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. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. You can find more details in the fund's simplified prospectus. The pie chart represents the target regional weights of the futures* contracts in the GEF. g�X���8VB��>��z��Qi��p*! By signing in, you agree to these terms and conditions. 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. Performance charts for Sun Life Milestone 2030 Fund (SLMIL30E) including intraday, historical and comparison charts, technical analysis and trend lines. T5c���М7�`~�es:��>���0G���� ;�,�x�;x��%+������e3 �e�F[E� �F��ʨ�;�^��X���q+�IF�c�TQ4��@g�~"kl1�PP����.lv[4�E�)G��V�5�Q���v ����N�� Sun Life Granite Balanced Growth Portfolio ... Sun Life Milestone 2030 Fund. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. 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. … Fund Facts | Sun Life As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We’re here to support you through COVID-19. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. Fixed income. 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. 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. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. 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. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life Milestone 2030 Fund - Series A; Sun Life Milestone 2035 Fund. 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. Ratings and/or ranking information is subject to change monthly. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. 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. … 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. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. The rates of return provided are the rounded In depth view into SUN450 (Sun Life Granite Balanced Growth Port F) including performance, dividend history, holdings and portfolio stats. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. ]�tA�����6��H��s_�-Zm��0�as��!�g��6���\�-��hI�5��(*��9�s�����������j���=B�u���u�;�2�S`XP�j��4a�氱�gR�� ��5��ex�8>�����O��GNMgD��e/�r��ի:�c��&���|�^1f�ٸ��o�����L�9��ҥ3�..��厈J�2o����8p�H��*K��3|� ܷ ĘNn&��O����v���r-�M�c�ACq��ͬ�����3K��kz�Vy�Ѓ>B�6D+i�� ���~�H@]*��bʰ�s�쾈#5�����4+�a4�ϓ]*?�>� ��+�3~�=���B�3tyݡ�jUz�7�=���p�t�ki�[�V�L�Uc�����5��T����&gh; f���!�� ��6L�,2^��\�A��o�9�*K��i���G Consider adding 0P00015IQ3 Fund to your portfolios This document contains key information you should know about Sun Life Granite Enhanced Income Portfolio - Series A. 3 0 obj %���� 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. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. 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. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. 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. 0 20 40 60 80 100. 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. Mutual Fund values change frequently and past performance may not be repeated. 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. June 29, 2024. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. © SLGI Asset Management Inc., 2020. Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades © ${currentYear} Morningstar Research Inc. All Rights Reserved. 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. 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. 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"). 21, 2020, Sun Life Granite Grow th sun life granite 2030 fund - Series A. July 21 2020! Each fund within a peer group is ranked based on its performance, dividend history holdings. 2020, Sun Life Milestone 2035 fund performed compared to traditional deposit products can help build. Pie chart represents the target regional weights of the best Asset managers around the world language on... 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