Please contact your Sun Life Group Retirement Services representative. How will this impact you and your plan members? You can find more details in the fund's simplified prospectus. Sun Life Financial Money Market Fund,or the money market fund available in the plan. All rights reserved. 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 Milestone 2025 Fund - Series A; Sun Life Milestone 2030 Fund. To receive the GMV, members must hold the Milestone fund until its maturity. On June 29, 2020, the Sun Life 2020 Milestone® Segregated Fund (Milestone 2020) will reach maturity. Plan members can continue to invest assets into, or remove assets from, Milestone 2020 until the fund matures. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. … Strong and steady: You can count on us. Changes to the Sun Life Financial Universe Bond Segregated Fund – April 4, 2016 Q1 – 2016 Revised Benchmark Returns for Sun Life Financial Milestone Series of Funds – February 16, 2016 There will be no changes to any of the segregated funds’ strategies, investment objectives or investment teams as a result of the name changes. On June 29, 2020, the Sun Life 2020 Milestone® Segregated Fund (Milestone 2020) will reach maturity. of Canada strip bond maturing June 1, 2030; 26.5% MSCI ACW (Local Currency) Index(Benchmark weights updated quarterly to actual quarter-end fund allocations) SLF 2035 Milestone Segregated Fund 0.12 5.70 11.58 5.63 18.14 3.68 2.95 11.58 7.18 6.00 8.91 8.25 5.54 Sun Life is one of the largest public companies in Canada. You may wish to consider whether this news has implications for the investment options within your plan. The members must report capital gains or losses, if any, on their tax return in the year the transfer occurs. The Milestone funds’ Unit Value and Guaranteed Maturity Value (GMV) are available on mySunLife.ca under Investment Performance. Principal and credited interest are guaranteed, although the credited interest may change on a daily basis. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. Sun Life Global Investments (Canada) Inc. manages the fund with MFS Investment Management acting as the sub-advisor. Upon maturity, it will have reached its most conservative investment mix. Sun Life Financial 2035 Milestone® Segregated Fund (M35) % 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 Ask your representative for a copy, contact the manager, Sun Life Global Investments (Canada) Inc., at 1-877-344-1434 or With segregated fund contracts, investors can also benefit from the features of an insurance contract, including efficient estate settlement. Sun Life Assurance Company of Canada has decided to rename these segregated funds to achieve consistent branding across Sun Life’s businesses. The Milestone funds’ Unit Value and Guaranteed Maturity Value (GMV) are available on mySunLife.ca under Investment Performance. Upon maturity, it will have reached its most conservative investment mix. 0 20 40 60 80 100. Our businesses are widely varied. The goal of the Sun Life Financial Money Market Segregated Fund is to outperform the FTSE TMX 91 Day T Bill index on a risk-adjusted basis. You may wish to consider whether this news has implications for the investment options within your plan. The investment is an interest-bearing account with the interest credited daily. Fixed income. Investments in securities are subject to market and other risks. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. About the Sun Life Milestone Target Date series, About the Sun Life Financial Money Market Segregated Fund, About the Sun Life Guaranteed Daily Interest Account (GDIA), RightDirections™ Employee Assistance Program, Professional Associations and Affinity Groups, Sun Life Guaranteed Daily Interest Account (GDIA), or. SUN LIFE GUARANTEED INVESTMENT FUNDS (GIFS) Sun Life GIFs is an industry-leading suite of segregated fund products offering the benefits of protection, investment growth, flexibility and control. In today’s low-cost ETF environment, it would be easy to scoff at such fees. 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. Total number of investments 24. Sun Life Global Investments logo 1 WELCOME 2 INVESTMENT ILLUSTRATION 3 RESULTS 4 REPORTS The Private Client illustration tool is an effective way for advisors to start a conversation with investors about their needs and show hypothetical performance for any constructed model portfolio. 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. 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. Please select your language preference on the right hand side. The goal of the Sun Life Financial Money Market Segregated Fund is to outperform the FTSE TMX 91 Day T Bill index on a risk-adjusted basis. The pie chart represents the target regional weights of the futures* contracts in the GEF. The members must report capital gains or losses, if any, on their tax return in the year the transfer occurs. In that situation, unless we receive different instructions, Sun Life will automatically add the GDIA to the lineup. About the Sun Life Milestone Target Date series, About the Sun Life Financial Money Market Segregated Fund, About the Sun Life Guaranteed Daily Interest Account (GDIA), RightDirections™ Employee Assistance Program, Professional Associations and Affinity Groups, Sun Life Guaranteed Daily Interest Account (GDIA), or. About Sun Life Milestone 2020 Fund Sun Life Milestone 2020 Fund is an open-end fund incorporated in Canada. META-SPONS-PCOMMCORP. The investment is an interest-bearing account with the interest credited daily. The addition would occur before the asset transfer. The team ensures the asset mix is adjusted to become more conservative as the maturity date approaches, so investors don’t have to worry about their portfolios being too risky as their investment milestone approaches. This means a 100% allocation to maturing fixed income. Plan members with money in non-registered plans will likely experience a capital gain or loss when the money transfers on June 29, 2020. This means a 100% allocation to maturing fixed income. Core Investment Platform Update: Re-addition of PH&N Balanced Pension Trust to the Sun Life DC and DB Core Marketed Lists – May 11, 2020. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. To receive the GMV, members must hold the Milestone fund until its maturity. The goal of the GDIA is to preserve capital and maintain liquidity, while providing a modest daily return. Dynamic asset mix: funds in the Milestone series … 65.9%. © Sun Life Assurance Company of Canada. All rights reserved. Introducing Target Income Plan™, hands-free investing for the retirement income your employees want – August 8, 2018. © Sun Life Assurance Company of Canada. Sun Life Assurance Company of Canada purchases units of the funds listed below. Plan members with money in non-registered plans will likely experience a capital gain or loss when the money transfers on June 29, 2020. 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. The Sun Life Milestone Segregated Funds are the first Target Date series for employer-sponsored group retirement and savings plans in Canada to feature a guaranteed unit value at maturity (GMV). It also seeks to protect capital and maintain liquidity by investing primarily in Canadian dollar-denominated money market instruments. 73.5% Govt. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds. The addition would occur before the asset transfer. 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. Sun Life Milestone 2025 Fund - Series A Risk rating SLGI Asset Management Inc. has rated the volatility of this fund as Low to medium. It also seeks to protect capital and maintain liquidity by investing primarily in Canadian dollar-denominated money market instruments. Sun Life Financial Money Market Fund,or the money market fund available in the plan. 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. July 21, 2020. The Sun Life Milestone Segregated Funds are the first Target Date series for employer-sponsored group retirement and savings plans in Canada to feature a guaranteed unit value at maturity (GMV). Your plan may not currently offer the GDIA or a money market fund. Sun Life Milestone 2025 Fund. Sun Life Milestone 2030 Fund - Series A; Sun Life Milestone 2035 Fund. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. If you’re satisfied with the suggested transfer above, you and your plan members don’t have to take any action. The Fund's objective is to seek long-term capital appreciation. The pie chart represents the target regional weights of the futures* contracts in the GEF. Sun Life Assurance Company of Canada ("Sun Life Assurance") is SLF Inc.'s principal operating life insurance subsidiary. Some of the largest public companies in Canada M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com Assurance Company Canada. You can find more details in the GEF, while providing a modest daily return has decided to rename Segregated. The respective fund is n't transfer above, you and your plan members can to! Milestone 2035 fund the lifetime of the Sun Life Group Retirement Services representative ; a 1-star stock is a of... Gdia or a money market fund available in the information folder Sun Life ’ s low-cost ETF environment, will! 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