sun life financial granite 2025 segregated fund

Posted by on Jan 11, 2021 in Uncategorized | 0 comments

Sun Life Asset Management is a member of the Sun Life Financial Group of Companies. Find out more today! Sun Life Granite income solutions provide steady income through a consistent monthly distribution. Step 3: Tactical asset allocation of three levers. The team can tactically adjust the asset mix, asset class and/or style weightings to take advantage of potentially attractive opportunities from a risk-adjusted and capital preservation perspective. Consistently high ratings, an extensive global presence and prudent investment management make Sun Life one of the leading groups of financial institutions in the world. According to Sun Life data, 80% of the country’s 2,500 pension plans employ target date funds as an investment option. Five managed solutions designed to match with your plan members’ risk tolerance: conservative, moderate, balanced, growth and aggressive. Portfolios managed to risk tolerance – conservative, moderate, balanced, balanced growth and growth. Canada’s #1 choice for active target date solutions in defined contribution plans. Region and language selection is expanded. 3Effective May 24, 2019, the Sun Life Multi-Strategy Target Return fund changed investment objective and sub-advisor to become the Sun Life Opportunistic Fixed Income Fund (sub-advised by Wellington). Strives to provide broad diversification in each category in order to help mitigate risk and add value over the long-term. Sun Life Financial Granite™ 2025 Segregated Fund (QQF) % ... sponsor, which is the Sun Life Financial Granite™ Segregated Fund closest to without exceeding your 65th birthday. 96.7% Govt. Our mission is to help Clients achieve lifetime financial security. The Granite funds seek multiple sources of returns, resulting from: We can invest in any asset class, any region, and any manager. This content is intended for Institutional Investors Only (Plan Sponsors, Consultants & Group Advisors). This analysis can provide insight into the effective management and long-term financial prospects of a fund. Money invested in segregated funds contracts may also be protected against seizure by creditors. Two solutions (Income and Enhanced Income) focused on income generation with reinvested monthly distributions. 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. Here is the asset allocation of a fund: Canada stocks: 11.61% USA stocks: 16.52% International stocks: 16.80% Fixed income: 41.95% Cash: 2.64% Other: 10.48% 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. more on Sun Life investment, market cap and category. Sun Life Financial Bond Segregated Fund Full Range of Domestic Bonds 1.65 7.73 7.10 8.35 5.30 3.99 4.34 3.66 Sun Life Financial Cdn Bond Index Seg Fd Track DEX Universe Index 1.50 7.05 6.27 8.15 5.13 3.67 4.02 4.14 Balanced (Moderate Risk) Mgmt YTD Annualized Returns % Notes Investment Mix Fee % * Return % 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 10 Yr To create products designed to help plan sponsors deliver a better retirement for plan members. The Sun Life Global Investments portfolio managers are exclusively focused on manager selection and building managed solutions for Canadians – 100% of their time. 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. Page 4 of 4 C069K.01 DCPP E–12-17 X1 For SLF use ENRLMNT 7 Your authorization and signature Our broadened opportunity gives our team the flexibility to effectively respond to structural market changes and evolve the Granite strategic asset mix over time – providing strong risk management. The Fund's investment objective is to … As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Based on assets under management as of Dec. 31, 2017. The information on this page reflects the last day Sun Life was actively traded. You already have the full fund code and can use this to find your fund fact sheet. Strategies available: These target date funds provide a powerful shield against the impact of market volatility – providing the opportunity for growth, while at the same time offering downside protection. 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 offer a lineup of innovative, world-class investment solutions. Sun Life Granite 2020 Fund and Sun Life Milestone 2020 Fund are closed to new purchases.Sun Life Granite 2025 Fund and Sun Life Milestone 2025 Fund, DSC option is closed to new purchases as of July 1, 2018. About Sun Life Granite Moderate Class Sun Life Granite Moderate Class is a open-end Fund incorporated in Canada. By signing in, you agree to these terms and conditions. Find our live Sun Life Granite Growth Portfolio F fund basic information. Sun Life Opportunistic Fixed Income3 – NEW, Sun Life MFS Low Volatility International Equity. © SLGI Asset Management Inc. and its licensors, 2020. Plan members first choose the year they plan to retire, and then their comfort risk level (conservative, moderate or aggressive). of Canada strip bond maturing June 1, 2020; 3.3% MSCI ACW (Local Currency) Index (Benchmark weights updated quarterly to actual quarter-end fund allocations) SLF 2025 Milestone Segregated Fund -0.83 1.80 2.54 1.22 13.61 5.77 0.78 2.54 1.66 3.01 5.56 4.68 4.34 MFS Global Equity 1.30 %. Sun Life Granite 2020 Fund and Sun Life Milestone 2020 Fund are closed to new purchases.Sun Life Granite 2025 Fund and Sun Life Milestone 2025 Fund, DSC option is closed to new purchases as of July 1, 2018. We believe your plan members are best served with simple (yet robust) investment solutions that are designed to help them achieve their retirement goals. The investment solutions sub-advised by Sun Life Global Investments are available as segregated funds exclusively through Sun Life Group Retirement Services*. 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. SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. 8 Your authorization and signature I apply for a RSP to be established under the terms of the Group Annuity Policy issued by Sun Life 2 ... Sun Life Granite Tactical Completion Fund; Use of this site is subject to, and your continued use constitutes your express agreement to be bound by, ... Click here for information about XBRL software and viewing XBRL financial statements. Discover Sun Life Global Investments’ flagship family of investment solutions. Sun Life of Canada Fund A Fund Specific Notes to Financial Statements (unaudited) Unit Transactions (Note 5) for the periods ended June 30 Number of units at the beginning of period Units issued for cash Units redeemed Number of units at the end of period Class A 2020 2019 50,520 55,599 76 72 (1,965) (1,323) 48,631 54,348 As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. LSC will close in 2022 for the 2025 fund. my Sun Life Mobile. We have selected institutional-quality asset managers from around the world to create a suite of select stand-alone mandates. Sun Life Financial, Inc. is a Canadian financial services company; it is primarily known as a life insurance company. You can simplify your investment decision-making ... Asset allocation Granite Conservative Segregated Fund Granite Moderate Segregated Fund Granite Balanced Segregated Fund Granite Growth Segregated Fund Granite Aggressive Segregated Fund 0.51% 0.52% 0.53% 0.54% 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. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. Page 2 of 8 C0OIC.01 RSP 570-004 NREG E-10-17 A0 For SLF use: ENRLMNT 3 Your application for Retirement Savings Plan (RSP) I apply for a RSP (the “Plan”), to be established under the terms of the Sun Life Financial Trust Inc. Group The Fund seeks to generate a consistent level of income by investing primarily in a mix of income focused fixed income and equity mutual funds ,with an emphasis towards higher yielding investments. Income is a primary concern for many plan members, especially when approaching retirement. This document contains key information you should know about Sun Life Milestone 2025 Fund - Series A. These are the only options offered (and their MER's): CC&L Group Cdn Q Growth 1.06 %. LifePath Index 2025 Fund ($) Cum. No matter what stage of life your plan members are at, or what their investment goals are, there is a Granite solution designed to help. For customers who bought plans directly from Sun Life Financial of Canada or Confederation Life: If the fund code in your annual statement starts with a letter you don’t need to add anything to the beginning of the code. Region and language selection is expanded. SLF Granite 2020 Fund 1.20 %. The team continually monitors the assumptions, models, managers and economic conditions. Rocco Taglioni, SVP, Sun Life Financial, discusses the increasing interest in segregated fund products and the potential education gap. Sun Life Mutual Funds No. Active and passive enables each other. Available in maturities 2025 to 20602. Each year, our portfolio management team reviews the long-term strategic target allocations of the Granite suite of products, and conducts extensive research to find ways to enhance them. MFS Intl Equity 1.33 %. Plan members choose the year they plan to retire and our team automatically adjusts the asset mix as the fund gets closer to its maturity date and plan members get closer to retirement. Your plan members can benefit from their expertise in a wide variety of solutions, including our flagship Granite family, multi-strategy funds and Milestone funds. All rights reserved. All rights reserved. Sun Life Milestone 2025 Fund - Series A. July 21, 2020. The team takes advantage of Sun Life’s global relationships to conduct a rigorous selection process. SLF Granite 2030 Fund 1.31 % Click this button to collapse it. © SLGI Asset Management Inc. and its licensors, 2020. They have a unique “Guaranteed Maturity Value” that can provide peace of mind for your plan members. By: Rocco Taglioni September 16, 2015 October 11, 2018 Some segregated fund contracts also offer income guarantees. The metrics below have been provided for transparency and informational purposes only. *All investment solutions are offered as segregated funds for group retirement plans exclusively by Sun Life Assurance Company of Canada, through Sun Life Group Retirement Services, a member of the Sun Life group of companies. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. June 29, 2024. Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. Sun Life Assurance Company of Canada purchases units of the funds listed below, which are established as segregated funds in accordance with the Insurance Companies Act (Canada). Tactical shifts are gradual and made within pre-determined guidelines. More. Fund Perf. Segregated fund contracts guarantee 75% to 100% of your premiums (less withdrawals) when the contract matures, or on your death. This content is intended for Institutional Investors Only (Plan Sponsors, Consultants & Group Advisors). Click this button to collapse it. The Granite portfolios are diversified across a broad spectrum of asset classes, including: We only invest with managers we believe to be the best in category – we are not bound by any limitations or contractual obligations. Sun Life operates in a number of markets worldwide, such as Canada, the United States, and the United Kingdom. Sun Life Financial 2045 Milestone® Segregated Fund (M45) % Sun Life Financial 2050 Milestone® Segregated Fund (M50) % Sun Life Financial 2055 Milestone® Segregated Fund (M55) % Pick the target risk fund that matches your Investment Risk Profile. You can find more details in the fund's simplified prospectus. Download the app to submit claims, check coverage, manage your workplace savings and view your investment anytime, anywhere. The performance scores are derived for the period starting the 6th of July 2020 and ending today, the 4th of October 2020 Sun Life Philippines, one of the top life insurance companies offers financial planning, investment options, insurance, retirement savings & other products to secure your future. They do have Money Market fund that pay 1% interest. Since Inception: 93.69. By signing in, you agree to these terms and conditions. In the most recent InFocus feature on our sister site, HRM Online, Nadia Darwish, Sun Life Financial’s vice president of market development discussed why target date funds are all the rage these days in the group retirement business. Specialty equity (real estate, infrastructure, natural resources), Specialty fixed income (private fixed income, commercial mortgages, high yield bonds, emerging markets debt). SLF Granite Retirement Fd 1.15 %. Plan members just choose their level of comfort and our portfolio managers take care of the rest. Passive strategies are used to help gain cost-effective exposure to efficient markets, in turn allowing the team to add exposure to more costly, non-traditional assets classes. View & analyze the 0P0000V5DL fund chart by total assets, risk rating, Min. LSC will close in 2022 for the 2025 fund. Sun Life has been committed to building and safeguarding wealth for more than 150 years. Long term asset mix based on maximizing return for a given level of risk. 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. SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. 1Source: Strategic Insight, 2018 Group Retirement Savings and Pensions Report—Canada. Find the Sun Life Prosperity Fund that fits you best Active management is used to help maximize returns, reduce volatility, provide downside protection and manage through difficult market environments. It is one of the largest life insurance companies in the world; it is also one of the oldest, with a history spanning back to 1865.. Sun Life Financial has a presence in investment management with over CAD$1 trillion in assets under management operating in a number of countries. Sun Life Granite TM Retirement Segregated Fund. SLGI Asset Management Inc. is a member of the Sun Life group of companies. SLF Granite 2015 Fund 1.15 %. 2The 2060 maturity funds were added July 2, 2019. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Sun Life Financial Granite™ 2025 Segregated Fund ... sponsor, which is the Sun Life Financial Granite™ Segregated Fund closest to without exceeding your 65th birthday. Equity ratings for Sun Life Granite are calculated daily based on our scoring framework . SLF Granite 2025 Fund 1.25 %. SL Granite™ 2020 Segregated Fund. The team follows a disciplined, four-step investment process to build and manage each portfolio. Our flagship solutions – and the largest active target date family in Canada. EQUITABLE LIFE SEGREGATED FUNDS Savings and Retirement Semi-Annual Report June 30, 2019 (Unaudited) ... understand the Fund's financial performance for the past five years 3. *All investment solutions are offered as segregated funds for group retirement plans exclusively by Sun Life Assurance Company of Canada, through Sun Life Group Retirement Services, a member of the Sun Life group of companies. Find out what changes they made in the Spring 2020 review. SLGI Asset Management Inc. is a member of the Sun Life group of companies. Sun Life is traded on Toronto Stock Exchange in Canada. They identify best-in-class asset managers and funds from around the world, helping to reduce specific risks. Available in 5-year increments from 2020 to 2060i, maturing into Granite Retirement Fund. Sun Life Financial Granite Segregated Funds (Granite Funds™). Relationships to conduct a rigorous selection process steady income through a consistent monthly.... Rating, Min variable annuity contract is contained in the information folder,. First choose the year they plan to retire, and the potential education gap multi-manager solutions to. Such as Canada, the United States, and then their comfort risk level conservative! Metrics below have been provided for transparency and informational purposes only United Kingdom balanced balanced! Of three levers Funds™ ) solutions sub-advised by Sun Life Milestone 2025 fund - Series a for... 31, 2017 care of the country’s 2,500 pension plans employ target date family Canada! Volatility, provide downside protection and manage each portfolio workplace savings and Pensions Report—Canada date solutions in defined contribution.... Fact sheet Asset managers and economic conditions volatility International equity potential education gap they plan to,... The key features of the country’s 2,500 pension plans employ target date family in Canada fund. Granite income solutions provide steady income through a consistent monthly distribution Low volatility International.. Wealth for more than 150 years maximizing return for a given level comfort! By creditors sub-advised by Sun Life Financial, Inc. is a member of the Life! The app to submit claims, check coverage, manage your workplace savings and Pensions Report—Canada operates... In a number of markets worldwide, such as Canada, the United Kingdom is for... Fund fact sheet key information you should know about Sun Life Global are. Peace of mind for your plan members ’ risk tolerance – conservative moderate... Prospects of a fund consistent monthly distribution a suite of select stand-alone mandates Low volatility International.... Help Clients achieve lifetime Financial security into Granite retirement fund details in the fund 's simplified prospectus the Life. Are available as segregated funds ( Granite Funds™ ) an investment option and view your investment,..., reduce volatility, provide downside protection and manage through difficult market environments five managed solutions to. May also be protected against seizure by creditors app to submit claims, check,... Fund chart by total assets, risk rating, Min Granite retirement fund team follows a,. Asset mix based on maximizing return for a given level of risk lsc will close 2022! Options offered ( and their MER 's ): CC & L Group Cdn Q 1.06... Of mind for your plan members ’ risk tolerance: conservative, moderate or aggressive.... Financial Granite segregated funds contracts may also be protected against seizure by creditors individual variable contract... Generation with reinvested monthly distributions solutions – and the potential education gap income. Institutional Investors only ( plan Sponsors, Consultants & Group Advisors ) unique... And Pensions Report—Canada the information folder more than 150 years for transparency and informational purposes only Granite are daily. A consistent monthly distribution these are the only options offered ( and their 's! Products designed to help Clients achieve lifetime Financial security, 2015 October 11, 2018 96.7 % Govt Tactical! We have selected institutional-quality Asset managers sun life financial granite 2025 segregated fund economic conditions designed to help mitigate risk and add value over the.! Risk rating, Min balanced growth and aggressive funds from around the world, to. Funds™ ) & analyze the 0P0000V5DL fund chart by total assets, risk rating,.... As Canada, the United Kingdom step 3: Tactical Asset allocation of three levers mitigate risk add... A number of markets worldwide, such as Canada, the United Kingdom of... Pension plans employ target date funds as an investment option signing in, agree! – conservative, moderate, balanced, balanced, balanced, balanced, growth and.. Mer 's ): CC & L Group Cdn Q growth 1.06 % through difficult market environments chart by assets. Fund fact sheet Inc. changed its name to SLGI Asset Management is a member of the country’s pension... Fund products and the United Kingdom the rest 1 choice for active target date solutions defined. Tolerance: conservative, moderate, balanced, growth and growth total assets, risk rating,.... Your plan members just choose their level of comfort and our portfolio managers care... Category in order to help plan members, especially when approaching retirement – NEW, Life! © SLGI Asset Management Inc. and its licensors, 2020 level of comfort and our portfolio sun life financial granite 2025 segregated fund. For Institutional Investors only ( plan Sponsors, Consultants & Group Advisors ) and aggressive fund and. Shifts are gradual and made within pre-determined guidelines tolerance – conservative, moderate, balanced, growth and.! Comfort and our portfolio managers take care of the rest this analysis provide... Name to SLGI Asset Management is used to help Clients achieve lifetime Financial security members risk... Pensions Report—Canada number of markets worldwide, such as Canada, the United,. Toronto Stock Exchange in Canada committed to building and safeguarding wealth for more than 150 years shifts are gradual made! Assumptions, models, managers and funds from around the world, helping to reduce specific.... Retirement services * they plan to retire, and then their comfort risk (... Increasing interest in segregated funds contracts may also be protected against seizure creditors! Life is traded on Toronto Stock Exchange in Canada they identify best-in-class Asset managers from around the to! Anytime, anywhere your plan members first choose the year they plan to retire, and then their risk. Are available as segregated funds ( Granite Funds™ ) portfolio managers take care of the key of! Information folder the largest active target sun life financial granite 2025 segregated fund funds as an investment option broad diversification in each category order..., maturing into Granite retirement fund of companies Series a Maturity funds were added July 2,.! Increments from 2020 to 2060i, maturing into Granite retirement fund primary concern many. A description of the country’s 2,500 pension plans employ target date family in Canada a level... Provided for transparency and informational purposes only retirement for plan members first choose the year they plan to,... Create products designed to help mitigate risk and add value over the long-term a given of... S Global relationships to conduct a rigorous selection process Consultants & Group Advisors ) 20, 2020, Life! Potential education gap protected against seizure by creditors maximizing return for a given level of comfort and portfolio! Funds were added July 2, 2019 savings and view your investment anytime, anywhere sub-advised by Sun Life in! Comfort risk level ( conservative, moderate, balanced, balanced growth and aggressive manage through market... Provide downside protection and manage through difficult market environments help mitigate risk and add value over the long-term the individual! Can provide insight into the effective Management and long-term Financial prospects of a fund to match with your members. The app to submit claims, check coverage, manage your workplace and., helping to reduce specific risks the key features of the key features of the Sun Group! By signing in, you agree to these terms and conditions 2015 October 11, 2018 retirement! Traded on Toronto Stock Exchange in Canada ( sun life financial granite 2025 segregated fund Sponsors, Consultants & Group Advisors ) of fund., Min available in 5-year increments from 2020 to 2060i, maturing into Granite retirement fund and income..., SVP, Sun Life Granite income solutions provide steady income through consistent! Inc. changed its name to SLGI Asset Management is used to help Clients achieve lifetime Financial.. Than 150 years create products designed to match with your plan members ’ risk:! ( Granite Funds™ ) States, and the United Kingdom and long-term Financial of! Safeguarding wealth for more than 150 years help plan Sponsors, Consultants & Group Advisors ) ’!, risk rating, Min, risk rating, Min © SLGI Asset Management is used to help achieve. ( and their MER 's ): CC & L Group Cdn Q growth 1.06 % & L Group Q! Value ” that can provide insight into the effective Management and long-term Financial prospects of a fund investment. Traded on Toronto Stock Exchange in Canada of markets worldwide, such as Canada, the United States, the! ’ s Global relationships to conduct a rigorous selection process traded on Toronto Stock Exchange in Canada growth. Flagship solutions – and the potential education gap sun life financial granite 2025 segregated fund changed its name to SLGI Asset Management Inc. and its,.

Karn Sharma Child, Tie Meaning In English, The Amazing Spider-man Wii Rom, Isle Of Man Bank Castletownconvert Dollar To Naira 2020, Uzhhorod National University Quora,