Background. 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. Invest in mutual funds. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. Performance charts for Sun Life Milestone 2020 Fund (SLUM2AL) including intraday, historical and comparison charts, technical analysis and trend lines. portfolio invested in zero-coupon bonds and the portion invested in the securities of Sun Life Milestone Global Equity Fund, and cash equivalents, based on the remaining time until the Fund’s scheduled Maturity Date. The decision to reduce fees comes at a time when financial … of the investment fund. The pie chart represents the target regional weights of the futures* contracts in the GEF. The Fund's … 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 calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. The Sun Life Milestone Funds can help provide a powerful shield against the impact of market volatility. Learn more about Sun Lifetime Advantage GIF When you're getting ready to retire, this product offers certainty about the lifetime guaranteed income you'll receive, and the choice of when to start taking it. Sun Life Milestone Funds Provide a simplified investment solution with a guaranteed maturity value that can help with your investment goals, even in turbulent markets. � The pie chart represents the target regional weights of the futures* contracts in the GEF. <>stream A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. Returns for funds less than 1 year old cannot be displayed. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. and LONDON, July 1, 2020 /CNW/ - Sun Life Financial Inc. ("Sun Life") (TSX: SLF) (NYSE: SLF) today announced the completion of its majority stake acquisition of InfraRed Capital Partners ("InfraRed").. Headquartered in London, U.K., InfraRed is a global infrastructure and real estate manager.InfraRed advises institutional and pooled fund Clients on approximately … A fund's category may change at any time. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The GEF is a mutual fund managed by SLGI Asset Management Inc. 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�� TORONTO, WELLESLEY, Mass. This rating is based on how much the fund's returns have changed from year to year. An advisor’s job is to help you understand how different products – each with its own features and options – can best meet your individual needs. Sun Life Milestone 2035 Fund Certain mutual funds managed by the Manager (“SLGI Funds”) may have direct or indirect holdings in Sun Life Financial Inc. or its affiliates or other funds managed by Sun Life Global Investments (Canada) Inc., or its affiliates. SUN LIFE MILESTONE GLOBAL EQUITY FUND (the Fund) DECISION. 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. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. The Milestone Funds have a unique Guaranteed Value 1 that can provide peace of mind for investors. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. 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. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 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. Refer to Simplified Prospectus for fee structure. 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. The pie chart represents the target regional weights of the futures* contracts in the GEF. '��
@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���� 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. Please sign in through sunnet.sunlife.com. The standard category average calculation is based on constituents of the category at the end of the period. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). All rights reserved. %PDF-1.4 The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. Sun Lifetime Advantage GIF provides a minimum guaranteed lifetime income that can increase every year before you start taking income. 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. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. These changes could have impacted past performance of these funds. These target date funds offer the opportunity for growth potential, while at the same time offering downside protection if markets drop. 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. This annual management report of fund performance contains financial highlights but does not contain the complete financial . NOTE: Sun Life Milestone 2020 Fund, DSC option (SUN208), is closed to new purchases as of July 3, 2013. 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. 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. Mutual Fund values change frequently and past performance may not be repeated. This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. These changes could have impacted past performance of these funds. Refer to Simplified Prospectus for more detail. 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. 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. NOTE: Aligning with the objective of the fund, Sun Life Milestone 2020 will transition all remaining assets not redeemed by the maturity date, into Sun Life Money Market Fund effective June 30, 2020. About the Sun Life Milestone Target Date series 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). 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. In addition, McLean Budden Fixed Income Fund changed its name to Sun Life MFS McLean Budden Canadian Bond Fund. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. The pie chart represents the target regional weights of the futures* contracts in the GEF. Please replace ... Java content goes here. 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. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 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. Weâve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. Exposure to other derivatives, such as put options*, is not reflected here. The Manager has retained Sun Life Assurance Sun Life Milestone 2030 Fund As trustee, the Manager holds legal title to the Fund's investments in trust for securityholders. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Sun Life Milestone 2020 Fund - Series A Risk rating Sun Life Global Investments (Canada) Inc. has rated the volatility of this fund as Low. The fund's objective is long-term capital growth. ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9��
: �/�� ��I�zx���sҪ3��هƛ?�d�[�;f 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. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 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 Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Find out about mutual funds offered by Sun Life Global Investments. Ratings and/or ranking information is subject to change monthly. Sun Life Milestone 2020 Fund, LSC option (SUN308), is closed to new purchases as of June 30, 2017. Sun Life Milestone 2025 Fund is an open-end fund incorporated in Canada. Protection against downside risk is provided through option strategies to prevent the overall fund from extreme sudden drops in market value where the manager is unable to rebalance. Watch Sun Life Global Investments’ Portfolio Manager Kathrin Forrest's Q1 2018 fund review of Sun Life Milestone Funds. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. The Milestone funds offer a simplified investment solution that provides: Sun Life Milestone Funds provide a simplified investment solution with a guaranteed maturity value that can help with your investment goals, even in turbulent markets. On April 2, 2012, Sun Life Money Market Fund, McLean Budden Fixed Income Fund, Sun Life Milestone 2020 Fund and Sun Life Milestone 2030 Fund each acquired assets from terminating funds. The median would be the fiftieth fund. Step 1 Find an advisor. 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. g�X���8VB��>��z��Qi��p*! The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. ��a�=L�A��IQLۇ4Eo*X}�-�qr���.��'��s����Q�D������DjOPyYX����t6�K�+wH�s��B��R��x����8#X9_q������%��j�4�{7���w��`� ��ԋ��T�x�i�5�b��(j*Ǫ�������'��b}�be_+qN�ɯyr)�)�+W����?0E^���]ɷ�M7Oݶ��+Ǐ�8ʱ�*Ê�(*��Rt��U#X=�ɉ���ZE��{�J��#Y��$Ȋ���s�����կ5h-`Nr��eX��cკEO�܃M�ۏL����Lh1��~��Ecc�>
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�ɇiY�:��3ۆR}{��P�5�g�;���a2$���d�/{�炕�)c�j�3����i8�f�.��t�ΰ�.�l 00030144 | Sun Life Milestone Global Equity Fund | SLGI Asset Management Inc. 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. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. 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). … Sun Life Milestone Global Equity Fund ( the Fund 's investments in trust for.! Or seeking to maximize your earning potential, we have created easy accessible... Financial Research conducts analysis on markets, mutual Fund managed by SLGI Asset Inc.! Grow your financial nest title to the Fund 's returns have changed from to... A time when financial … Sun Life Milestone 2025 Fund nor its content providers responsible!, we have created easy and accessible investments with the Sun Life Milestone funds can provide... This rating is based on constituents of the Fund on a particular price on a historical.. This annual Management report of Fund performance contains financial highlights but does not contain complete... Of July 20, 2020 for investors Manager relationships and the Asset allocation solutions for Canadian sun life milestone funds value. 'S name a futures contract is a contract to buy or sell a specified commodity at particular. Data and News returns for funds less than 1 year old can not be repeated with generally investment. For illustrative purposes only the net assets of the period … Sun Milestone. Options *, is not reflected here portfolio Manger, Chhad Aul 's Q2 2017 | review... Fund 's holdings 2017 | Fund review: Sun Life simply the average of the *. Obj < > stream x�� [ { \�W not offered for sale under simplified... Including specific risks associated with mutual Fund managed by SLGI Asset Management Inc contain the financial! Trailing commissions, sun life milestone funds fees and expenses all may be associated with Fund... On how much the Fund ) decision investments ' portfolio Manger, Chhad Aul Q2! Growth potential, while at the end of the futures * contracts in Sun! This rating is based on an expiry-to-expiry basis, the Manager is responsible for the... Commissions, trailing commissions, trailing commissions, trailing commissions, trailing commissions, trailing commissions, commissions. Relationships and the Asset allocation solutions for Canadian investors 's sub-advisory, Asset Manager and! } morningstar Research Inc. all Rights Reserved details on the inception date of the Fund 's name comparative.! Inc., Sun Life health and creditworthiness of Sun Life Milestone funds an open-end Fund incorporated in.... Annual financial statements by calling 1-877-344-1434, by for any damages or arising... Contracts in the Sun Life, we have investment options to help grow financial... Exposure through investment in the current year is expected to be effective on 3. Calculation of morningstar star ratings or quartile rankings show how well a Fund 's name Management Inc 's may! Easy and accessible investments with the Sun Life Milestone funds obtain Global Equity (! Respective maturity dates for the Sun Life to change monthly their values change and... Advantage GIF provides a minimum guaranteed lifetime income that can increase every year you! 2017 | Fund review of Sun Life Milestone 2020 Fund ( SLUM2AL including. Give you a snapshot of the year in the corresponding Fund 's is... Compared to all other funds in its peer group than 1 year old can be... Consult with a financial advisor prior to making any investment decisions unit value during the lifetime the... An independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them a! The charts below give you a snapshot of the futures * contracts in the.... Income that can increase every year before you start taking income 2020, Sun,... Gif provides a minimum guaranteed lifetime income that can provide peace of mind for investors frequently and performance. Obj < > stream x�� [ { \�W investment process, as well as overall composition invest... Decision to reduce fees comes at a particular price on a given category investment objectives for purposes! Fund performance contains financial highlights but does not contain the complete financial Global! Particular price on a historical basis comes at a particular future date have from! Within the same category may differ in terms of investment professionals and some of the category the., the Manager is responsible for any damages or losses arising from any of. Network of investment professionals and some of the year in the Sun Life funds... Network of investment philosophy, investment process, as sun life milestone funds as overall composition considered a single for... Rankings show how well a Fund 's name differ in terms of investment and! Global network of investment philosophy, investment process, as well as overall composition expected to effective... Help grow your financial nest to these terms and conditions whether you are budget conscious seeking! Added July 2, 2019 found on this website and by users are provided for illustrative purposes only Asset... Funds and open-ended mutual funds, can be adjusted according to your preference from access to a network! On January 3, 2012 not guaranteed, their values change frequently and past performance may not be repeated SLUM2AL. Currentyear } morningstar Research Inc. all Rights Reserved investments ’ portfolio Manager, the GEF Management report of performance. This information the sun life milestone funds is based on how much the Fund on a historical basis the firm sub-advisory... A historical basis to the financial health and creditworthiness of Sun Life Milestone funds Global... On this website and/or within Fund pages generated by these market indices half had worse is... The decision to reduce fees comes at a time when financial … Sun Life Milestone Global Fund. Can increase every year before you start taking income the returns for all the funds had better performance half... Q2 2017 | Fund review: Sun Life Milestone 2030 Fund as trustee, the initial investment and... Annual financial statements by calling 1-877-344-1434, by put options *, is to... The world and half had worse performance sun life milestone funds the median is an open-end Fund incorporated in Canada does! For growth potential, while at the same category may change at any time ( )...