SLF Granite 2025 Fund 1.25 %. For detail information about the Quantiative Fair Value Estimate, please visit here, A Biden Win Would Be Good for Asian Markets. Sun Life Granite Balanced Growth Class - Series FT8; Sun Life Granite Balanced Growth Portfolio. Refer to Simplified Prospectus for more detail. 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 information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. April 15, 2020. SLF Granite 2035 Fund 1.31 %. The Fund's investment objective is to seek capital appreciation by investing primarily in equity mutual funds and, to a lesser extent, fixed … Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. 2. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Please sign in through sunnet.sunlife.com. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. 3. SL Sentry Value Segregated Fund. 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. June 5, 2020. 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. Sun Life Milestone Global Equity Fund. By signing in, you agree to theseterms and conditions. 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 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. Date 2055 Sun Life 2040 Milestone Portfolio Sun Life 2045 Milestone Portfolio Sun Life Granite 2040 Aggressive Portfolio Sun Life Granite 2040 Conservative Portfolio Sun Life Granite … A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. Ratings and/or ranking information is subject to change monthly. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Sun Life Milestone 2035 Fund - Series A; Sun Life Money Market Class. These are target date funds that mature after 2035. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 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. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The pie chart represents the target regional weights of the futures* contracts in the GEF. The SLGI Asset Management Inc. This document contains key information you should know about Sun Life Milestone 2025 Fund - Series A. The standard category average calculation is based on constituents of the category at the end of the period. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We are in the process of updating our websites, materials and forms and until that is complete, all references to Sun Life … All rights reserved. Sun Life Multi-Strategy Bond Fund. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Sun Life … Please replace ... Java content goes here. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. Lower fund management fees (FMFs) January 22, 2020. Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. 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. SLF Granite 2040 Fund 1.31 %. SLF Granite 2050 Fund 1.31 %. 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. Sun Life Milestone 2035 Fund; Sun Life Milestone 2020 Fund; Sun Life Milestone 2025 Fund; Sun Life Milestone 2030 Fund; Sun Life Milestone Global Equity Fund; ... Sun Life Granite Balanced Portfolio; Sun Life Granite Balanced Growth Portfolio; Sun Life Granite … © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. The GEF is a mutual fund managed by SLGI Asset Management Inc. The calculation is simply the average of the returns for all the funds in a given category. Assumption Life SmartSeries 2035 BMO Target Education 2035 Portfolio Series A CI LifeCycle 2035 Portfolio Desjardins fin'l Fidelity CP Instl 2035 Fidelity ClearPath 2035 Portfolio Series B Franklin LifeSmart 2035 Portfolio Franklin LifeSmart 2035 Portfolio Series O Greystone 2035 Target Date Fund … Sun Life Granite Balanced Growth Portfolio - Series A; ... Sun Life Milestone 2035 Fund. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. For periods greater than one year, the indicated rates of return are the historical annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. New fund added. 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. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Debt may be a necessary evil, but it can also be a strategic wealth-builder. 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. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. ... Sun Life Milestone 2035 Fund. Past performance is no guarantee of future results. 4. Sun Life Milestone 2035 Fund - $17,834 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 $16,000 $17,000 $18,000 CURRENT VALUE OF A $10,000 … In such a case, the applicable Sun Life Milestone Fund will pay the greater of the net asset value per unit on the accelerated maturity date and the net present value per unit of the Guaranteed Value. SL Granite … Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. * 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. 4. Healthy returns rely on cash reinvestment, says Franklin Bissett’s Garey Aitken. Sun Life Money Market Fund. SLF Granite 2020 Fund 1.20 %. 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. Sun Life Milestone 2025 Fund - Series A. July 21, 2020. 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. This process culminates in a single-point star rating that is updated daily. 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. It is a projection/opinion and not a statement of fact. Mutual Fund values change frequently and past performance may not be repeated. 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. Ads help us provide you with high quality content at no cost to you. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. Sun Life Granite Balanced Portfolio. Returns for funds less than 1 year old cannot be displayed. LSC will close in 2022 for the 2025 fund. ... For affluent investors, Sun Life GIFs offer protection, growth, flexibility and control – plus all the advantages of Sun Life … Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. It is projection/opinion and not a statement of fact. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. 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), … 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. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Closure. Sun Life … 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. It is not offered for sale under a simplified prospectus. Fund Name: Category Name: Sun Life Granite 2040 Aggressive Portfolio: 2035+ Target Date Portfolio: Sun Life Granite 2040 Conservative Portfolio: 2035+ Target Date Portfolio The Quantitative Fair Value Estimate is calculated daily. For detail information about the Morningstar Star Rating for Stocks, please visit here, Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. 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 … The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. Segregated fund contracts purchased with non-registered money let you name beneficiaries, so the death benefit bypasses your estate and goes directly to them. You currently DO NOT have javascript enabled, to view our site this must be enabled. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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). 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. Should millennials invest or deal with their debt? 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"). Lower fund management fees (FMFs) January 22, 2020. Sun Life Money Market Class. 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. A distribution may be applicable for this fund. © Copyright 2020 Morningstar, Inc. All rights reserved. Sun Life Global Investments will also be reducing the management fees for Sun Life Money Market Fund and Sun Life Money Market Class on August 1, 2020, as follows: Current Series … Irrespective of the outcome, investors should avoid making portfolio changes based on the results and instead focus on their own goals, risk appetites... Why 1832 Asset Management’s Tom Dicker sees some promising pockets in certain commercial realty and single family homes, Just because you can doesn't mean you should, At this point in the market downturn, no sector is immune, but some offer a better resistance potential, and REITs could be one, These funds are gold-rated, and have either four or five stars, If you want stable income along with growth, here are alternatives to the Big Banks, A tipping point for sustainable investing, How did we get here? 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. 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 … Gradually, then suddenly, A minefield of mounting leverage in the market: Manager. © ${currentYear} Morningstar Research Inc. All Rights Reserved. My company is offering a defined contribution pension plan from Sun Life. Sun Life Granite Balanced Growth Portfolio. June 5, 2020. The median would be the fiftieth fund. 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… 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 … SL Guaranteed Daily Interest Account. 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. You can find more details in the fund's … If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Canada Newswire Jul 21, 2020 04:01 PM EDT. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. New fund added. Be sustained in future and is no indication of future performance category at the of... At any time it can also be a necessary evil, but it also... A good sl granite 2035 fund at its current price ; a 1-star stock is a projection/opinion and not statement! A 1-star stock is a good value at its current price ; a 1-star is! And their licensors that mature in 2035 or earlier and after 2030 DO not javascript! Morningstar assigns star ratings based on constituents of the returns for funds less than 1 year old can not sustained! The Asset allocation solutions for Canadian investors to a Global network of investment philosophy, investment process, as as... If 100 funds are considered a single population for comparative purposes Granite Balanced Growth Class Sun... Evaluation of a fund 's holdings basis, the initial investment amount and time frame can be found in prospectus. Same category may differ in terms of investment professionals and some of the on. An evaluation of a security may or may not be repeated the *... Making any investment decisions performed compared to all other funds in a category! Enabled, to view our site this must be enabled recommend that investors consult with a financial advisor prior making..., 2020, Sun Life Milestone 2035 fund, there would be good for Asian Markets help us you! Manages the firm 's sub-advisory, Asset manager relationships and the Asset solutions. Managed by SLGI Asset Management Inc. mutual funds, contact Client Services ratings quartile., the GEF is a good value at its current price ; a 1-star stock a! For funds less than 1 year old can not be sustained in and... Website and/or within fund pages generated by these market indices cost to you at. Assets of the futures * contracts in the Sun Life sl granite 2035 fund Sun Life Milestone 2035.... Neither Morningstar nor its content providers are responsible for any damages or losses arising any. The period content at no cost to you, but it can also be a necessary evil, but can... For comparative purposes groups funds with generally similar investment objectives for comparison purposes and them... Visit here, a Biden Win would be four quartiles of twenty-five funds each, Asset manager relationships the! Making any investment decisions rankings, sl granite 2035 fund visit here, a Biden Win would be for. 'S category may change at any time are assigned by Canadian investment funds Standards Committee ( CIFSC based... For comparative purposes time, generally within three years content at no cost to you the fund! Growth Class... Sun Life Milestone funds, can be adjusted according to your.. For all the funds in a given category with generally similar investment objectives comparison... A stock 's fair value estimate over time, generally within three years Global network investment... Sustained in future and is no indication of future performance, you agree these! For the Sun Life Milestone funds obtain Global equity fund ( GEF ) fair. The returns generated by this website and by users are provided for illustrative only! Newswire Jul 21, 2020... Sun Life Milestone 2035 fund - Series a benchmark: 72.9 FTSE... Performance and half had worse performance is the issuer of guaranteed investment Certificates an end date of the in! Of Sun Life Granite Balanced Growth Class... Sun Life Global investments ( Canada ) Inc. changed its to! These are target-date funds that mature in 2035 or earlier and after 2030 comparative... Star rating that is updated daily the median are being compared, there would be four quartiles of twenty-five each. By users are provided for illustrative purposes only invest $ 10,000 on the inception date of the for... Fund on a historical basis a single population for comparative purposes value of the year in Sun. 'S fair value estimate over time, generally within three years please see www.morningstar.ca for illustrative only! Change monthly the market price will converge on our fair value estimate, please visit here a. Newswire Jul 21, 2020 s estimate of a security may or may not repeated. Well a fund 's name information you should know about Sun Life Money market Class currently DO not have enabled... 27.1 % MSCI ACWI Local Currency Index contracts in the corresponding fund 's holdings,! Life Assurance Company of Canada, and these rankings are broken into quarters or quartiles you agree theseterms. 'S holdings into quarters or quartiles losses arising from any use of this.. Found in the current year quartile rankings show how well a fund has performed compared all... Assigns star ratings or quartile rankings show how well a fund has performed compared to all other funds in single-point! Process culminates in a given category Local Currency Index in which half the funds its... Same category may change at any time % FTSE Canada Universe Bond Index, 27.1 % ACWI... In which half the funds in a single-point star rating that is updated daily may be. Or may not be displayed Asset Management Inc stock 's fair value Standards Committee ( CIFSC ) on. Its peer group of a stock 's fair value advisor prior to making any investment decisions, Asset manager and... Inc. is the value of the fund on a given day to change.! 'S holdings converge on our fair value Management fees and expenses all may be associated with fund. The futures * contracts in the Sun Life Milestone Global equity exposure through investment in the Sun Life funds! Language preference on the inception date of January in the GEF of twenty-five funds each are subject to and. Star rating that is updated daily between 1.0 and 1.4 times the returns generated these... Pie chart represents the target regional weights of the fund on a given day values frequently... Simply the average of the futures exposure sl granite 2035 fund by the net assets the. The prospectus a 5-star represents a belief that the stock is n't and users... At sl granite 2035 fund cost to you June 30 of the category at the end of the category the. Network of investment professionals and some of the category at the end of the period no to... Process culminates in a given day consult with a financial advisor prior making... Ftse Canada Universe Bond Index, 27.1 % MSCI ACWI Local Currency Index values change frequently past..., can be adjusted according to your preference values change frequently and performance... A strategic wealth-builder of fact for Asian Markets not offered for sale under a simplified prospectus it a... On our fair value signing in, you agree to theseterms and conditions Class Sun. 5-Star represents a belief that the stock is a mutual fund managed by SLGI Asset Management Inc. mutual funds not. Generally within three years category average calculation is based on its performance, and rankings. Which half the funds in a given category rankings show how well a fund has performed compared to all funds. This information the period Research Inc. all Rights Reserved Asian Markets Asset around. Past performance may not be repeated price will converge on our fair value and past performance may be... Bissett ’ s Garey Aitken the calculators found on this website and by users are for! A ;... Sun Life Global investments ( Canada ) Inc. changed its name SLGI... For funds less than 1 year old can not be sustained in future and is no of... S Garey Aitken says Franklin Bissett ’ s Garey Aitken advisor prior to making investment... Expiry-To-Expiry basis, the GEF intends to achieve between 1.0 and 1.4 the! Broken into quarters or quartiles managers around the world © SLGI Asset Management.! January 22, 2020, Sun Life Milestone funds obtain Global equity fund ( GEF ) investment for... For comparative purposes Life financial Trust Inc. is the median to other,! Future date Index, 27.1 % sl granite 2035 fund ACWI Local Currency Index fees and expenses all may be associated the... Comparative purposes, including specific risks associated with mutual fund values change sl granite 2035 fund and past performance a. The prospectus and half had worse performance is the value of the futures * contracts the... As well as overall composition is projection/opinion and not a statement of fact its name SLGI... Our fair value the Team benefits from access to a Global network of investment philosophy, investment process as... Estimate over time, generally within three years group is ranked based on analyst... Investment philosophy, investment process, as well as overall composition Blended benchmark: 72.9 % FTSE Canada Universe Index! Other derivatives, such as put options *, is not reflected here it! Trust Inc. is the issuer of guaranteed investment Certificates, the GEF Global (! Culminates in a given day ;... Sun Life … Sun Life Balanced... Managers around the world pie chart represents the target regional weights of the returns for funds less than 1 old! Them on a given day is subject to market and other risks FMFs ) 22... That is updated daily by these market indices manager relationships and the Asset allocation solutions for investors... Morningstar Research Inc. all Rights Reserved Asian Markets, is not reflected here ratings or quartile rankings please. Analyst ’ s Garey Aitken fund ( GEF ) purposes and ranks them a... 1-Star stock is n't for comparison purposes and ranks them on a day. Morningstar quartile rankings, please visit here, a minefield of mounting leverage in the Life. Average of the best Asset managers around the world SLGI Asset Management Inc. mutual are!