By signing in, you agree to these terms and conditions. Canada’s #1 choice for active target date solutions in defined contribution plans. These enhancements take effect in the … Sun Life Milestone 2025 Fund; Sun Life Milestone 2030 Fund; Sun Life Milestone Global Equity Fund; Sun Life Excel High Income Fund; Sun Life BlackRock Canadian Equity Fund; Sun Life BlackRock Canadian Universe Bond Fund; Sun Life BlackRock Canadian Composite Equity Fund; Sun Life Excel Emerging Markets Fund … Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. The Minnesota Pollution Control Agency (MPCA) on Thursday announced that it will fund the installation of over three dozen more electric vehicle (EV) fast-charging stations in Greater Minnesota. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. 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. It will take some time to update our websites, materials and forms and until that is … 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�� Support the Leadership Fund Today. 2. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. … SLF Granite 2050 Fund … 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. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. 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 … 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 … BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. 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. 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. This document contains key information you should know about Sun Life Granite Balanced Portfolio - Series A. 3 0 obj 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. Exposure to other derivatives, such as put options*, is not reflected here. 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. Refer to Simplified Prospectus for more detail. Please sign in through sunnet.sunlife.com. 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… Investment objective. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Balanced Por tfolio - Series A. July 21, 2020. '�� @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���� It will take some time to update our websites, materials and forms and until that is … 2030 Fund (6/29/10) S-6507-99 G S-6500 CM/CN RiverSource Retirement Plus 2035 Fund (6/29/10) S-6507-99 G S-6500 CM/CN ... Seligman Communications and Information Fund SL-9907-99 A Seligman Frontier Fund Seligman Global Technology Fund Seligman Large-Cap Value Fund Seligman Smaller-Cap Value Fund … Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. ... For affluent investors, Sun Life GIFs offer … 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual Fund values change frequently and past performance may not be repeated. April 15, 2020. SLF Granite 2030 Fund 1.31 %. SLF Granite 2045 Fund 1.31 %. 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 maturity date for a Sun Life Milestone Fund may be accelerated in certain circumstances, in which case an accelerated Guaranteed Value will be calculated. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Refer to Simplified Prospectus for fee structure. We need your contribution today to help us elect pro-business candidates! The median would be the fiftieth 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. Segregated fund contracts purchased with non-registered money let you name beneficiaries, so the death benefit bypasses your estate and goes directly to them. %PDF-1.4 You can find more details in the fund's … PORTFOLIO MANAGERS Sadiq S. Adatia, FSA, FCIA, CFA Chhad Aul, CFA Kathrin Forrest, CFA MARKET RETURNS OUTLOOK FOR INSTITUTIONAL USE ONLY Sun Life Granite Multi-Risk Target Date Funds FUND REVIEW Q4 2018 The Sun Life Granite … 4. Find the latest Sun Life Granite Conservative (SUNLIFEMANAG.TO) stock quote, history, news and other vital information to help you with your stock trading and investing. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. The SLGI Asset Management Inc. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. Please replace ... Java content goes here. Targeted Group small businesses may be eligible for up to 6% preference in selling their products or services or bidding on construction projects to the state in accordance with the Commissioner's … Returns for funds less than 1 year old cannot be displayed. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. The point in which half the funds had better performance and half had worse performance is the median. Sun Life Granite Balanced Growth Class - Series FT8; Sun Life Granite Balanced Growth Portfolio. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 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. Ratings and/or ranking information is subject to change monthly. Closure. The GEF is a mutual fund managed by SLGI Asset Management Inc. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. 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| As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Morningstar category averages are equal-weighted category returns. 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 9.50 9.50 12.41 7.82 8.65 8.09 8.74 SL Granite 2035 Seg Fund … 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. 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. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life Global Investments (“SLGI”) is making enhancements to our Sun Life Granite Target Date and our Sun Life Granite Target Risk series of Funds (the “Funds”). Please read the prospectus before investing. 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. SLF Granite 2020 Fund 1.20 %. 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… This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. The pie chart represents the target regional weights of the futures* contracts in the GEF. The calculation is simply the average of the returns for all the funds in a given category. 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. “Due to their simplicity, target date funds are fast becoming a standard feature in many … Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite … These are target-date funds that mature in 2030 or earlier and after 2025. It is not offered for sale under a simplified prospectus. Alternatively, plan members can move their money in the Granite 2020 Funds to the Granite Retirement Fund (or any other Granite fund that fits their needs) any time before June 2024. Sun Life Global Investments (Canada) Inc. We'll see below zero wind chills all day Friday, and then accumulating snow Saturday. § Blended benchmark: 82.1% FTSE Canada Universe Bond Index, 17.9% MSCI ACWI Local Currency Index. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. SL Granite … 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. New fund added. Tax impact Plan members with money in the Granite … Sun Life Milestone 2030 Fund - $16,363 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 CURRENT VALUE OF A $10,000 INVESTMENT Initial … In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. Past performance is no guarantee of future results. Amcor is a global leader in developing and producing high-quality, responsible packaging for a variety of food, beverage, pharmaceutical, medical-device, home and personal-care and other packaging … Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. SL Guaranteed Daily Interest Account. WEATHER: Coldest day of the month followed by snowy Saturday. g�X���8VB��>��z��Qi��p*! The standard category average calculation is based on constituents of the category at the end of the period. SL Sentry Value Segregated Fund. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. 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. By signing in, you agree to theseterms and conditions. Sun Life Milestone 2035 Fund … The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. The Minnesota Department of Human Services (“Department”) supports the use of “People First” … All rights reserved. This document contains key information you should know about Sun Life Milestone 2025 Fund - Series A. 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"). Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Donation Amount (Contributions range from $25.00 to $2,500.00.) 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. %���� Lower fund management fees (FMFs) January 22, 2020. 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. x��[{\�W? <>stream Last Name. � Granite Moderate Segregated Fund 0.52% Granite Balanced Segregated Fund 0.53% Granite Growth Segregated Fund 0.54% Granite … 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. Associated with the Sun Life Milestone Global equity fund ( GEF ) which half the in. X�� [ { \�W on a given category to theseterms and conditions worse performance is the of... Comparison purposes and ranks them on a particular price on a particular future date elect pro-business!... Within a peer group is ranked based on constituents of the period name! 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