g�X���8VB��>��z��Qi��p*! ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. Fixed income. Sun Life Guaranteed Investment Funds (GIFs) are segregated fund contracts with special features to help you save for a worry-free retirement or other savings goals. Sun Life Granite Balanced Growth Class - Series FT8; Sun Life Granite Balanced Growth Portfolio. Sun Life Milestone 2030 Fund - Series A; Sun Life Milestone 2035 Fund. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life Granite Balanced Growth Portfolio ... Sun Life Milestone 2030 Fund. * An option is the right to buy or sell a specific quantity of a security at a specific price within a specified period of time. 3 0 obj SL Granite™ 2020 Segregated Fund. Target date + Investment risk profile = a complete investment decision to … Returns for funds less than 1 year old cannot be displayed. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 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. By signing in, you agree to these terms and conditions. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). 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. … Sun Life Milestone 2030 Fund. Invest in mutual funds. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. © ${currentYear} Morningstar Research Inc. All Rights Reserved. 0 20 40 60 80 100. § Blended benchmark: 82.1% FTSE Canada Universe Bond Index, 17.9% MSCI ACWI Local Currency Index. Please select your language preference on the right hand side. A fund's category may change at any time. As of the 8th of December, Sun Life has the Semi Deviation of 0.3971, risk adjusted performance of 0.0235, and Coefficient Of Variation of 2795.67. The Fund's investment objective is to seek capital appreciation by investing primarily in equity mutual funds and, to a lesser extent, fixed income mutual funds. 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. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The Sun Life Financial Granite™ Multi-Risk Target Date Funds are professionally managed by Sun Life Global Investments (Canada) Inc. and became available to accept assets on March 1, 2012. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Enhanced Income Por tfolio - Series A. July 21, 2020. You can find more details in the fund's simplified prospectus. 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 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. Performance charts for Sun Life Grepa MyFuture 2030 Fund (SLGVU30) including intraday, historical and comparison charts, technical analysis and trend lines. On an expiry-to-expiry basis, the GEF intends to achieve between 1.0 and 1.4 times the returns generated by these market indices. Refer to Simplified Prospectus for fee structure. 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. 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. The standard category average calculation is based on constituents of the category at the end of the period. %���� Sun Life technical analysis provides you with a way to harness past market data to determine a pattern that measures the direction of the fund's future prices. Step 1 Find an advisor. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. General: Security Type: The Fund’s investment objective is to seek long-term capital appreciation and income by investing primarily in a diversified portfolio of global fixed income securities. %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. Sun Life Milestone 2035 Fund - Series A; Consider adding 0P00015IQ3 Fund to your portfolios We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite funds offer broad diversification with … A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. SUN LIFE GRANITE MULTI-RISK TARGET DATE FUNDS | Q4 20183 FUND RETURNS %* FOR INSTITUTIONAL USE ONLY *Returns for periods longer than one year are annualized.Data as at September 30, 2018. All rights reserved. A distribution may be applicable for this fund. June 29, 2024. The Sun Life Dollar Starter Fund, meanwhile, maintains USD500 minimum and USD100 subsequent investment amounts. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. 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, are comfortable with low to medium investment risk. This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Analyze Sun Life Granite Fund Investing. Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades The GEF is a mutual fund managed by SLGI Asset Management Inc. 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. 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. These are target-date funds that mature in 2030 or earlier and after 2025. An advisor’s job is to help you understand how different products – each with its own features and options – can best meet your individual needs. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 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. Sun Life Financial My savings Investment Options Data As Of Oct 31 2020 Help me do it ... SL Granite 2030 Seg Fund 45% Fixed Income, 13% Canadian Equity, 19% U.S. Equity, 19% International Equity, 2% Real Estate, 2% Infrastructure 1.90 1.88 4.33 8.13 5.51 6.85 6.79 8.23 The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Fund Facts | Sun Life As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. ����$�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 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. '�� @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���� x��[{\�W? Performance charts for Sun Life Milestone 2030 Fund (SLMIL30E) including intraday, historical and comparison charts, technical analysis and trend lines. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. 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. � 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. In depth view into SUN150 (Sun Life Granite Balanced Growth Port A) including performance, dividend history, holdings and portfolio stats. It is not offered for sale under a simplified prospectus. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Performance charts for Sun Life Milestone 2030 Fund (SLMIL30A) including intraday, historical and comparison charts, technical analysis and trend lines. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Performance charts for Sun Life Milestone 2030 Fund (SLUM2AE) including intraday, historical and comparison charts, technical analysis and trend lines. 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. 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. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. Please replace ... Java content goes here. The pie chart represents the target regional weights of the futures* contracts in the GEF. <>stream 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. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Grow th Class - Series A. July 21, 2020. 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