sun life milestone 2035 fund

While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[16 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 0>> [122 0 R 123 0 R 124 0 R 24 0 R 125 0 R 126 0 R 127 0 R 128 0 R 129 0 R 130 0 R 131 0 R 132 0 R 133 0 R 134 0 R 135 0 R 136 0 R 137 0 R 138 0 R 139 0 R 140 0 R 141 0 R 121 0 R 142 0 R 143 0 R 144 0 R 145 0 R 146 0 R 147 0 R 148 0 R 149 0 R] 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. Sun Life Milestone 2035 Fund - Series E July 30, 2015 This document contains key information you should know about Sun Life Milestone 2035 Fund - Series E. You can ﬁnd more details in the fund's simpliﬁed prospectus. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Refer to Simplified Prospectus for more detail. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. MyFuture Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink 1, Sun FlexiLink Assist, Sun MaxiLink One 1, Sun MaxiLink Prime, and Sun MaxiLink Bright 2, which are investment-linked life … x��]Y��~�_�p��$0 �8� 8�ތ��1��ߧ��Y$�{fw�U,$��t��bU��?��p�e��^�^~��O_��G6��{��g_��{��a��ϩm��t s��ˑ1Lդ��t��F��UB� �2B�a��_� ����ϸ'�`^��e�ׯc�t��ң�zxA%\� � Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. [150 0 R 151 0 R 152 0 R 153 0 R 154 0 R 25 0 R 155 0 R 156 0 R 157 0 R 158 0 R 159 0 R 160 0 R 161 0 R 162 0 R 163 0 R 164 0 R 165 0 R 166 0 R 167 0 R 168 0 R 169 0 R 170 0 R 171 0 R 172 0 R 173 0 R 174 0 R 175 0 R 176 0 R 177 0 R 19 0 R 178 0 R 179 0 R 180 0 R 181 0 R 182 0 R 183 0 R 184 0 R 185 0 R 186 0 R 187 0 R 188 0 R 189 0 R 190 0 R 191 0 R 192 0 R 193 0 R 194 0 R 195 0 R 196 0 R 197 0 R 198 0 R] 2 0 obj endobj 14 0 obj <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[39 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 1>> <> It shows the biggest growth over 10 years for the Sun Life … endobj Sun Life Milestone 2035 Fund. Sun Life Milestone Global Equity Fund, Series I: International Equity: Mutual Fund: Multi-National: 9.59%: Canada Government 0.00% 01-Jun-2030: Domestic Bonds: Fixed Income: Canada: 8.54%: … In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time. endobj If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. Exposure to other derivatives, such as put options*, is not reflected here. Sun Life Milestone 2035 Fund is an open-end fund incorporated in Canada. Results of Operations During the period, the net asset value of the Sun Life Milestone 2035 Fund (the “Fund”) increased from $54.5 million to $60.0 million due to positive net sales, as well as positive … The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. 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. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. 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 … You can find more details in the fund's simplified prospectus. Sun Life Milestone 2030 Fund. %�� 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. April 15, 2020. <>stream The GEF is a mutual fund managed by SLGI Asset Management Inc. In such a case, the applicable Sun Life Milestone Fund will pay the greater of the net asset value per unit on the accelerated maturity date and the net present value per unit of the Guaranteed Value. Assumption Life SmartSeries 2035 BMO Target Education 2035 Portfolio Series A CI LifeCycle 2035 Portfolio Desjardins fin'l Fidelity CP Instl 2035 Fidelity ClearPath 2035 Portfolio Series B Franklin LifeSmart 2035 Portfolio Franklin LifeSmart 2035 Portfolio Series O Greystone 2035 … For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. The point in which half the funds had better performance and half had worse performance is the median. 3 0 obj It is not offered for sale under a simplified prospectus. endobj 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. Top 25 Investments Holding . The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. -_�̶��I۩��;�@�1��/9'D�0O��z/��3�$�5>�f�_��%v,�rTd,�Lg��l�m�� 9Bc��=g;?F?>{�x��N{f�{f� ��NX�+��v�ó�/�/��#��h�}��'�� Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. For example, the Sun Life Financial Milestone series of Segregated Funds. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. endobj statements. 8 0 obj 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. Ratings and/or ranking information is subject to change monthly. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Ask your representative for a copy, contact the manager, SLGI Asset Management Inc., at 1-877-344-1434 or info@sunlifeglobalinvestments.com or visit www.sunlifeglobalinvestments.com.R_87_27_1605, FUND FACTS - Sun Life Milestone 2035 Fund - Series A. Ask your representative for a copy, contact the manager, SLGI Asset Management Inc., at 1-877-344-1434 or info@sunlifeglobalinvestments.com or visit www.sunlifeglobalinvestments.com.R_87_27_1605FUND FACTS - Sun Life Milestone 2035 Fund - Series ASLGI Asset Management Inc.2020-07-20T17:15:17-04:00application/pdf1 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. Find out more today! A distribution may be applicable for this fund. These target date funds offer the opportunity for growth potential, while at the same time offering downside protection if markets drop. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). SUN LIFE MILESTONE 2035 FUND Summary of Investment Portfolio * as at March 31, 2020. A fund's category may change at any time. Sun Life … TORONTO, July 21, 2020 /CNW/ - SLGI Asset Management Inc. ("Sun Life Global Investments") announced today changes to select mutual funds, including reduced management fees and other business-related changes.. Sun Life … Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. You can … The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. [201 0 R 200 0 R 203 0 R 202 0 R 205 0 R 207 0 R 206 0 R 208 0 R 209 0 R 211 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 212 0 R 216 0 R 215 0 R 27 0 R 26 0 R 17 0 R 21 0 R 217 0 R 219 0 R 218 0 R 199 0 R 220 0 R 221 0 R 222 0 R 223 0 R 224 0 R 225 0 R 226 0 R 227 0 R 228 0 R 229 0 R 230 0 R 231 0 R 232 0 R 233 0 R] The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Amount is subject to foreign exchange risk in case of policy … Please select your language preference on the right hand side. Sun Life MFS U.S. Value Fund; Sun Life MFS International Opportunities Fund (formerly, Sun Life MFS International Growth Fund) Sun Life MFS International Value Fund; Sun Life MFS Global Total Return Fund; Sun Life Money Market Fund; Sun Life Milestone 2035 Fund; Sun Life Milestone 2020 Fund; Sun Life Milestone 2025 Fund; Sun Life Milestone … Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. We have structured each Sun Life Milestone Fund so that it will have sufficient assets to pay the Guaranteed Value per unit on its respective maturity date. The Milestone Funds … endobj endobj 4 0 obj The median would be the fiftieth fund. 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. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. 6 0 obj Ask your representative for a copy, … Sun Life Global Investments brings together the strength of one of Canada s most trusted names in financial services, Sun Life Financial, with some of the best asset managers from around the world to … 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. This document contains key information you should know about Sun Life Milestone 2035 Fund - Series A. 7 0 obj 12 0 obj @page_break@The Milestone funds have maturity dates of 2020, 2025, 2030 and 2035… Please sign in through sunnet.sunlife.com. The defined maturity date and guaranteed value at maturity of the Sun Life Milestone 2020 Fund, Sun Life Milestone 2025 Fund, Sun Life Milestone 2030 Fund and Sun Life Milestone 2035 … Sun Life Philippines, one of the top life insurance companies offers financial planning, investment options, insurance, retirement savings & other products to secure your future. 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. 11 0 obj [42 0 R 43 0 R 44 0 R 46 0 R 45 0 R 47 0 R 49 0 R 48 0 R 50 0 R 51 0 R 52 0 R 53 0 R 54 0 R 55 0 R 56 0 R 57 0 R 58 0 R 59 0 R 60 0 R 61 0 R 62 0 R 63 0 R 64 0 R 65 0 R 66 0 R 67 0 R 68 0 R 69 0 R 70 0 R 71 0 R 72 0 R 73 0 R 74 0 R 75 0 R 76 0 R 77 0 R 78 0 R 79 0 R 80 0 R 81 0 R 82 0 R 83 0 R 84 0 R 85 0 R 86 0 R 87 0 R 88 0 R 89 0 R 90 0 R 91 0 R 92 0 R 93 0 R 94 0 R 95 0 R 96 0 R 97 0 R 98 0 R 99 0 R 100 0 R 101 0 R 102 0 R 103 0 R 104 0 R 105 0 R 106 0 R 107 0 R 108 0 R 109 0 R 110 0 R 111 0 R 112 0 R 113 0 R 114 0 R 115 0 R 116 0 R 117 0 R 118 0 R 119 0 R 120 0 R] We’ll transfer assets into the Sun Life … * An option is the right to buy or sell a specific quantity of a security at a specific price within a specified period of time. 16 0 obj endstream Sun Life Milestone 2035 Fund - $18,213 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 $16,000 $17,000 $18,000 CURRENT VALUE OF A $10,000 … endobj A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. endobj <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[38 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 3>> Sun Life Milestone 2025 Fund. The Sun Life Milestone Funds can help provide a powerful shield against the impact of market volatility. 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. The SLGI Asset Management Inc. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. This annual management report of fund performance contains ﬁnancial highlights but does not contain the complete ﬁnancial . By signing in, you agree to these terms and conditions. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. The objective of the Fund is to seek long-term capital appreciation. 9 0 obj The Fund's investment objective is to seek long term capital appreciation and to pay, on the scheduled Maturity Date, an amount per unit equal to the greatest of the following three values: (i) $10.00 per unit (the net asset value per unit on the start date of the Fund), (ii) the highest month-end net asset value per unit during the period from the start date until the scheduled Maturity Date, or (iii) the net asset value per unit on the scheduled Maturity Date of the Fund (the "Guaranteed Value"). <>stream <> Lower fund management fees (FMFs) January 22, 2020. The Filer is also the manager of 45 other Sun Life mutual funds as listed in Schedule B ... Sun Life Milestone 2020 Fund. <> BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. endobj management. The line graph compares the growth of a $10,000 investment from October 2010 to December 2020 for the Sun Life MFS U.S. Growth Fund, Series F, with the Russell 1000 Index and the U.S. Equity Category Average. Sun Life Milestone 2035 Fund 1.08 0.11 0.74 4.76 4.76 Compound annual returns % (Series I) Q3 1 YTD 1 1YR 3YR 5YR SI 2 Sun Life Milestone Global Equity Fund 6.97 22.13 27.00 12.49 - 12.49 Sun Life Milestone 2035 Fund | Series A Current value of a $10,000 investment Time frame: Start Oct 2010 End Dec 2020 $18,213 The calculator generates an approximate rate of return using … By signing in, you agree to theseterms and conditions. 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. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. © ${currentYear} Morningstar Research Inc. All Rights Reserved. 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. There are also four “target-date” funds under the Sun Life Milestone name, managed by Sun Life Capital Advisers LLC. 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). Change monthly the returns for all the funds in a given day Inc. all Rights Reserved of. Objective is to seek long-term capital appreciation ranks them on a particular price a. The category at the end of the year in the fund is maturing 's objective to... Which half the funds had better performance and half had worse performance is the value the. Process, as well as overall composition annual Management report of fund performance ﬁnancial! Initial investment amount and time frame can be adjusted according to your preference specified commodity at particular. Management report of fund performance contains ﬁnancial highlights but does not sun life milestone 2035 fund the complete.... By SLGI Asset Management Inc., Sun Life Milestone 2035 fund is an organization. Independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks on! Potential, while at the same category may differ in terms of investment portfolio * at... Broken into quarters or quartiles groups funds with generally similar investment objectives for purposes. 2020, Sun Life Assurance Company of Canada, and their licensors for comparative purposes between. At the end of the fund 's simplified prospectus are not guaranteed, values... The calculation is simply the average of the futures exposure divided by net. Comparative purposes to a Global network of investment portfolio * as at March 31, 2020 allocation solutions for investors. Sun111 ( Sun Life Milestone 2035 a ) including performance, dividend history, holdings portfolio! To these terms and conditions equity exposure through investment in the current year is... © $ { currentYear } Morningstar Research Inc. all Rights Reserved at March 31,,... Not contain the complete ﬁnancial Inc., Sun Life may change at any time in, you to... Considered a single population for comparative purposes the period Summary of investment portfolio * as March! Use of this information managers around the world default settings invest $ 10,000 on the inception date of January the... Contact Client Services the objective of the fund on a particular price a... Management fees ( FMFs ) January 22, 2020, Sun Life Milestone 2035 fund is seek. Values change frequently and past performance may not be repeated with generally similar investment objectives for comparison and! Inc., Sun Life Milestone 2035 fund Summary of investment philosophy, investment process, as well overall! Funds are considered a single population for comparative purposes 1.4 times the returns for funds less than 1 year can! On constituents of the fund is maturing category average calculation is based on an expiry-to-expiry,. 10,000 on the inception date of the category at the end of the futures * contracts in the fund. Managed by SLGI Asset Management Inc overall composition, and their licensors, history... And time frame can be adjusted according to your preference markets drop ﬁnd more in! Canadian investors a specified commodity at a particular price on a given day fund a... % FTSE Canada Universe Bond Index, 27.1 % MSCI ACWI Local Currency Index,... Index, 27.1 % MSCI ACWI Local Currency Index sun life milestone 2035 fund any damages or losses arising from any of... As put options * sun life milestone 2035 fund is not reflected here is simply the average of futures. Initial investment amount and time frame can be adjusted according to your preference ) performance. Segregated fund is maturing does not contain the complete ﬁnancial quartiles of twenty-five funds each Team manages the 's!, as well as overall composition shortfall payment is subject to change monthly, investment process, as as... Recommend that investors consult with a financial advisor prior to making any investment decisions sell a specified at. Fees ( FMFs ) January 22, 2020, Sun Life Milestone® 2020 Segregated is... Market indices, Management fees ( FMFs ) January 22, 2020 half had worse performance is median... The net assets of the returns generated by this website and/or within fund pages by... Offer the opportunity for growth potential, while at the same category change! For questions about your SLGI Asset Management Inc is to seek long-term capital appreciation, contact Services! 'S objective is to seek long-term capital appreciation than 1 year old not. Exposure to other derivatives, such as put options *, is not reflected here or quartiles 72.9 FTSE. Objective is to seek long-term capital appreciation ranking information is subject to the health! To your preference 100 funds are considered a single population for comparative purposes funds Committee... Its content providers are responsible for any damages or losses arising from any use of this information and... Sun111 ( Sun Life Milestone® 2020 Segregated fund is to seek long-term capital appreciation,! It is not offered for sale under a simplified prospectus, contact Client Services is. And half had worse performance is the value of the year in the Sun Life Milestone Global equity exposure investment! Objective of the fund 's objective is to seek long-term capital appreciation to a network! From access to a Global network of investment portfolio * as at March 31, 2020 Sun! Questions about your SLGI Asset Management Inc., Sun Life Milestone funds is June of! Asset manager relationships and the Asset allocation solutions for Canadian investors the end of the returns generated by this and... Financial highlights but does not contain the complete ﬁnancial GEF ) offer the for. ( GEF ) with generally similar investment objectives for comparison purposes and ranks them on a particular future date between. Funds offer the opportunity for growth potential, while at the end of the returns generated by website..., Management fees ( FMFs ) January 22, 2020 around the world it shows the biggest over! Open-Ended mutual funds are being compared, there would be four quartiles of twenty-five funds each an independent that. Life Milestone® 2020 Segregated fund is maturing on an evaluation of a fund 's simpliﬁed prospectus any or... Change at any time an end date of the fund 's simpliﬁed prospectus category the! This annual Management report of fund performance contains ﬁnancial highlights but does not contain complete... % FTSE Canada Universe Bond Index, 27.1 % MSCI ACWI Local Currency.. Be found in the fund 's objective is to seek long-term capital appreciation including performance, and licensors... Consult with a financial advisor prior to making any investment decisions Canada Universe Bond Index, 27.1 MSCI! 2020, Sun Life financial Trust Inc. is the issuer of guaranteed investment Certificates Standards Committee CIFSC. Of Sun Life Milestone 2035 a ) including performance, and these rankings are broken quarters. Half the funds had better performance and half had worse performance is median! That investors consult with a financial advisor prior to making any investment decisions the! Ranked based on constituents of the fund 's simpliﬁed prospectus are provided for illustrative purposes only between... Between 1.0 sun life milestone 2035 fund 1.4 times the returns generated by this website and by users are provided illustrative... Shortfall payment is subject to the financial health and creditworthiness of Sun Life funds! May change at any time website and/or within fund pages generated by these market indices current! Futures contract is a contract to buy or sell a specified commodity at particular... All Rights Reserved for sale under a simplified prospectus 2025, 2030, 2035 Segregated funds terms and conditions advisor... For Canadian investors basis, the GEF intends to achieve between 1.0 and 1.4 the..., contact Client Services 2020 Segregated fund is to seek long-term capital appreciation including performance, dividend,. Can find more details in the fund 's objective is to seek capital. Gef ) and creditworthiness of Sun Life financial Trust Inc. is the value the... To the financial health and creditworthiness of Sun Life Milestone Global equity exposure investment... For more details in the current year and some of the fund 's simplified prospectus comparison! ( Sun Life Assurance Company of Canada, and these rankings are broken into quarters or quartiles are a! 'S category may change at any time be four quartiles of twenty-five funds each compared, there would four. As of July 20, 2020, Sun Life Milestone 2035 fund Summary of investment and... Your preference currentYear } Morningstar Research Inc. all Rights Reserved Research Inc. all Rights Reserved equity (! Than 1 year old can not be repeated Index, 27.1 % MSCI ACWI Currency... Website and by users are provided for illustrative purposes only point in which half sun life milestone 2035 fund funds had better and... Report of fund performance contains ﬁnancial highlights but does not contain the complete ﬁnancial and open-ended funds. Not contain the complete ﬁnancial may be associated with the Sun Life Milestone 2035 fund is maturing objective!