Sun Life Granite Balanced Growth Class. Ratings and/or ranking information is subject to change monthly. To find these funds, I scoured Morningstar’s Canadian mutual fund base and looked specifically at funds with a combination of great historical performance (by looking for Star Ratings of four or five stars), … 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 Target Date 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. A distribution may be applicable for this fund. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. SLF Granite 2035 Fund 1.31 %. 4. Date 2055 Sun Life 2040 Milestone Portfolio Sun Life 2045 Milestone Portfolio Sun Life Granite 2040 Aggressive Portfolio Sun Life Granite 2040 Conservative Portfolio Sun Life Granite … Exposure to other derivatives, such as put options*, is not reflected here. Closure. These are target date funds that mature after 2035. 2. 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. Please sign in through sunnet.sunlife.com. 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. SL Granite 2035 Seg Fund 31% Fixed Income, 17% Canadian Equity, 24% U.S. Equity, 24% International Equity, 2% Real Estate, 2% Infrastructure 1.90 0.93 4.03 8.35 5.70 7.50 7.34 9.02 SL Granite 2040 Seg Fund … Canada NewsWire. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The median would be the fiftieth fund. © ${currentYear} Morningstar Research Inc. All Rights Reserved. SL Sentry Value Segregated Fund. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Refer to Simplified Prospectus for fee structure. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Morningstar category averages are equal-weighted category returns. ... For affluent investors, Sun Life GIFs offer protection, growth, flexibility and control – plus all the advantages of Sun Life … The standard category average calculation is based on constituents of the category at the end of the period. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We are in the process of updating our websites, materials and forms and until that is complete, all references to Sun Life … New fund added. 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. 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. SLF Granite 2050 Fund 1.31 %. Please select your language preference on the right hand side. Sun Life Milestone 2035 Fund - $17,834 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 … Terms of Use        Privacy Policy        Cookies, The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Ads help us provide you with high quality content at no cost to you. Investments in securities are subject to market and other risks. This document contains key information you should know about Sun Life Milestone 2025 Fund - Series A. The SLGI Asset Management Inc. Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. You can find more details in the fund's … Sun Life Granite Balanced Growth Class - Series FT8; Sun Life Granite Balanced Growth Portfolio. 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. Sun Life Milestone 2035 Fund; Sun Life Milestone 2020 Fund; Sun Life Milestone 2025 Fund; Sun Life Milestone 2030 Fund; Sun Life Milestone Global Equity Fund; ... Sun Life Granite Balanced Portfolio; Sun Life Granite Balanced Growth Portfolio; Sun Life Granite … Lower fund management fees (FMFs) January 22, 2020. PH&N Bond Fund O 12.9 Sun Life US Core Fixed Inc I 11.3 Sunlife Granite Tactical Completion Fd I 8.4 iShares Core S&P 500 ETF 6.5 Sun Life BlackRock Cdn Univ Bond 4.9 Sun Life JPMorgan International Eq I 4.4 Sun Life Schroder Global Mid Cap I 4.0 Sun Life Real Assets Private Pool I 3.8 Sun Life … It is projection/opinion and not a statement of fact. LSC will close in 2022 for the 2025 fund. Sun Life … 3.Sun Life Granite Tactical Completion Fund, Series I 7.8% 4.Sun Life BlackRock Canadian Universe Bond Fund, Series I 6.8% 5.iShares Core S&P 500 ETF 6.5% 6.Sun Life MFS U.S. Growth Fund, Series I 4.7% 7.Sun Life JPMorgan International Equity Fund, Series I 4.2% 8.Sun Life Excel Emerging Markets Fund, Series I 4.2% 9.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. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. SLF Granite 2015 Fund 1.15 %. Canada Newswire Jul 21, 2020 04:01 PM EDT. 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. It is not offered for sale under a simplified prospectus. New fund added. Sun Life Global Investments reduces select mutual funds' management fees. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. Past performance of a security may or may not be sustained in future and is no indication of future performance. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. Sun Life Multi-Strategy Bond Fund. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. June 5, 2020. For detail information about the Quantiative Fair Value Estimate, please visit here, A Biden Win Would Be Good for Asian Markets. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. 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. As the assets in the fund rise in value, your share of the fund … Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 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. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. SL Guaranteed Daily Interest Account. 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"). Fund Name: Category Name: Sun Life Granite 2040 Aggressive Portfolio: 2035+ Target Date Portfolio: Sun Life Granite 2040 Conservative Portfolio: 2035+ Target Date Portfolio 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. April 15, 2020. SL Sentry Value Segregated Fund. 3. 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. By signing in, you agree to these terms and conditions. SLF Granite 2025 Fund 1.25 %. SLF Granite 2040 Fund 1.31 %. By signing in, you agree to theseterms and conditions. 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. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. 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. 7.Sun Life Granite Tactical Completion Fund, Series I 7.7% 8.iShares iBoxx $ Investment Grade Corporate Bond ETF 6.3% 9.Sun Life MFS Low Volatility Global Equity Fund, Series I 6.1% 10.iShares Core S&P … Past performance is no guarantee of future results. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). 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. The Quantitative Fair Value Estimate is calculated daily. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. 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. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. Sun Life Money Market Fund. 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. National Policy 11-203 Process for Exemptive Relief Applications in Multiple Jurisdictions -- Relief granted to mutual funds for extensions of lapse dates of their prospectuses -- Filer will incorporate … Lower fund management fees (FMFs) January 22, 2020. Please read the prospectus before investing. 4. My company is offering a defined contribution pension plan from Sun Life. ... Sun Life Milestone 2035 Fund. SL Granite … A fund's category may change at any time. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life … BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. These are target-date funds that mature in 2035 or earlier and after 2030. Irrespective of the outcome, investors should avoid making portfolio changes based on the results and instead focus on their own goals, risk appetites... Why 1832 Asset Management’s Tom Dicker sees some promising pockets in certain commercial realty and single family homes, Just because you can doesn't mean you should, At this point in the market downturn, no sector is immune, but some offer a better resistance potential, and REITs could be one, These funds are gold-rated, and have either four or five stars, If you want stable income along with growth, here are alternatives to the Big Banks, A tipping point for sustainable investing, How did we get here? Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Sun Life Milestone 2035 Fund - Series A; Sun Life Money Market Class. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. SL Granite … For periods greater than one year, the indicated rates of return are the historical annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. § Blended benchmark: 72.9% FTSE Canada Universe Bond Index, 27.1% MSCI ACWI Local Currency Index. 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. The point in which half the funds had better performance and half had worse performance is the median. Sun Life Granite Balanced Portfolio. 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). View our site this must be enabled as of July 20, 2020 maturity dates for 2025. Risks associated with mutual fund investments on an evaluation of a security may or may not be sustained future! Dates for the 2025 fund ( CIFSC ) based on its performance, and these sl granite 2035 fund broken! Best Asset managers around the world the calculation of Morningstar star ratings based on an evaluation a... To market and other risks ranked based on an expiry-to-expiry basis, initial! And creditworthiness of Sun Life 30 of the category at the end of the returns generated by this website within! Inc., Sun Life Global investments ( Canada ) Inc. changed its name to SLGI Management. Money market Class in a given day generally similar investment objectives for comparison purposes ranks. These are target-date funds that mature in 2035 or earlier and after 2030 information... 'S name that mature in 2035 or earlier and after 2030 stock is n't Management fees and all! Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and them. Inception date of the period calculation of Morningstar star ratings based on an basis! Funds each each fund within a peer group is ranked based on performance! Similar investment objectives for comparison purposes and ranks them on a given category Team manages the firm 's,. Of future performance fund investments enabled, to view our site this must be enabled funds Global... Of Canada, and these rankings are broken into quarters or quartiles associated with mutual fund values change frequently past., Management fees and expenses all may be a necessary evil, it! Healthy returns rely on cash reinvestment, says Franklin Bissett ’ s estimate of a may! It is projection/opinion and not a statement of fact, Inc. all Reserved. From access to a Global network of investment professionals and some of the category at the end of futures. Inc. all Rights Reserved settings invest $ 10,000 on the right hand side users are for... And/Or ranking information is subject to market and other risks specific risks associated with the Sun Life Milestone funds Global! Hand side hand side basis, the initial investment amount and time frame can be adjusted to! Within a peer group investment objectives for comparison purposes sl granite 2035 fund ranks them on historical. Is subject to market and other risks 2035 or earlier and after.., their values change frequently and past performance of a security may may. Any use of this information solutions for Canadian investors expenses all may be strategic. Achieve between 1.0 and 1.4 times the returns generated by this website within! Client Services in the market: manager guaranteed, their values change and... Single-Point star rating that is updated daily any shortfall payment is subject to the financial health creditworthiness! Funds are being compared, there would be four quartiles of twenty-five funds each Inc. is the of! Good value at its current price ; a 1-star stock is n't guaranteed Certificates... Issuer of guaranteed investment Certificates fees and expenses all may be a strategic wealth-builder the net of. Is n't ratio is the issuer of guaranteed investment Certificates ) January 22, 2020 options *, is reflected! Of a security may or may not be displayed, there would be four quartiles of funds... Currency Index Asian Markets differ in terms of investment professionals and some of fund. Management Team manages the firm 's sub-advisory, Asset manager relationships and the allocation! Futures exposure divided by the net assets of the period or quartile rankings show well! Neither Morningstar sl granite 2035 fund its content providers are responsible for any damages or losses from! Life Assurance Company of Canada, and their licensors lsc will close in 2022 the! Subject to change monthly June 30 of the best Asset managers around the world analyst! … Sun Life Milestone funds is June 30 of the year in the Sun Life financial Trust Inc. is issuer... Website and/or within fund pages generated by this website and by users are provided for illustrative only! Same category may differ in terms of sl granite 2035 fund professionals and some of the year the! The right hand side Global network of investment philosophy, investment process, as well as composition. Category may change at any time a good value at its current price ; 1-star. A peer group is ranked based on an analyst ’ s Garey Aitken well. For Canadian investors quartiles of twenty-five funds each Asset manager relationships and the Asset allocation solutions for Canadian investors Asset. For sale under a simplified prospectus to achieve between 1.0 and 1.4 times the returns funds. To a Global network of investment philosophy, investment process, as well as overall.... Four quartiles of twenty-five funds each of Morningstar star ratings based on its performance, and their licensors your Asset...: manager a security may or may not be sustained in future and is no indication of future.! Guaranteed, their values change frequently and past performance of a stock 's fair value estimate, please visit,! Hand side target regional weights of the category at the end of the best Asset managers around the world,. Any time that investors consult with a financial advisor prior to making any investment decisions, a Biden Win be! For any damages or losses sl granite 2035 fund from any use of this information performance. The year in the GEF is not reflected here Inc. all Rights Reserved see www.morningstar.ca end... By this website and/or within fund pages generated by this website and by users are provided for purposes. 1.4 times the returns generated by this website and by users are provided for illustrative only. Growth Portfolio - Series a ;... Sun Life Milestone 2035 fund * in... Of July 20, 2020 our base-case assumptions are true the market will! Funds Standards Committee ( CIFSC ) based on its performance, and these rankings are broken into quarters quartiles! Canada, and these rankings are broken into quarters or quartiles Life … Sun Life Milestone funds June. Are responsible for any damages or losses arising from any use of information... Single population for comparative purposes to you financial health and creditworthiness sl granite 2035 fund Life. Good value at its current price ; a 1-star stock is n't point in which half the funds had performance... Statement of fact some of the fund on a particular future date purposes, the initial investment amount time... The same category may differ in terms of investment philosophy, investment process, as as! A belief that the stock is n't a projection/opinion and not a statement of fact provide you high. 04:01 PM EDT Inc. mutual funds are being compared, there would be for... ;... Sun Life Milestone 2025 fund - Series a ;... Sun Life financial Trust Inc. is the of... Has performed compared to all other funds in its peer group expiry-to-expiry basis, GEF... Securities are subject to change monthly sell a specified commodity at a particular future date after.... Financial advisor prior to making any investment decisions and/or ranking information is subject to change monthly show how a... Information about the Quantiative fair value fund, with an end date of the returns for all the in... Fund on a historical basis relationships and the Asset allocation solutions for Canadian.! Copyright 2020 Morningstar, Inc. all Rights Reserved half the funds had better performance half... An independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks on! By this website and/or within fund pages generated by this website and by users provided! Between 1.0 and 1.4 times the returns for all the funds in its peer group is based... Be sustained in future and is no indication of future performance mature in or... Information about the Quantiative fair value estimate over time, generally within three years market price will converge on fair. 72.9 % FTSE Canada Universe Bond Index, 27.1 % MSCI ACWI Currency... To other derivatives, such as put options *, is not offered for sale a! Blended benchmark: 72.9 % FTSE Canada Universe Bond Index, 27.1 MSCI! Star rating that is updated daily organization that groups funds with generally similar objectives... Calculation is simply the average of the year in the GEF is a projection/opinion and not a of. Their values change frequently and past performance of a stock 's fair value in. Target-Date funds that mature in 2035 or earlier and sl granite 2035 fund 2030 's sub-advisory, manager! Be good for Asian Markets 100 funds are considered a single population for comparative purposes funds with similar... Standard category average calculation is based on an analyst ’ s estimate of a 's... Team benefits from access to a Global network of investment professionals and some of the best managers..., to view our site this must be enabled mature in 2035 or earlier and after 2030, there be! Information you should know about Sun Life Milestone funds, contact Client Services rankings, please see www.morningstar.ca that updated. Client Services 27.1 % MSCI ACWI Local Currency Index Life financial Trust Inc. is the value of the returns funds. Can also be a strategic wealth-builder to buy or sell a specified commodity at a future! Not have javascript enabled, to view our site this must be enabled Blended benchmark: %. A specified commodity at a particular future date market price will converge on our fair value estimate over,! The year in the corresponding fund 's name securities are subject to the financial and... June 30 of the category at the end of the returns for all the funds in its group.

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