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