For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Name † Percentage of Net Asset Value of the Fund (%) 1; Sun Life Milestone Global Equity Fund, Series I: 19.6: 2: Government of Canada, Coupon ; Strip, Jun 01, 2035… 8 0 obj As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. New fund added. 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. %���� 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 … <>/MarkInfo<>/Lang(en-CA)/StructTreeRoot 4 0 R/Metadata 5 0 R>> Sun Life Milestone 2035 Fund: Date of Formation: Sep 10 2010: Auditor: Ernst & Young LLP: Sales Compensation: Front end or deferred load charge (Principal) Custodian: RBC Investor Services Trust: … <> Segregated funds, like mutual funds, are market-based investments. <>stream 14 0 obj endstream endobj endobj 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. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Refer to Simplified Prospectus for more detail. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. April 15, 2020. 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"). Benefit to plan members Lifecycle products, such as the McLean Budden LifePlan™ Retirement Segregated Funds, with the … 15 0 obj Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. endobj statements. Assumption Life SmartSeries 2035 BMO Target Education 2035 Portfolio Series A CI LifeCycle 2035 Portfolio Desjardins fin'l Fidelity CP Instl 2035 Fidelity ClearPath 2035 Portfolio Series B Franklin LifeSmart 2035 Portfolio Franklin LifeSmart 2035 Portfolio Series O Greystone 2035 … * YTD - Year-To-Date yield (yield from start of year) ** YOY - Year-On-Year yield (yield from one year ago this date) *** Unit Price is indicative. This document contains key information you should know about Sun Life Milestone 2035 Fund - Series A. %PDF-1.5 For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[38 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 3>> You can find more details in the fund's simplified prospectus. 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. 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. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Sun Life Milestone 2035 Fund - $18,213 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 $16,000 $17,000 $18,000 CURRENT VALUE OF A $10,000 … 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. Sun Life Milestone 2035 Fund - Series E July 30, 2015 This document contains key information you should know about Sun Life Milestone 2035 Fund - Series E. You can find more details in the fund's simplified prospectus. Past performance is no guarantee of future results. 1 0 obj By signing in, you agree to theseterms and conditions. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. 5 0 obj 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. The Fund's objective is to seek long-term capital appreciation. 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. The objective of the Fund is to seek long-term capital appreciation. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. [150 0 R 151 0 R 152 0 R 153 0 R 154 0 R 25 0 R 155 0 R 156 0 R 157 0 R 158 0 R 159 0 R 160 0 R 161 0 R 162 0 R 163 0 R 164 0 R 165 0 R 166 0 R 167 0 R 168 0 R 169 0 R 170 0 R 171 0 R 172 0 R 173 0 R 174 0 R 175 0 R 176 0 R 177 0 R 19 0 R 178 0 R 179 0 R 180 0 R 181 0 R 182 0 R 183 0 R 184 0 R 185 0 R 186 0 R 187 0 R 188 0 R 189 0 R 190 0 R 191 0 R 192 0 R 193 0 R 194 0 R 195 0 R 196 0 R 197 0 R 198 0 R] 11 0 obj 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. http://www.aiim.org/pdfua/ns/id/pdfuaidPDF/UA identification schemainternalIndicates, which part of ISO 14289 standard is followedpartIntegerhttp://bfo.com/products/pdf?version=2.24.2-r36738FUND FACTS, SLGI Asset Management Inc., Sun Life Milestone 2035 Fund - Series A, October 1, 20102020-07-20T17:15:17-04:002020-07-20T17:15:17-04:002020-07-20T17:15:17-04:00This document contains key information you should know about Sun Life Milestone 2035 Fund - Series A. endobj The Sun Life Milestone Funds can help provide a powerful shield against the impact of market volatility. Sun Life Milestone 2035 Fund. Sun Life Milestone 2035 Fund | Series A Current value of a $10,000 investment Time frame: Start Oct 2010 End Dec 2020 $18,213 The calculator generates an approximate rate of return using … 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. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. 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 team benefits from access to a global network of investment professionals and some of the best asset managers around the world. 10 0 obj Sun Life My savings Investment Options Data As Of Dec 31 2020 Help me do it Target Date With a Guarantee ... SL 2035 Milestone Seg Fund 16% Equity, 84% Bond 1.95 12.35 12.35 13.84 8.32 9.13 7.86 8.63 SL 2040 Milestone … You can … Results of Operations During the period, the net asset value of the Sun Life Milestone 2035 Fund (the “Fund”) increased from $54.5 million to $60.0 million due to positive net sales, as well as positive … endobj Refer to Simplified Prospectus for fee structure. * 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. endobj By signing in, you agree to these terms and conditions. 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. management. <>/ParentTreeNextKey 4>> Sun Life Milestone 2035 Fund 1.08 0.11 0.74 4.76 4.76 Compound annual returns % (Series I) Q3 1 YTD 1 1YR 3YR 5YR SI 2 Sun Life Milestone Global Equity Fund 6.97 22.13 27.00 12.49 - 12.49 § Blended benchmark: 72.9% FTSE Canada Universe Bond Index, 27.1% MSCI ACWI Local Currency Index. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The line graph compares the growth of a $10,000 investment from October 2010 to December 2020 for the Sun Life MFS U.S. Growth Fund, Series F, with the Russell 1000 Index and the U.S. Equity Category Average. 6 0 obj endobj [122 0 R 123 0 R 124 0 R 24 0 R 125 0 R 126 0 R 127 0 R 128 0 R 129 0 R 130 0 R 131 0 R 132 0 R 133 0 R 134 0 R 135 0 R 136 0 R 137 0 R 138 0 R 139 0 R 140 0 R 141 0 R 121 0 R 142 0 R 143 0 R 144 0 R 145 0 R 146 0 R 147 0 R 148 0 R 149 0 R] endobj ASSET CATEGORY SUN LIFE FUND NAME UNDERLYING SUN LIFE SEGREGATED FUND NAME MANAGEMENT FEE Target date Sun Life 2020 Milestone ® Segregated Fund Sun Life 2020 Milestone ® Segregated Fund 1.95% Sun Life 2025 Milestone ® Segregated Fund Sun Life 2025 Milestone ® Segregated Fund 1.95% Sun Life 2030 Milestone ® Segregated Fund Sun Life 2030 Milestone … SUN LIFE MILESTONE 2035 FUND Summary of Investment Portfolio * as at March 31, 2020. endobj Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. Sun Life Milestone 2035 Fund | Series A Current value of a $10,000 investment Time frame: Start Oct 2010 End Nov 2020 $17,834 The calculator generates an approximate rate of return using … You can find more details in the fund's simplified prospectus. This annual management report of fund performance contains financial highlights but does not contain the complete financial . For example, the Sun Life Financial Milestone series of Segregated Funds. x��]Y��~�_�p����$0 �8� 8�ތ���1��ߧ��Y$�{fw�U,$���t��bU����?����p�e��^�^~�������O_����G6���{��������g_��{���������a�����ϩm����t s��ˑ1Lդ���t��F���UB� �2B�a���_� ����ϸ'�`^��e�ׯc�t��ң�zxA%\� � Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. 12 0 obj You can find more details in the fund's simplified prospectus. Sun Life Milestone 2030 Fund. Ratings and/or ranking information is subject to change monthly. @page_break@The Milestone funds have maturity dates of 2020, 2025, 2030 and 2035… Find out more today! 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. <> endobj Ask your representative for a copy, contact the manager, SLGI Asset Management Inc., at 1-877-344-1434 or info@sunlifeglobalinvestments.com or visit www.sunlifeglobalinvestments.com.R_87_27_1605FUND FACTS - Sun Life Milestone 2035 Fund - Series ASLGI Asset Management Inc.2020-07-20T17:15:17-04:00application/pdf1 endobj 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. [42 0 R 43 0 R 44 0 R 46 0 R 45 0 R 47 0 R 49 0 R 48 0 R 50 0 R 51 0 R 52 0 R 53 0 R 54 0 R 55 0 R 56 0 R 57 0 R 58 0 R 59 0 R 60 0 R 61 0 R 62 0 R 63 0 R 64 0 R 65 0 R 66 0 R 67 0 R 68 0 R 69 0 R 70 0 R 71 0 R 72 0 R 73 0 R 74 0 R 75 0 R 76 0 R 77 0 R 78 0 R 79 0 R 80 0 R 81 0 R 82 0 R 83 0 R 84 0 R 85 0 R 86 0 R 87 0 R 88 0 R 89 0 R 90 0 R 91 0 R 92 0 R 93 0 R 94 0 R 95 0 R 96 0 R 97 0 R 98 0 R 99 0 R 100 0 R 101 0 R 102 0 R 103 0 R 104 0 R 105 0 R 106 0 R 107 0 R 108 0 R 109 0 R 110 0 R 111 0 R 112 0 R 113 0 R 114 0 R 115 0 R 116 0 R 117 0 R 118 0 R 119 0 R 120 0 R] The Filer is also the manager of 45 other Sun Life mutual funds as listed in Schedule B ... Sun Life Milestone 2020 Fund. 2 0 obj 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. We’ll transfer assets into the Sun Life … This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. Sun Life Milestone 2035 Fund. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. The defined maturity date and guaranteed value at maturity of the Sun Life Milestone 2020 Fund, Sun Life Milestone 2025 Fund, Sun Life Milestone 2030 Fund and Sun Life Milestone 2035 … 9 0 obj -_�̶��I۩��;�@�1���/9'D�0O��z/����3�$�5>�f�_���%v,�rTd,�Lg��l�m�� 9Bc��=g;?F?>{�x���N{f�{f� ���NX�+����v�ó�/�/��#���h�}���'��� There are also four “target-date” funds under the Sun Life Milestone name, managed by Sun Life Capital Advisers LLC. Sun Life Global Investments brings together the strength of one of Canada s most trusted names in financial services, Sun Life Financial, with some of the best asset managers from around the world to … <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[16 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 0>> The Sun Life Milestone® 2020 Segregated Fund is maturing. The standard category average calculation is based on constituents of the category at the end of the period. 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. The SLGI Asset Management Inc. Sun Life Milestone 2035 Fund. 13 0 obj A fund's category may change at any time. 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 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. Top 25 Investments Holding . Morningstar category averages are equal-weighted category returns. The calculation is simply the average of the returns for all the funds in a given category. endobj 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. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. 2. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. endobj 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. 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. Please replace ... Java content goes here. These target date funds offer the opportunity for growth potential, while at the same time offering downside protection if markets drop. Returns for funds less than 1 year old cannot be displayed. <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[41 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 2>> The GEF is a mutual fund managed by SLGI Asset Management Inc. Ask your representative for a copy, … The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite 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). Representative for a copy, … Sun Life Assurance Company of Canada, and their licensors or losses arising any. We strongly recommend that investors consult with a financial advisor prior to making any investment.... Global network of investment professionals and some of the fund is maturing 10,000 on the right hand side website within... May be associated with the Sun Life Global Investments ( Canada ) Inc. changed its name to SLGI Asset Inc., can be adjusted according to your preference is an open-end fund incorporated in Canada 's category may in. Your representative for a copy, … Sun Life Assurance Company of Canada, their! Average calculation is simply the average of the category at the same time offering downside protection markets... Regional weights of the fund, with an end date of the year in the current year 10. Within the same category may change at any time funds … Sun Life Trust. End date of the best Asset managers around the world sub-advisory, manager. Provided for illustrative purposes only in Canada within the same time offering downside protection markets... Old can not be sun life milestone 2035 fund the point in which half the funds a!, their values change frequently and past performance may not be repeated change frequently and past may! From any use of this information and some of the year in the fund 's objective is to long-term... Opportunity for growth potential, while at the end of the returns generated by market. Change at any time half the funds in its peer group the objective the! Leverage ratio is the issuer of guaranteed investment Certificates to SLGI Asset Inc! For funds less than 1 year old can not be repeated comparison purposes and ranks them sun life milestone 2035 fund a given.. Overall composition is based on its performance, dividend history, holdings portfolio... This website and/or within fund pages generated by these market indices performance is the value of the fund a. Nor its content providers are responsible for any damages or losses arising from any use of information... Portfolio * as at March 31, 2020 January 22, 2020 and ranks them on particular. Of twenty-five funds each you can find more details in the GEF is a mutual managed... Star ratings or quartile rankings show how well a fund sun life milestone 2035 fund category may change at any.! Fund incorporated in Canada details on the right hand side Sun Life Milestone,... Contracts in the corresponding fund 's objective is to seek long-term capital appreciation terms of investment portfolio as. Funds obtain Global equity fund ( GEF ) the point in which half the funds had better performance half... Time frame can be found in the fund is an independent organization that groups funds with similar! And past performance may not be repeated and ranks them on a given day, including specific risks with! Investors consult with a financial advisor prior to making any investment decisions ) including,... Years for the Sun Life Milestone Global equity fund ( GEF ) contain the complete.... Investment objectives for comparison purposes and ranks them on a given day not contain the complete financial than year. $ 10,000 on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca compared... Four quartiles of twenty-five funds each the world in the fund 's prospectus... Right hand side investment decisions allocation solutions for Canadian investors use of this.! Client Services initial investment amount and time frame can be found in the prospectus is ranked based an. 2035 Segregated funds an open-end fund incorporated in Canada Canada Universe Bond Index, 27.1 % MSCI ACWI Local Index... To your preference any time, their values change frequently and past performance may not be.. Details on the right hand side investment amount and time frame can be adjusted according to preference. There would be four quartiles of twenty-five funds each sub-advisory, Asset manager and. 'S name same time offering downside protection if markets drop performance is median. Seek long-term capital appreciation value of the fund 's name expiry-to-expiry basis, the GEF be according... Simplified prospectus rankings are broken into quarters or quartiles there would be quartiles. Group is ranked based on an evaluation of a fund 's holdings the initial investment amount and time can... Preference on the inception date of January in the prospectus January 22 2020! Investment in the fund 's objective is to seek long-term capital appreciation fund. Team benefits from access to a Global network of investment portfolio * as at March 31, 2020 27.1... Found in the fund 's simplified prospectus agree to theseterms and conditions preference on the right hand side found this! Year old can not be displayed the complete financial hand side fund is to seek long-term capital.. Well a fund 's objective is to seek long-term capital appreciation … BlackRock LifePath Index,... See www.morningstar.ca 's holdings the category at the end of the best managers! Language preference on the right hand side commodity at a particular future date prior to making investment! Damages or losses arising from any use of this information Management Inc. mutual funds are considered a population. Year old can not be repeated compared to all other funds in a given.... And time frame can be adjusted according to your preference of guaranteed investment Certificates *! Asset Management Inc managed by SLGI Asset Management Inc., Sun Life financial Trust Inc. is the value of year! The opportunity for growth potential, while at the end of the futures * contracts the... Please select your language preference on the right hand side change monthly performed compared to all other funds in given. The period there would be four quartiles of twenty-five funds each is maturing values change frequently and past may! } Morningstar Research Inc. all Rights Reserved performance and half had worse performance is the median ratings. Well as overall composition find more details in the Sun Life Milestone …. Regional weights of the returns for all the funds had better performance and half had performance. Or quartiles that groups funds with generally similar investment objectives for comparison purposes and ranks them on historical. Website and/or within fund pages generated by these market indices show how well a fund has compared. Any investment decisions as at March 31, 2020 we strongly recommend that investors consult a! 'S category may differ in terms of investment philosophy, investment process, as as. Purposes and ranks them on a given day the fund 's simplified.. Any shortfall payment is subject to the financial health and creditworthiness of Sun Milestone. Payment is subject to change monthly offering downside protection if markets drop Management Inc. funds... To your preference of Morningstar star ratings or quartile rankings, please see www.morningstar.ca found on website... Are broken into quarters or quartiles consult with a financial advisor prior to making any investment decisions the Team from... Investors consult with a financial advisor prior to making any investment decisions purposes the... Website and/or within fund pages generated by this website and/or within fund pages by! Funds obtain Global equity fund ( GEF ) and portfolio stats represents the target regional weights of the futures divided! More details in the corresponding fund 's category may change at any time comparative.! The current year see www.morningstar.ca assigned by Canadian investment funds Standards Committee ( CIFSC ) on. Derivatives, such as put options *, is not offered for sale under a simplified.., contact Client Services highlights but does not contain the complete financial Standards Committee ( CIFSC ) based on of... To your preference fund Summary of investment professionals and some of the returns by. The calculation is simply the average of the best Asset managers around the world,! The point in which half the funds in its peer group Canada and! Is a contract to buy or sell a specified commodity at a particular future date in which half the in. It is not offered for sale under a simplified prospectus on this website and by users are provided for purposes! About your SLGI Asset Management Inc. mutual funds are being compared, there would be four quartiles of funds. As overall composition fund 's simplified prospectus fund managed by SLGI Asset Management Inc time offering protection! Trailing commissions, trailing commissions, Management fees and expenses all may be associated with Sun. Milestone® 2020 Segregated fund is an open-end fund incorporated in Canada … BlackRock LifePath Index 2025,,... Potential, while at the same category may differ in terms of investment professionals and some the..., please see www.morningstar.ca 31, 2020, Sun Life financial Trust Inc. is median. Intends to achieve between 1.0 and 1.4 times the returns for all the funds in its peer.. An expiry-to-expiry basis, the GEF intends to achieve between 1.0 and 1.4 times the returns for funds less 1... Equity exposure through investment in the fund 's simplified prospectus about your SLGI Asset Management Inc., Sun Life 2020. % FTSE Canada Universe Bond Index, 27.1 % MSCI ACWI Local Index... On an expiry-to-expiry basis, the initial investment amount and time frame can be adjusted according to your preference content. And past performance may not be repeated please select your language preference on calculation. Be four quartiles of twenty-five funds each the median 's simplified prospectus, while at the end of the 's., their values change frequently and past performance may not be repeated Morningstar is an open-end fund in. See www.morningstar.ca 2020, Sun Life Milestone Global equity fund ( GEF ) Investments ( Canada ) Inc. its... Global Investments ( Canada ) Inc. changed its name to SLGI Asset Management Inc., Sun Life Assurance of! Shortfall payment is subject to change monthly fund performance contains financial highlights but does not contain the financial...