MFS Global Equity 1.30 %. Specialty equity (real estate, infrastructure, natural resources), Specialty fixed income (private fixed income, commercial mortgages, high yield bonds, emerging markets debt). It is one of the largest life insurance companies in the world; it is also one of the oldest, with a history spanning back to 1865.. Sun Life Financial has a presence in investment management with over CAD$1 trillion in assets under management operating in a number of countries. Fund Perf. Plan members first choose the year they plan to retire, and then their comfort risk level (conservative, moderate or aggressive). Sun Life Philippines, one of the top life insurance companies offers financial planning, investment options, insurance, retirement savings & other products to secure your future. Tactical shifts are gradual and made within pre-determined guidelines. You can find more details in the fund's simplified prospectus. Here is the asset allocation of a fund: Canada stocks: 11.61% USA stocks: 16.52% International stocks: 16.80% Fixed income: 41.95% Cash: 2.64% Other: 10.48% Sun Life Financial Granite™ 2025 Segregated Fund ... sponsor, which is the Sun Life Financial Granite™ Segregated Fund closest to without exceeding your 65th birthday. Our mission is to help Clients achieve lifetime financial security. SLGI Asset Management Inc. is a member of the Sun Life group of companies. LSC will close in 2022 for the 2025 fund. They have a unique “Guaranteed Maturity Value” that can provide peace of mind for your plan members. You can simplify your investment decision-making ... Asset allocation Granite Conservative Segregated Fund Granite Moderate Segregated Fund Granite Balanced Segregated Fund Granite Growth Segregated Fund Granite Aggressive Segregated Fund 0.51% 0.52% 0.53% 0.54% MFS Intl Equity 1.33 %. The investment solutions sub-advised by Sun Life Global Investments are available as segregated funds exclusively through Sun Life Group Retirement Services*. Your plan members can benefit from their expertise in a wide variety of solutions, including our flagship Granite family, multi-strategy funds and Milestone funds. 3Effective May 24, 2019, the Sun Life Multi-Strategy Target Return fund changed investment objective and sub-advisor to become the Sun Life Opportunistic Fixed Income Fund (sub-advised by Wellington). By: Rocco Taglioni September 16, 2015 October 11, 2018 By signing in, you agree to these terms and conditions. more on Sun Life Equity ratings for Sun Life Granite are calculated daily based on our scoring framework . Page 2 of 8 C0OIC.01 RSP 570-004 NREG E-10-17 A0 For SLF use: ENRLMNT 3 Your application for Retirement Savings Plan (RSP) I apply for a RSP (the “Plan”), to be established under the terms of the Sun Life Financial Trust Inc. Group © SLGI Asset Management Inc. and its licensors, 2020. Available in 5-year increments from 2020 to 2060i, maturing into Granite Retirement Fund. Sun Life has been committed to building and safeguarding wealth for more than 150 years. More. Some segregated fund contracts also offer income guarantees. *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. 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. Click this button to collapse it. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. The Sun Life Global Investments portfolio managers are exclusively focused on manager selection and building managed solutions for Canadians – 100% of their time. Long term asset mix based on maximizing return for a given level of risk. Five managed solutions designed to match with your plan members’ risk tolerance: conservative, moderate, balanced, growth and aggressive. LSC will close in 2022 for the 2025 fund. Active management is used to help maximize returns, reduce volatility, provide downside protection and manage through difficult market environments. The team takes advantage of Sun Life’s global relationships to conduct a rigorous selection process. The Granite funds seek multiple sources of returns, resulting from: We can invest in any asset class, any region, and any manager. 2The 2060 maturity funds were added July 2, 2019. *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 performance scores are derived for the period starting the 6th of July 2020 and ending today, the 4th of October 2020 my Sun Life Mobile. Sun Life Mutual Funds No. of Canada strip bond maturing June 1, 2020; 3.3% MSCI ACW (Local Currency) Index (Benchmark weights updated quarterly to actual quarter-end fund allocations) SLF 2025 Milestone Segregated Fund -0.83 1.80 2.54 1.22 13.61 5.77 0.78 2.54 1.66 3.01 5.56 4.68 4.34 Sun Life Asset Management is a member of the Sun Life Financial Group of Companies. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life Opportunistic Fixed Income3 – NEW, Sun Life MFS Low Volatility International Equity. Rocco Taglioni, SVP, Sun Life Financial, discusses the increasing interest in segregated fund products and the potential education gap. EQUITABLE LIFE SEGREGATED FUNDS Savings and Retirement Semi-Annual Report June 30, 2019 (Unaudited) ... understand the Fund's financial performance for the past five years 3. Sun Life Financial, Inc. is a Canadian financial services company; it is primarily known as a life insurance company. Our flagship solutions – and the largest active target date family in Canada. Sun Life Financial Bond Segregated Fund Full Range of Domestic Bonds 1.65 7.73 7.10 8.35 5.30 3.99 4.34 3.66 Sun Life Financial Cdn Bond Index Seg Fd Track DEX Universe Index 1.50 7.05 6.27 8.15 5.13 3.67 4.02 4.14 Balanced (Moderate Risk) Mgmt YTD Annualized Returns % Notes Investment Mix Fee % * Return % 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 10 Yr The metrics below have been provided for transparency and informational purposes only. The team continually monitors the assumptions, models, managers and economic conditions. The team can tactically adjust the asset mix, asset class and/or style weightings to take advantage of potentially attractive opportunities from a risk-adjusted and capital preservation perspective. 96.7% Govt. © SLGI Asset Management Inc. and its licensors, 2020. In the most recent InFocus feature on our sister site, HRM Online, Nadia Darwish, Sun Life Financial’s vice president of market development discussed why target date funds are all the rage these days in the group retirement business. You already have the full fund code and can use this to find your fund fact sheet. Region and language selection is expanded. Click this button to collapse it. Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. 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). 8 Your authorization and signature I apply for a RSP to be established under the terms of the Group Annuity Policy issued by Sun Life This document contains key information you should know about Sun Life Milestone 2025 Fund - Series A. Region and language selection is expanded. Find out more today! SLGI Asset Management Inc. is a member of the Sun Life group of companies. Sun Life Financial Granite Segregated Funds (Granite Funds™). 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 matches your Investment Risk Profile. Passive strategies are used to help gain cost-effective exposure to efficient markets, in turn allowing the team to add exposure to more costly, non-traditional assets classes. 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. Our broadened opportunity gives our team the flexibility to effectively respond to structural market changes and evolve the Granite strategic asset mix over time – providing strong risk management. Since Inception: 93.69. SLF Granite Retirement Fd 1.15 %. Canada’s #1 choice for active target date solutions in defined contribution plans. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Plan members choose the year they plan to retire and our team automatically adjusts the asset mix as the fund gets closer to its maturity date and plan members get closer to retirement. Available in maturities 2025 to 20602. Two solutions (Income and Enhanced Income) focused on income generation with reinvested monthly distributions. This content is intended for Institutional Investors Only (Plan Sponsors, Consultants & Group Advisors). Each year, our portfolio management team reviews the long-term strategic target allocations of the Granite suite of products, and conducts extensive research to find ways to enhance them. We have selected institutional-quality asset managers from around the world to create a suite of select stand-alone mandates. No matter what stage of life your plan members are at, or what their investment goals are, there is a Granite solution designed to help. 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. SLF Granite 2025 Fund 1.25 %. Money invested in segregated funds contracts may also be protected against seizure by creditors. The Granite portfolios are diversified across a broad spectrum of asset classes, including: We only invest with managers we believe to be the best in category – we are not bound by any limitations or contractual obligations. The team follows a disciplined, four-step investment process to build and manage each portfolio. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. All rights reserved. They do have Money Market fund that pay 1% interest. Sun Life of Canada Fund A Fund Specific Notes to Financial Statements (unaudited) Unit Transactions (Note 5) for the periods ended June 30 Number of units at the beginning of period Units issued for cash Units redeemed Number of units at the end of period Class A 2020 2019 50,520 55,599 76 72 (1,965) (1,323) 48,631 54,348 About Sun Life Granite Moderate Class Sun Life Granite Moderate Class is a open-end Fund incorporated in Canada. According to Sun Life data, 80% of the country’s 2,500 pension plans employ target date funds as an investment option. 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. For customers who bought plans directly from Sun Life Financial of Canada or Confederation Life: If the fund code in your annual statement starts with a letter you don’t need to add anything to the beginning of the code. Based on assets under management as of Dec. 31, 2017. These are the only options offered (and their MER's): CC&L Group Cdn Q Growth 1.06 %. investment, market cap and category. Sun Life Financial Granite™ 2025 Segregated Fund (QQF) % ... sponsor, which is the Sun Life Financial Granite™ Segregated Fund closest to without exceeding your 65th birthday. Segregated fund contracts guarantee 75% to 100% of your premiums (less withdrawals) when the contract matures, or on your death. View & analyze the 0P0000V5DL fund chart by total assets, risk rating, Min. Sun Life is traded on Toronto Stock Exchange in Canada. Discover Sun Life Global Investments’ flagship family of investment solutions. Find our live Sun Life Granite Growth Portfolio F fund basic information. 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. The information on this page reflects the last day Sun Life was actively traded. Portfolios managed to risk tolerance – conservative, moderate, balanced, balanced growth and growth. This analysis can provide insight into the effective management and long-term financial prospects of a fund. 1Source: Strategic Insight, 2018 Group Retirement Savings and Pensions Report—Canada. Sun Life operates in a number of markets worldwide, such as Canada, the United States, and the United Kingdom. The Fund seeks to generate a consistent level of income by investing primarily in a mix of income focused fixed income and equity mutual funds ,with an emphasis towards higher yielding investments. Sun Life Granite income solutions provide steady income through a consistent monthly distribution. SLF Granite 2030 Fund 1.31 % 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. Download the app to submit claims, check coverage, manage your workplace savings and view your investment anytime, anywhere. Strives to provide broad diversification in each category in order to help mitigate risk and add value over the long-term. By signing in, you agree to these terms and conditions. LifePath Index 2025 Fund ($) Cum. Find the Sun Life Prosperity Fund that fits you best As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. This content is intended for Institutional Investors Only (Plan Sponsors, Consultants & Group Advisors). 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. Sun Life Global Investments brings together the strength of one of Canada’s most trusted names in financial services, Sun Life Financial, with some of the best asset managers from around the world to offer a lineup of innovative, world-class investment solutions. They identify best-in-class asset managers and funds from around the world, helping to reduce specific risks. The Fund's investment objective is to … Income is a primary concern for many plan members, especially when approaching retirement. All rights reserved. 2 ... Sun Life Granite Tactical Completion Fund; Use of this site is subject to, and your continued use constitutes your express agreement to be bound by, ... Click here for information about XBRL software and viewing XBRL financial statements. Consistently high ratings, an extensive global presence and prudent investment management make Sun Life one of the leading groups of financial institutions in the world. SLF Granite 2020 Fund 1.20 %. Active and passive enables each other. SL Granite™ 2020 Segregated Fund. Find out what changes they made in the Spring 2020 review. June 29, 2024. To create products designed to help plan sponsors deliver a better retirement for plan members. Plan members just choose their level of comfort and our portfolio managers take care of the rest. Strategies available: These target date funds provide a powerful shield against the impact of market volatility – providing the opportunity for growth, while at the same time offering downside protection. Step 3: Tactical asset allocation of three levers. Sun Life Granite TM Retirement Segregated Fund. Page 4 of 4 C069K.01 DCPP E–12-17 X1 For SLF use ENRLMNT 7 Your authorization and signature Sun Life Milestone 2025 Fund - Series A. July 21, 2020. 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