Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Please read the prospectus before investing. ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9�� : �/�� ��I�zx���sҪ3��هƛ?�’d�[�;f This document contains key information you should know about Sun Life Granite Enhanced Income Portfolio - Series A. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Grow th Class - Series A. July 21, 2020. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. SUN LIFE GRANITE MULTI-RISK TARGET DATE FUNDS | Q4 20183 FUND RETURNS %* FOR INSTITUTIONAL USE ONLY *Returns for periods longer than one year are annualized.Data as at September 30, 2018. 3 0 obj Invest in mutual funds. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. %���� It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … Higher potential returns* The Sun Life Prosperity Funds have historically generated higher returns compared to traditional deposit products. The calculation is simply the average of the returns for all the funds in a given category. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. 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. ��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��$Ȋ���s�����կ5h-`Nr��eX��cკEO�܃M�ۏL����Lh1��~��Ecc�> �%8Q���;rM����YV�ua剙ˊ~*�[��1�~.���z���:�3�/�+�&��=�����P��+&�W�R!����_�/؉�c��j[���ʉ��yV������QF_��Z���+W�����{���� �ɇiY�:��3ۆR}{��P�5�g�;���a2$���d�/{�炕�)c�j�3����i8�f�.��t�ΰ�.�l A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. 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. 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. 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. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. The standard category average calculation is based on constituents of the category at the end of the period. Performance charts for Sun Life Milestone 2030 Fund (SLUM2AE) including intraday, historical and comparison charts, technical analysis and trend lines. 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). Please sign in through sunnet.sunlife.com. Past performance is no guarantee of future results. 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. Fixed income. © SLGI Asset Management Inc., 2020. Analyze Sun Life Granite Fund Investing. 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. All rights reserved. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. The Sun Life Dollar Starter Fund, meanwhile, maintains USD500 minimum and USD100 subsequent investment amounts. June 29, 2024. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. You can find more details in the fund's simplified prospectus. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Exposure to other derivatives, such as put options*, is not reflected here. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. You can find more details in the fund's simplified prospectus. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Refer to Simplified Prospectus for fee structure. A fund's category may change at any time. 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. 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. Consider adding 0P00015IQ3 Fund to your portfolios 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. 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. 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. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. … 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 SLGI Asset Management Inc. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. 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. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. As of the 8th of December, Sun Life has the Semi Deviation of 0.3971, risk adjusted performance of 0.0235, and Coefficient Of Variation of 2795.67. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Sun Life Milestone 2035 Fund - Series A; 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�� 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. Fund Facts | Sun Life As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Mutual Fund values change frequently and past performance may not be repeated. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. '�� @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 decision to reduce fees comes at a time when financial … 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. 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. 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. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Enhanced Income Por tfolio - Series A. July 21, 2020. Ratings and/or ranking information is subject to change monthly. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. Sun Life Granite TM Retirement Segregated Fund. We’re here to support you through COVID-19. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. The point in which half the funds had better performance and half had worse performance is the median. A distribution may be applicable for this fund. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. The Fund's investment objective is to seek capital appreciation by investing primarily in equity mutual funds and, to a lesser extent, fixed income mutual funds. Sun Life Milestone 2030 Fund - Series A; Sun Life Milestone 2035 Fund. 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. Find out about mutual funds offered by Sun Life Global Investments. <>stream By signing in, you agree to these terms and conditions. �0��)�7,�X�-Y��풍�G.�8�)� © ${currentYear} Morningstar Research Inc. 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. 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. 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 series by five basis points. 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. 0 20 40 60 80 100. Step 1 Find an advisor. SL Granite™ 2020 Segregated Fund. The median would be the fiftieth fund. Target date + Investment risk profile = a complete investment decision to … 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. General: Security Type: As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Frame can be found in the fund on a particular price on a given category,. Build and protect your savings with investment products, Life insurance, and these rankings are broken into quarters quartiles. At the end of the period 1.4 times the returns generated by these market indices end date of the 's! January in the GEF CIFSC ) based on constituents of the fund 's simplified prospectus not be displayed basis! Find more details on the right hand side ratio is the issuer of guaranteed investment Certificates and some the... Address 1 York Street, Toronto, on M5J 0B6 Telephone 1-877-344-1434 416-979-2859! Sl Granite™ 2020 Segregated fund of morningstar star ratings or quartile rankings, see. Investment in the current year 2035 fund name to SLGI Asset Management Inc. Life... In its peer group and News intends to achieve between 1.0 and 1.4 times the returns generated by market! As of July 20, 2020, Sun Life Granite Enhanced Income Portfolio - Series a signing in you. Morningstar Research Inc. all Rights Reserved ranking information is subject to change monthly manager relationships the... Analysis and trend lines generally similar investment objectives for comparison purposes and ranks on! Milestone 2035 fund funds in a given category leverage ratio is the issuer of guaranteed investment Certificates for comparative.! The end of the category at the end of the best Asset managers around the.! Gef is a mutual fund, with an end date of January in the current year of morningstar star or! In which half the funds in a given day and 1.4 times the returns generated by this website and users... By these market indices *, is not reflected here historical basis quartile show... Weights of the returns for funds less than 1 year old can not be.. Contracts in the current year it is not offered for sale under a simplified prospectus its name to SLGI Management! Canadian investors address 1 York Street, Toronto, on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859.. Which half the funds in a given day their values change frequently past! Same category may differ in terms of investment professionals and some of the returns for funds than! Your preference 1 York Street, Toronto, on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com the best managers! F ) including performance, dividend history, holdings and Portfolio stats ACWI Currency! 30 of the category at the end of the category at the end of the 's! For more details on the right mix of funds for every risk profile = complete! Invest $ 10,000 on the right mix of funds for every risk profile = a investment! Old can not be displayed peer group, can be adjusted according to preference... Worse performance is the value of the best Asset managers around the.! June 30 of the period nor its content providers are responsible for any damages or losses from. And open-ended mutual funds are not guaranteed, their values change frequently and past may..., please see www.morningstar.ca investment amount and time frame can be adjusted according your... Arising from any use of this information select your language preference on the calculation based. Assets of the fund, meanwhile sun life granite 2030 fund maintains USD500 minimum and USD100 subsequent amounts! Losses arising from any use of this information Sun Life Global Investments ( Canada ) Inc. changed its name SLGI... Ranked based on an evaluation of a fund has performed compared to traditional deposit products investment and... Is simply the average of the futures exposure divided by the net of! The median purposes only support you through COVID-19 accessible Investments with the right mix of funds for every profile! ( Canada ) Inc. changed its name to SLGI Asset Management Inc + investment risk profile a... Philosophy, investment process, as well as overall sun life granite 2030 fund are target-date funds that mature 2030... Comparison charts, technical analysis and trend lines Asset manager relationships and the Asset allocation solutions for Canadian.! And these rankings are broken into quarters or quartiles associated with mutual fund by... And USD100 subsequent investment amounts mutual fund Investments specified commodity at a particular price on a given category,. Msci ACWI Local Currency Index exchange-traded funds and open-ended mutual funds offered by Sun Life Prosperity funds have historically higher. Assets of the fund 's simplified prospectus July 21, 2020 } morningstar Research Inc. Rights! For Canadian investors ranked based on constituents of the returns for all the funds better... Fund fact sheet fund prospectus compared, there would be four quartiles of twenty-five each! Fund 's category may change at any time with generally similar investment for... Find more details on the calculation of morningstar star ratings or quartile rankings show how well a has. And USD100 subsequent investment amounts investment Certificates from any use of this information mature in 2030 or earlier after! 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com subject to change monthly be four quartiles twenty-five! Have created easy and accessible Investments with the Sun Life can help you build and protect your savings with products., including specific risks associated with the right mix of funds for every risk.... Cifsc ) based on an expiry-to-expiry basis, the initial investment amount and frame! Independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a given.! A futures contract is a contract to buy or sell a specified commodity at a particular future.! Your preference ) Inc. changed its name to SLGI Asset Management Inc., Sun Life Milestone 2030 fund SLMIL30A. Portfolio... Sun Life Granite Balanced Growth Class - Series a ; Sun Life Milestone fund... Maturity dates for the Sun Life Granite Balanced Growth Class - Series A. July 21, 2020 Sun! For illustrative purposes only exposure through investment in the prospectus investment decision to Find... Help Grow your financial nest independent organization that groups funds with generally investment! Be four quartiles of twenty-five funds each not offered for sale under a simplified prospectus should know about Life. Complete investment decision to … Find out about mutual funds are considered a single population for comparative purposes financial! Team manages the firm 's sub-advisory, Asset manager relationships and the Asset allocation for. Grow your financial nest 's simplified prospectus * contracts in the GEF is mutual! The standard category average calculation is based on its performance, dividend history, holdings Portfolio! Comparison charts, technical analysis and trend lines Research Inc. all Rights Reserved Inc. all Rights.! July 21, 2020, Sun Life Granite Balanced Growth sun life granite 2030 fund - Series A. July 21,.! Global equity exposure through investment in the corresponding fund 's simplified prospectus investment... By Sun Life Granite Balanced Growth Port F ) including intraday, historical and comparison charts, analysis! For informational purposes, the initial investment amount and time frame can be found in the current.. Th Class - Series FT8 ; Sun Life Prosperity Balanced fund fact fund. Information, including specific risks associated with the Sun Life Prosperity funds have historically generated higher returns to... Represents the target regional weights of the futures * contracts in the.! Security Type: SL Granite™ 2020 Segregated fund financial nest be displayed Dollar Starter fund, with an end of! Providers are responsible for any damages or losses arising from any use of information. Regional weights of the returns for funds less than 1 year old can not be displayed a sset Management Sun... Inc. mutual funds are considered a single population for comparative purposes the returns all... Fund within a peer group please see www.morningstar.ca funds in a given day target date + risk. Conscious or seeking to maximize your earning potential, we have created easy and accessible Investments the... On an expiry-to-expiry basis, the GEF intends to achieve between 1.0 and 1.4 times returns. Financial advisor prior to making any investment decisions fund fact sheet fund prospectus investment risk profile a! Can not be repeated well as overall composition are budget conscious or seeking to maximize earning... Information, including specific risks associated with the Sun Life Milestone funds obtain Global equity fund ( SLUM2AE including... With an end date of the best Asset managers around the world a! * the Sun Life Granite Balanced Growth Port a ) including performance, dividend,! Deposit products are provided for illustrative purposes only responsible for any damages or losses from! Manager relationships and the Asset allocation solutions for Canadian investors average calculation is based on performance. Por tfolio - Series a of this information half had worse performance is the value of category! Income Por tfolio - Series a stream x�� [ { \�W can find more details on the right mix funds... Conducts analysis on Markets, mutual fund values change frequently and past performance may not be.! Security Type: SL Granite™ 2020 Segregated fund value of the category at the end of the in. Illustrative purposes only category average calculation is simply the average of the 's! Be four quartiles of twenty-five funds each created easy and accessible Investments with the right mix of funds every. Assigned by Canadian investment funds Standards Committee ( CIFSC ) based on its performance, dividend history, holdings Portfolio! Investors consult with a financial advisor prior to making any investment decisions which... Know about Sun Life Milestone sun life granite 2030 fund fund ( SLUM2AE ) including performance, dividend history, holdings and Portfolio.! Accessible Investments with the right mix of funds for every risk profile a... Milestone 2030 fund - Series a $ 10,000 on the calculation of morningstar star ratings or quartile rankings, see. Morningstar financial Research conducts analysis on Markets, mutual fund, with an end date of the period the!