Based on the generalized advice of allocating 120 - age percentage to equity, I would suggest the following combination of index funds:. The Target risk funds with Sun Life offer automatic portfolio rebalancing, helping you keep your investment mix, ... PH&N Bond Fund PH&N Bond Segregated Fund 0.31 Canadian equity TD Emerald Low Volatility Canadian Equity Pooled Fund Trust TDAM Low Volatility Canadian Equity ... Foreign equity TD Emerald US Market Index Fund TDAM U.S. Market Index Segregated Fund (REG ONLY) 0.21 TD … 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. For more information on the fund and its holdings, call the Canada Life Retirement Information Line at 1-800-305-1444. Source: BMO fund facts, TD Asset Management, Scotiabank, RBC, CIBC … © Sun Life Assurance Company of Canada. The point in which half the funds had better performance and half had worse performance is the median. Average credit quality gives a snapshot of the fund's overall credit quality. When the changes are implemented, plan members will see a sale of the discontinued fund and the purchase of the replacement fund reflected in their accounts. 10% - Sun Life BlackRock Canadian Bond Index Segregated Fund 30% - BlackRock US Equity Index Segregated Fund. Sun Life Money Market Segregated Fund (0.24% MER) Bond (fixed income) TDAM Canadian Bond Index Segregated Fund (0.40% MER) Canadian Equity. 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. 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. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. Please select your language preference on the right hand side. They can also answer any questions you may have along the way. MFS believes ideas improve when they're carefully reviewed and constantly challenged. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. ... TD Mutual Funds are designed for your life. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. SLA 5 Year Guaranteed Fund (060) Sun Life Financial Money Market Segregated Fund (X21) TDAM Canadian Bond Index Segregated Fund (X37) ... TDAM Canadian Equity Index Segregated Fund (X39) Beutel Goodman Global Segregated Fund (U52) TDAM International Equity Index Segregated Fund (X41) TDAM U.S. Market Index Segregated Fund (X40) Will appreciate any thoughts on … 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.. Analysts in many of the world's major financial centers scour the globe for opportunities. 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. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. Based on the generalized advice of allocating 120 - age percentage to equity, I would suggest the following combination of index funds:. Sun Life also offers segregated funds through financial advisors. The S&P 500® index, the S&P 500® CAD Hedged index, the S&P EPAC Ex-Korea LargeMidCap index, the S&P EPAC Ex-Korea LargeMidCapCAD hedged index, the S&P Canada Aggregate Bond index and the S&P/TSX Capped Composite index (collectively, the "Indices") are products of S&P Dow Jones Indices LLC ("SPDJI"), and have been licensed for use by TD Asset Management Inc. ("TDAM"). 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. 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). 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. Bottom up. 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. … The two firms have 150 years of investing history between them. 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. Past performance is no guarantee of future results. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Invest in one of the widest selections of segregated funds in Canada, managed by award-winning investment managers. By signing in, you agree to theseterms and conditions. Sun Life Assurance Company of Canada SunWise II Segregated Funds SunWise Bond Index Fund As of December 31, 2018 5. By signing in, you agree to these terms and conditions. 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. 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. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. Sun Life BlackRock Canadian Universe Bond Fund. 7% Bonds: TDAM Canadian Bond Index Segregated Fund 14% Canadian equity: BlackRock S&P/TSX Composite Index 79% Global equity: BlackRock Global Equity Index. The historical performance shown is that of the Canada Life segregated fund or the underlying third-party fund. Global Small Cap Equity Segregated Fund (QVC) % % MFS International Equity Segregated Fund (QON) % % TDAM U.S. Market Index Segregated … 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. Returns for funds less than 1 year old cannot be displayed. Search the largest database of Canadian mutual funds, segregated funds, pooled funds, hedge funds, wrap products, labour-sponsored funds and structured notes. Im 36 years old and not see myself retiring anytime soon. The goal is to increase efficiency and ensure their investment team can focus on producing strong performance for other investment strategies. How Canada Life is supporting you during COVID-19. Potential creditor protection . For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. From the highest highs to the lowest lows, the firm has spent decades refining its investment process according to four key principles: work from the bottom up, take a global perspective, collaborate, and manage risk. Annual Reports 2015-2018. BlackRock Canada Universe Bond Index D 51.5 BlackRock CDN US Equity Index Class D 12.8 BlackRock CDN Real Return Bond Idx Cl D 8.4 BlackRock CDN MSCI EAFE Equity Index D 7.5 BlackRock Canadian Equity Index Class D 7.5 iShares S&P GSCI Commodity-Indexed Trust 4.9 iShares MSCI Emerging Markets ETF 2.8 BlackRock CDN Glbl Dev Real Est Idx Cl D 2.3 30% - CC&L Group Cdn Equity Segregated Fund (This one has exposure to >100 stocks, the MFS fund … Sun Life also offers segregated funds through financial advisors. 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. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. MFS Investment Management joined forces with McLean Budden in Canada in November 2011. Management companySLGI Asset Management Inc. Sub-advisor MFS Investment Management Canada Limited, Please replace ... Java content goes here. Skip over navigation. You can request a free copy of the annual financial statements by calling 1-877-344-1434, by . ... bonds or other securities with the goal of increasing the value of the entire pool. The members must report capital gains in the year the transfer occurs. Ratings and/or ranking information is subject to change monthly. In that case, you will need to make this selection and inform Sun Life of your decision by May 8, 2020. ... is the sole issuer of the … We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. Le service sera rétabli sous peu. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Welcome to Sun Life Financial of Canada in the UK. For details, please refer to the Information Folder and Contract. We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. We offer a range of mutual funds to help meet your investing needs. 7% Bonds: TDAM Canadian Bond Index Segregated Fund 14% Canadian equity: BlackRock S&P/TSX Composite Index 79% Global equity: BlackRock Global Equity Index. A distribution may be applicable for this fund. ... 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 … Index funds are a low-cost option for new investors to commence their investing journey while earning “market returns” and saving on “investment fees.” The use of low-cost index funds can also prepare and boost the confidence of beginners for more DIY-type investing with ETFs and other individual investment assets. The underlying fund invests mostly in Canadian bonds. 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. If you are satisfied with the replacement fund suggested, you don’t have to take any action at this time. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Collaborative. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer. Money Market Funds • Sun Life Financial Money Market Segregated Fund • Will be replaced shortly with the Sun Life GDIA • Invesco Stable Value III Fixed Income Funds • PH&N Bond Segregated Fund • TDAM Canadian Core Plus Bond Segregated Fund • Fidelity US Bond Index • Metropolitan West Total Return Bond I Balanced or Target Date Funds • BlackRock LifePath® Index Segregated Funds 2018 AFS Sun Life of Canada Prosperity Balanced Fund . Sales charges Ongoing Fund expenses The MER includes the management fee, operating expenses … Sun Life Financial is also pleased to announce the addition of the 2045 Milestone® Segregated Fund to its Milestone® Series of … The calculation is simply the average of the returns for all the funds in a given category. TD Asset Management Inc. (TDAM) is a wholly-owned subsidiary of The Toronto-Dominion Bank, and a member of the TD Bank Financial Group. Hafiz is a co-manager of TDAM's Global and Canadian Core Plus fixed income mandates, serving both retail and institutional clients. The transfer will happen, unless we explicitly receive different instructions from plan sponsors currently offering the discontinued fund. Global. 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: $10000 Time frame: Start May 2011 End Nov 2020 The calculator generates an approximate rate of … Refer to Simplified Prospectus for more detail. Sun Life Prosperity World Equity Index Fund Feeder 2020 20-IS. 2019 ($) 2018 ($) 2017 ($) 2016 ($) 2015 ($) Net asset value, beginning of ; period 10.31: 10.48: 10.53: 10.75: 10.73: … Veuillez, par conséquent, réessayer bientôt. Sun Life Assurance Company of Canada and Morningstar, together, are pleased to provide you this information on the investments available in your plan. The underlying fund invests mostly in Canadian … Sun Life Global Investments (SLGI) recently completed a comprehensive review of its product offering. Sun Life Prosperity World Voyager Fund 2020 20-IS. 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 Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please select your language preference on the right hand side. Please read the prospectus before investing. We expect the investment management fees for the replacement fund to be the same, or lower, than those for the discontinued fund. The Morningstar Rating TM 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. The replacement fund has the same investment style (passive). 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. The median would be the fiftieth fund. Nous nous excusons de cet inconvénient temporaire. Beutel Goodman Canadian Equity Segregated Fund (0.65% MER) Beutel Goodman Small Cap Segregated Fund (0.69% MER) MFS Canadian Equity Growth Segregated Fund (0.59% MER) TDAM Canadian Equity Index Segregated Fund (0.41% … MFS Responsible Global Research Segregated Fund (GFA) Sun Life MFS U.S. Value Segregated Fund (PN7) TDAM Global Equity Index Segregated Fund (PWA) TDAM U.S. Market Index Segregated Fund (Registered) (IG3) Templeton International Stock Trust Segregated Fund (D9S) ... using available funds. Note: Only the Sun Life Prosperity Money Market Fund maintains a PHP100 minimum and additional investment amount. 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. Learn more Segregated funds. At Sun Life, our Purpose is to help our Clients achieve lifetime financial security and live healthier lives. A DRO's ratings can change from time-to-time. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 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. 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. 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