Sun Life Milestone 2030 Fund. 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. By signing in, you agree to theseterms and conditions. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Sun Life Guaranteed Investment Funds (GIFs) are segregated fund contracts with special features to help you save for a worry-free retirement or other savings goals. Protection against downside risk is provided through option strategies to prevent the overall fund from extreme sudden drops in market value where the manager is unable to rebalance. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. Fund Facts | Sun Life As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. Invest in mutual funds. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. 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. 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. 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. Sun Life Milestone 2035 Fund - Series A; This document contains key information you should know about Sun Life Granite Growth Class - Series A. 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. … § Blended benchmark: 82.1% FTSE Canada Universe Bond Index, 17.9% MSCI ACWI Local Currency Index. The standard category average calculation is based on constituents of the category at the end of the period. g�X���8VB��>��z��Qi��p*! Ratings and/or ranking information is subject to change monthly. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. 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. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite funds offer broad diversification with … 0 20 40 60 80 100. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. 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. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Grow th Class - Series A. July 21, 2020. Please select your language preference on the right hand side. 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. 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. Please replace ... Java content goes here. In depth view into SUN450 (Sun Life Granite Balanced Growth Port F) including performance, dividend history, holdings and portfolio stats. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- The Sun Life Dollar Starter Fund, meanwhile, maintains USD500 minimum and USD100 subsequent investment amounts. Find out about mutual funds offered by Sun Life Global Investments. Please read the prospectus before investing. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 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. Mutual Fund values change frequently and past performance may not be repeated. Sun Life Granite Balanced Growth Class - Series FT8; Sun Life Granite Balanced Growth Portfolio. Target date + Investment risk profile = a complete investment decision to … Returns for funds less than 1 year old cannot be displayed. © SLGI Asset Management Inc., 2020. Sun Life Granite Balanced Growth Portfolio ... Sun Life Milestone 2030 Fund. 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. With a financial advisor prior to making any investment decisions mix of funds for every risk profile expiry-to-expiry. 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