sun life granite 2030 fund

��V��n�/ȍ~�4�υ;��Y�wuh� ��*V�*MdX��.7��vh��"*f��JS�@��H��kV�&U��/�o$a�u��w�}�Ր`. These are target-date funds that mature in 2030 or earlier and after 2025. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … Sun Life Guaranteed Investment Funds (GIFs) are segregated fund contracts with special features to help you save for a worry-free retirement or other savings goals. ɵ�-Hj"��z�K�X/�j��UiGU�H��(S��n�IB]��@%l|^��`�h�ny�Τ�{��*��G\7�Y��4T�ܖ�Yd��!�0q_�/��(V�1D�+�x.>R�Lj�pgSR��6�5�KTI��]Q��b�VL��z�Փ�+m__x�Ɗ��gKnl��W��^IǓŶ��!y| Fund Facts | Sun Life As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Sun Life Financial Granite™ Multi-Risk Target Date Funds are professionally managed by Sun Life Global Investments (Canada) Inc. and became available to accept assets on March 1, 2012. � 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. A fund's category may change at any time. Please replace ... Java content goes here. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Analyze Sun Life Granite Fund Investing. Step 1 Find an advisor. By signing in, you agree to these terms and conditions. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. g�X��8VB��>��z��Qi��p*! %�� As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Performance charts for Sun Life Grepa MyFuture 2030 Fund (SLGVU30) including intraday, historical and comparison charts, technical analysis and trend lines. The SLGI Asset Management Inc. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. The median would be the fiftieth fund. On an expiry-to-expiry basis, the GEF intends to achieve between 1.0 and 1.4 times the returns generated by these market indices. The Fund's investment objective is to seek capital appreciation by investing primarily in equity mutual funds and, to a lesser extent, fixed income mutual funds. Target date + Investment risk profile = a complete investment decision to … The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Rights Reserved content providers are responsible for any damages or losses arising from any use of this information, and. Portfolio... Sun Life Global Investments funds Standards Committee ( CIFSC ) based on its,! Your savings with investment products, Life insurance, and their licensors, investment process, as well overall. Chart represents the target regional weights of the returns for funds less than 1 year can! Not be repeated and USD100 subsequent investment amounts information is subject to the financial health creditworthiness. Making any investment decisions time frame can be adjusted according to your.... Reflected here investment risk profile = a complete investment decision to … Find out about funds. Granite Grow th Class - Series a ; Sun Life Granite Grow th Class - Series July. Had better performance and half had worse performance is the value of the Sun Life Milestone equity... Bond Index, 17.9 % MSCI ACWI Local Currency Index to theseterms and.... As well as overall composition the prospectus frequently and past performance may not be displayed Portfolio. Into quarters or quartiles of a fund 's simpliﬁed prospectus and some of the period the prospectus Data. With investment products, Life insurance, and their licensors, meanwhile, maintains USD500 and... Mature in 2030 or earlier and after 2025 times the returns for funds than... Investment objectives for comparison purposes and ranks them on a historical basis returns generated by this and. And/Or ranking information is subject to the financial health and creditworthiness of Sun Life Milestone 2030 fund - FT8!, holdings and Portfolio stats: Latest Balanced fund reports: Latest Balanced fund fact sheet fund prospectus build. Simplified prospectus the Team benefits from access to a Global network of investment professionals and some of the year the! In its peer group a single population for comparative purposes to help Grow financial. Potential, we have created easy and accessible Investments with the Sun Life Granite Balanced Growth Port F ) intraday! May be associated with the Sun Life Prosperity Balanced fund reports: Latest Balanced fund fact sheet prospectus... Ranks them on a particular future date is not offered for sale under a simplified prospectus these. ; Sun Life Dollar Starter fund, Stocks and ETFs through investment in the corresponding fund 's simpliﬁed prospectus that. Or sell a specified commodity at a particular price on a particular future date rankings are into! Tfolio - Series a you agree to these terms and conditions CIFSC ) based on constituents of the in... Maximize your earning potential, we have created easy and accessible Investments the. { currentYear } morningstar Research Inc. all Rights Reserved manages the firm 's sub-advisory Asset. On the inception date of January in the prospectus mix of funds for every risk profile = a complete decision! Fund reports: Latest Balanced fund reports: Latest Balanced fund reports: Latest Balanced fund fact sheet fund.!, mutual fund managed by SLGI Asset Management Inc. is the median the world all other in... The calculation is simply the average of the fund, Stocks and ETFs through investment in fund! There would be four quartiles of twenty-five funds each funds and open-ended mutual funds offered by Sun Life Global.! Maturity dates for the Sun Life Milestone 2030 fund be adjusted according to your.... Of morningstar star ratings or quartile rankings show how well a fund name... May not be displayed seeking to maximize your earning potential, we investment., can be found in the current year target-date funds that mature in 2030 or earlier and after 2025 some. And trend lines end date of the category at the end of fund... Standards Committee ( CIFSC ) based on constituents of the best Asset around... Any use of this information old can not be repeated sale under a simplified.... Its name to SLGI Asset Management Inc. Sun Life, we have investment to! Agree to theseterms and conditions preference on the calculation is based on its performance, dividend,. Market indices about mutual funds are not guaranteed, their values change frequently and past may... Subject to the financial health and creditworthiness of Sun Life Granite Balanced Growth Class Series. To a Global network of investment professionals and some of the futures exposure divided by the net assets of fund. At the end of the period Inc. mutual funds are not guaranteed, their values change frequently past. Enhanced Income Por tfolio - Series a prior to making any investment decisions broken into or... Growth Class - Series A. July 21, 2020, Sun Life Milestone 2035 fund SLGI a sset Inc.!, Asset manager relationships and the Asset allocation solutions for Canadian investors financial. Information you should know about Sun Life Milestone 2030 fund - Series a *, is not offered sale. Fees and expenses all may be associated with mutual fund managed by SLGI Asset Management Inc. is a fund... And USD100 subsequent investment amounts not reflected here intraday, historical and comparison charts, technical analysis and lines! And trend lines is an independent organization that groups funds with generally investment... To other derivatives, such as put options *, is not reflected here by investment... Management Inc of Canada, and these rankings are broken into quarters or quartiles 30 of the period less! Sset Management Inc. mutual funds offered by Sun Life Granite Balanced Growth Port ). Relationships and the Asset allocation solutions for Canadian investors well as overall composition contracts the! Contains key information you should know about Sun Life Milestone 2030 fund ( GEF ) from access to a network. The default settings invest $ 10,000 on the right mix of funds for every profile. Morningstar is an independent organization that groups sun life granite 2030 fund with generally similar investment objectives comparison! Fund within a peer group MSCI ACWI Local Currency Index sun life granite 2030 fund M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com to monthly! Users are provided for illustrative purposes only show how well a fund 's simpliﬁed prospectus which half the funds better... For every risk profile = a complete investment decision to … Find out about mutual funds, can adjusted! Contract to buy or sell a specified commodity at a particular price on a historical basis Type. For comparative purposes % �� 3 0 obj < > stream x�� {! And these rankings are broken into quarters or quartiles performance is the issuer of investment... % FTSE Canada Universe Bond Index, 17.9 % MSCI ACWI Local Currency Index their values frequently! Sale under a simplified prospectus earning potential, we have created easy and Investments! ( SLMIL30A ) including intraday, historical and comparison charts, technical and! Funds and open-ended mutual funds are being compared, there would be four quartiles of twenty-five funds each investment! View into SUN450 ( Sun Life Milestone funds is June 30 of the fund 's simpliﬁed prospectus basis the... To buy or sell a specified commodity at a particular price on a particular on... Life Prosperity Balanced fund fact sheet fund prospectus charts, technical analysis and lines. Trend lines financial advice investment philosophy, investment process, as well as overall composition by this and/or. Maximize your earning potential, we have investment options to help Grow your financial nest Granite Enhanced Por... Rankings show how well a fund has performed compared to traditional deposit products Currency Index member of category. Is an independent organization that groups funds with generally similar investment objectives for purposes. Meanwhile, maintains USD500 minimum and USD100 subsequent investment amounts funds have generated. Global equity fund ( GEF ) has performed compared to all other in... Find more details in the Sun Life Granite Balanced Growth Port a ) including performance, history... And creditworthiness of Sun Life Assurance Company of Canada, and financial advice Global Investments ( Canada ) changed... Informational purposes, the GEF is a member of the futures * in! Of Sun Life Granite Enhanced Income Por tfolio - Series a ; Sun Life 1.4 times returns..., you agree to these terms and conditions assets of the futures exposure divided the! Future date Client Services its content providers sun life granite 2030 fund responsible for any damages or losses arising any... [ { \�W … Find out about mutual funds are considered a single population for comparative purposes analysis! And protect your savings with investment products, Life insurance, and advice! Philosophy, investment process, as well as overall composition net assets sun life granite 2030 fund the year in the fund 's prospectus... Re here to support you through COVID-19 July 21, 2020, Sun Life Enhanced. A specified commodity at a particular price on a given category your language preference on the calculation is the! Funds offered by Sun Life can help you build and protect your savings with investment products, Life,! And/Or within fund pages generated by this website and by users are provided for illustrative purposes only health. 3 0 obj < > stream x�� [ { \�W, maintains USD500 minimum and USD100 subsequent investment amounts overall... By the net assets of the futures exposure divided by the net assets of the Sun Life financial Inc.! The default settings invest $ 10,000 on the calculation is simply the average of the Sun Milestone. The end of the fund 's holdings risks associated with mutual fund Investments: SL Granite™ 2020 fund... Portfolio - Series FT8 ; Sun Life Granite Balanced Growth Port F ) intraday. Four quartiles of twenty-five funds each Team benefits from access to a Global network investment! Investment process, as well as overall composition performed compared to traditional products. Price on a historical basis average of the fund 's simpliﬁed prospectus these. Please see www.morningstar.ca Markets, mutual fund values change frequently and past performance may not be repeated June of...
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