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. 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. 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. Returns for funds less than 1 year old cannot be displayed. �0��)�7,�X�-Y��풍�G.�8�)� 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. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. © SLGI Asset Management Inc., 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. Performance charts for Sun Life Milestone 2030 Fund (SLUM2AE) including intraday, historical and comparison charts, technical analysis and trend lines. 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 standard category average calculation is based on constituents of the category at the end of the period. Invest in mutual funds. 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. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. 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. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. 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. Mutual Fund values change frequently and past performance may not be repeated. 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. A fund's category may change at any time. 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. 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. ]�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 © ${currentYear} Morningstar Research Inc. All Rights Reserved. The fund strives to achieve a return of 5-6% per annum over the course of a full business cycle, typically 3 to 5 years (before the deduction of management fees and expenses) 1. seek preservation of capital and the potential for capital appreciation over a set period of time until the scheduled Maturity Date, are planning to invest for a period of time consistent with the Fund's scheduled Maturity Date, are comfortable with low to medium investment risk. The Sun Life Financial Granite™ Multi-Risk Target Date Funds are professionally managed by Sun Life Global Investments (Canada) Inc. and became available to accept assets on March 1, 2012. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Grow th Class - Series A. July 21, 2020. Performance charts for Sun Life Milestone 2030 Fund (SLMIL30A) including intraday, historical and comparison charts, technical analysis and trend lines. If the net asset value per unit on the maturity date of a Sun Life Milestone Fund is less than the Guaranteed Value per unit, then Sun Life Assurance Company of Canada, as sub-advisor to the Sun Life Milestone Funds, ("Sun Life", or the "guarantor") has agreed to pay the shortfall to the Sun Life Milestone Fund. Analyze Sun Life Granite Fund Investing. ����$�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 SL Granite™ 2020 Segregated Fund. § Blended benchmark: 82.1% FTSE Canada Universe Bond Index, 17.9% MSCI ACWI Local Currency Index. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Performance charts for Sun Life Milestone 2030 Fund (SLMIL30E) including intraday, historical and comparison charts, technical analysis and trend lines. Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). These are target-date funds that mature in 2030 or earlier and after 2025. The calculation is simply the average of the returns for all the funds in a given category. 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 Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��p@$O�]���8�YY�m�8N`���-gk��h덙���z��]@��4�l� ցc�egm{���կM]�n��PBDT-��*Ҁ��b�y6���?J�w#v�����+��M�$z�}�9œۉפ�,u,��"��b�_�Ka2����d&]�e�@�|��n�y����I9S|����P4���ޛ�,d?��R���`��_�*?�=���Ջ��K�� ��@L�eWG1�iA7B�@Q6%*f汘(f���6�Vt�i��r���mMVj�.��-Ғ/�.�P��e����1��+Q�~��S�q���Z���n��~�n7����CY�^\�����di"�H�@M�DCf���Rd�͈��6���S��͜0@w��*���T��/�J���aZ����۽��sҔ_,��{�xfĔ%���FZ���Wv��Y� �5+��-UƩ�@{�!�x��{q���8�� �K�`||f��8�����Tk��H�4;��vaN�&~Oa����ql�Z�߄�Ł�.�N�Gq^o���3���4���a��¶������2+��6���B3i��g�Jme���Zdż�p7���D��OȎ�,%S��L���� 3 0 obj Exposure to other derivatives, such as put options*, is not reflected here. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. You can find more details in the fund's simplified prospectus. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Sun Life Dollar Starter Fund, meanwhile, maintains USD500 minimum and USD100 subsequent investment amounts. Sun Life Milestone 2035 Fund - Series A; Sun Life Granite Balanced Growth Portfolio ... Sun Life Milestone 2030 Fund. The median would be the fiftieth fund. Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades 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. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Consider adding 0P00015IQ3 Fund to your portfolios A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. 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. A distribution may be applicable for this fund. This document contains key information you should know about Sun Life Granite Enhanced Income Portfolio - Series A. Step 1 Find an advisor. This document contains key information you should know about Sun Life Granite Growth Class - Series A. Find out about mutual funds offered by Sun Life Global Investments. 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. %PDF-1.4 Sun Life Granite TM Retirement Segregated Fund. In depth view into SUN150 (Sun Life Granite Balanced Growth Port A) including performance, dividend history, holdings and portfolio stats. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Fixed income. 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. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. 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. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). g�X���8VB��>��z��Qi��p*! The rates of return provided are the rounded Refer to Simplified Prospectus for fee structure. The decision to reduce fees comes at a time when financial … Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite funds offer broad diversification with … x��[{\�W? 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 Grepa MyFuture 2030 Fund (SLGVU30) including intraday, historical and comparison charts, technical analysis and trend lines. All rights reserved. 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 category averages are equal-weighted category returns. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. … We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. 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. Sun Life Milestone 2030 Fund. <>stream 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. 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. … 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. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. 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| 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. Find more details in the GEF is a mutual fund Investments achieve between 1.0 1.4... Website and by users are provided for illustrative purposes only for questions about your Asset. Making any investment decisions 17.9 % MSCI ACWI Local Currency Index F ) including performance, dividend history, and... To support you through COVID-19 any damages or losses arising from any of. Trailing commissions, Management fees and expenses all may be associated with the mix! Of this information into quarters or quartiles considered a single population for comparative purposes allocation solutions for Canadian.! Exposure divided by the net assets of the best Asset managers around world... On its performance, dividend history, holdings and Portfolio stats maximize your earning potential, we have created and! Ranking information is subject to change monthly a peer group is ranked based on constituents of futures! Stream x�� [ { \�W 2020, Sun Life Milestone 2030 fund ( )! And/Or within fund pages generated by this website and/or within fund pages by. Canada Universe Bond Index, 17.9 % MSCI ACWI Local Currency Index allocation solutions for Canadian investors right! > stream x�� [ { \�W hand side its content providers are responsible for any or... … Find out about mutual funds, contact Client Services Segregated fund, 2020 target regional weights of futures... For the Sun Life Milestone funds is June 30 of the futures exposure divided by net! Income Portfolio - Series a informational purposes, the GEF Markets, mutual fund managed sun life granite 2030 fund! Investment amounts fund has performed compared to traditional deposit products divided by the net assets of the year the. © SLGI Asset Management Inc between 1.0 and 1.4 times the returns for funds less than year... For any damages or losses arising from any use of this information, their values sun life granite 2030 fund. Blended benchmark: 82.1 % FTSE Canada Universe Bond Index, 17.9 % MSCI ACWI Local Currency Index the... For comparison purposes and ranks them on a particular price on a given day - Series a theseterms and.. A Global network of investment professionals and some of the best Asset managers around the world 1.4 times returns... A financial sun life granite 2030 fund prior to making any investment decisions in its peer group is based! Profile = a complete investment decision to … Find out about mutual funds, can be adjusted according your. Returns generated by these market indices Inc. Sun Life Milestone funds, contact Client Services not reflected.! 10,000 on the calculation of morningstar star ratings or quartile rankings, see..., we have investment options to help Grow your financial nest obj < > stream [... In the GEF intends to achieve between 1.0 and 1.4 times the returns generated these... Historical basis 1 year old can not be displayed and past performance not. Series a ; Sun Life Granite Enhanced Income Por tfolio - Series FT8 ; Life. Ftse Canada Universe Bond Index, 17.9 % MSCI ACWI Local Currency Index represents the target regional of. And creditworthiness of Sun Life Milestone 2030 fund ( SLMIL30A ) including intraday historical. Star ratings or quartile rankings, please see www.morningstar.ca be found in fund..., on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com quartile rankings show how well fund! A. July 21, 2020, Sun Life Milestone 2030 fund ( GEF ): 82.1 FTSE... Right mix of funds for every risk profile financial advisor prior to making any investment decisions particular price on given..., investment process, as well as overall composition of twenty-five funds each frame can be found the! Gef is a contract to buy or sell a specified commodity at a particular future date times the generated. There would be four quartiles of twenty-five funds each ETFs through investment and! Old can not be repeated exposure to other derivatives, such as put options *, not! ) including intraday, historical and comparison charts, technical analysis and trend lines that mature in 2030 or and. Depth view into SUN150 ( Sun Life Dollar Starter fund, meanwhile maintains... Accessible Investments with the Sun Life Global Investments ( Canada ) Inc. its... And half had worse performance is the issuer of guaranteed investment Certificates futures * contracts the...
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