All rights reserved. The information in this document is based on the unaudited interim financial results of Sun Life Financial Inc. ("SLF Inc.") for the period ended December 31, 2019. Sun Life Financial 2020 Milestone® Segregated Fund (M20) % Sun Life Financial 2025 Milestone ® ... Sun Life Financial 2040 Milestone ® Segregated Fund (M40) % Sun Life Financial 2045 Milestone® Segregated Fund (M45) % Sun Life Financial 2050 Milestone® Segregated Fund (M50) % Sun Life Financial 2055 Milestone® Segregated Fund (M55) % Pick the target risk fund that matches your … So, if you’re a small investor, you’re able to own a much wider mix of investments than you would likely be able to afford by yourself. The “Maturity Date” is when the Fund is scheduled to terminate or mature. Canadian Equity 1.09 %. When held to maturity, Sun Life Milestone Funds will pay the highest of the following three Values: Essentially, every time the NAV reaches a new high at month end, the investor locks in a new guaranteed NAV—as long as they hold the fund to maturity. BLK US Equity Index Reg 0.84 %. Important financial information about the Sun Life Prosperity Funds can be found in the Annual Reports. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Sun Life Philippines, one of the top life insurance companies offers financial planning, investment options, insurance, retirement savings & other products to … A description of the key features of the applicable individual variable annuity contract is contained in the information folder. 67% Upvoted. You can ﬁnd more details in the fund's simpliﬁed prospectus. Read more here. As a result, investors can benefit from any long-term growth in the markets. The respective maturity dates for the Sun Life Financial Milestone Segregated Funds is June 30 of the year in the corresponding fund’s name. By signing in, you agree to these terms and conditions. Sun Life Financial Inc., its subsidiaries and, where applicable, its joint ventures and associates are collectively referred to as “the Company”, “Sun Life”, “we”, “our”, and “us”. Amount is subject to foreign exchange risk in case of policy surrender, among others. Important Note: The VUL published is as of previous business day. Total number of investments 24 . Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. SLC Management incorporates these proven risk management strategies into all its mandates. 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 Assurance Company of Canada purchases units of the funds listed below, which are established as segregated funds in accordance with the Insurance Companies Act (Canada). Sun Life Financial, one of Canada’s oldest and most trusted financial institutions. Contact an advisor. to, without going past, your 65th birthday (as a milestone of an assumed retirement date). Maturity of the Sun Life 2020 Milestone® Segregated Fund … CC&L Personnel Update to Fixed Income Team – May 11, 2020. Consult your tax and legal advisors for details. hide. 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. … When you buy units of a mutual fund, you’re pooling your money with other investors. Search United Kingdom. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. Investment mix (May 31, 2020) A sset mix 52.1%Fixed Income 47.6%Equity 0.8%Cash … November 7, 2019 Great-West Life first insurer to round-up your retirement savings with KOHO. The Sun Life Milestone 2035 Fund charges an annual MER of 2.27%. Sun Life Milestone 2030 Fund Series A CC&L Global Alpha Fund Series A Global Small/Mid Cap Equity Desjardins SocieTerra Canadian Bond Fund A CIBC Balanced Index Fund Class A Manulife Global Real Estate Unconstrained Cl Adv MFS Canadian Short Term Fixed Income Fund BMO Low Volatility Intl Equ Hgd to CAD ETF (ZLD) CAN Cdn All Cap Balanced (M) … The pie chart represents the target regional weights of the futures* contracts in the GEF. Investments in securities are subject to market and other risks. 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. The NAV per unit on the Maturity Date of the Fund. This thread is archived. Sun Life Milestone 2020 Fund Series A DFS MFS Balanced Growth Fund Sun Protect GIF Sun Life Beutel Goodman Cdn Bond A Sionna Opportunities Fund Class A CIBC U.S. Equity All Cap Growth Pool Manulife Short-Term Bond GIF Series 1 Manulife Ivy Foreign Equity Fd (Mackenzie) MLIA A FDP Canadian Equity Portfolio Series A CI LifeCycle 2050 Portfolio IA Ecflx Global Dividend … You already have the full fund code and can use this to find your fund fact sheet. Sun Life Money Market 0.69 %. © Sun Life Assurance Company of Canada. Life’s brighter under the sun Tel 250-785-7575 Fax 250-785-1677 email@example.com 9519 - 100th Avenue Fort St. John, BC V1J 1Y1 The advisors at First Choice Insurance & … The information in this document is based on the unaudited interim financial results of Sun Life Financial Inc. ("SLF Inc.") for the period ended March 31, 2019. Update to the maturity process for the Sun Life Granite 2020 Funds – March 9, 2020. A simple solution designed to make reaching your investing goals easier. To learn more about how Sun Life Milestone Funds can help you meet your investment goals, talk to your financial advisor today. 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. The Milestone funds offer a simplified investment solution that provides: 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. SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. The committee will estimate the most appropriate category based on the fund’s stated intentions (as described in the fund’s investment objective and strategy). Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. As investors or shareholders of the Sun Life Prosperity Funds, you have the right to know how your investments are managed. 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. It is a projection/opinion and not a statement of fact. By signing in, you agree to these terms and conditions. GRS Matters Helping you stay up-to-date on the information you need most from Group Retirement Services. report. 2Sun Life Milestone 2025 Fund, DSC option (SUN209), is closed to new purchases as of July 1, 2018. News and highlights. The Sun Life Milestone Funds offer a Guaranteed Value that can provide greater confidence that you will reach your financial goals. Sun Life Milestone 2020 Fund - Series A July 18, 2019 This document contains key information you should know about Sun Life Milestone 2020 Fund - Series A. 65.9%. LSC will close in 2022 for the 2025 fund. 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