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sun life milestone funds

sun life milestone funds

Please replace ... Java content goes here. Mutual Fund values change frequently and past performance may not be repeated. Please sign in through sunnet.sunlife.com. Sun Life Global Investments (Canada) Inc. Thursday announced that its in-house portfolio management team will take on increased responsibilities for five Sun Life Milestone funds. Exposure to other derivatives, such as put options*, is not reflected here. Category People & Blogs 00030144 | Sun Life Milestone Global Equity Fund | SLGI Asset Management Inc. By signing in, you agree to theseterms and conditions. 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. and LONDON, July 1, 2020 /CNW/ - Sun Life Financial Inc. ("Sun Life") (TSX: SLF) (NYSE: SLF) today announced the completion of its majority stake acquisition of InfraRed Capital Partners ("InfraRed").. Headquartered in London, U.K., InfraRed is a global infrastructure and real estate manager.InfraRed advises institutional and pooled fund Clients on approximately … The Sun Life Milestone Funds can help provide a powerful shield against the impact of market volatility. 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. This rating is based on how much the fund's returns have changed from year to year. %PDF-1.4 This change is expected to be effective on January 3, 2012. The Manager has retained Sun Life Assurance The SLGI Asset Management Inc. ��a�=L�A��IQLۇ4Eo*X}�-�qr���.��'��s����Q�D������DjOPyYX����t6�K�+wH�s��B��R��x����8#X9_q������%��j�4�{7���w��`� ��ԋ��T�x�i�5�b��(j*Ǫ�������'��b}�be_+qN�ɯyr)�)�+W����?0E^���]ɷ�M7Oݶ��+Ǐ�8ʱ�*Ê�(*��Rt��U#X=�ɉ���ZE��{�J��#Y��$Ȋ���s�����կ5h-`Nr��eX��cკEO�܃M�ۏL����Lh1��~��Ecc�> �%8Q���;rM����YV�ua剙ˊ~*�[��1�~.���z���:�3�/�+�&��=�����P��+&�W�R!����_�/؉�c��j[���ʉ��yV������QF_��Z���+W�����{���� �ɇiY�:��3ۆR}{��P�5�g�;���a2$���d�/{�炕�)c�j�3����i8�f�.��t�ΰ�.�l TORONTO, WELLESLEY, Mass. 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. Sun Life Milestone 2020 Fund - Series A Risk rating Sun Life Global Investments (Canada) Inc. has rated the volatility of this fund as Low. In addition, McLean Budden Fixed Income Fund changed its name to Sun Life MFS McLean Budden Canadian Bond Fund. 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. 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. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Returns for funds less than 1 year old cannot be displayed. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Sun Life Milestone 2020 Fund, LSC option (SUN308), is closed to new purchases as of June 30, 2017. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. Watch Sun Life Global Investments’ Portfolio Manager Kathrin Forrest's Q1 2018 fund review of Sun Life Milestone Funds. About the Sun Life Milestone Target Date series The Sun Life Milestone Segregated Funds are the first Target Date series for employer-sponsored group retirement and savings plans in Canada to feature a guaranteed unit value at maturity (GMV). The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Invest in mutual funds. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The standard category average calculation is based on constituents of the category at the end of the period. Learn more about Sun Lifetime Advantage GIF 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. Exposure to other derivatives, such as put options*, is not reflected here. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Exposure to other derivatives, such as put options*, is not reflected here. The pie chart represents the target regional weights of the futures* contracts in the GEF. Ratings and/or ranking information is subject to change monthly. For our entire … Please select your language preference on the right hand side, § Blended benchmark: 99.5% FTSE Canada Universe Bond Index, 0.5% MSCI ACWI Local Currency Index. T5c���М7�`~�es:��>���0G���� ;�,�x�;x��%+������e3 �e�F[E� �F��ʨ�;�^��X���q+�IF�c�TQ4��@g�~"kl1�PP����.lv[4�E�)G��V�5�Q���v ����N�� The fund's investments will change. 3 0 obj For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. 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. Sun Life - Milestone Global Equity Fund is an open-end fund incorporated in Canada. The calculation is simply the average of the returns for all the funds in a given category. Sun Life Milestone 2035 Fund Certain mutual funds managed by the Manager (“SLGI Funds”) may have direct or indirect holdings in Sun Life Financial Inc. or its affiliates or other funds managed by Sun Life Global Investments (Canada) Inc., or its affiliates. Watch Sun Life Global Investments' Portfolio Manger, Chhad Aul's Q2 2017 | Fund review: Sun Life Milestone Funds. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. Sun Lifetime Advantage GIF provides a minimum guaranteed lifetime income that can increase every year before you start taking income. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. Watch Sun Life Global Investments’ Portfolio Manager Kathrin Forrest's Q3 2017 Fund review on the Sun Life Milestone Funds. The charts below give you a snapshot of the fund's investments on May 31, 2020. ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9�� : �/�� ��I�zx���sҪ3��هƛ?�’d�[�;f of the investment fund. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��p@$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���� For periods greater than one year, the indicated rates of return are the historical annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Sun Life Milestone Global Equity Fund. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- The pie chart represents the target regional weights of the futures* contracts in the GEF. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. The fund's objective is long-term capital growth. Background. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). The point in which half the funds had better performance and half had worse performance is the median. Sun Life Milestone Funds Provide a simplified investment solution with a guaranteed maturity value that can help with your investment goals, even in turbulent markets. ɵ�-Hj"��z�K�X/�j���UiGU�H��(S�����n�IB]�������@%l|^��`�h�ny�Τ�{��*��G\7�Y��4T�ܖ�Yd��!�0q_�/�����(V�1D�+�x.>R�Lj�pgSR��6�5�KTI��]Q��b�VL��z�Փ�+m__x�Ɗ���gKnl���W��^IǓŶ����!y| A put option is a contract that gives the option holder the right to sell a specific quantity of a security to the option writer at a specific price within a specified period of time. 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. The pie chart represents the target regional weights of the futures* contracts in the GEF. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. 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"). Step 1 Find an advisor. The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. The pie chart represents the target regional weights of the futures* contracts in the GEF. 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. 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. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The Fund's … These changes could have impacted past performance of these funds. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Refer to Simplified Prospectus for fee structure. Refer to Simplified Prospectus for more detail. For our entire suite of commentary, visit our website. Sun Life Milestone 2030 Fund As trustee, the Manager holds legal title to the Fund's investments in trust for securityholders. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. The median would be the fiftieth fund. g�X���8VB��>��z��Qi��p*! The Milestone Funds have a unique Guaranteed Value 1 that can provide peace of mind for investors. The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. Sun Life Milestone Funds provide a simplified investment solution with a guaranteed maturity value that can help with your investment goals, even in turbulent markets. 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. Please read the prospectus before investing. 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. This annual management report of fund performance contains financial highlights but does not contain the complete financial . In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time. Sun FlexiDollar1 is a dollar-denominated investment-linked life insurance plan that provides financial security as well as flexibility to choose from available investment options. Diversified income funds Find out about mutual funds offered by Sun Life Global Investments. � 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. Exposure to other derivatives, such as put options*, is not reflected here. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The Sun Life Financial Milestone Segregated Funds are the first target date funds in Canada to feature a guaranteed unit value at maturity feature – equal to the highest month-end unit value during the lifetime of each fund. 2 The 2060 maturity funds were added July 2, 2019. * 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. With the convenience of paying one-time and an option to even add more to what you have initially saved, Sun FlexiDollar1 allows you to secure and build funds for a comfortable retirement. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. %���� We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. It is not offered for sale under a simplified prospectus. On April 2, 2012, Sun Life Money Market Fund, McLean Budden Fixed Income Fund, Sun Life Milestone 2020 Fund and Sun Life Milestone 2030 Fund each acquired assets from terminating funds. 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. The Fund's objective is to seek long-term capital appreciation. By signing in, you agree to these terms and conditions. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. 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. 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. The pie chart represents the target regional weights of the futures* contracts in the GEF. A distribution may be applicable for this fund. the Sun Life Milestone Funds, ("Sun Life", or the "guarantor") has agreed to pay the shortfall to the Sun Life Milestone Fund. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. statements. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. TORONTO, July 21, 2020 /CNW/ - SLGI Asset Management Inc. ("Sun Life Global Investments") announced today changes to select mutual funds, including reduced management fees and other business-related changes.. Sun Life Global Investments is reducing the management fees on a majority of its fund series by five basis points. 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 Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Sun Life Granite Managed Solutions* Can support a wide range of investment objectives, from capital preservation to capital growth to income. 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 Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. All rights reserved. The GEF is a mutual fund managed by SLGI Asset Management Inc. If you redeem your securities of the Sun Life Milestone Funds prior to their respective maturity dates, your redemption will be processed at the current net asset value per security, less any applicable redemption fees, and you will not benefit from the Guaranteed Value at maturity. portfolio invested in zero-coupon bonds and the portion invested in the securities of Sun Life Milestone Global Equity Fund, and cash equivalents, based on the remaining time until the Fund’s scheduled Maturity Date. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. It doesn't tell you how volatile the fund will be in the future. Morningstar category averages are equal-weighted category returns. <>stream 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. 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. The decision to reduce fees comes at a time when financial … Performance charts for Sun Life Milestone 2020 Fund (SLUM2AL) including intraday, historical and comparison charts, technical analysis and trend lines. The Milestone funds offer a simplified investment solution that provides: Sun Life Milestone 2025 Fund is an open-end fund incorporated in Canada. LSC will close in 2022 for the 2025 fund. 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. 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. Past performance is no guarantee of future results. On April 2, 2012, Sun Life Money Market Fund, McLean Budden Fixed Income Fund, Sun Life Milestone 2020 Fund and Sun Life Milestone 2030 Fund each acquired assets from terminating funds. Data and methodology provided by SLGI Asset Management Inc. Futures and options allow for enhanced exposure because the initial investment required for these types of contracts is less than what would be required for purchasing the underlying assets directly. x��[{\�W? This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. These target date funds offer the opportunity for growth potential, while at the same time offering downside protection if markets drop. Other funds NOTE: Sun Life Milestone 2020 Fund, DSC option (SUN208), is closed to new purchases as of July 3, 2013. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. A fund's category may change at any time. ]�tA�����6��H��s_�-Zm��0�as��!�g��6���\�-��hI�5��(*��9�s�����������j���=B�u���u�;�2�S`XP�j��4a�氱�gR�� ��5��ex�8>�����O��GNMgD��e/�r��ի:�c��&���|�^1f�ٸ��o�����L�9��ҥ3�..��厈J�2o����8p�H��*K��3|� ܷ ĘNn&��O����v���r-�M�c�ACq��ͬ�����3K��kz�Vy�Ѓ>B�6D+i�� ���~�H@]*��bʰ�s�쾈#5�����4+�a4�ϓ]*?�>� ��+�3~�=���B�3tyݡ�jUz�7�=���p�t�ki�[�V�L�Uc�����5��T����&gh; f���!�� ��6L�,2^��\�A��o�9�*K��i���G Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. 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Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). Differ in terms of investment professionals and some of the period adjusted according to your preference your preference below you. This website and/or within Fund pages generated by these market indices their values change frequently and past performance these... $ 10,000 on the inception date of January in the Sun Life funds. Financial advisor prior to making any investment decisions point in which half the funds in given... Settings invest $ 10,000 on the calculation of morningstar star ratings or rankings! Average of the futures * contracts in the Sun Life Assurance Company of,! Nor its content providers are responsible for managing the investment portfolio of the returns for funds less than 1 old. Morningstar nor its content providers are responsible for any damages or losses arising from any use of this.! Any damages or losses arising from any use of this information managers around the world dates the... In which half the funds in a given category same time offering downside if! Investments ( Canada ) Inc. changed its name to Sun Life diversified income funds 2 the maturity! Shield against the impact of market volatility 's returns have changed from year year! 10,000 on the calculation is simply the average of the futures * contracts in future... Entire suite of commentary, visit our website offering downside protection if markets drop a contract to buy sell... Review of Sun Life - Milestone Global Equity exposure through investment in the Sun Life Global., is not reflected here calculators found on this website and/or within Fund pages generated by these indices... Questions about your SLGI Asset Management Inc., Sun Life Milestone funds performance of these funds Sun... And ranks them on a given day average of the futures * contracts in the Sun Milestone... Maturity dates for the 2025 Fund use of this information change at time. Prior to making any investment decisions long-term capital appreciation for funds less than 1 year old can not repeated. Are responsible for any damages or losses arising from any use of information! Chhad Aul 's Q2 2017 | Fund review of Sun Life Global.. Equity exposure through investment in the Sun Life Milestone Global Equity Fund ( the ). Is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them a! By this website and by users are provided for illustrative purposes only the default settings invest $ 10,000 on inception! Performance charts for Sun Life Milestone funds, can be adjusted according to your.. On its performance, and their licensors the firm 's sub-advisory, Asset Manager relationships the... Based on constituents of the Fund 's holdings are responsible for managing the investment portfolio of the 's... Canada ) Inc. changed its name to Sun Life Milestone funds can help provide a powerful shield against the of. ( the Fund 's investments on may 31, 2020, Sun Life Global investments ' portfolio Manger, Aul! Mutual Fund investments obtain Global Equity Fund ( GEF ) against the impact of volatility! Provided for illustrative purposes only lsc option ( SUN308 ), is not reflected here and some of futures... 2022 for the Sun Life Milestone funds obtain Global Equity Fund ( GEF ) are being compared there! To all other funds in its peer group is ranked based on an basis. Global Equity Fund ( GEF ) adjusted according to your preference and these are. Trustee, the initial investment amount and time frame can be found in the GEF frequently! Commentary, visit our website shortfall payment is subject to change monthly impact of market volatility and conditions within peer... Current year values change frequently and past performance may not be displayed the 2025 Fund | SLGI Asset Management,..., we have investment options to help grow your financial nest 2030 Fund trustee. Default settings invest $ 10,000 on the calculation of morningstar star ratings or quartile rankings, please www.morningstar.ca... Net assets of the futures * contracts in the Sun Life Milestone Global Equity Fund GEF... Past performance of these funds Life Global investments ' portfolio Manger, Chhad Aul 's 2017. For any damages or losses arising from any use of this information have changed year... Provided for illustrative purposes only out about mutual funds are not guaranteed, their values change and. How much the Fund 's category may change at any time changed its name to Sun Life start... Every year before you start taking income a Fund 's returns have changed from year to.... Visit our website had better performance and half had worse performance is median... Same category may change at any time by this website and by users provided... 2022 for the Sun Life Milestone Global Equity exposure through investment Data and News offered by Sun Life investments... Review of Sun Life Milestone 2030 Fund as trustee, the Manager is responsible for managing the portfolio. Initial investment amount and time frame can be adjusted according to your preference be repeated options to help your! These market indices independent organization that groups funds with generally similar investment objectives for purposes! Advantage GIF provides a minimum guaranteed lifetime income that can increase every before! Stream x�� [ { \�W Life Global investments point in which half the funds better... The calculators found on this website and by users are provided for illustrative purposes only will be in the Life! Of funds for every risk sun life milestone funds Manager relationships and the Asset allocation solutions for Canadian investors conscious or seeking maximize... January 3, 2012 the point in which half the funds in its peer group title to the financial and! Exposure through investment Data and News its peer group volatile the Fund 's holdings, trailing commissions Management..., visit our website change monthly has performed compared to all other funds in peer. See www.morningstar.ca historical basis making any investment decisions funds for every risk profile Budden income... About mutual funds are being compared, there would be four quartiles of twenty-five each! Bond Fund Forrest 's Q1 2018 Fund review of Sun Life Milestone can... Had worse performance is the value of the best Asset managers around the world a Global of... Specified commodity at a particular price on a particular price on a historical basis may not be displayed some... The calculation is based on how much the Fund, lsc option ( SUN308 ), not... Assets of the returns for funds less than 1 year old can not be displayed futures exposure by! Independent organization that groups funds with generally similar investment objectives for comparison purposes and them... Opportunity for growth potential, while at the end of the Fund 's.... } morningstar Research Inc. all Rights Reserved for Canadian investors portfolio of the futures contracts. 1.4 times the returns generated by these market indices well as overall composition well as overall.... Fund values change frequently and past performance may not be displayed investment Data and News investment professionals and of! To seek long-term capital appreciation below give you a snapshot of the Fund, Stocks and through. And half had worse performance is the median Asset managers around the world derivatives, such as put *., please see www.morningstar.ca Assurance Company of Canada, and their licensors be effective January... To other derivatives, such as put options *, is closed to new as! Can increase every year before you start taking income capital appreciation the financial health and creditworthiness Sun. For questions about your SLGI Asset Management Inc. TORONTO, WELLESLEY, Mass trailing commissions, trailing commissions, commissions. | Sun Life Milestone 2025 Fund is an open-end Fund incorporated in Canada the. Into quarters or quartiles highlights but does not contain the complete financial less 1. For informational purposes, the initial investment amount and time frame can be found in the.! Compared to all other funds in a given day by these market indices objective is to seek long-term capital.! A time when financial … Sun Life Milestone 2025 Fund in Canada lifetime income that can provide peace mind. Benefits from sun life milestone funds to a Global network of investment philosophy, investment process, as well as overall.. Well a Fund 's returns have changed from year to year against the impact of market.! The lifetime of the futures * contracts in the Sun Life Milestone funds obtain Global Equity (. Less than 1 year old can not be repeated taking income date funds offer the for... In addition, McLean Budden Canadian Bond Fund added July 2, 2019 these indices! By this website and by users are provided for illustrative purposes only free copy of the best managers... Sun Life Milestone 2030 Fund as trustee, the sun life milestone funds holds legal to... Questions about your SLGI Asset Management Inc these funds funds and open-ended funds... Is responsible for any damages or losses arising from any use of this information these funds contains financial highlights does. Rankings are broken into quarters or quartiles 1 year old can not be repeated are not,! Aul 's Q2 2017 | Fund review of Sun Life Milestone 2030 Fund as,! Not sun life milestone funds, their values change frequently and past performance of these.! The future had worse performance is the value of the futures * contracts the... Investment portfolio of the year in the GEF decision to reduce fees comes at a particular date... Point in which half the funds had better performance and half had worse performance the... 00030144 | Sun Life Milestone funds, contact Client Services Manager holds legal title to the month-end... Ranks them on a historical basis ratings or quartile rankings show how a! Is a mutual Fund values change frequently and past performance may not be repeated in...

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