To receive the GMV, members must hold the Milestone fund until its maturity. 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. You may wish to consider whether this news has implications for the investment options within your plan. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. This means a 100% allocation to maturing fixed income. It also seeks to protect capital and maintain liquidity by investing primarily in Canadian dollar-denominated money market instruments. 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. How will this impact you and your plan members? The investment is an interest-bearing account with the interest credited daily. If you’re satisfied with the suggested transfer above, you and your plan members don’t have to take any action. 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. Introducing Target Income Plan™, hands-free investing for the retirement income your employees want – August 8, 2018. The transfer will happen unless we explicitly receive different instructions from you on or before May 15, 2020. 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 GIFs consists of three products: How does this impact your clients and plan members? Please select your language preference on the right hand side. 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 The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Sun Life Assurance Company of Canada ("Sun Life Assurance") is SLF Inc.'s principal operating life insurance subsidiary. If you’re satisfied with the suggested transfer above, you and your plan members don’t have to take any action. 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 The Sun Life Milestone 2035 Fund charges an annual MER of 2.27%. Sun Life Assurance Company of Canada has decided to rename these segregated funds to achieve consistent branding across Sun Life’s businesses. Plan members can continue to invest assets into, or remove assets from, Milestone 2020 until the fund matures. Segregated funds. Sun Life Milestone 2030 Fund - Series A; Sun Life Milestone 2035 Fund. In that situation, unless we receive different instructions, Sun Life will automatically add the GDIA to the lineup. In today’s low-cost ETF environment, it would be easy to scoff at such fees. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Please contact your Sun Life Group Retirement Services representative. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. … Fixed income. *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. Maturity of the Sun Life 2020 Milestone® Segregated Fund. 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. Sun Life is one of the largest public companies in Canada. Sun Life MFS U.S. Equity. Portfolio Management Team. Plan members with money in non-registered plans will likely experience a capital gain or loss when the money transfers on June 29, 2020. With segregated fund contracts, investors can also benefit from the features of an insurance contract, including efficient estate settlement. These are then established as segregated funds in accordance with the Insurance Companies Act (Canada). 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 Milestone funds’ Unit Value and Guaranteed Maturity Value (GMV) are available on mySunLife.ca under Investment Performance. Ask your representative for a copy, contact the manager, Sun Life Global Investments (Canada) Inc., at 1-877-344-1434 or Sun Life Global Investments (Canada) Inc. manages the fund with MFS Investment Management acting as the sub-advisor. The goal of the GDIA is to preserve capital and maintain liquidity, while providing a modest daily return. 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. 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). All rights reserved. There are no tax implications for money held in registered plans. The Sun Life Milestone Funds are managed by the SLGI Asset Management Inc. There are no tax implications for money held in registered plans. Sun Life Milestone 2025 Fund - Series A Risk rating SLGI Asset Management Inc. has rated the volatility of this fund as Low to medium. Principal and credited interest are guaranteed, although the credited interest may change on a daily basis. Sun Life Financial Money Market Fund,or the money market fund available in the plan. The team ensures the asset mix is adjusted to become more conservative as the maturity date approaches, so investors don’t have to worry about their portfolios being too risky as their investment milestone approaches. The investment is an interest-bearing account with the interest credited daily. On June 29, 2020, the Sun Life 2020 Milestone® Segregated Fund (Milestone 2020) will reach maturity. 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. Investments in securities are subject to market and other risks. Strong and steady: You can count on us. This document contains key information you should know about Sun Life Milestone 2030 Fund - Series A. 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. Total number of investments 24. The goal of the GDIA is to preserve capital and maintain liquidity, while providing a modest daily return. 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. Sun Life Assurance Company of Canada purchases units of the funds listed below. All rights reserved. 73.5% Govt. Your plan may not currently offer the GDIA or a money market fund. You may wish to consider whether this news has implications for the investment options within your plan. Sun Life Schroder Global Mid Cap. Maturity of the Sun Life 2020 Milestone® Segregated Fund – May 11, 2020. The pie chart represents the target regional weights of the futures* contracts in the GEF. 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. Investment mix (May 31, 2020) A sset mix A description of the key features of the applicable individual variable annuity contract is contained in the information folder. Organizational Changes at PIMCO – May 11, 2020 Sun Life Schroder Emerging Markets. The members must report capital gains or losses, if any, on their tax return in the year the transfer occurs. You can find shares of Sun Life Financial Inc. (SLF) are listed on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges. You can find more details in the fund's simplified prospectus. Our financial strength ratings are some of the highest in the industry. The Fund's objective is to seek long-term capital appreciation. Sun Life Milestone 2030 Fund - Series A. July 21, 2020. META-SPONS-PCOMMCORP. Please contact your Sun Life Group Retirement Services representative. Nova Scotia Pension Benefits Reforms are in effect – May 11, 2020. 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. The addition would occur before the asset transfer. 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. 0 20 40 60 80 100. Sun Life Global Investments (Canada) Inc. manages the fund with MFS Investment Management acting as the sub-advisor. 8.Sun Life Excel Emerging Markets Fund, Series I 4.2% 9.Sun Life Real Assets Private Pool, Series I 3.8% 10.RBC Emerging Markets Bond Fund (CAD-Hedged), Series O 3.6% Total percentage of top 10 investments. 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). The pie chart represents the target regional weights of the futures* contracts in the GEF. 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. 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% Upon maturity, it will have reached its most conservative investment mix. Plan members can continue to invest assets into, or remove assets from, Milestone 2020 until the fund matures. Your plan may not currently offer the GDIA or a money market fund. Sun Life Financial Money Market Fund,or the money market fund available in the plan. About Sun Life Milestone 2020 Fund Sun Life Milestone 2020 Fund is an open-end fund incorporated in Canada. How will this impact you and your plan members? 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). Please select your language preference on the right hand side. Sun Life Milestone 2025 Fund. 65.9%. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Principal and credited interest are guaranteed, although the credited interest may change on a daily basis. 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. 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. … © Sun Life Assurance Company of Canada. 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. … 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. Sun Life Assurance Company of Canada purchases units of the funds listed below. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Upon maturity, it will have reached its most conservative investment mix. The Milestone funds’ Unit Value and Guaranteed Maturity Value (GMV) are available on mySunLife.ca under Investment Performance. The Milestone funds offer a simplified investment solution that provides: A defined maturity date: helping plan members to save for a future date. On June 29, 2020, the Sun Life 2020 Milestone® Segregated Fund (Milestone 2020) will reach maturity. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. 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. © SLGI Asset Management Inc., 2020. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. Sun Life Institutional Investments (Canada) Inc. funds Offering Memorandum Update – August 27, 2018. 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). It also seeks to protect capital and maintain liquidity by investing primarily in Canadian dollar-denominated money market instruments. The addition would occur before the asset transfer. Our businesses are widely varied. The members must report capital gains or losses, if any, on their tax return in the year the transfer occurs. Dynamic asset mix: funds in the Milestone series … 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 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Guaranteed Value The transfer will happen unless we explicitly receive different instructions from you on or before May 15, 2020. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Exposure to other derivatives, such as put options*, is not reflected here. Exposure to other derivatives, such as put options*, is not reflected here. Maturity of the Sun Life 2020 Milestone® Segregated Fund. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc. 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. This means a 100% allocation to maturing fixed income. You can find more details in the fund's simplified prospectus. In that situation, unless we receive different instructions, Sun Life will automatically add the GDIA to the lineup. 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 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). These are then established as segregated funds in accordance with the Insurance Companies Act (Canada). But there’s one very important point to consider about this particular brand of funds and that’s the guarantee that comes with it. Base-Case assumptions are true the market price will converge on our fair value estimate over time, generally within years... Funds obtain Global equity fund ( Milestone 2020 fund is an interest-bearing account with the insurance companies (... 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