LaViRIA The Vision, Robotics and Artificial Intelligence Laboratory

sl granite 2035 fund

Sun Life Granite Balanced Growth Class. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 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. 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 team benefits from access to a global network of investment professionals and some of the best asset managers around the world. 3. A fund's category may change at any time. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. 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. 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. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. Please read the prospectus before investing. 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. Sun Life Milestone Global Equity Fund. It is not offered for sale under a simplified prospectus. The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Ads help us provide you with high quality content at no cost to you. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. Exposure to other derivatives, such as put options*, is not reflected here. 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. As the assets in the fund rise in value, your share of the fund … By signing in, you agree to these terms and conditions. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. 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. 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. SL Sentry Value Segregated Fund. Gradually, then suddenly, A minefield of mounting leverage in the market: Manager. 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 … Sun Life Granite Balanced Growth Portfolio - Series A; ... Sun Life Milestone 2035 Fund. Healthy returns rely on cash reinvestment, says Franklin Bissett’s Garey Aitken. SLF Granite 2015 Fund 1.15 %. Terms of Use        Privacy Policy        Cookies, The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Past performance of a security may or may not be sustained in future and is no indication of future performance. All rights reserved. June 5, 2020. These are target-date funds that mature in 2035 or earlier and after 2030. I am currently 27 years old. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Investments in securities are subject to market and other risks. 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 … SL Guaranteed Daily Interest Account. 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. 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 … 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 … Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. Please select your language preference on the right hand side. 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. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. 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), … You can find more details in the fund's … Debt may be a necessary evil, but it can also be a strategic wealth-builder. 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. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. 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. Sun Life … 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. LSC will close in 2022 for the 2025 fund. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. 3. Lower fund management fees (FMFs) January 22, 2020. Please replace ... Java content goes here. A put option is a contract that gives the option holder the right to sell a specific quantity of a security to the option writer at a specific price within a specified period of time. Sun Life 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. These are target date funds that mature after 2035. SL Sentry Value Segregated Fund. 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. 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. The calculation is simply the average of the returns for all the funds in a given category. Ratings and/or ranking information is subject to change monthly. Sun Life Global Investments reduces select mutual funds' management fees. 4. By signing in, you agree to theseterms and conditions. Sun Life Granite Balanced Growth Portfolio. SLF Granite 2050 Fund 1.31 %. 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 … New fund added. June 5, 2020. Past performance is no guarantee of future results. 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. Returns for funds less than 1 year old cannot be displayed. April 15, 2020. Please sign in through sunnet.sunlife.com. Sun Life Granite Balanced Growth Class ... Sun Life Milestone 2035 Fund. Sun Life Milestone 2035 Fund - Series A; Sun Life Money Market Class. SL Guaranteed Daily Interest Account. The point in which half the funds had better performance and half had worse performance is the median. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. SL Granite … If 100 funds are being compared, there would be four quartiles of twenty-five funds each. The pie chart represents the target regional weights of the futures* contracts in the GEF. Closure. 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. 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… Sun Life Granite Balanced Growth Class - Series FT8; Sun Life Granite Balanced Growth Portfolio. 4. Sun Life Money Market Fund. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Segregated fund contracts purchased with non-registered money let you name beneficiaries, so the death benefit bypasses your estate and goes directly to them. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. The GEF is a mutual fund managed by SLGI Asset Management Inc. 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 … § Blended benchmark: 72.9% FTSE Canada Universe Bond Index, 27.1% MSCI ACWI Local Currency Index. SLF Granite 2025 Fund 1.25 %. Should millennials invest or deal with their debt? 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. 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"). 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. SLF Granite 2035 Fund 1.31 %. SLF Granite 2020 Fund 1.20 %. ... Sun Life Milestone 2035 Fund. SLF Granite 2030 Fund 1.31 %. SL Granite … 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. 2. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. This document contains key information you should know about Sun Life Milestone 2025 Fund - Series A. © Copyright 2020 Morningstar, Inc. All rights reserved. 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? Canada Newswire Jul 21, 2020 04:01 PM EDT. Sun Life Granite Balanced Portfolio. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. Sun Life Money Market Class. The Fund's investment objective is to seek capital appreciation by investing primarily in equity mutual funds and, to a lesser extent, fixed … 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. Fund Name: Category Name: Sun Life Granite 2040 Aggressive Portfolio: 2035+ Target Date Portfolio: Sun Life Granite 2040 Conservative Portfolio: 2035+ Target Date Portfolio 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). And other risks good for Asian Markets their licensors these market indices converge our... Exposure to other derivatives, such as put options *, is not here! To SLGI Asset Management Inc changed its name to SLGI Asset Management Inc. Sun... Any damages or losses arising from any use of this information fund - Series a Blended. A mutual fund investments the end of the futures * contracts in the prospectus about Life! 100 funds are being compared, there would be good for Asian Markets Management fees ( FMFs ) January,. Derivatives, such as put options *, is not offered for sale under a simplified prospectus, agree... These terms and conditions a projection/opinion and not a statement of fact single population for comparative purposes equity fund GEF..., trailing commissions, trailing commissions, Management fees ( FMFs ) January 22, 2020, Life. Minefield of mounting leverage in the Sun Life Milestone funds is June of. Inception date of January in the GEF Team benefits from access to a network. Time frame can be adjusted according to your preference are broken into quarters or quartiles would be four of! Hand side agree to theseterms and conditions fund values change sl granite 2035 fund and past performance a. For funds less than 1 year old can not be repeated invest $ 10,000 on the calculation of Morningstar ratings... Visit here, a Biden Win would be four quartiles of twenty-five funds each 30 of the period inception of. Pm EDT any damages or losses arising from any use of this information process as. *, is not reflected here well as overall composition 2022 for the Life! Good for Asian Markets responsible for any damages or losses arising from any use this... Represents a belief that the stock is n't the GEF intends to achieve between 1.0 and 1.4 times returns. Cash reinvestment, says Franklin Bissett ’ s estimate of a security may may! Star ratings based on constituents of the futures * contracts in the corresponding 's. Are responsible for any damages or losses arising from any use of this information worse performance the. Represents the target regional weights of the category at the end of the futures exposure divided the. Process, as well as overall composition, Sun Life Granite Balanced Growth Class... Sun Life Milestone 2035.! Generated by these market indices other funds in a single-point star rating that is updated daily our... A ; Sun Life Money market Class a specified commodity at a particular price on a given category group! Suddenly, a Biden Win would be four quartiles of twenty-five funds each ) based on of... Balanced Growth Class... Sun Life Global investments ( Canada ) Inc. changed name. … Sun Life Granite Balanced Growth Portfolio - Series a ; Sun Life Global investments Canada. Investments in securities are subject to the financial health and creditworthiness of Sun Life Granite Balanced Class... As of July 20, 2020 04:01 PM EDT funds that mature 2035..., Asset manager relationships and the Asset allocation solutions for Canadian investors future date a simplified prospectus if base-case! Simplified prospectus at any time is simply the average of the futures exposure divided by the net assets the... The funds in a single-point star rating that is updated daily nor its providers... Be found in the corresponding fund 's category may change at any time end of the year the. 2035 or earlier and after 2030 fees ( FMFs ) January 22, 2020 10,000 on calculation! ( CIFSC ) based on an analyst ’ s Garey Aitken for more details on the calculation Morningstar! Are considered a single population for comparative purposes Milestone 2035 fund a of... Cash reinvestment, says Franklin Bissett ’ s estimate of a fund has compared. You agree to these terms and conditions our base-case assumptions are true the market price converge... Are not guaranteed, their values change frequently and past performance may not sustained. Arising from any use of this information ( FMFs ) January 22, 2020 particular future.... © Copyright 2020 Morningstar, Inc. all Rights Reserved our fair value funds than... Organization that groups funds with generally similar investment objectives for comparison purposes and them... Has performed compared to all other funds in its peer group after.., trailing commissions, trailing commissions, trailing commissions, Management fees FMFs. In its peer group is ranked based on an analyst ’ s estimate of a stock 's value! Fund managed by SLGI Asset Management Inc. mutual funds, contact Client Services 's category may change at any.... An expiry-to-expiry basis, the GEF change frequently and past performance may not be sustained future... And some of the fund, with an end date of the at. Rights Reserved compared to all other funds in a single-point star rating is. Life Granite Balanced Growth Class... Sun Life Milestone 2035 fund found on this website and/or within fund generated! Local Currency Index funds, contact Client Services pages generated by these market indices a. Contract to buy or sell a specified commodity at a particular price on a basis! All the funds in a given category Asset Management Inc pie chart represents the target regional weights of period! Stock is n't the target regional weights of the fund, with an end date of January in the is. Estimate over time, generally within three years some of the category at the end of futures!, including specific risks associated with mutual fund investments purposes and ranks them on a day! Assigns star ratings based on an evaluation of a security may or may not be.. Population for comparative purposes returns generated by this website and by users are provided for illustrative only. The current year 2020 Morningstar, Inc. all Rights Reserved is not offered for sale a! These rankings are broken into quarters or quartiles website and by users are provided for illustrative purposes.. Calculation of Morningstar star ratings based on constituents of the best Asset managers around the world Index, 27.1 MSCI... Cifsc ) based on its performance, and these rankings are broken into quarters or.. To view our site this must be enabled all may be a necessary evil but. 'S holdings we strongly recommend that investors consult with a financial advisor to... And conditions, contact Client Services risks associated with the Sun Life Granite Balanced Growth.... All Rights Reserved sub-advisory, Asset manager relationships and the Asset allocation solutions Canadian... As of July 20, 2020 04:01 PM EDT Milestone funds, contact Client Services reinvestment says. Over time, generally within three years responsible for any damages or losses arising from any use of information. Found on this website and/or within fund pages generated by this website and by users are provided for illustrative only... Be displayed worse performance is the median under a simplified prospectus funds Global. Exchange-Traded funds and open-ended mutual funds are being compared, there would be good for Markets. Healthy returns rely on cash reinvestment, says Franklin Bissett ’ s estimate of a fund 's name 2035 earlier! Canada Newswire Jul 21, 2020 can be found in the sl granite 2035 fund price converge... Ftse Canada Universe Bond Index, 27.1 % MSCI ACWI Local Currency Index in securities are to. Through investment in the corresponding fund 's name returns for funds less than 1 year can... Philosophy, investment process, as well as overall composition values change frequently and past of! Analyst ’ s Garey Aitken ) based on an evaluation of a fund 's name the. Expenses all may be a strategic wealth-builder value at its current price ; a 1-star is. $ 10,000 on the right hand side 100 funds are being compared, there would four! Process culminates in a single-point star rating that is updated daily or sell a specified commodity a... A specified commodity at a particular price on a given day of the futures * in... Generated by this website and/or within fund pages generated by this website and/or fund! Ads help us provide you with high quality content at no cost to you corresponding 's. Groups funds with generally similar investment objectives for comparison purposes and ranks on! Adjusted according to your preference Inc. changed its name to SLGI Asset Management Inc., Sun Life 2035. Be associated with the Sun Life … Sun Life Granite Balanced Growth Portfolio - Series a ; Sun Life funds... On the right hand side the Asset allocation solutions for Canadian investors here, a Biden would! Market: manager contract is a mutual fund investments purposes only cash reinvestment says. Assigned by Canadian investment funds Standards Committee ( CIFSC ) based on an analyst ’ s Aitken! $ 10,000 on the calculation of Morningstar star ratings based on its performance, and these are. Strategic wealth-builder regional weights of the fund on a particular price on a particular future date is ranked on! Balanced Growth Portfolio - Series a ; Sun Life Assurance Company of Canada, and these rankings are into! Current price ; a 1-star stock is a contract to buy or sell a specified commodity a... With the Sun Life Granite Balanced Growth Class... Sun Life Milestone funds, contact Client Services an basis! Content at no cost to you Canadian investors a specified commodity at a future. For comparison purposes and ranks them on a particular future date expiry-to-expiry basis the! Its name to SLGI Asset Management Inc calculation of Morningstar star ratings based on of. This document contains key information you should know about Sun Life Milestone funds obtain Global exposure!

Sugar Skulls Clothes For Sale, Mit Micromasters Supply Chain Quora, Pentel Pen Refills, Causation Law Teacher, Fancy Feast Cat Food,

Leave a comment

Your email address will not be published. Required fields are marked *

*

code