sun life milestone segregated funds

Investments in securities are subject to market and other risks. 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). 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. 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). You may wish to consider whether this news has implications for the investment options within your plan. The Sun Life Financial Milestone Segregated Funds are the first target date funds in Canada to feature a guaranteed unit value at maturity feature – equal to the highest month-end unit value during the lifetime of each fund. Sun Life GIFs consists of three products: 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. Exposure to other derivatives, such as put options*, is not reflected here. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. 0 20 40 60 80 100. Please contact your Sun Life Group Retirement Services representative. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Sun Life Assurance Company of Canada purchases units of the funds listed below, which are established as segregated funds in accordance with the Insurance Companies Act (Canada). 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). Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. On this date, Sun Life will automatically transfer the assets in – and any future contributions directed to - Milestone 2020, to either the: If your plan currently offers a money market fund and a GDIA, we’ll transfer the money to the GDIA. Investment mix (May 31, 2020) A sset mix 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. *All investment solutions are offered as segregated funds for group retirement plans exclusively by Sun Life Assurance Company of Canada, through Sun Life Group Retirement Services, a member of the Sun Life group of companies. This means a 100% allocation to maturing fixed income. This means a 100% allocation to maturing fixed income. 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. 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 Exposure to other derivatives, such as put options*, is not reflected here. On this date, Sun Life will automatically transfer the assets in – and any future contributions directed to - Milestone 2020, to either the: If your plan currently offers a money market fund and a GDIA, we’ll transfer the money to the GDIA. You can find more details in the fund's simplified prospectus. 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. Principal and credited interest are guaranteed, although the credited interest may change on a daily basis. Sun Life Milestone 2030 Fund - Series A. July 21, 2020. Upon maturity, it will have reached its most conservative investment mix. The pie chart represents the target regional weights of the futures* contracts in the GEF. Sun Life Financial 2025 Milestone® Segregated Fund 1.94% Sun Life Financial 2030 Milestone® Segregated Fund 1.99% Sun Life Financial 2035 Milestone® Segregated Fund 2.04% Sun Life Financial 2040 Milestone® Segregated Fund 2.04% Sun Life Financial 2045 Milestone® Segregated Fund 2.13% Sun Life Financial 2050 Milestone® Segregated Fund 2.13% 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. On June 29, 2020, the Sun Life 2020 Milestone® Segregated Fund (Milestone 2020) will reach maturity. The members must report capital gains or losses, if any, on their tax return in the year the transfer occurs. These are then established as segregated funds in accordance with the Insurance Companies Act (Canada). Maturity of the Sun Life 2020 Milestone® Segregated Fund – May 11, 2020. Introducing Target Income Plan™, hands-free investing for the retirement income your employees want – August 8, 2018. Plan members with money in non-registered plans will likely experience a capital gain or loss when the money transfers on June 29, 2020. The Milestone funds’ Unit Value and Guaranteed Maturity Value (GMV) are available on mySunLife.ca under Investment Performance. Ask your representative for a copy, contact the manager, Sun Life Global Investments (Canada) Inc., at 1-877-344-1434 or 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. 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 MFS U.S. Equity. The Milestone funds offer a simplified investment solution that provides: A defined maturity date: helping plan members to save for a future date. All rights reserved. You may wish to consider whether this news has implications for the investment options within your plan. The addition would occur before the asset transfer. If you’re satisfied with the suggested transfer above, you and your plan members don’t have to take any action. © Sun Life Assurance Company of Canada. Sun Life Schroder Global Mid Cap. There will be no changes to any of the segregated funds’ strategies, investment objectives or investment teams as a result of the name changes. 65.9%. The investment is an interest-bearing account with the interest credited daily. But there’s one very important point to consider about this particular brand of funds and that’s the guarantee that comes with it. Principal and credited interest are guaranteed, although the credited interest may change on a daily basis. © Sun Life Assurance Company of Canada. 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. Maturity of the Sun Life 2020 Milestone® Segregated Fund. Sun Life Milestone 2025 Fund - Series A Risk rating SLGI Asset Management Inc. has rated the volatility of this fund as Low to medium. How does this impact your clients and plan members? Portfolio Management Team. 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 Total number of investments 24. How will this impact you and your plan members? Sun Life Financial Money Market Fund,or the money market fund available in the plan. On June 29, 2020, the Sun Life 2020 Milestone® Segregated Fund (Milestone 2020) will reach maturity. 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. Nova Scotia Pension Benefits Reforms are in effect – May 11, 2020. If you’re satisfied with the suggested transfer above, you and your plan members don’t have to take any action. Sun Life is one of the largest public companies in Canada. Sun Life Assurance Company of Canada purchases units of the funds listed below. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. … Sun Life Financial Money Market Fund,or the money market fund available in the plan. The goal of the GDIA is to preserve capital and maintain liquidity, while providing a modest daily return. 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 In that situation, unless we receive different instructions, Sun Life will automatically add the GDIA to the lineup. 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. 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. There are no tax implications for money held in registered plans. Organizational Changes at PIMCO – May 11, 2020 The Milestone funds’ Unit Value and Guaranteed Maturity Value (GMV) are available on mySunLife.ca under Investment Performance. Segregated funds. Sun Life Milestone 2030 Fund - Series A; Sun Life Milestone 2035 Fund. 8.Sun Life Excel Emerging Markets Fund, Series I 4.2% 9.Sun Life Real Assets Private Pool, Series I 3.8% 10.RBC Emerging Markets Bond Fund (CAD-Hedged), Series O 3.6% Total percentage of top 10 investments. To receive the GMV, members must hold the Milestone fund until its maturity. 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. Your plan may not currently offer the GDIA or a money market fund. 73.5% Govt. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. 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 Milestone 2025 Fund. Dynamic asset mix: funds in the Milestone series … Please select your language preference on the right hand side. Sun Life Global Investments (Canada) Inc. manages the fund with MFS Investment Management acting as the sub-advisor. META-SPONS-PCOMMCORP. Please select your language preference on the right hand side. Guaranteed Value You can find more details in the fund's simplified prospectus. It also seeks to protect capital and maintain liquidity by investing primarily in Canadian dollar-denominated money market instruments. Maturity of the Sun Life 2020 Milestone® Segregated Fund. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). The transfer will happen unless we explicitly receive different instructions from you on or before May 15, 2020. Strong and steady: You can count on us. 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. … The members must report capital gains or losses, if any, on their tax return in the year the transfer occurs. Sun Life Global Investments (Canada) Inc. manages the fund with MFS Investment Management acting as the sub-advisor. The goal of the GDIA is to preserve capital and maintain liquidity, while providing a modest daily return. How will this impact you and your plan members? Plan members with money in non-registered plans will likely experience a capital gain or loss when the money transfers on June 29, 2020. Our financial strength ratings are some of the highest in the industry. Your plan may not currently offer the GDIA or a money market fund. Upon maturity, it will have reached its most conservative investment mix. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. The investment is an interest-bearing account with the interest credited daily. Fixed income. 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. … Please contact your Sun Life Group Retirement Services representative. All rights reserved. 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. In that situation, unless we receive different instructions, Sun Life will automatically add the GDIA to the lineup. It also seeks to protect capital and maintain liquidity by investing primarily in Canadian dollar-denominated money market instruments. The Sun Life Milestone 2035 Fund charges an annual MER of 2.27%. Sun Life Schroder Emerging Markets. The Fund's objective is to seek long-term capital appreciation. © SLGI Asset Management Inc., 2020. Sun Life Guaranteed Investment Funds (GIFs) is an industry-leading suite of segregated fund products to help meet clients" investment growth, market protection, lifetime guaranteed income and legacy planning needs. You can find shares of Sun Life Financial Inc. (SLF) are listed on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges. These are then established as segregated funds in accordance with the Insurance Companies Act (Canada). Sun Life Assurance Company of Canada ("Sun Life Assurance") is SLF Inc.'s principal operating life insurance subsidiary. Sun Life Institutional Investments (Canada) Inc. funds Offering Memorandum Update – August 27, 2018. The transfer will happen unless we explicitly receive different instructions from you on or before May 15, 2020. There are no tax implications for money held in registered plans. Sun Life Assurance Company of Canada purchases units of the funds listed below. Plan members can continue to invest assets into, or remove assets from, Milestone 2020 until the fund matures. The Sun Life Milestone Funds are managed by the SLGI Asset Management Inc. 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). In today’s low-cost ETF environment, it would be easy to scoff at such fees. Sun Life Assurance Company of Canada has decided to rename these segregated funds to achieve consistent branding across Sun Life’s businesses. Plan members can continue to invest assets into, or remove assets from, Milestone 2020 until the fund matures. About Sun Life Milestone 2020 Fund Sun Life Milestone 2020 Fund is an open-end fund incorporated in Canada. Our businesses are widely varied. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. With segregated fund contracts, investors can also benefit from the features of an insurance contract, including efficient estate settlement. This document contains key information you should know about Sun Life Milestone 2030 Fund - Series A. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The addition would occur before the asset transfer. , 2020 or remove assets from, Milestone 2020 fund is an interest-bearing account with the suggested above. The largest public companies in Canada true the market price will converge on our fair value estimate time. Are then established as Segregated funds in accordance with the insurance companies Act ( Canada ) Assurance Company of purchases. Is a good value at its current price ; a 1-star stock is n't automatically add the GDIA to highest... May not currently offer the GDIA is to preserve capital and maintain liquidity by investing primarily in dollar-denominated... 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