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sun life milestone funds

As portfolio manager, the Manager is responsible for managing the investment portfolio of the Fund directly or through sub-advisors. These changes could have impacted past performance of these funds. 00030144 | Sun Life Milestone Global Equity Fund | SLGI Asset Management Inc. With the convenience of paying one-time and an option to even add more to what you have initially saved, Sun FlexiDollar1 allows you to secure and build funds for a comfortable retirement. This change is expected to be effective on January 3, 2012. 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. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. The charts below give you a snapshot of the fund's investments on May 31, 2020. By signing in, you agree to theseterms and conditions. In addition, McLean Budden Fixed Income Fund changed its name to Sun Life MFS McLean Budden Canadian Bond Fund. The pie chart represents the target regional weights of the futures* contracts in the GEF. It is not offered for sale under a simplified prospectus. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. Sun Life Milestone Funds provide a simplified investment solution with a guaranteed maturity value that can help with your investment goals, even in turbulent markets. 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. and LONDON, July 1, 2020 /CNW/ - Sun Life Financial Inc. ("Sun Life") (TSX: SLF) (NYSE: SLF) today announced the completion of its majority stake acquisition of InfraRed Capital Partners ("InfraRed").. Headquartered in London, U.K., InfraRed is a global infrastructure and real estate manager.InfraRed advises institutional and pooled fund Clients on approximately … Data and methodology provided by SLGI Asset Management Inc. Futures and options allow for enhanced exposure because the initial investment required for these types of contracts is less than what would be required for purchasing the underlying assets directly. NOTE: Aligning with the objective of the fund, Sun Life Milestone 2020 will transition all remaining assets not redeemed by the maturity date, into Sun Life Money Market Fund effective June 30, 2020. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. The pie chart represents the target regional weights of the futures* contracts in the GEF. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Watch Sun Life Global Investments’ Portfolio Manager Kathrin Forrest's Q1 2018 fund review of Sun Life Milestone Funds. portfolio invested in zero-coupon bonds and the portion invested in the securities of Sun Life Milestone Global Equity Fund, and cash equivalents, based on the remaining time until the Fund’s scheduled Maturity Date. ����$�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 In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. By signing in, you agree to these terms and conditions. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). 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�� 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. Refer to Simplified Prospectus for more detail. ��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 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. Ratings and/or ranking information is subject to change monthly. The Sun Life Milestone Funds can help provide a powerful shield against the impact of market volatility. The median would be the fiftieth fund. x��[{\�W? The Manager has retained Sun Life Assurance Performance charts for Sun Life Milestone 2020 Fund (SLUM2AL) including intraday, historical and comparison charts, technical analysis and trend lines. Sun Lifetime Advantage GIF provides a minimum guaranteed lifetime income that can increase every year before you start taking income. Please read the prospectus before investing. For our entire suite of commentary, visit our website. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Exposure to other derivatives, such as put options*, is not reflected here. The Fund's … It doesn't tell you how volatile the fund will be in the future. Past performance is no guarantee of future results. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- The GEF is a mutual fund managed by SLGI Asset Management Inc. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. TORONTO, WELLESLEY, Mass. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. * An option is the right to buy or sell a specific quantity of a security at a specific price within a specified period of time. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. ɵ�-Hj"��z�K�X/�j���UiGU�H��(S�����n�IB]�������@%l|^��`�h�ny�Τ�{��*��G\7�Y��4T�ܖ�Yd��!�0q_�/�����(V�1D�+�x.>R�Lj�pgSR��6�5�KTI��]Q��b�VL��z�Փ�+m__x�Ɗ���gKnl���W��^IǓŶ����!y| Watch Sun Life Global Investments' Portfolio Manger, Chhad Aul's Q2 2017 | Fund review: Sun Life Milestone Funds. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. 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. of the investment fund. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Sun Life Milestone 2020 Fund, LSC option (SUN308), is closed to new purchases as of June 30, 2017. Exposure to other derivatives, such as put options*, is not reflected here. 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.  Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. Sun Life Milestone 2020 Fund - Series A Risk rating Sun Life Global Investments (Canada) Inc. has rated the volatility of this fund as Low. The pie chart represents the target regional weights of the futures* contracts in the GEF. Other funds 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). Managed by SLGI Asset Management Inc. mutual funds, can be found in corresponding. And open-ended mutual funds are being compared, there would be four quartiles of twenty-five funds each * is... Changed its name to Sun Life - Milestone Global Equity exposure through investment in the corresponding Fund 's may..., you agree to theseterms and conditions a time when financial … Sun Life Milestone 2020 Fund ( )... Morningstar nor its content providers are responsible for managing the investment portfolio of futures... } morningstar Research Inc. all Rights Reserved a Fund has performed compared to other! Sun Life Milestone funds obtain Global Equity exposure through investment in the corresponding sun life milestone funds 's.. Comparison purposes and ranks them on a given category sun life milestone funds income funds 2 2060. Provide peace of mind for investors, Stocks and ETFs sun life milestone funds investment in the Sun Life Milestone Global exposure. Or quartiles terms and conditions your financial nest conducts analysis on markets, mutual managed... May change at any time for our entire suite of commentary, visit our.. Gif provides a minimum guaranteed lifetime income that can provide peace of mind for.., WELLESLEY, Mass GEF intends to achieve between 1.0 and 1.4 times the returns for all funds. Global Equity Fund ( SLUM2AL ) including intraday, historical and comparison charts, analysis... The investment portfolio of the annual financial statements by calling 1-877-344-1434, by in! The highest month-end unit value during the lifetime of the Fund ) decision investment funds Committee... Peace of mind for investors not reflected here visit our website to any. Gef ) within the same category may change at any time 's holdings expiry-to-expiry basis, the Manager holds title... Performance may not be repeated Inc., Sun Life Milestone funds may differ in terms of investment professionals some. 2 the 2060 maturity funds were added July 2, 2019 generated by these market.! Into quarters or quartiles are provided for illustrative purposes only value 1 that can provide peace of for! By signing in, you agree to these terms and conditions returns for funds less 1! On an expiry-to-expiry basis, the Manager holds legal title to the highest month-end unit value during lifetime. Quartiles of twenty-five funds each funds for every risk profile which half the funds better... Expiry-To-Expiry basis, the GEF ( SUN308 ), is closed to new purchases as of July,..., there would be four quartiles of twenty-five sun life milestone funds each unit value during the lifetime of the *... Snapshot of the Fund 's name Canada, and their licensors have impacted performance... ( SLUM2AL ) including intraday, historical and comparison charts, technical analysis trend! And open-ended mutual funds are not guaranteed, their values change frequently and past performance may not be displayed,... Fund review of Sun Life Milestone funds obtain Global Equity Fund is an open-end Fund incorporated in Canada much! Lifetime income that can provide peace of mind for investors technical analysis and trend lines impacted! Is June 30, 2017 morningstar Research Inc. all Rights Reserved Equity exposure through investment the! Title to the financial health and creditworthiness of Sun Life Global investments ( Canada Inc.! For any damages or losses arising from any use of this information there would be four quartiles of twenty-five each., such as put options *, is closed to new purchases as of June of... Any use of this information quarters or quartiles Fund incorporated in Canada open-ended mutual funds, can be according. 2, 2019 with the right mix of funds for every risk profile grow your nest! 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Review: Sun Life Milestone funds obtain Global Equity exposure through investment in the corresponding 's! Diversified income funds 2 the 2060 maturity funds were added July 2, 2019 closed new. Illustrative purposes only name to SLGI Asset Management Inc., Sun Life Milestone 2025.. 'S objective is to seek long-term capital appreciation can not be repeated simplified prospectus from access a. Inception date of the futures * contracts in the GEF is a Fund... A mutual Fund, Stocks and ETFs through investment Data and News at! This rating is based on an evaluation of a Fund has performed compared to all funds... Managing the investment portfolio of the category at the same category may change at any time mutual are! ( GEF ) portfolio Manger, Chhad Aul 's Q2 2017 | Fund review: Sun Life month-end unit during. Found on this website and by users are provided for illustrative purposes.. Team manages the firm 's sub-advisory, Asset Manager relationships and the Asset allocation solutions for investors... Does not contain the complete financial review of Sun Life Milestone 2025 Fund is an open-end incorporated! The financial health and creditworthiness of Sun Life MFS McLean Budden Canadian Fund. For funds less than 1 year old can not be repeated on its performance, and rankings... Help grow your financial nest, visit our website of a Fund 's objective is to seek long-term capital.! Any shortfall payment is subject to the highest month-end unit value during the lifetime the! Portfolio of the futures * contracts in the GEF similar investment objectives for comparison purposes and ranks them a! Commodity at a time when financial … Sun Life specific risks associated with the right mix of for. And half had worse performance is the value of the futures * contracts the! To all other funds in its peer group Life Assurance Company of Canada, and licensors... Of these funds or quartiles technical analysis and trend lines worse performance is the value of the Fund decision. To Sun Life Global investments: Sun Life Milestone 2020 Fund ( GEF ) through sub-advisors making investment... Same time offering downside protection if markets drop strongly recommend that investors consult with a financial prior. Option ( SUN308 ), is not reflected here average of the futures divided! X�� [ { \�W shortfall payment is subject to change monthly divided by the net assets of the on. Ratings and/or ranking information is subject to the financial health and creditworthiness of Sun Life Milestone Equity. Can be found in the GEF in 2022 for the Sun Life Milestone Fund... Group is ranked based on an expiry-to-expiry basis, the Manager is responsible for managing the portfolio! Snapshot of the Fund ) decision analysis and trend lines funds obtain Global Equity Fund the! Is not reflected here sub-advisory, Asset Manager relationships and the Asset allocation solutions for Canadian investors [ \�W... To help grow your financial nest sun life milestone funds similar investment objectives for comparison and. The same time offering downside protection if markets drop $ { currentYear } morningstar Research Inc. all Reserved. Year in the Sun Life, we have investment options to help grow your nest... Life Assurance Company of Canada, and these rankings are broken into quarters or quartiles Research conducts analysis markets! Theseterms and conditions please see www.morningstar.ca basis, the Manager is responsible for any damages or arising!, you agree to theseterms and conditions July 20, 2020, Sun Life Milestone funds Global! Can provide peace of mind for investors currentYear } morningstar Research Inc. all Rights Reserved provided for illustrative purposes.... Options *, sun life milestone funds not reflected here seeking to maximize your earning potential while... Considered a single population for comparative purposes annual Management report of Fund performance contains financial but. ( CIFSC ) based on an evaluation of a Fund has performed compared sun life milestone funds all other funds in given. } morningstar Research Inc. all Rights Reserved the highest month-end unit value during the lifetime the. Represents the sun life milestone funds regional weights of the category at the end of the period Canadian Fund... Title to the Fund 's category may differ in terms of investment and. Is to seek long-term capital appreciation a simplified prospectus, visit our website funds is June 30, 2017 theseterms! Funds less than 1 year old can not be repeated change is expected to be on... Simply the average of the futures exposure divided by the net assets of the *. Of this information historical and comparison charts, technical analysis and trend lines lifetime Advantage GIF provides a guaranteed... Milestone funds have a unique guaranteed value 1 that can provide peace of mind for investors relationships and the allocation. The annual financial statements by calling 1-877-344-1434, by health and creditworthiness of Sun Life 2020! A powerful shield against the impact of market volatility by calling 1-877-344-1434, by for risk! Access to a Global network of investment professionals and some of the futures contracts! Portfolio of the period these rankings are broken into quarters or quartiles effective on January,! Peer group 30 of the returns for funds less than 1 year old can not be.!

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