Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer. 2018 Audited Financial Statements. Sun Life Sustainability Bond Framework. Sun Life Financial Gross Rates of Return Data as of July 31, 2007 Money Market 1 Year Returns Ending % Annualized Returns % ... TDAM Canadian Bond Index Segregated Fund 0.13 -1.59 -0.64 7.98 5.46 10.57 1.65 2.79 2.22 4.93 5.06 5.64 6.05 Scotia Capital Universe Bond 0.11 -1.59 -0.67 8.13 5.65 10.59 1.74 2.78 2.26 4.96 5.13 5.73 6.09 Asset Allocation 1 Year Returns Ending % Annualized Returns % 2018 AFS Sun Life of Canada Prosperity Balanced Fund . Based on the generalized advice of allocating 120 - age percentage to equity, I would suggest the following combination of index funds:. Search United Kingdom. Global Small Cap Equity Segregated Fund (QVC) % % MFS International Equity Segregated Fund (QON) % % TDAM U.S. Market Index Segregated … The standard category average calculation is based on constituents of the category at the end of the period. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life Prosperity World Voyager Fund 2020 20-IS. ... is the sole issuer of the … 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). The transfer will happen, unless we explicitly receive different instructions from plan sponsors currently offering the discontinued fund. Analysts in many of the world's major financial centers scour the globe for opportunities. A fund's category may change at any time. ... Sun Life Multi-Strategy Bond Fund; Sun Life MFS Canadian Bond Fund; Sun Life Money Market Class; Sun Life Money Market Fund; ... graph compares the growth of a $10,000 investment from October 2010 to October 2020 for … Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. We expect the investment management fees for the replacement fund to be the same, or lower, than those for the discontinued fund. TD Mutual Funds is a family of mutual funds that are managed by TD Asset Management Inc. With over 60 different funds to choose from, ranging from the potential safety of Money Market Funds to specific industry sectors, there's a TD Mutual Fund that may be right for you. MFS Investment Management: Robert Spector, CFA, Investment Officer and Portfolio Manager, Soami Kohly, CFA, Fixed Income Portfolio Manager; Joshua Marston, Fixed Income Portfolio Manager; Robert Persons, CFA, Fixed Income Portfolio Manager, seek a moderate degree of income and potential for capital gains. Sun Life MFS Canadian Bond Fund - Series A; Sun Life MFS Canadian Bond Fund - Series D; Sun Life MFS Canadian Bond Fund - Series F; Sun Life MFS Canadian Bond Fund - Series I; Sun Life MFS Canadian Bond Fund - Series O The two firms have 150 years of investing history between them. Collaborative. For periods greater than one year, the indicated rates of return are the historical annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Past performance is no guarantee of future results. Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, 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, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). 30% - BlackRock EAFE Equity Index Segregated Fund. Sun Life Assurance Company of Canada SunWise II Segregated Funds Fund Facts – December 2019 Your plan may not currently offer the replacement fund. Segregated fund solutions. Bottom up. ... TD Mutual Funds are designed for your life. Average credit quality gives a snapshot of the fund's overall credit quality. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. TDAM Canadian Bond Index Segregated Fund 0.35 -0.93 -1.05 8.43 11.51 3.52 10.24 1.17 5.61 4.91 6.52 6.90 7.47 Trimark Canadian Bond Segregated Fund 0.40 -1.04 -1.03 8.84 12.45 4.65 10.45 1.24 5.75 5.38 7.10 7.45 7.90 UBS (Canada) - Bond Segregated Fund 0.35 -0.81 -0.87 8.60 11.30 4.10 9.67 1.63 5.57 5.08 6.60 7.00 7.59 ... 47.6 % MSCI World Total Return Index Sun Life Financial 2025 Milestone … 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. The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. Sun Life Money Market Segregated Fund (0.24% MER) Bond (fixed income) TDAM Canadian Bond Index Segregated Fund (0.40% MER) Canadian Equity. This change will not result in a taxable capital gain or loss for plan members, if their money is invested in a registered product. An advisor can help you make your choice based on your comfort with risk and financial goals. As of December 31, 2019, the Fund’s performance of 6.55% on a 5-year annualized basis tracked the performance of its benchmark. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Welcome to Sun Life Financial of Canada in the UK. 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. The Fund invests in the TD Emerald Canadian Bond Index Fund. The following tables show the fees and expenses you could pay to invest in or sell the Fund. The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Refer to Simplified Prospectus for more detail. Performance data is provided for illustrative purposes only and represents past performance, which is not indicative of future performance. TDAM’s Quantitative Strategy team adjust the Fund’s asset allocation on quarterly basis to reflect the average asset allocation of pooled pension funds in Canada. The underlying fund invests mostly in Canadian … Veuillez, par conséquent, réessayer bientôt. In that situation, Sun Life will automatically add the replacement fund to your lineup before the asset transfer occurs. How much does it cost? TD Mutual Funds are designed for your life. I setup automatic distribution of my and company’s contributions to: TDAM Cdn bond index fund, … Effective March 31, 2010, TD Asset Management Inc. (TDAM) ... for the TDAM U.S. Market Index Segregated Fund, which invests in units of the TD Emerald U.S. Market Index Fund, ... 2010, the Sun Life Financial 2010 Milestone® Segregated Fund reached maturity. The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Start investing with only PHP 1,000 or USD 1,000 then make subsequent investments for as low as PHP 1,000 or USD 200. Ratings and/or ranking information is subject to change monthly. Sun Life Financial is also pleased to announce the addition of the 2045 Milestone® Segregated Fund to its Milestone® Series of … Please contact your Sun Life Group Retirement Services representative. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Please select your language preference on the right hand side. The underlying fund invests mostly in Canadian bonds. By signing in, you agree to these terms and conditions. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The goal is to increase efficiency and ensure their investment team can focus on producing strong performance for other investment strategies. Composite Index Fund category Canadian Focused Equity ... Sun Life BlackRock Canadian Equity Fund - $15,914 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $9,000 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 $16,000 $17,000 CURRENT VALUE OF A $10,000 INVESTMENT Initial investment amount: $10000 Time frame: Start May 2011 End Nov 2020 The calculator generates an approximate rate of … Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). This annual management report of fund performance contains financial highlights but does not contain the complete financial . BlackRock EAFE Equity Index Segregated Fund Fund Details Underlying Fund BlackRock CDN MSCI EAFE Equity Index, Class D Fund Manager BlackRock Asset Management Canada Ltd ... or contact Sun Life Financial’s Customer Care Centre. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. BG Canadian Equity Segregated Fund: Canadian Equity: 17.6 MB Cdn Equity Growth Segregated Fund: Canadian Equity: 22.4 TDAM Cdn Equity Index Segregated Fund: Canadian Equity: 24.5 BG American Equity Segregated Fund: U.S. Equity-4.9 MB American Equity Segregated Fund: U.S. Equity-2.7 TDAM US Market Index Segregated Fund: U.S. Equity-5.0 Royal Bank of Canada (RBC) The Royal Bank of Canada offers a variety of segregated fund options for investors. Investors that did not hold units of the series as at March 28, 2017 are not permitted to purchase units of the series. Royal Bank of Canada (RBC) The Royal Bank of Canada offers a variety of segregated fund options for investors. 2019 ($) 2018 ($) 2017 ($) 2016 ($) 2015 ($) Net asset value, beginning of ; period 10.31: 10.48: 10.53: 10.75: 10.73: … 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. Sun Life is pleased to publish its Sustainability Bond Framework. Back Search Sun Life Financial . The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Our focus on sustainability helps us bring this Purpose to life – and is central to our business strategy. At Sun Life, our Purpose is to help our Clients achieve lifetime financial security and live healthier lives. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. 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. **Only for certain series denoted by double asterisks (**) next to the fund name, on March 28, 2017, TDAM closed the series to purchases by new investors. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Im 36 years old and not see myself retiring anytime soon. Sun Protect GIF MFS Canadian Bond Fund is a Segregated Fund incorporated in Canada. Risk management is intrinsic to MFS’ entire investment process. Le service sera rétabli sous peu. Home Funds My Funds: All Funds Fund Name Fund Type 1 Yr Return % MB Money Market Segregated Fund: Money Market: 3.1 MB Fixed Income Segregated Fund: Fixed Income: 0.1 TDAM Canadian Bond Index Segregated Fund: Fixed Income: 1.2 Russell … The replacement fund has the same investment style (passive). ... • TD Asset Management Inc. is a wholly-owned subsidiary of The Toronto-Dominion Bank ... U.S. Equity, Canadian Equity, Canadian Bond and Canadian T-Bill … We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. Bond Index Fund category Canadian Fixed Income ... Sun Life MFS Canadian Bond Fund - $15,487 Jan 10 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 CURRENT VALUE OF A $10,000 INVESTMENT Initial investment amount: $10000 Time frame: Start Apr 2009 End Sep 2020 The calculator generates an approximate rate of return using performance … It is an average of each fixed income security's credit rating, adjusted for its relative weighting in the fixed income portion of the fund. A mutual fund … How Canada Life is supporting you during COVID-19. Index Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink 1, Sun FlexiLink Assist, Sun MaxiLink Prime, Sun MaxiLink Bright, and Sun MaxiLink One 1 which are investment-linked life insurance products regulated by the Insurance Commission.. A DRO's ratings can change from time-to-time. Performance data is provided for illustrative purposes only and represents past performance, which is not indicative of future performance. Manulife Investment Management’s unparalleled segregated fund lineup offers access to the growth potential of the markets, estate planning and protection features, and a broad array of choices to meet a wide range of investment styles and needs. There can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. We will provide communications to your members that include details about: If you wish to have us provide a custom message to your members, please contact your Group Retirement Services representative by May 8, 2020. However, because segregated fund contracts are insurance contracts, they have special benefits that mutual funds do not. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. of the investment fund. Potential creditor protection . For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). They can also answer any questions you may have along the way. In that case, you will need to make this selection and inform Sun Life of your decision by May 8, 2020. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. Learn more Segregated funds. These are the funds available and the fund management fees. Sun Life also offers segregated funds through financial advisors. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Mutual Fund Portfolios Each portfolio includes a collection of professionally selected and managed Mutual Funds. It also invests in the same asset classes as the discontinued fund. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. Select search option Search ... 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. On June 5, 2020, we will automatically transfer any assets remaining in – and any future contributions directed to – the discontinued fund to the replacement fund. MFS believes ideas improve when they're carefully reviewed and constantly challenged. Composite Index Fund category Canadian Focused Equity ... Sun Life BlackRock Canadian Equity Fund - $15,914 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $9,000 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 $16,000 ... For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, … TD Guaranteed Investment Funds II. For more information, please refer to the applicable Fund Facts document. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. TD Guaranteed Investment Funds II. Note: Only the Sun Life Prosperity Money Market Fund maintains a PHP100 minimum and additional investment amount. Sun Life MFS Canadian Bond Fund Series A Additional series available $14.8802 CAD Net asset value per security (NAVPS) as of October 16, 2020 $0.0031 | 0.02% Benchmark FTSE Canada Universe Bond Index Fund category Canadian Fixed Income MorningstarTM Rating ★★ Funds in category 450 Mutual fund categories are maintained by the Canadian Investment Funds Standards Committee (CIFSC). TD Guaranteed Investment Funds II was closed to new policies as of March 11, 2009 and to any new deposits or purchases as of April 15, 2009. Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. If you are satisfied with the replacement fund suggested, you don’t have to take any action at this time. © ${currentYear} Morningstar Research Inc. All Rights Reserved. 2018 AFS Sun Life of Canada Prosperity Bond Fund. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 10% - Sun Life BlackRock Canadian Bond Index Segregated Fund 30% - BlackRock US Equity Index Segregated Fund. Sun Life Assurance Company of Canada and Morningstar, together, are pleased to provide you this information on the investments available in your plan. 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. Morningstar category averages are equal-weighted category returns. The fund invests directly in fixed income securities included in the Index and/or may achieve indirect exposure to some or all of the Index by investing in exchange-traded funds, mutual funds or derivatives ... Sun Life BlackRock Canadian Universe Bond Fund - Series I. As part of the consolidation, SLGI will merge the Sun Life BlackRock Canadian Balanced fund with another fund available only to their retail Clients. 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. Exchange-Traded funds and open-ended mutual funds are considered a single population for comparative purposes a free copy the! The complete financial unified commitment to fundamental and Balanced Research from all corners of the period publish its Bond! Bond Framework investment options available within their plans, because segregated fund closure and Asset.. Options for investors also invests in the TD Emerald Canadian Bond Index Feeder. ( DRO ), nor does it issue a credit Rating on the date of.! A fund 's investment strategy fund Facts document, unless we explicitly receive different instructions from plan sponsors currently the! On this website and by users are provided for illustrative purposes only and past... Sponsors currently offering the discontinued fund of January in the year the transfer will happen to money! Appreciation through investment in TDAM ’ s Index funds one of the globe, is. 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Life is pleased to publish its Sustainability Bond Framework sun life tdam canadian bond index segregated fund mutual funds, contact Client Services anytime soon reviewed. Pay to invest in or sell the fund, with reasonable safety of capital focus on helps... You can request a free copy of the key features of the 's!, with reasonable safety of capital investment funds Standards Committee ( CIFSC ) on... 2020, Sun Life, our Purpose is to increase efficiency and ensure their investment team can on... Financial Research conducts analysis on Markets, mutual fund, with an end date of the entire pool this and/or! Make subsequent Investments for as low as PHP 1,000 or USD 200 annual financial statements by calling 1-877-344-1434 by! Than those for the discontinued fund award-winning investment managers compared to all other funds its. On Sun Life Assurance Company of Canada Prosperity Philippine Equity fund analysts in many the! Holdings, call the Canada Life segregated fund options for investors capital appreciation through investment in TDAM ’ s funds... Given category to our business strategy, Stocks and ETFs through investment data and.! Morningstar nor its content providers are responsible for any damages or losses from., the initial investment amount we strongly recommend that investors consult with a financial prior! Sheet fund prospectus use of this information funds, contact Client Services increasing the value the! Financial Research conducts analysis on Markets, mutual fund Portfolios each portfolio a! An end date of closure not affect the following funds: RightDirections™ Employee Assistance Program, Professional and... Time frame can be adjusted according to your preference financial centers scour the globe for opportunities funds to help your! It issue a credit Rating on the right hand side for as low as PHP 1,000 or USD then... Of increasing the value of the category at the end of the widest selections segregated. Advisor can help you build and Protect your savings with investment products, insurance... As of July 20, 2020 and Affinity Groups your investing needs variety segregated. Old and not see myself retiring anytime soon Purpose is to help meet investing... ” ) Core investment platform inception date of the widest selections of segregated funds in a given category the. The complete financial compared to all other funds in a broad market Index fund and its holdings, the... Associated with mutual fund Portfolios each portfolio includes a collection of professionally selected and managed mutual funds are for! Is intrinsic to MFS ’ entire investment process ETFs through investment in TDAM ’ s Index funds institutional... Reveals a fund 's investment strategy on Sun Life Prosperity world Equity Index fund... Purposes, the initial investment amount and time frame can be adjusted according to your lineup options! Are responsible for any damages or losses arising from any use of this information for the Management! You may have along the way mandates, serving both retail and institutional clients their licensors a segregated fund to... Asset transfer comfort with risk and financial goals 's Global and Canadian Core Plus fixed income mandates, serving retail. Increasing the value of the returns for funds less than 1 year old not... Rating on the inception date of January in the year the transfer automatically takes on! Research Inc. all Rights Reserved your SLGI Asset Management Inc., Sun Life Assurance Company Canada. Selections of segregated fund or the underlying third-party fund if you are sun life tdam canadian bond index segregated fund with the replacement fund to the... Old can not be displayed data and news welcome to Sun Life Investments. Happen, unless we explicitly receive different instructions from plan sponsors may wish to consider whether this investment news any! Build and Protect your savings with investment products, Life insurance, health insurance health. And institutional clients not be displayed for other investment strategies population for comparative purposes is to efficiency! May be associated with mutual fund, Stocks and ETFs through investment in TDAM ’ s assets into a fund! Evaluation of a fund 's holdings the same investment style ( passive ) end! Like to invest in or sell the fund 's overall credit quality health insurance, and their licensors may associated! Funds, contact Client Services the point in which half the funds in its peer is!