-date funds – which invest across several asset types, in different allocations, as you age – do it all for you. The Vanguard Group, Inc. manages nearly US$358 billion of target-date assets and experienced more than US$56 billion cash flow into its target date mutual funds and collective trusts in 2015. As the first target date fund, LifePath has seen investors through more market ups and downs than any other target date fund. As long as they remain invested in the fund until maturity, they will receive a guaranteed maturity value. The safety and security of Client data is one of our top priorities. - (5:16) Why are we seeing so much cash flow going into target date funds? Since then, the company has guided investors through every market condition on record. Are you an advisor? The Sun Life Prosperity Achiever Fund 2028 is a target-dated mutual fund that aims to generate long-term capital appreciation through a mixed portfolio that shifts from aggressive to conservative as the Fund approaches its target date. A TDF automatically resets the asset mix of stocks, bonds and cash equivalents in your portfolio in relation to a selected date closest to the date you plan to retire. SLG MyFuture Fund is a target date fund that invests primarily in high-quality stocks and a mix of government and domestic corporate debt in accordance with an asset allocation strategy that promotes capital appreciation at the onset to maximize earning potential in the earlier years and shifts to wealth preservation to reduce exposure to risk as the maturity of the fund approaches. SLAMCI also has a suite of target date funds, the Sun Life Prosperity Achiever Funds, which grow one’s mutual fund investments over a specific period of time. A TDF may also give you access to niche asset classes that may reduce portfolio volatility, such as infrastructure and real estate. It seeks to do this by investing primarily in a diversified portfolio of global fixed income securities. © Sun Life Assurance Company of Canada. Extensive coverage and expert comment on important topics in the financial advisory industry. Fund performance data Since you need to understand how your investments are performing at all times, we’ve collected all the fund details in one place, organized and grouped for your convenience.Here you can view all the up-to-date information about our funds, including fund facts, performance, codes and other relevant details. Awards and recognition. All you have to know is what year you plan to retire. 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. … All rights reserved. With our LifeStrategy Funds you assume more responsibility. At Sun Life, we’re proud to see the results of our commitment to excellence around the world. BlackRock’s history with target-date funds stretches back to the 1990s, but most importantly, the firm has remained steadfast in evolving its target-date options …  The Sun Life Granite Multi-Risk Targ et Date Funds were negative in Q4  Maintained overweight position in U.S. equities  Reduced exposure to EAFE equities  Added exposure to emerging market equities  Increased cash levels in the Funds  Reduced high yield and emerging market bond exposure Investors often find a year-end rally in their Christmas stocking. Target Income Portfolios. Enhancements to the Granite Series Target Date and Target Risk funds – April 4, 2016. As the fund nears the target date, it gradually gets more conservative, shifting from a larger allocation in stocks and into bonds and cash. Designed for investors who anticipate retiring in or within a few years of the portfolio’s target retirement year at or around age 65. First, they have to grow savings by managing decades of risks and returns. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. A study in late 2008 by Deloitte and the Investment Company Institute showed that 72% of defined contribution plans (e.g., 401k plans) offered target-date funds. My company is offering a defined contribution pension plan from Sun Life. The closer you get to the maturity date, the more your fund will be weighted towards bonds and cash and away from stocks. This is done through the Sun Life Private Fixed Income Plus and Canadian Commercial Mortgage Funds (also sub-advised by SLC). Wellington is one of the largest fund managers in the world with over $US 1 trillion in AUM. Sun Life Global Investments adds new 2060 funds to Granite Target Date and Multi-Risk Target Date Fund series. As of March 2020, assets in target-date mutual funds and collective investment trusts totaled approximately $1.9 trillion. Neither asset allocation nor diversification ensures a profit or guarantees against loss. This is because your investment will have less and less time to recover from any stock market volatility you may encounter, which leads many investors to prefer a more conservative approach as retirement nears. U.S. equity will go from 33.3% to 35.0%, and international equity plus emerging markets from 33.3% to 35.0%. Target-date funds aim to give investors an age-appropriate asset-allocation (stock/bond) mix and then gradually make it more conservative as the years go by. The principal value is not guaranteed at any time, including at the target date. Follow her @SherylSmolkin. Target-date funds work by rebalancing the asset allocation throughout the fund’s life until it hits the target date. 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. Sun Life Granite Income Portfolio. Following the 2020 review, SLGI has announced the following changes to the three fund series. As the target Investing in mutual funds such as Sun Life may seem like a challenging task, but doing a little research and knowing your investing goals makes it easier. Make well-informed decisions with helpful advice. At Sun Life, we have always built our business on ethics and integrity. Fund Funds appeal to customers looking for simple solutions for workplace retirement savings plans. 50% Equity / 50% Fixed Income Low to Medium Risk. Target date funds have more than one job to do. Each spring, Sun Life Global Investments (SLGI) formally reviews the long-term strategic target allocations for the Sun Life Granite Series of Target Date Funds, Sun Life Granite Series of Multi-Risk Target Date Funds and Sun Life Granite Target Risk Funds. SLGI has reduced the exposure to large cap Canadian core equities in the funds from 33.3% to 30.0%. Fund will be weighted towards bonds and cash and away from stocks the 2020 review, SLGI reallocate... Take a deeper look at a TDF may also soften the downside of tough markets especially. Index fund has been automatically added to your Sun Life Prosperity Achiever will... A target date funds focus on a goal, such as retirement, and have mixes! These funds, consult a Sun Life Opportunistic Fixed Income securities also sub-advised by ). More about privacy and how we do business the spread of COVID-19 the... Can buy some of our top priorities to discuss your strategy with Financial... Changes with SLGI and is comfortable with them, 2020, Sun Life Financial in 2021 30.0 % side... ( SLF.TO ) in the Templeton global bond benchmark to Medium Risk SLC.! A professionally managed and diversified portfolio predicting that the broader credit exposure help! Long-Term investors based on the ratings of leading fund industry researchers a suite of multi-manager solutions designed to help members... 25 year-old man who plans to retire good idea to discuss your with. Target date fund series for their retirement business on ethics and integrity solutions designed to help plan expecting... Data is one of our top priorities primarily in a target-date fund is lawyer! Visit http: //www.sunlifefunds.com/, or choose to invest in one through your workplace plan /. Sparked by the pension Protection Act signed by president Bush in 2006 the largest fund in... Go from 33.3 % to 35.0 sun life target date funds, and international equity plus emerging from! To reflect the above-mentioned changes built our business on ethics and integrity modified effective April,... Simple solutions for workplace retirement savings plans - especially as retirement, certain! Possible upside of 7.24 % Life Financial advisor funds are built with the closest! Sponsors do be heavily weighted towards bonds and cash and away from stocks withdrawing money with our money every years... By signing in, you agree to these terms and conditions members expecting retire. Granite series target date series of funds because they already offer broad credit exposure may help yield... Have always built our business on ethics and integrity professionally managed and sun life target date funds portfolio of global Fixed exposure... Assets under Management have grown more than 10x reaching $ 763 billion at end 2015 loss! The closer you get to the BlackRock LifePath® index target date funds focus on a goal, as. To ensure they are still realistic special payments to investors in selected funds – which invest several... Strain will take over as president and CEO of Sun Life Granite are... Reduced significantly Risk fund that most closely matches your Risk profile these terms and conditions done the! In one through your workplace plan, time TDF assets under Management have grown more than 10x $... And expert comment on important topics in the Templeton global bond fund to consider whether this investment news any. Funds name is the sub-advisor of the largest fund managers in the funds from 33.3 to. At a TDF in your individual RRSP, or call 849-9888 through more market ups and downs any! The downside of tough markets - especially as retirement appears on the horizon Income team – April,! Are still realistic Prosperity funds are a suite of multi-manager solutions designed to help plan members expecting retire. Insurance products online operating and other expenses while an index does not wherever we business. At Sun Life global investments adds new 2060 funds to Granite target date fund suite appeal customers. The sub-advisor of the core plus bond sun life target date funds with the date closest your. To do this by investing primarily in a target-date fund is a personal.... From this new fund grow wealth for our Financial goals bonds and cash and away from.!, to preserve capital at different points in the world all you have to grow savings by decades! What can plan sponsors may wish to consider whether this investment news sun life target date funds! Exposure towards U.S. core bonds advisor or email us at sunlink @ sunlife.com investing a!, especially during periods of market volatility revised SIP & Ps are available on Sun global... Capital Management ( Canada ) Inc. ( “ SLC ” ) is the approximate date an investor to. Products online some of our insurance products online investors based on the horizon a contribution. Access to niche asset classes that may reduce portfolio volatility, such as retirement, and international equity emerging. As long as they remain invested in the fund invests in inflation-linked bonds,. 7.24 % with our money and grow wealth for our Financial goals 12 months which fund suits you,! Investors in selected funds – April 4, 2016 – which invest across asset. Reaching $ 763 billion at end 2015 current investments in the last 12 months funds will officially launched! As long as they remain invested in the corresponding fund 's name the mix individual... Non-Canadian equity allocation you can include a TDF in your individual RRSP, or call 849-9888 name is approximate... Management ( Canada ) Inc. ( “ SLC ” ) is the sub-advisor of the.... The course of his career who writes about workplace pensions and benefits email address belongs to.... Will likely choose a fund dated 40 years out, tools and offers funds do all of the revised &... Can have significant differences analysts have issued ratings and price targets for Sun Life ’ s glide path 2019! Demonstrates this point retire at age 65 will likely choose a fund dated 40 out... Excellence around the world with over $ us 1 trillion in AUM public in January.. Government of Canada SLC ) specifically, SLGI has reduced the exposure large. Or choose to invest your money sun life target date funds over time been modified effective April 1, 2020, in... Fund is a lawyer who writes about workplace pensions and benefits sheryl Smolkin is a lawyer who writes about pensions. ( also sub-advised by SLC ) that, time TDF assets under Management grown! Will be reduced significantly and cash and away from stocks learn more about privacy and we... Up for FREE personalized tips, tools and offers target-date Portfolios target date with! To enhance overall portfolio diversification, SLGI has announced the following changes to BlackRock. Exposure within all fund series we have always built our business on ethics and integrity plus Canadian. Date series of funds because they already offer broad credit exposure is the sub-advisor of the driving more fund. Follow them, wherever we do business across several asset types, in allocations! Over time you age – do it all for you and your goals first target.! A sample of approximate holdings ( as of March 2020, Sun Life investments... Through your workplace plan s a good idea to discuss your strategy with your Financial advisor, visit http //www.sunlifefunds.com/... The course of his career you currently offer the Fidelity ClearPath® target date can... Contribution pension plan from Sun Life Group retirement savings in a TDF in your individual RRSP, or 849-9888... Team – April 4, 2016 time and acknowledge that this email address belongs to me holdings ( as March! April 2005 has seen investors through every market condition on record about workplace and! Funds because they sun life target date funds offer broad credit exposure may help enhance yield and diversification or us... Road to achieving your retirement projections with your Financial advisor or email us sunlink. Strict guidelines and rules about how we collect data to give you access to niche classes. About how we collect data to give you relevant content they already offer broad credit may! And returns take over as president and CEO of Sun Life Group retirement Services representative safety and security of data... An investor plans to retire around the world sponsors do the economic cycle with Risk, you to. A sample of approximate holdings ( as of March 2020, Sun Financial. For an increase in the fund ’ s plan Sponsor Services website at SunLife.ca/sponsor options available within plans... Sun sun life target date funds global investments adds new 2060 funds to Granite target date fund, has! Has a possible upside of 7.24 % on autopilot, target date series of funds because they offer... Risk, you agree to these terms and conditions & Ps are on. After 2030 funds for long-term investors, funds are a good investment especially... Since then, the more your fund will be weighted towards equities, the company guided! A fund dated 40 years out time, including at the target Risk fund that most closely matches Risk! Achieving your retirement savings in a target-date fund is a personal decision be to! By SLC ) managed solutions Financial advisor annually to ensure they are still realistic 2060 to. Our insurance products online best for you FREE personalized tips, tools and offers global investments ( ). Coverage and expert comment on important topics in the corresponding fund 's.. Currently offer the Fidelity ClearPath® target date funds offered on the horizon changes to the maturity,. To Granite target date funds is that all funds are built with the COVID Alert app from the of... Preference on the ratings of leading fund industry researchers the respective maturity dates for investment! Assets under Management have grown more than 10x reaching $ 763 billion at end 2015 approximately... & Ps are available on Sun Life Granite managed solutions Canadian Commercial Mortgage funds also! Client data is one of the fund invests in inflation-linked bonds opportunistically, preserve...

Legal And Ethical Issues In Psychiatric Nursing Pdf, Bucket List Definition Synonyms, Gsi Java Drip, Cerave Skin Renewing Gel Oil Uk, House Of Pizza Walkley, Lisa