<>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[39 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 1>> 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 … endobj It shows the biggest growth over 10 years for the Sun Life … As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. endobj A fund's category may change at any time. 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. Please read the prospectus before investing. Sun Life MFS U.S. Value Fund; Sun Life MFS International Opportunities Fund (formerly, Sun Life MFS International Growth Fund) Sun Life MFS International Value Fund; Sun Life MFS Global Total Return Fund; Sun Life Money Market Fund; Sun Life Milestone 2035 Fund; Sun Life Milestone 2020 Fund; Sun Life Milestone 2025 Fund; Sun Life Milestone … Past performance is no guarantee of future results. 1 0 obj @page_break@The Milestone funds have maturity dates of 2020, 2025, 2030 and 2035… Benefit to plan members Lifecycle products, such as the McLean Budden LifePlan™ Retirement Segregated Funds, with the … ASSET CATEGORY SUN LIFE FUND NAME UNDERLYING SUN LIFE SEGREGATED FUND NAME MANAGEMENT FEE Target date Sun Life 2020 Milestone ® Segregated Fund Sun Life 2020 Milestone ® Segregated Fund 1.95% Sun Life 2025 Milestone ® Segregated Fund Sun Life 2025 Milestone ® Segregated Fund 1.95% Sun Life 2030 Milestone ® Segregated Fund Sun Life 2030 Milestone … 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. All rights reserved. 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. This annual management report of fund performance contains financial highlights but does not contain the complete financial . The pie chart represents the target regional weights of the futures* contracts in the GEF. 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. endobj <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[16 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 0>> Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. endobj However, because segregated fund contracts are insurance contracts, they have special benefits that mutual … The standard category average calculation is based on constituents of the category at the end of the period. 8 0 obj 11 0 obj endobj The GEF is a mutual fund managed by SLGI Asset Management Inc. This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. Sun Life Milestone 2035 Fund is an open-end fund incorporated in Canada. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. By signing in, you agree to these terms and conditions. endobj The Sun Life Milestone Funds can help provide a powerful shield against the impact of market volatility. Returns for funds less than 1 year old cannot be displayed. endobj 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 SLGI Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 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. 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. 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"). You can find more details in the fund's simplified prospectus. <>stream 2. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. The median would be the fiftieth fund. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Sun Life My savings Investment Options Data As Of Dec 31 2020 Help me do it Target Date With a Guarantee ... SL 2035 Milestone Seg Fund 16% Equity, 84% Bond 1.95 12.35 12.35 13.84 8.32 9.13 7.86 8.63 SL 2040 Milestone … © ${currentYear} Morningstar Research Inc. All Rights Reserved. The Fund's objective is to seek long-term capital appreciation. Sun Life Milestone 2035 Fund. <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[41 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 2>> <> If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Sun Life Milestone 2035 Fund - Series E July 30, 2015 This document contains key information you should know about Sun Life Milestone 2035 Fund - Series E. You can find more details in the fund's simplified prospectus. 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 calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. <> The line graph compares the growth of a $10,000 investment from October 2010 to December 2020 for the Sun Life MFS U.S. Growth Fund, Series F, with the Russell 1000 Index and the U.S. Equity Category Average. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. You can find more details in the fund's simplified prospectus. Sun Life Milestone 2035 Fund: Date of Formation: Sep 10 2010: Auditor: Ernst & Young LLP: Sales Compensation: Front end or deferred load charge (Principal) Custodian: RBC Investor Services Trust: … 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. 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