You can find more details in the fund's simplified prospectus. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. We’re here to support you through COVID-19. <>stream For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. © SLGI Asset Management Inc., 2020. 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. 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. Higher potential returns* The Sun Life Prosperity Funds have historically generated higher returns compared to traditional deposit products. g�X���8VB��>��z��Qi��p*! Mutual Fund values change frequently and past performance may not be repeated. The calculation is simply the average of the returns for all the funds in a given category. Past performance is no guarantee of future results. 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. 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 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. All rights reserved. This document contains key information you should know about Sun Life Granite Enhanced Income Portfolio - Series A. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Performance charts for Sun Life Milestone 2030 Fund (SLUM2AE) including intraday, historical and comparison charts, technical analysis and trend lines. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. 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. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Grow th Class - Series A. July 21, 2020. 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 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. This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. Performance charts for Sun Life Milestone 2030 Fund (SLMIL30A) including intraday, historical and comparison charts, technical analysis and trend lines. 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. The fund strives to achieve a return of 5-6% per annum over the course of a full business cycle, typically 3 to 5 years (before the deduction of management fees and expenses) 1. The standard category average calculation is based on constituents of the category at the end of the period. General: Security Type: Sun Life Granite Balanced Growth Portfolio ... Sun Life Milestone 2030 Fund. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Exposure to other derivatives, such as put options*, is not reflected here. 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| Refer to Simplified Prospectus for more detail. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 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 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. 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. This document contains key information you should know about Sun Life Granite Growth Class - Series A. Please select your language preference on the right hand side. ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9�� : �/�� ��I�zx���sҪ3��هƛ?�d�[�;f Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. Consider adding 0P00015IQ3 Fund to your portfolios Please sign in through sunnet.sunlife.com. Please replace ... Java content goes here. Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. %PDF-1.4 The GEF is a mutual fund managed by SLGI Asset Management Inc. Fixed income. Sun Life Milestone 2035 Fund - Series A; ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. 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. 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. 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. June 29, 2024. Invest in mutual funds. Analyze Sun Life Granite Fund Investing. In depth view into SUN450 (Sun Life Granite Balanced Growth Port F) including performance, dividend history, holdings and portfolio stats. The pie chart represents the target regional weights of the futures* contracts in the GEF. The median would be the fiftieth fund. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Sun Life Granite Balanced Growth Class - Series FT8; Sun Life Granite Balanced Growth Portfolio. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. 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. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. A fund's category may change at any time. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. SL Granite™ 2020 Segregated Fund. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite funds offer broad diversification with … Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. 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. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Morningstar category averages are equal-weighted category returns. The point in which half the funds had better performance and half had worse performance is the median. Please read the prospectus before investing. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- ��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 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. 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