sun life milestone segregated funds

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

Insulation Equipment For Sale, Black Glass Jar With Lid, Open-ended Ethical Questions, Mhw Meta Fatalis, Tjp Funeral Home, Debugging Is Mcq,

Em que é que vai trabalhar hoje?

Deixe uma resposta

O seu endereço de email não será publicado. Campos obrigatórios marcados com *