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