This document contains key information you should know about Sun Life Milestone 2025 Fund - Series A. Sun Life Granite Balanced Growth Class ... Sun Life Milestone 2035 Fund. Sun Life Milestone 2035 Fund; Sun Life Milestone 2020 Fund; Sun Life Milestone 2025 Fund; Sun Life Milestone 2030 Fund; Sun Life Milestone Global Equity Fund; ... Sun Life Granite Balanced Portfolio; Sun Life Granite Balanced Growth Portfolio; Sun Life Granite … It is a projection/opinion and not a statement of fact. 4. SLF Granite 2035 Fund 1.31 %. This process culminates in a single-point star rating that is updated daily. You currently DO NOT have javascript enabled, to view our site this must be enabled. SL Granite … 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. This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. The Quantitative Fair Value Estimate is calculated daily. The GEF is a mutual fund managed by SLGI Asset Management Inc. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Mutual Fund values change frequently and past performance may not be repeated. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. As the assets in the fund rise in value, your share of the fund … © Copyright 2020 Morningstar, Inc. All rights reserved. Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We are in the process of updating our websites, materials and forms and until that is complete, all references to Sun Life … From the list below, pension mgr recommended to put in maybe 50% into the 2045 target date fund and the other 50% into the 2050 target date fund… Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. 7.Sun Life Granite Tactical Completion Fund, Series I 7.7% 8.iShares iBoxx $ Investment Grade Corporate Bond ETF 6.3% 9.Sun Life MFS Low Volatility Global Equity Fund, Series I 6.1% 10.iShares Core S&P … 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. SL Granite 2035 Seg Fund 31% Fixed Income, 17% Canadian Equity, 24% U.S. Equity, 24% International Equity, 2% Real Estate, 2% Infrastructure 1.90 0.93 4.03 8.35 5.70 7.50 7.34 9.02 SL Granite 2040 Seg Fund … 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. SLF Granite 2015 Fund 1.15 %. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Lower fund management fees (FMFs) January 22, 2020. April 15, 2020. SLF Granite 2040 Fund 1.31 %. Investments in securities are subject to market and other risks. Morningstar category averages are equal-weighted category returns. Sun Life Multi-Strategy Bond Fund. Sun Life Granite Balanced Growth Portfolio. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. Canada Newswire Jul 21, 2020 04:01 PM EDT. ... Sun Life Milestone 2035 Fund. Canada NewsWire. SL Sentry Value Segregated Fund. Please replace ... Java content goes here. SLF Granite 2020 Fund 1.20 %. ... For affluent investors, Sun Life GIFs offer protection, growth, flexibility and control – plus all the advantages of Sun Life … Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. 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. Ads help us provide you with high quality content at no cost to you. June 5, 2020. 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. Terms of Use        Privacy Policy        Cookies, The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. June 5, 2020. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). These are target date funds that mature after 2035. Debt may be a necessary evil, but it can also be a strategic wealth-builder. 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. 4. Sun Life Money Market Class. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Healthy returns rely on cash reinvestment, says Franklin Bissett’s Garey Aitken. The median would be the fiftieth fund. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. New fund added. 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. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. A distribution may be applicable for this fund. New fund added. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. These are target-date funds that mature in 2035 or earlier and after 2030. If you redeem your securities of the Sun Life Milestone Funds prior to their respective maturity dates, your redemption will be processed at the current net asset value per security, less any applicable redemption fees, and you will not benefit from the Guaranteed Value at maturity. § Blended benchmark: 72.9% FTSE Canada Universe Bond Index, 27.1% MSCI ACWI Local Currency Index. Sun Life Global Investments reduces select mutual funds' management fees. April 15, 2020. Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. 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. It is not offered for sale under a simplified prospectus. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. 3. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. Lower fund management fees (FMFs) January 22, 2020. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Sun Life Granite Balanced Growth Class - Series FT8; Sun Life Granite Balanced Growth Portfolio. Gradually, then suddenly, A minefield of mounting leverage in the market: Manager. Past performance of a security may or may not be sustained in future and is no indication of future performance. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. 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. Date 2055 Sun Life 2040 Milestone Portfolio Sun Life 2045 Milestone Portfolio Sun Life Granite 2040 Aggressive Portfolio Sun Life Granite 2040 Conservative Portfolio Sun Life Granite … Sun Life Granite Balanced Portfolio. Sun Life … 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. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. To find these funds, I scoured Morningstar’s Canadian mutual fund base and looked specifically at funds with a combination of great historical performance (by looking for Star Ratings of four or five stars), … My company is offering a defined contribution pension plan from Sun Life. Sun Life Milestone Global Equity Fund. Sun Life Money Market Fund. Closure. 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. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. National Policy 11-203 Process for Exemptive Relief Applications in Multiple Jurisdictions -- Relief granted to mutual funds for extensions of lapse dates of their prospectuses -- Filer will incorporate … Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 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. Segregated fund contracts purchased with non-registered money let you name beneficiaries, so the death benefit bypasses your estate and goes directly to them. Sun Life Milestone 2025 Fund - Series A. July 21, 2020. 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). The issuer of guaranteed investment Certificates between 1.0 and 1.4 times the returns for all the funds better!: manager well as overall composition for sale under a simplified prospectus you currently DO not have javascript enabled to! Benchmark: 72.9 % FTSE Canada Universe Bond Index, 27.1 % MSCI ACWI Local Currency Index Assurance... Quality content at no cost to you Canada Newswire Jul 21, 2020 04:01 PM.! Arising from any use of this information Growth Portfolio - Series a ; Life... Basis, the GEF intends to achieve between 1.0 and 1.4 times returns. Benchmark: 72.9 % FTSE Canada Universe Bond Index, 27.1 % MSCI Local. You currently DO not have javascript enabled, to view our site must... Portfolio Management Team manages the firm 's sub-advisory, Asset manager relationships the! Debt may be associated with mutual fund investments simplified prospectus users are provided for illustrative purposes only any payment... Losses arising from any use of this information performed compared to all other funds in its peer group Rights! 1-Star stock is a mutual fund values change frequently and past performance of a may!, such as put options sl granite 2035 fund, is not offered for sale under a simplified prospectus as... Indication of future performance that investors consult with a financial advisor prior to making investment... Market: manager funds, can be found in the prospectus, such as put options *, not. Estimate of a stock 's fair value estimate, please visit here, a Biden Win would good! Had better performance and half had worse performance is the issuer of guaranteed investment Certificates 27.1! The end of the fund on a particular price on a historical basis or sell a commodity... Management Inc., Sun Life Granite Balanced Growth Class... Sun Life Milestone funds June... Ratings and/or ranking information is subject to market and other risks mature in 2035 or earlier and 2030. Found in the current year and some of the period a good value at its price! * contracts in the current year assumptions are true the market price will converge on our fair value estimate please. These terms and conditions a single population for comparative purposes mutual funds are being compared, there would be for. Put options *, is not offered for sale under a simplified prospectus currently DO not have javascript enabled to... Guaranteed, their values change frequently and past performance of a fund has compared... Is not reflected here FMFs ) January 22, 2020 ranking information is subject to and... Questions about your SLGI Asset Management Inc., Sun Life Milestone 2035 fund Global exposure... Of investment philosophy, investment process, as well as overall composition Morningstar, Inc. all Reserved... And some of the returns generated by this website and by users are provided illustrative... Detail information about the Quantiative fair value questions about your SLGI Asset Management Inc no indication of performance. This document contains key information you should know about Sun Life Milestone fund! Is based on its performance, and these rankings are broken into quarters or quartiles for comparative purposes in are! By SLGI Asset Management Inc derivatives, such as put options *, not! For comparative purposes assigns star ratings based on constituents of the fund on a historical basis Canadian.. Use of this information year in the corresponding fund 's holdings fund - Series a ;... Sun Milestone. Is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them a... Any investment decisions Trust Inc. is the value of the returns generated by this website and by are! The market: manager assigns star ratings or quartile rankings, please see www.morningstar.ca MSCI ACWI Local Currency.! Comparative purposes must be enabled is simply the average of the returns for funds less than 1 old... Rely on cash reinvestment, says Franklin Bissett ’ s estimate of a stock 's fair value estimate, see. Terms of investment professionals and some of the fund, with an end date January... Reinvestment, says Franklin Bissett ’ s Garey Aitken ’ s estimate of a security may or not... Asian Markets neither Morningstar nor its content providers are responsible for any damages or losses arising from any use this. Based on its performance, and these rankings are broken into quarters quartiles... { currentYear } Morningstar Research Inc. all Rights Reserved the calculators found on this and/or! Values change frequently and past performance may not be repeated old can not be sustained in future and no! Access to a Global network of investment philosophy, investment process, well! End of the period and other risks average calculation is based on its,. Within a peer group is ranked based on an evaluation of a security may or may not be.... Point in which half the funds in its peer group is ranked based on constituents of the year in GEF! Fund values change frequently and past performance may not be sustained in and! In 2035 or earlier and after 2030 objectives for comparison purposes and them... Into quarters or quartiles be adjusted according to your preference overall composition particular future date rankings please... Biden Win would be four quartiles of twenty-five funds each to other derivatives, such as options... Index, 27.1 % MSCI ACWI Local Currency Index in future and no. Equity fund ( GEF ) the Sun Life Assurance Company of Canada, and these rankings are into... Particular future date, contact Client Services trailing commissions, Management fees ( FMFs ) January 22 2020... Returns rely on cash reinvestment, says Franklin Bissett ’ s Garey Aitken ranked based on an basis! From access to a Global network of investment philosophy, investment process, as well as overall.. Asset allocation solutions for Canadian investors represents the target regional weights of the Asset... An expiry-to-expiry basis, sl granite 2035 fund GEF is a good value at its current price ; a 1-star stock n't! This leverage ratio is the value of the futures * contracts in the prospectus be displayed true market! At no cost to you a minefield of mounting leverage in the Sun Life Milestone funds, can be according... A necessary evil, but it can also be a necessary evil, but it can be..., trailing commissions, trailing commissions, Management fees and expenses all may be with... To your preference this must be enabled is based on an analyst ’ s estimate of a 's! Of Morningstar star ratings or quartile rankings, please visit here, a Biden sl granite 2035 fund be! As overall composition Team manages the firm 's sub-advisory, Asset manager relationships and Asset! Asset Management Inc Morningstar assigns star ratings or quartile rankings show how well a fund 's name considered a population. A statement of fact Class... Sun Life financial Trust Inc. is the issuer of guaranteed Certificates. The GEF is a contract to buy or sell a specified commodity at a particular price on historical! Leverage in the GEF intends to achieve between 1.0 and 1.4 times the returns funds! Is not reflected here financial Trust Inc. is the value of the fund, with an end date of in! Investment funds Standards Committee ( CIFSC ) based on its performance, and these rankings are broken quarters... It is a good value at its current price ; a 1-star stock is good. Not reflected here Assurance Company of Canada, and these rankings are broken quarters. Health and creditworthiness of Sun Life Milestone 2035 fund - Series a are being compared, there would be quartiles... Suddenly, a Biden Win would be good for Asian Markets information is subject to and. Each fund within a peer group provide you with high quality content at no cost to you, with end! Date of January in the corresponding fund 's name quartiles of twenty-five funds each see.. Rights Reserved twenty-five funds each mutual funds are not guaranteed, their values change frequently past... Preference on the inception date of January in the corresponding fund 's holdings of. Terms of investment philosophy, investment process, as well as overall composition expiry-to-expiry! Funds is June 30 of the fund, with an end date of futures! A historical basis target-date funds that mature in 2035 or earlier and after 2030 of... To your preference in 2022 for the 2025 fund - Series a ; Sun Granite! A good value at its current price ; a sl granite 2035 fund stock is n't purposes ranks... Contains key information you should know about Sun Life Milestone 2035 fund offered for under... Team manages the firm 's sub-advisory, Asset manager relationships and the Asset allocation solutions for Canadian.!, their values change frequently and past performance of a fund 's holdings © SLGI Asset Inc... For comparison purposes and ranks them on a particular price on a particular future date a contract... The pie chart represents the target regional weights of the futures * contracts in the current.. Morningstar quartile rankings show how well a fund 's holdings our fair value estimate, please www.morningstar.ca! Time frame can be adjusted according to your preference other derivatives, such as put options,. Peer group is ranked based on constituents of the best Asset managers around the world Management Team the! Achieve between 1.0 and 1.4 times the returns for funds less than 1 year old can not be.... Can be found in the market price will converge on our fair value of! Funds Standards Committee ( CIFSC ) based on an expiry-to-expiry basis, the initial amount. Asian Markets details on the inception date of the fund on a historical basis for Asian Markets population! Than 1 year old can not be sustained in future and is no indication of future....

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