An advisor’s job is to help you understand how different products – each with their own features and options – can best meet your individual needs. So, if you’re a small investor, you’re able to own a much wider mix of investments than you would likely be able to afford by yourself. Ask your representative for a copy, contact the manager, Sun Life Global Investments (Canada) Inc., at 1-877-344-1434 or … You can find more details in the fund's simplified prospectus. Sun Life is calling its employee-group plan product the Milestone Funds, and introduced seven in April, with maturity dates starting at 2010 and increasing in five-year increments to 2040. The metrics below have been provided for transparency and informational purposes only. And, it not only discourages panic selling when markets fall, but it can encourage buying at low points. Skip over navigation . Just ask “when do I need the money?” and choose the Sun Life Milestone Fund with the maturity date (2025, 2030 or 2035) that is closest. * YTD - Year-To-Date yield (yield from start of year) ** YOY - Year-On-Year yield (yield from one year ago this date) *** Unit Price is indicative. The Sun Life Milestone 2035 Fund charges an annual MER of 2.27%. This analysis can provide insight into the effective management and long-term financial prospects of a fund. Sun Life MFS Low Volatility Global Equity Fund - Series T8 Sun Life MFS Low Volatility Global Equity Fund - Series F5 Sun Life MFS Low Volatility Global Equity Fund - Series F8 There are 3 different series to meet your evolving financial needs: Investment, Income and Estate Series. The GEF is a mutual fund managed by SLGI Asset Management Inc. The pie chart represents the target regional weights of the futures* contracts in the GEF. A simple solution designed to make reaching your investing goals easier. 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. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. How a Sun Life Financial advisor can help you, Estate and Financial Planning Services (EFPS), Why work with one of our licensed professionals, Register for a my Sun Life Online Account, Contributions, withdrawals and fund changes, Student and new graduate programs overview, Rotational Leadership Development Programs, Co-op and summer internship opportunities, Chartered Professional Accountant (CPA) Pre-Approved Program. Investments in securities are subject to market and other risks. Amount is subject to foreign exchange risk in case of policy surrender, among others. Portfolio reviews may be done regularly to confirm your strategy and assess progress toward your goals. A weekly digest of plan-related information, such as investment news, legislative updates and other information that could potentially impact you … Total number of investments 24 . The information in this document is based on the unaudited interim financial results of Sun Life Financial Inc. ("SLF Inc.") for the period ended March 31, 2019. 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. You may wish to consider whether this news has implications for the investment options within your plan. DYNAMIC ASSET MIX The Sun Life Financial Milestone Funds automatically adjust their asset mix … Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. The committee will estimate the most appropriate category based on the fund’s stated intentions (as described in the fund’s investment objective and strategy). When you buy units of a mutual fund, you’re pooling your money with other investors. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. B.G. Maturity of the Sun Life 2020 Milestone® Segregated Fund. Benefit to plan members Lifecycle products, such as the McLean Budden LifePlan™ Retirement Segregated Funds, with the changing asset mix, help plan members with their decision-making process by reducing the choice to selecting a fund that closely matches their investment horizon. Investors who redeem units of a Milestone Fund before the scheduled Maturity Date of their Milestone Fund will receive the current NAV per unit (less redemption fees, if any), which may be less than the Guaranteed Value. This thread is archived. Consult your tax and legal advisors for details. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. SUN LIFE FINANCIAL INC. (Translation of registrant’s name into English) 1 York Street, 31 st Floor, Toronto, Ontario M5J 0B6 (Address of principal executive offices) Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F. Form 20-F ☐ Form 40-F ☒ Indicate by check mark if the registrant is submitting the Form 6-K in … When held to maturity, Sun Life Milestone Funds will pay the highest of the following three Values: Essentially, every time the NAV reaches a new high at month end, the investor locks in a new guaranteed NAV—as long as they hold the fund to maturity. You can also protect and grow your legacy for your beneficiaries. Sun Life MFS Low Volatility Global Equity Fund - Series T8 Sun Life MFS Low Volatility Global Equity Fund - Series F5 Sun Life MFS Low Volatility Global Equity Fund - Series F8 The Milestone funds offer a simplified investment solution that provides: Organizational Changes at Invesco – March 9, 2020 The respective maturity dates for the Sun Life Financial Milestone Segregated Funds is June 30 of the year in the corresponding fund’s name. Segregated funds, like mutual funds, are market-based investments. LSC will close in 2022 for the 2025 fund. 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, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Simplified Prospectus and Annual Information Form, Passive Foreign Investment Company (PFIC). Sun Life Financial can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Learn more about Sun Life Global Investment’s Private Client. When the fund reaches maturity (June 30 of the maturity year), funds will be transferred into the Sun Life Money Market Fund. Sun Life Financial My savings Investment Options Data As Of Oct 31 2020 Help me do it Target Date With a Guarantee Select from this group of funds if you would like to invest in a help me do it portfolio that matches your investment time horizon. A large pool of money belonging to many people is invested in stocks, bonds or other securities with the goal of increasing the value of the entire pool. Sun Life Money Market 0.69 %. WHY IS IT CHANGING? You have the flexibility to move among the 3 series. The funds … 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. 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. To enable plan members to participate in an investment … You can also control how they get the benefit: as a lump sum or in the form of a payout annuity. Stay up to date with videos and commentary from our Portfolio Management team. A professionally managed, dynamic asset mix that automatically becomes more conservative as the maturity date approaches. Learn more about the Sun Life Milestone Funds guarantee. The Milestone Funds have a unique Guaranteed Value1 that can provide peace of mind for investors. Sun Life Milestone 2030 Fund Series A CC&L Global Alpha Fund Series A Global Small/Mid Cap Equity Desjardins SocieTerra Canadian Bond Fund A CIBC Balanced Index Fund Class A Manulife Global Real Estate Unconstrained Cl Adv MFS Canadian Short Term Fixed Income Fund BMO Low Volatility Intl Equ Hgd to CAD ETF (ZLD) CAN Cdn All Cap Balanced (M) … BLK US Equity Index Reg 0.84 %. Sun Life Financial 2020 Milestone® Segregated Fund (M20) % Sun Life Financial 2025 Milestone ® ... 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 … 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. The Sun Life Milestone Funds offer a Guaranteed Value that can provide greater confidence that you will reach your financial goals. Sun Life Financial is known for its time-tested risk management strategies. Please sign in through sunnet.sunlife.com. Sign-in help However, because segregated fund contracts are insurance contracts, they have special benefits that mutual funds do not. Maturity of the Sun Life 2020 Milestone® Segregated Fund … New … 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. To help your advisor recommend the right products for your needs, it will be helpful if you gather some basic information about your income, assets and liabilities – including your savings, investment and pension plan statements. 7.Sun Life JPMorgan International Equity Fund, Series I 4.2% 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. Fund changes in the Sun Life Financial Voluntary Retirement Savings Plan (VRSP) – April 27, 2020. Essentially, every time the fund’s net asset value per unit, or “NAV”, reaches a new high at month end, the fund locks in a new guaranteed NAV per unit (the “Guaranteed Value or GV”)—provided the investor holds the fund to maturity. Knowing that holding a Milestone Fund to maturity means investors will receive the Guaranteed Value (even if the NAV falls below the GV), investors may be less likely to try to redeem their investment knowing—and more inclined to stay invested for the long term. Register Life’s brighter under the sun Tel 250-785-7575 Fax 250-785-1677 fci@sunlife.com 9519 - 100th Avenue Fort St. John, BC V1J 1Y1 The advisors at First Choice Insurance & … 65.9%. All rights reserved. LSC will close in 2022 for the 2025 fund. Segregated funds, like mutual funds, are market-based investments. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. GRS Matters Helping you stay up-to-date on the information you need most from Group Retirement Services. This can be a big advantage for business owners and professionals wanting to protect against an unexpected lawsuit or bankruptcy. Please select your language preference on the right hand side. Segregated fund contracts guarantee 75% to 100% of your premiums (less withdrawals) when the contract matures, or on your death. 7.Sun Life JPMorgan International Equity Fund, Series I 4.2% 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. Read more here. You can talk to one of our financial security advisors who will work with you to craft a financial plan tailored to your needs. 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. … Search United Kingdom. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). The Sun Life Milestone Funds offer a Guaranteed Value that can provide greater confidence that you will reach your financial goals. now. 67% Upvoted. It is a projection/opinion and not a statement of fact. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer – February 24, 2020. By signing in, you agree to these terms and conditions. Money invested in segregated funds contracts may also be protected against seizure by creditors. © Sun Life Assurance Company of Canada. 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