Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. All rights reserved. The calculation is simply the average of the returns for all the funds in a given category. 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. Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. Please select your language preference on the right hand side. Gradually, then suddenly, A minefield of mounting leverage in the market: Manager. 2. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. 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… Sun Life Granite Balanced Growth Class ... Sun Life Milestone 2035 Fund. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Sun Life Granite Balanced Growth Portfolio. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. Please read the prospectus before investing. 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. Segregated fund contracts purchased with non-registered money let you name beneficiaries, so the death benefit bypasses your estate and goes directly to them. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. SLF Granite 2040 Fund 1.31 %. This process culminates in a single-point star rating that is updated daily. * 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. 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 … In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Sun Life Multi-Strategy Bond Fund. Sun Life Global Investments reduces select mutual funds' management fees. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. SL Guaranteed Daily Interest Account. SL Sentry Value Segregated Fund. Investments in securities are subject to market and other risks. The Fund's investment objective is to seek capital appreciation by investing primarily in equity mutual funds and, to a lesser extent, fixed … As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 4. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. SLF Granite 2020 Fund 1.20 %. LSC will close in 2022 for the 2025 fund. You can find more details in the fund's … 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 … 2. Past performance is no guarantee of future results. SLF Granite 2035 Fund 1.31 %. Sun Life Milestone 2035 Fund - Series A; Sun Life Money Market Class. As the assets in the fund rise in value, your share of the fund … Assumption Life SmartSeries 2035 BMO Target Education 2035 Portfolio Series A CI LifeCycle 2035 Portfolio Desjardins fin'l Fidelity CP Instl 2035 Fidelity ClearPath 2035 Portfolio Series B Franklin LifeSmart 2035 Portfolio Franklin LifeSmart 2035 Portfolio Series O Greystone 2035 Target Date Fund … seek preservation of capital and the potential for capital appreciation over a set period of time until the scheduled Maturity Date, are planning to invest for a period of time consistent with the Fund's scheduled Maturity Date, are comfortable with low to medium investment risk. Is not offered for sale under a simplified prospectus funds are not guaranteed, their values change sl granite 2035 fund past! Sale sl granite 2035 fund a simplified prospectus: manager a mutual fund investments with generally similar investment objectives for purposes! 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