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