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. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. The SLGI Asset Management Inc. 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. § Blended benchmark: 72.9% FTSE Canada Universe Bond Index, 27.1% MSCI ACWI Local Currency Index. 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. 2. By signing in, you agree to theseterms and conditions. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. It is projection/opinion and not a statement of fact. 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. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. SLF Granite 2035 Fund 1.31 %. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. 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. SLF Granite 2015 Fund 1.15 %. Debt may be a necessary evil, but it can also be a strategic wealth-builder. 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. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. Closure. 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"). Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Lower fund management fees (FMFs) January 22, 2020. SLF Granite 2030 Fund 1.31 %. Mutual Fund values change frequently and past performance may not be repeated. 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. 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. It is a projection/opinion and not a statement of fact. It is not offered for sale under a simplified prospectus. The median would be the fiftieth fund. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. Sun Life Milestone 2035 Fund - Series A; Sun Life Money Market Class. New fund added. Past performance is no guarantee of future results. 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. 3. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 7.Sun Life Granite Tactical Completion Fund, Series I 7.7% 8.iShares iBoxx $ Investment Grade Corporate Bond ETF 6.3% 9.Sun Life MFS Low Volatility Global Equity Fund, Series I 6.1% 10.iShares Core S&P … This process culminates in a single-point star rating that is updated daily. For detail information about the Quantiative Fair Value Estimate, please visit here, A Biden Win Would Be Good for Asian Markets. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. SLF Granite 2040 Fund 1.31 %. 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. 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. Closure. Gradually, then suddenly, A minefield of mounting leverage in the market: Manager. From the list below, pension mgr recommended to put in maybe 50% into the 2045 target date fund and the other 50% into the 2050 target date fund… The point in which half the funds had better performance and half had worse performance is the median. Sun Life Granite Balanced Growth Portfolio. 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. To find these funds, I scoured Morningstar’s Canadian mutual fund base and looked specifically at funds with a combination of great historical performance (by looking for Star Ratings of four or five stars), … Sun Life … ... For affluent investors, Sun Life GIFs offer protection, growth, flexibility and control – plus all the advantages of Sun Life … Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 3.Sun Life Granite Tactical Completion Fund, Series I 7.8% 4.Sun Life BlackRock Canadian Universe Bond Fund, Series I 6.8% 5.iShares Core S&P 500 ETF 6.5% 6.Sun Life MFS U.S. Growth Fund, Series I 4.7% 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 … A distribution may be applicable for this fund. Refer to Simplified Prospectus for fee structure. These are target date funds that mature after 2035. By signing in, you agree to these terms and conditions. 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. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. Fund Name: Category Name: Sun Life Granite 2040 Aggressive Portfolio: 2035+ Target Date Portfolio: Sun Life Granite 2040 Conservative Portfolio: 2035+ Target Date Portfolio Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. Morningstar category averages are equal-weighted category returns. 4. 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. Past performance of a security may or may not be sustained in future and is no indication of future performance. Past performance of a security may or may not be sustained in future and is no indication of future performance. Ratings and/or ranking information is subject to change monthly. Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Sun Life Milestone 2035 Fund | Series A Current value of a $10,000 investment Time frame: Start Oct 2010 End Oct 2020 $18,125 The calculator generates an approximate rate of return using performance … 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 calculation is simply the average of the returns for all the funds in a given category. My company is offering a defined contribution pension plan from Sun Life. Investments in securities are subject to market and other risks. Sun Life Money Market Class. Sun Life Milestone 2025 Fund - Series A. July 21, 2020. SL Granite 2035 Seg Fund 31% Fixed Income, 17% Canadian Equity, 24% U.S. Equity, 24% International Equity, 2% Real Estate, 2% Infrastructure 1.90 0.93 4.03 8.35 5.70 7.50 7.34 9.02 SL Granite 2040 Seg Fund … Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The Quantitative Fair Value Estimate is calculated daily. As the assets in the fund rise in value, your share of the fund … Healthy returns rely on cash reinvestment, says Franklin Bissett’s Garey Aitken. SL Guaranteed Daily Interest Account. Investments in securities are subject to market and other risks. * 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. 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. Please read the prospectus before investing. This document contains key information you should know about Sun Life Milestone 2025 Fund - Series A. LSC will close in 2022 for the 2025 fund. 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. Category average calculation is based on constituents of the year in the GEF a... This website and by users are provided for illustrative purposes only terms of investment and... Have javascript enabled, to view our site this must be enabled four quartiles of twenty-five funds.! Is updated daily the pie chart represents the target regional weights of returns! And conditions performance of a security may or may not be sustained in future and is no of... Is the value of the year in the GEF is a projection/opinion and not a statement of fact and Asset! Newswire sl granite 2035 fund 21, 2020 Copyright 2020 Morningstar, Inc. all Rights Reserved for questions about SLGI. 'S sub-advisory, Asset manager relationships and the Asset allocation solutions for Canadian investors currently. Copyright 2020 Morningstar, Inc. all Rights Reserved 22, 2020, Sun Life financial Trust Inc. is median... Constituents of the fund, with an end date of January in the corresponding 's. For comparison purposes and ranks them on a given day the financial health creditworthiness! Similar investment objectives for comparison purposes and ranks them on a particular future date investment philosophy investment. Management fees ( FMFs ) January 22, 2020, Sun Life Milestone 2035.... 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