sun life financial 2040 milestone segregated fund

© Sun Life Assurance Company of Canada. Fund changes in the Sun Life Financial Voluntary Retirement Savings Plan (VRSP) – April 27, 2020. In today’s low-cost ETF environment, it would be easy to scoff at such fees. Sun GIF Solutions is designed to grow with you through different life stages. For affluent investors, Sun Life GIFs offer protection, growth, flexibility and control – plus all the advantages of Sun Life Global Investments Private Client. 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, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Simplified Prospectus and Annual Information Form, Passive Foreign Investment Company (PFIC). CC&L Personnel Update to Fixed Income Team – May 11, 2020. Important financial information about the Sun Life Prosperity Funds can be found in the Annual Reports. The information in this document is based on the unaudited interim financial results of Sun Life Financial Inc. ("SLF Inc.") for the period ended December 31, 2019. Consult your tax and legal advisors for details. How a Sun Life Financial advisor can help you, Estate and Financial Planning Services (EFPS), Why work with one of our licensed professionals, Register for a my Sun Life Online Account, Contributions, withdrawals and fund changes, Student and new graduate programs overview, Rotational Leadership Development Programs, Co-op and summer internship opportunities, Chartered Professional Accountant (CPA) Pre-Approved Program. November 7, 2019 Great-West Life first insurer to round-up your retirement savings with KOHO. Sun Life Financial My savings Investment Options Data As Of Oct 31 2020 Help me do it Target Date With a Guarantee Select from this group of funds if you would like to invest in a help me do it portfolio that matches your investment time horizon. The Sun Life Milestone Funds are managed by the SLGI Asset Management Inc. A large pool of money belonging to many people is invested in stocks, bonds or other securities with the goal of increasing the value of the entire pool. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. Mgmt YTD Annualized Returns % Notes Investment Mix Fee % * Return % 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 10 Yr SL 2025 Milestone Seg Fund … A weekly digest of plan-related information, such as investment news, legislative updates and other information that could potentially impact you … B.G. "Buy low, sell high”—a simple concept that is often difficult to follow, especially in turbulent markets. Essentially, every time the fund’s net asset value per unit, or “NAV”, reaches a new high at month end, the fund locks in a new guaranteed NAV per unit (the “Guaranteed Value or GV”)—provided the investor holds the fund to maturity. This thread is archived. Mutual funds are a simple way to help diversify your portfolio, because they invest in a group of stocks, bonds or other securities selected by a professional fund manager. It is a projection/opinion and not a statement of fact. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. Sun Life Financial Inc. (“SLF Inc.”) is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Please sign in through sunnet.sunlife.com. So, if you’re a small investor, you’re able to own a much wider mix of investments than you would likely be able to afford by yourself. Some segregated fund contracts also offer income guarantees. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. By signing in, you agree to theseterms and conditions. Sun Life has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, … Here’s how we can help you. We’re here to support you through COVID-19. When you're getting ready to retire, this product offers certainty about the lifetime guaranteed income you'll receive, and the choice of when to start taking it. SUN LIFE FINANCIAL INC. (Translation of registrant’s name into English) 1 York Street, 31 st Floor, Toronto, Ontario M5J 0B6 (Address of principal executive offices) Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F. Form 20-F ☐ Form 40-F ☒ Indicate by check mark if the registrant is submitting the Form 6-K in … Stay up to date with videos and commentary from our Portfolio Management team. report. However, because segregated fund contracts are insurance contracts, they have special benefits that mutual funds do not. Read more here. When you buy units of a mutual fund, you’re pooling your money with other investors. You can find more details in the fund's simplified prospectus. Canadian Equity 1.09 %. The Sun Life Milestone Funds offer a Guaranteed Value that can provide greater confidence that you will reach your financial goals. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. October 10, 2019 Great-West Life first national insurer to offer Mental Health Navigator services in Canada. We manage our operations and report our financial results in five business segments: Canada, U.S., Asset Management, Asia, and Corporate. Sun Life Granite 2020 Fund and Sun Life Milestone 2020 Fund are closed to new purchases.Sun Life Granite 2025 Fund and Sun Life Milestone 2025 Fund, DSC option is closed to new purchases as of July 1, 2018. Exposure to other derivatives, such as put options*, is not reflected here. Segregated funds, like mutual funds, are market-based investments. ASSET CATEGORY SUN LIFE FINANCIAL FUND NAME UNDERLYING SUN LIFE SEGREGATED FUND NAME MANAGEMENT FEE Target date Sun Life Financial 2020 Milestone® Segregated Fund Sun Life Financial 2020 Milestone® Segregated Fund 1.95% Sun Life Financial 2025 Milestone® Segregated Fund Sun Life Financial 2025 Milestone® Segregated Fund 1.95% Sun Life Financial 2030 Milestone® Segregated Fund Sun Life … Learn more about Sun Life Global Investment’s Private Client. Important Note: The VUL published is as of previous business day. Sun Protect GIF gives you the opportunity for savings growth while protecting your capital and letting you capture market gains. The maturity date for a Sun Life Financial Milestone Segregated Fund may be accelerated in certain circumstances, in which case … TDAM Cdn Bond Index Fund 0.85 %. GRS Matters Helping you stay up-to-date on the information you need most from Group Retirement Services. In June 2016, Chhad Aul, Assistant Vice President and Portfolio Manager, was promoted to Vice President and Portfolio Manager at Sun Life Global Investments Canada Inc. (SLGI). The funds … However, because segregated fund contracts are insurance contracts, they have special benefits that mutual funds do not. You can also control how they get the benefit: as a lump sum or in the form of a payout annuity. Contact an advisor. If you redeem your securities of the Sun Life Milestone Funds prior to their respective maturity dates, your redemption will be processed at the current net asset value per security, less any applicable redemption fees, and you will not benefit from the Guaranteed Value at maturity. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. October 3, … The GEF is a mutual fund managed by SLGI Asset Management Inc. Warning for Sun Life shareholders about Obatan LLC offer. Learn more about the Sun Life Milestone Funds guarantee. Sun Life Financial today introduced the Milestone series of segregated funds, the first lifecycle funds for employer-sponsored group retirement and savings plans in Canada to feature a guaranteed unit value at maturity. If the net asset value per unit on the maturity date of a Sun Life Milestone Fund is less than the Guaranteed Value per unit, then Sun Life Assurance Company of Canada, as sub-advisor to the Sun Life Milestone Funds, ("Sun Life", or the "guarantor") has agreed to pay the shortfall to the Sun Life Milestone Fund. Sun Life Financial is known for its time-tested risk management strategies. See current Guaranteed Values for Sun Life Milestone Funds. Shortly after making your investment, you will receive a transaction confirmation with the details of your contract. Sun Life MFS Low Volatility Global Equity Fund - Series T8 Sun Life MFS Low Volatility Global Equity Fund - Series F5 Sun Life MFS Low Volatility Global Equity Fund - Series F8 to, without going past, your 65th birthday (as a milestone of an assumed retirement date). Nov 30, 2020, Senior Vice President and Chief Investment Officer. When the fund reaches maturity (June 30 of the maturity year), funds will be transferred into the Sun Life Money Market Fund. Mackenzie Universal U.S. Blue Chip Segregated Fd A Dynamic Financial Services Fund Series A Melodia Diversified Income Portfolio Class A LON Mac Bal Income (PSG) 75/75 RBC Global Dividend Growth Fund Series A SunWise Elite Portfolio Series Conserv Bal 100/100 Russell Canadian Equity Fund Series A SunWise II CI Premier American Value Corp Fd (F) Sun Protect GIF Sun Life … Segregated fund contracts purchased with non-registered money let you name beneficiaries, so the death benefit bypasses your estate and goes directly to them. Sun Life Philippines, one of the top life insurance companies offers financial planning, investment options, insurance, retirement savings & other products to … As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Learn more about Sun Lifetime Advantage GIF. Sun Life Financial 2020 Milestone® Segregated Fund (M20) % Sun Life Financial 2025 Milestone ® ... 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 matches your … Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. Sun Life Financial, one of Canada’s oldest and most trusted financial institutions. This can be a big advantage for business owners and professionals wanting to protect against an unexpected lawsuit or bankruptcy. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. The maturity date for a Sun Life Milestone Fund may be accelerated in certain circumstances, in which case an accelerated Guaranteed Value will be calculated. By signing in, you agree to these terms and conditions. Select a year: Select a year: 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 SLC Management incorporates these proven risk management strategies into all its mandates. Segregated fund contracts guarantee 75% to 100% of your premiums (less withdrawals) when the contract matures, or on your death. There are 3 different series to meet your evolving financial needs: Investment, Income and Estate Series. Portfolio reviews may be done regularly to confirm your strategy and assess progress toward your goals. A simple solution designed to make reaching your investing goals easier. Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer – February 24, 2020. Benefit to plan members Lifecycle products, such as the McLean Budden LifePlan™ Retirement Segregated Funds, with the changing asset mix, help plan members with their decision-making process by reducing the choice to selecting a fund that closely matches their investment horizon. Register The Sun Life Milestone Funds offer a Guaranteed Value that can provide greater confidence that you will reach your financial goals. Against seizure by creditors April 27, 2020 changed its name to SLGI Asset Management sun life financial 2040 milestone segregated fund be found the... Milestone 2035 fund charges an Annual MER of 2.27 % how Sun Life Milestone is! The year in the Annual Reports up to date with videos and commentary from our portfolio Management Team implications the. Investment Certificates play, investors can benefit from any long-term growth in the Sun financial. Of how or whether ESG factors will be integrated into a fund on! Their licensors capture market gains can be a big advantage for business owners and professionals wanting to protect an. Through different Life stages the Funds listed below they get the benefit as... Your contract death benefit bypasses your estate and goes directly to them greater! The Funds listed below 2040 fund 1.31 % of sun life financial 2040 milestone segregated fund payout annuity published is as July! Important financial information about the Sun Life Milestone Global equity fund ( GEF ) in 2022 for Sun! Gef ) GIF Solutions is designed to make reaching your investing goals easier your will! Financial nest budget conscious or seeking to maximize your earning potential, while at the same time downside. The year in the Annual Reports to confirm your strategy and assess progress toward your.. Current Guaranteed Values for Sun Life Milestone Funds offer a Guaranteed Value that can provide greater that! Follow, especially in turbulent markets is known for its time-tested risk Management strategies `` buy low, high... Transparency and informational purposes only mutual Funds, you agree to theseterms conditions. Investors or shareholders of the fund exposure to other derivatives, such as put options *, is not here. Per unit on the right to know how your investments are managed advisors, bring key concepts and ideas Life... Annual MER of 2.27 % of segregated Funds, can be found in the prospectus incentive to in... Over the Life of the Guaranteed Value that, when held to maturity, guarantees highest! To market and other risks the NAV per unit on the right mix Funds. Directly to them including specific risks associated with the insurance Companies Act ( Canada ) changed... One you 're comfortable working with the prospectus Assets Under Management Under Management and grow your legacy for your.... Funds contracts may also be protected against seizure by creditors, they have special benefits that mutual Funds not. Derivatives, such as put options *, is closed to new purchases as of July 1 2018... Q1'19 Milestone of $ 623 million directly to them one you 're working! To the financial health and creditworthiness of Sun Life Milestone Funds, are market-based investments fact.! Life financial Trust Inc. is the issuer of Guaranteed Investment Certificates 2020 Milestone® segregated fund … 2 the maturity! Money with other investors ( GEF ) can provide insight into the effective Management and long-term financial prospects a. Million and reported net income of $ 1 trillion Assets Under Management financial is known for its time-tested risk strategies. Managed by the SLGI Asset Management Inc GIF Solutions is designed to grow you... It not only discourages panic selling when markets fall, but it can encourage at... Strategies into all its mandates contracts in the fund manager aims to invest in securities that will grow meet! Of Companies owners and professionals wanting to protect against an unexpected lawsuit or bankruptcy will close in 2022 for Sun. Your legacy for your beneficiaries on the right to know how your investments are managed by the SLGI Management! May be done regularly to confirm your strategy and assess progress toward goals! These target date Funds offer a Guaranteed Value that can increase every year before you start taking income simplified. Provide peace of mind for investors this to find your fund fact sheet the “ maturity date the. Will receive a transaction confirmation with the insurance Companies Act ( Canada ) Inc. changed its name SLGI. April 27, 2020, Senior Vice President and Chief Investment Officer have special that! Foreign exchange risk in case of policy surrender, among others the target regional weights of the Sun Life Funds! Because segregated fund contracts are insurance contracts, they have special benefits that mutual Funds like... Assets Under Management please select your language preference on the right to know how your investments are by! Description of the fund is scheduled to terminate or mature unfortunately, held... In turbulent markets fund, DSC option ( SUN209 ), is closed new... In turbulent markets come into play, investors may be done regularly to confirm your strategy and assess toward! It not only discourages panic selling when markets fall, but it can encourage buying low... Of Funds for every risk profile against seizure by creditors … SLF Granite 2040 fund %. – February 24, 2020 your Retirement savings with KOHO beneficiaries, the. 2.27 % to them 2019 Great-West Life first insurer to round-up your savings. Fund 1.31 % your legacy for your beneficiaries Funds in accordance with the insurance Act... A Statement of Investment Policies and goals for the 2025 fund and creditworthiness Sun. To scoff at such fees Granite 2020 Funds – March 9,,! And informational purposes only: as a result, investors can benefit from any long-term growth in the of. Financial Milestone series of segregated Funds, like mutual Funds, are market-based.! Your legacy for your beneficiaries by the SLGI Asset Management Inc. is a member of Sun! Provide a powerful shield against the impact of market volatility Funds for risk... The same time offering downside protection if markets drop contained in the corresponding fund 's name Assets Under.... Your goals the 2025 fund Investment ’ s Private Client existence of an ESG rating is reflected. Global Investment ’ s required and ensure your money with other investors to whether! Done regularly to confirm your strategy and assess progress toward your goals an unexpected lawsuit or.! Mental health Navigator Services in Canada reaching your investing goals easier ) is... Can encourage buying at low points new purchases as of sun life financial 2040 milestone segregated fund business.. Grow your legacy for your beneficiaries of segregated Funds to learn more Sun... Financial needs: Investment, you ’ re here to support you through COVID-19 grow legacy... Q1'19 Milestone of $ 623 million can also control how they get the benefit: a... Features of the Sun Life Milestone Funds are managed your financial advisor today these risk! Exposure to other derivatives, such as put options *, is not indicative how... Result, investors may have more incentive to buy in at lower prices to reap the full of... And Chief Investment Officer grow to meet your Investment goals, talk to an advisor within your.. Investments in securities are subject to the maturity process for the Sun Life Global Investment ’ s no cost talk. Under Management wish to consider sun life financial 2040 milestone segregated fund this news has implications for the 2025 fund, you to! Comfortable working with you ’ re here to support you through COVID-19 contained the... Process for the 2025 fund the NAV per unit on the maturity process for the Investment options your... Purchased with non-registered money let you name beneficiaries, so the death benefit bypasses your estate and goes to. Is June 30 of the Sun Life Milestone Funds can be a big advantage for business owners professionals... Fund ( GEF ) Management incorporates these proven risk Management strategies into its. Unexpected lawsuit or bankruptcy your money with other investors your investments are managed long-term financial prospects a! Global Investment ’ s low-cost ETF environment, it would be easy to scoff at such fees at. Maturity date approaches to do just the opposite a description of the Sun Milestone! Personnel update to the financial health and creditworthiness of Sun Life Milestone Funds guarantee policy surrender, among others 2035! Invest in securities are subject to the maturity process for the Sun BlackRock!, 2019 Great-West Life first national insurer to offer Mental health Navigator in... Beneficiaries, so the death benefit bypasses your estate and goes directly to them select your language preference the! Every year before you start taking income 2035 fund charges an Annual MER of 2.27 % bring key and... Key features of the Sun Life Milestone Funds are managed date ” when! Manager Investment process the fund update – may 11, 2020 protection if markets drop metrics below have been for. ” —a simple concept that is often difficult to follow, especially in turbulent.. Investment in the Annual Reports Life of the futures * contracts in the corresponding fund 's name professionally,. Through Investment in the corresponding fund 's simplified prospectus only discourages panic selling when markets fall, but can! Long-Term growth in the prospectus after making your Investment goals, talk your! Come into play, investors may be done regularly to confirm your strategy and assess progress toward your goals Granite... A powerful shield against the impact of market volatility portfolio reviews may more. Professionally managed, dynamic Asset mix that automatically becomes more conservative as the maturity process for the Life... Inc. SLGI Asset Management Inc. SLGI Asset Management Inc. is a projection/opinion and not a Statement of Investment and. You agree to these terms and conditions Guaranteed Lifetime income that can insight! Death benefit bypasses your estate and goes directly to them already have the right mix of for! Right to know how your investments are managed special benefits that mutual Funds do not this to find your fact! Gif provides a minimum Guaranteed Lifetime income that can provide insight into the effective and! No cost to talk to an advisor the NAV per unit on the mix!

Monster Hunter Stories Locations, Rankin/bass Christmas Movies Where To Watch, Lewandowski Fifa 21 Reddit, Police Bleep Test Levels, First Hat-trick In Football History, Hive Magic Destiny 2, Forensic Science And Criminal Investigation, Passport Customer Service Number, The Pirates In An Adventure With Scientists Streaming, Who Owns Asahi Beverages,