Register The Sun Life Milestone Funds can help provide a powerful shield against the impact of market volatility. © SLGI Asset Management Inc. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Maturity of the Sun Life 2020 Milestone® Segregated Fund. So, if you’re a small investor, you’re able to own a much wider mix of investments than you would likely be able to afford by yourself. BLK US Equity Index Reg 0.84 %. 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. Sun Lifetime Advantage GIF provides a minimum guaranteed lifetime income that can increase every year before you start taking income. 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. You can also control how they get the benefit: as a lump sum or in the form of a payout annuity. You can talk to one of our financial security advisors who will work with you to craft a financial plan tailored to your needs. ___ GUNS Biden led efforts as a senator to establish the background check system now in use when people buy guns from a federal licensed dealer. Unfortunately, when emotions come into play, investors may be more likely to do just the opposite. WHY IS IT CHANGING? Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life Financial Inc. (“SLF Inc.”) is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. BlackRock LifePath® Index 2040 Segregated Fund BlackRock LifePath® Index 2045 Segregated Fund BlackRock LifePath® Index 2050 Segregated Fund BlackRock LifePath® Index 2055 Segregated Fund BlackRock LifePath® Index Retirement Segregated Fund 1 Investment options – built FOR me. Canadian Equity 1.09 %. Sun Life Granite 2020 Fund and Sun Life Milestone 2020 Fund are closed to new purchases.Sun Life Granite 2025 Fund and Sun Life Milestone 2025 Fund, DSC option is closed to new purchases as of July 1, 2018. These target date funds offer the opportunity for growth potential, while at the same time offering downside protection if markets drop. Mackenzie Universal U.S. Blue Chip Segregated Fd A Dynamic Financial Services Fund Series A Melodia Diversified Income Portfolio Class A LON Mac Bal Income (PSG) 75/75 RBC Global Dividend Growth Fund Series A RBC Jantzi Balanced Fund Series D Sun Protect GIF Sun Life MFS US Value A DFS Fiera Canadian Equity Core Fund Renaissance Canadian All-Cap Equity Fund … Sun Life Financial My savings Investment Options Data As Of Oct 31 2020 Help me do it Target Date With a Guarantee Select from this group of funds if you would like to invest in a help me do it portfolio that matches your investment time horizon. 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. 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). Your advisor will help you with investment decisions, any paperwork that’s required and ensure your money is transferred. Knowing that holding a Milestone Fund to maturity means investors will receive the Guaranteed Value (even if the NAV falls below the GV), investors may be less likely to try to redeem their investment knowing—and more inclined to stay invested for the long term. 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. LSC will close in 2022 for the 2025 fund. Select a year: Select a year: 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 Consult your tax and legal advisors for details. Investors or employees with group plans can buy the fund that best suits their time horizon, as it is necessary to hold until maturity to receive the guarantee. The Milestone funds offer a simplified investment solution that provides: 7.Sun Life JPMorgan International Equity Fund, Series I 4.2% 8.Sun Life Excel Emerging Markets Fund, Series I 4.2% 9.Sun Life Real Assets Private Pool, Series I 3.8% 10.RBC Emerging Markets Bond Fund (CAD-Hedged), Series O 3.6% Total percentage of top 10 investments. By signing in, you agree to these terms and conditions. You can find more details in the fund's simplified prospectus. See current Guaranteed Values for Sun Life Milestone Funds. Learn more about the Sun Life Milestone Funds guarantee. hide. There’s no cost to talk to an advisor. The respective maturity dates for the Sun Life Financial Milestone Segregated Funds is June 30 of the year in the corresponding fund’s name. He also helped pass a 10-year ban on a group … The funds … Sun Life MFS Low Volatility Global Equity Fund - Series T8 Sun Life MFS Low Volatility Global Equity Fund - Series F5 Sun Life MFS Low Volatility Global Equity Fund - Series F8 Stay up to date with videos and commentary from our Portfolio Management team. Segregated funds, like mutual funds, are market-based investments. Here’s how we can help you. Essentially, every time the fund’s net asset value per unit, or “NAV”, reaches a new high at month end, the fund locks in a new guaranteed NAV per unit (the “Guaranteed Value or GV”)—provided the investor holds the fund to maturity. The Sun Life Milestone Funds are managed by the SLGI Asset Management Inc. Canadaâ s #1 choice for active target date solutions … CC&L Personnel Update to Fixed Income Team – May 11, 2020. Sun Life Milestone 2020 Fund - Series A July 18, 2019 This document contains key information you should know about Sun Life Milestone 2020 Fund - Series A. Sun Life Money Market 0.69 %. Sun Life Financial today introduced the Milestone series of segregated funds, the first lifecycle funds for employer-sponsored group retirement and savings plans in Canada to feature a guaranteed unit value at maturity. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. However, because segregated fund contracts are insurance contracts, they have special benefits that mutual funds do not. Sun Life reaches Q1'19 milestone of $1 trillion Assets Under Management. GRS Matters Helping you stay up-to-date on the information you need most from Group Retirement Services. To help your advisor recommend the right products for your needs, it will be helpful if you gather some basic information about your income, assets and liabilities – including your savings, investment and pension plan statements. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. Fund manager investment process The fund manager aims to invest in securities that will grow to meet the guaranteed minimum increases. When held to maturity, Sun Life Milestone Funds will pay the highest of the following three Values: Essentially, every time the NAV reaches a new high at month end, the investor locks in a new guaranteed NAV—as long as they hold the fund to maturity. 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. Sign-in help Investment mix (May 31, 2020) A sset mix 52.1%Fixed Income 47.6%Equity 0.8%Cash … Sun Life Financial Inc., its subsidiaries and, where applicable, its joint ventures and associates are collectively referred to as “the Company”, “Sun Life”, “we”, “our”, and “us”. Money invested in segregated funds contracts may also be protected against seizure by creditors. Important financial information about the Sun Life Prosperity Funds can be found in the Annual Reports. DYNAMIC ASSET MIX The Sun Life Financial Milestone Funds automatically adjust their asset mix … Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. This can be a big advantage for business owners and professionals wanting to protect against an unexpected lawsuit or bankruptcy. And, it not only discourages panic selling when markets fall, but it can encourage buying at low points. Total number of investments 24 . The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. SLF Granite 2050 Fund 1.31 %. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. Warning for Sun Life shareholders about Obatan LLC offer. 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