Sun Life NWQ Flexible Income Fund. As of 2020-12-28 at 05:39:40 AM ET Data delayed at least 15 minutes. 4. Had sales charge been … We believe investors are best served with simple yet robust investment solutions, designed to help them achieve their financial goals. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life MFS Canadian Equity Growth Fund. Sun Life JPMorgan International Equity Fund. SunUniversalLife II 5 Account option Account option details and investment objective Asset class Volatility Underlying fund details (December 31, 2019) Low to Medium Risk, Sun Life Granite Balanced Growth Portfolio, 70% Equity / 30% Fixed Income As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. My company is offering a defined contribution pension plan from Sun Life. Enter your email address to receive a digital copy of the Granite Advisor Guide and Sub-Advisor Handout. $153.2M. SL Guaranteed Daily Interest Account. 1.85%. Lower fund management fees (FMFs) January 22, 2020. Sun Life Granite Balanced Growth Portfolio. A large pool of money belonging to many people is invested in stocks, bonds or other securities with the goal of increasing the value of the entire pool. 1.85%. Canada RBC High Yield Bond Fund O. Segregated Fund to the Sun Life Financial Granite™Moderate Target Date Fund that matures closest to, without going past, your 65th birthday (as a milestone of an assumed retirement date). 1.30%. SL Granite 2025 Seg Fund 54% Fixed Income, 11% Canadian Equity, 15% U.S. Equity, 15% International Equity, 2% Real Estate, 2% Infrastructure, 1% Cash ... Sun Life Financial Bond Segregated Fund Full Range of Domestic Bonds 1.65 7.73 7.10 8.35 5.30 3.99 4.34 3.66 Sun Life Granite Moderate Portfolio. These funds were recommended by the Sun Life financial advisors. Learn how Sun Life Granite Managed Solutions provides a simple yet powerful way to put your money to work. Sun Life Granite Growth Portfolio. You can find more details in the fund's simplified prospectus. About Sun Life Granite Balanced Portfolio Sun Life Granite Balanced Portfolio is an open-end fund incorporated in Canada. WHY IS IT CHANGING? The tab also provides information about the diversity of asset classes in a fund, its geographic diversification, fundamental values, and long and short statistics for a … Segregated Fund to the Sun Life Financial Granite™Moderate Target Date Fund that matures closest to, without going past, your 65th birthday (as a milestone of an assumed retirement date). Sun Life Granite Growth Class. Sun Life Milestone 2030 Fund. Closure. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. This document contains key information you should know about Sun Life Granite Moderate Portfolio - Series A. Low to Medium Risk, 80% Equity / 20% Fixed Income Sun Life Dynamic American Fund. *, Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, 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). 14.12. Canada Sun Life BlackRock Cdn Univ Bond. Long. Sun Life Granite Growth Class. 1.25% : Sun Life Milestone 2030 Fund. Sun Life Milestone Global Equity Fund. 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. ����$�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 These are target-date funds that mature in 2030 or earlier and after 2025. All rights reserved. Sun Life Financial Granite™ Aggressive 2025 Segregated Fund Sun Life Financial Granite™ Aggressive 2030 Segregated Fund Sun Life Financial Granite™ Aggressive 2035 Segregated Fund Sun Life Financial Granite™ Aggressive 2040 Segregated Fund Sun Life Financial Granite™ Aggressive 2045 Segregated Fund Sun Life Financial Granite™ Aggressive 2050 Segregated Fund Sun Life … Sun Life Granite Moderate Por tfolio - Series A. July 21, 2020. I also plan to put some money into my TFSA with Sun Life with the Sun Life Granite 2025 Fund. 1.80%. 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 Milestone 2035 Fund. No Matches were found for . Sun Life Financial Granite™ 2025 Segregated Fund (QQF) % Sun Life Financial Granite ™ ... Sun Life Financial Granite™ 2055 Segregated Fund (QYQ) % Sun Life Financial Granite ™ Retirement Segregated Fund (QQC) % Pick from any of the funds listed on this form to build your own portfolio that matches your Investment Risk Profile. Top … TODAY'S CHANGE (%) Trending Down-0.04 (-0.28%) Buy Sell. At some point, SLGI will automatically merge the maturing Granite fund into the Sun Life Granite Retirement Fund (“Granite Retirement Fund”). Sun Life Milestone 2025 Fund - Series A. July 21, 2020. Sun Life Milestone 2025 Fund. 1Source: Strategic Insight, 2018 Group Retirement Savings and Pensions Report—Canada. Annual fund management fees as of April 21 based on average monthly account balance Tier 1 $0 - $74,999 Tier 2 $75,000 - $299,999 Tier 3 $300,000 - $999,999 Tier 4 Over $1,000,000 Target date multi-risk continued Sun Life Granite™ Conservative 2055 Segregated Fund 1.85% 1.75% 1.30% 1.05% Sun Life Milestone 2020 Fund. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Sun Life NWQ Flexible Income Fund. x��[{\�W? The tab also provides information about the diversity of asset classes in a fund, its geographic diversification, fundamental values, and long and short statistics for a fund’s holdings. LifePath Index 2025 Fund ($) Cum. I am a noob when it comes to investing so if … ��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��$Ȋ���s�����կ5h-`Nr��eX��cკEO�܃M�ۏL����Lh1��~��Ecc�>
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�ɇiY�:��3ۆR}{��P�5�g�;���a2$���d�/{�炕�)c�j�3����i8�f�.��t�ΰ�.�l 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. Should i just go with it as it is hassle-free or pick them out individually and save on the fees? Sun Life Sentry Value Fund. NAV. Refresh; Print; Help Documentation; Collapse Quote Bar. Sun Life MFS Canadian Bond Fund. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Sun Life Granite Balanced Growth Portfolio. 0.00%. © SLGI Asset Management Inc. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. At that time, plan sponsors will no longer be able to add the Granite 2020 Funds to their line-ups. NAV. Please select your language preference on the right hand side. 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. Sun Life Milestone 2030 Fund. 47% Equity / 53% Fixed Income Sun Life MFS Canadian Equity Fund. NOTE: Sun Life Milestone 2025 Fund, DSC option (SUN209), is closed to new purchases as of July 1, 2018. 1.85%. June 22, 2020. Sun Life Granite Tactical Completion Fund. Core Fixed Income Fund. Sun Life Real Assets Fund. Source: Lipper. Long. These are target-date funds that mature in 2025 or earlier and after 2020. Price History; Investment Style. 1.85%. Large … <>stream 3.7% +1.67%. 8.3%. 10.4% +2.20%. g�X���8VB��>��z��Qi��p*! ... Sun Life Milestone 2025 Fund. Please send me more information. June 5, 2020. 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), and assessed with the potential to outperform others in the category on a forward looking basis (by looking for a Morningstar Quantitative Rating of Bronze, Silver, or Gold). Closure to new investments. The team continually monitors the assumptions, models, managers and economic conditions. We have selected institutional-quality asset managers from around the world to create a suite of select stand-alone mandates. Sun Life Financial Granite™ 2025 Segregated Fund (QQF) % Sun Life Financial Granite ... Sun Life Financial Granite™ 2055 Segregated Fund (QYQ) % Sun Life Financial Granite ™ Retirement Segregated Fund (QQC) % Page 4 of 5 C069K.01 RSP 272-068 E-12-17 X1 For SLF use: ENRLMNT Pick from any of the funds listed on this form to build your own portfolio that matches your … 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. The Holdings tab displays the top ten holdings in a fund's portfolio, based on market value and ranked by the percentage of the fund’s assets. Since Inception: 98.97. $75.4M. 0.85%. 0.80%. Sun Life Milestone 2025 Fund. Canada Sunlife Granite Tactical Completion Fd I. Canada Sun Life Opportunistic Fxd Inc Priv Pl I. 4.1% +0.32%. SL Granite 2020 Segregated Funds. Information about risk factors relating to the mutual funds managed by Sun Life Global Investments can be found in the current prospectus of the mutual funds discussed in this press release and for Sun Life can be found in the annual information form of Sun Life Financial Inc., for the year ended December 31, 2019 under the heading "Risk Factors" and other regulatory filings … Sun Life Granite Income Portfolio. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Canada Sun Life … The Holdings tab displays the top ten holdings in a fund's portfolio, based on market value and ranked by the percentage of the fund’s assets. Sun Life Granite Growth Portfolio. Sun Life Granite Income Portfolio. SL Sentry Value Segregated Fund. Low to Medium Risk, 40% Equity / 60% Fixed Income Price History; Investment Style. ... Sun Life Milestone 2025 Fund. Low to Medium Risk, Sun Life Granite Enhanced Income Portfolio, 50% Equity / 50% Fixed Income 8.37. ... Sun Life Milestone 2025 Fund. Sun Life My savings Investment Options Data As Of Dec 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. Sun Life Granite Enhanced Income Port A. SUN176 Canada. 2՚��S_,�� �5�_A��z��Y����^�2w��g�
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