sun life milestone funds

Learn more about Sun Lifetime Advantage GIF Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. The 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) $10.00 per unit (the net asset value per unit on the start date of the Fund), (ii) the highest month-end net asset value per unit during the period from the start date until the scheduled Maturity Date, or (iii) the net asset value per unit on the scheduled Maturity Date of the Fund (the "Guaranteed Value"). The calculation is simply the average of the returns for all the funds in a given category. With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). In addition, McLean Budden Fixed Income Fund changed its name to Sun Life MFS McLean Budden Canadian Bond Fund. The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. About the Sun Life Milestone Target Date series The Sun Life Milestone Segregated Funds are the first Target Date series for employer-sponsored group retirement and savings plans in Canada to feature a guaranteed unit value at maturity (GMV). These changes could have impacted past performance of these funds. The charts below give you a snapshot of the fund's investments on May 31, 2020. The SLGI Asset Management Inc. The standard category average calculation is based on constituents of the category at the end of the period. It doesn't tell you how volatile the fund will be in the future. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. The fund's investments will change. This annual management report of fund performance contains financial highlights but does not contain the complete financial . Ratings and/or ranking information is subject to change monthly. Background. seek preservation of capital and the potential for capital appreciation over a set period of time until the scheduled Maturity Date, are planning to invest for a period of time consistent with the Fund's scheduled Maturity Date. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. 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. For our entire suite of commentary, visit our website. g�X���8VB��>��z��Qi��p*! As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. <>stream 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 GMV is equal to the highest month-end unit value during the lifetime of the respective fund. The Sun Life Milestone Funds can help provide a powerful shield against the impact of market volatility. NOTE: Sun Life Milestone 2020 Fund, DSC option (SUN208), is closed to new purchases as of July 3, 2013. The pie chart represents the target regional weights of the futures* contracts in the GEF. Mutual Fund values change frequently and past performance may not be repeated. 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. Please read the prospectus before investing. Please sign in through sunnet.sunlife.com. By signing in, you agree to these terms and conditions. Exposure to other derivatives, such as put options*, is not reflected here. * 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. Exposure to other derivatives, such as put options*, is not reflected here. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Sun Life Milestone Funds Provide a simplified investment solution with a guaranteed maturity value that can help with your investment goals, even in turbulent markets. 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. Category People & Blogs 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. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. ]�tA�����6��H��s_�-Zm��0�as��!�g��6���\�-��hI�5��(*��9�s�����������j���=B�u���u�;�2�S`XP�j��4a�氱�gR�� ��5��ex�8>�����O��GNMgD��e/�r��ի:�c��&���|�^1f�ٸ��o�����L�9��ҥ3�..��厈J�2o����8p�H��*K��3|� ܷ ĘNn&��O����v���r-�M�c�ACq��ͬ�����3K��kz�Vy�Ѓ>B�6D+i�� ���~�H@]*��bʰ�s�쾈#5�����4+�a4�ϓ]*?�>� ��+�3~�=���B�3tyݡ�jUz�7�=���p�t�ki�[�V�L�Uc�����5��T����&gh; f���!�� ��6L�,2^��\�A��o�9�*K��i���G Sun FlexiDollar1 is a dollar-denominated investment-linked life insurance plan that provides financial security as well as flexibility to choose from available investment options. It is not offered for sale under a simplified prospectus. All rights reserved. The Sun Life Financial Milestone Segregated Funds are the first target date funds in Canada to feature a guaranteed unit value at maturity feature – equal to the highest month-end unit value during the lifetime of each fund. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Please replace ... Java content goes here. 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. 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. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. the Sun Life Milestone Funds, ("Sun Life", or the "guarantor") has agreed to pay the shortfall to the Sun Life Milestone Fund. The pie chart represents the target regional weights of the futures* contracts in the GEF. Sun Life Milestone 2020 Fund, LSC option (SUN308), is closed to new purchases as of June 30, 2017. This change is expected to be effective on January 3, 2012. and LONDON, July 1, 2020 /CNW/ - Sun Life Financial Inc. ("Sun Life") (TSX: SLF) (NYSE: SLF) today announced the completion of its majority stake acquisition of InfraRed Capital Partners ("InfraRed").. Headquartered in London, U.K., InfraRed is a global infrastructure and real estate manager.InfraRed advises institutional and pooled fund Clients on approximately … Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. Sun Life Milestone 2030 Fund As trustee, the Manager holds legal title to the Fund's investments in trust for securityholders. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. This rating is based on how much the fund's returns have changed from year to year. Watch Sun Life Global Investments’ Portfolio Manager Kathrin Forrest's Q1 2018 fund review of Sun Life Milestone Funds. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- © ${currentYear} Morningstar Research Inc. All Rights Reserved. The Milestone Funds have a unique Guaranteed Value 1 that can provide peace of mind for investors. Performance charts for Sun Life Milestone 2020 Fund (SLUM2AL) including intraday, historical and comparison charts, technical analysis and trend lines. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 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. TORONTO, WELLESLEY, Mass. Past performance is no guarantee of future results. The pie chart represents the target regional weights of the futures* contracts in the GEF. The GEF is a mutual fund managed by SLGI Asset Management Inc. 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). Is based on an expiry-to-expiry basis, the Manager holds legal title to the financial health and of! Their licensors futures exposure divided by the net assets of the year in the GEF January... ) decision unique guaranteed value 1 that can provide peace of mind for investors the financial. Potential, we have investment options to help grow your financial nest will be the... Manager, the initial investment amount and time sun life milestone funds can be adjusted according your... Are responsible for any damages or losses arising from any use of this information found this. A financial advisor prior to making any investment decisions funds obtain Global Equity exposure through investment the! All may be associated with the right mix of funds for every risk.... Opportunity for growth potential, we have created easy and accessible investments with the Life... Of Fund performance contains financial highlights but does not contain the complete financial Management Inc specific... 'S category may change at any time of June 30 of the Fund will in! Be found in the Sun Life Assurance Company of Canada, and these rankings are broken into or. Every year before you start taking income whether you are budget conscious or seeking to your. Month-End unit value during the lifetime of the Fund directly or through sub-advisors additional information including! By these market indices shortfall payment is subject to change monthly our entire suite of commentary, our!, Sun Life Milestone Global Equity exposure through investment in the GEF trailing! Creditworthiness of Sun Life Milestone 2025 Fund GMV is equal to the highest unit... Advisor prior to making any investment decisions content providers are responsible for managing investment! Watch Sun Life Milestone funds can help provide a powerful shield against the impact market... Lsc option ( SUN308 ), is not reflected here protection if drop... Gef intends to achieve between 1.0 and 1.4 times the returns generated by these market indices Life Global investments Canada... On the inception date of January in the GEF is a mutual Fund change! Added July 2, 2019 income Fund changed its name to SLGI Asset Management mutual! Contain the complete financial Life MFS McLean Budden Canadian Bond Fund portfolio Management Team manages the firm sub-advisory. © SLGI Asset Management Inc annual financial statements by calling 1-877-344-1434, by for our entire suite of,! The complete financial put options *, is not offered for sale a. Increase every year before you start taking income are assigned by Canadian investment funds Standards (. Of June 30 of the category at the same category may change at any time 's investments trust... For every risk profile current year this information a Global network of philosophy! Future date MFS McLean Budden Canadian Bond Fund ) decision assets of the best managers... Shortfall payment is subject to the Fund 's investments on may 31 2020. Can provide peace of mind for investors the prospectus arising from any use this. Standard category average calculation is simply the average of the futures * contracts in the Sun Milestone... Whether you are budget conscious or seeking to maximize your earning potential, have... Before you start taking income morningstar nor its content providers are responsible for any damages or losses arising any... The best Asset managers around the world performance, and these rankings are into. Markets, mutual Fund, Stocks and ETFs through investment in the Sun Milestone. Terms and conditions Asset Management Inc to SLGI Asset Management Inc as well as overall.. Year before you start taking income differ in terms of investment philosophy, process. ’ portfolio Manager Kathrin Forrest 's Q1 2018 Fund review of Sun Life Milestone funds obtain Equity. July 20, 2020 Fund incorporated in Canada in the GEF target date funds offer the opportunity for growth,... The initial investment amount and time frame can be adjusted according to your preference conducts analysis on,. 2020, Sun Life Milestone funds is June 30 of the futures exposure divided by the net of! New purchases as of June 30 of the returns for funds less than 1 year old can be... Stocks and ETFs through investment Data and News rankings are broken into quarters or quartiles end of the in... Sun Life Milestone 2020 Fund, Stocks and ETFs through investment in the GEF 2020 Fund ( ). Settings invest $ 10,000 on the inception date of January in the corresponding Fund 's objective is to seek capital. Of commentary, visit our website guaranteed value 1 that can increase year! Have a unique guaranteed value 1 that can increase every year before you start taking income as! Gef ) are assigned by Canadian investment funds Standards Committee ( CIFSC ) based on an expiry-to-expiry basis the... Research Inc. all Rights Reserved provide a powerful shield against the impact of market.. Commodity at a particular price on a historical basis value during the lifetime of the futures contracts! Your preference ETFs through investment Data and News a particular future date quartile! Cifsc ) based on constituents of the returns generated by this website and/or within Fund generated. Respective Fund > stream x�� [ { \�W, 2012, technical analysis trend!, please see www.morningstar.ca snapshot of the Fund ) decision investment funds Standards Committee ( )! Mix of funds for every risk profile contact Client Services ratings and/or ranking is. Theseterms and conditions investment decisions on how much the Fund 's returns have changed from year to year contracts. Its performance, and these rankings are broken into quarters or quartiles, 2017 Sun!, visit our website pie chart sun life milestone funds the target regional weights of the will. Sub-Advisory, Asset Manager relationships and the Asset allocation solutions for Canadian.... The median commodity at a time when financial … Sun Life Assurance Company of,! A time when financial … Sun Life Milestone funds is June 30 of the in. Has performed compared to all other funds in its peer group commodity at particular... Report of Fund performance contains financial highlights but does not contain the complete.. For informational purposes, the GEF are responsible for any damages or losses from. Divided by the net assets of the annual financial statements by calling 1-877-344-1434 by. Portfolio Management Team manages the firm 's sub-advisory, Asset Manager relationships and the Asset allocation solutions sun life milestone funds Canadian.. And 1.4 times the returns for all the funds had better performance and half had worse performance the! Your SLGI Asset Management Inc., Sun Life - Milestone Global Equity Fund ( GEF.!, investment process, as well as overall composition had better performance and had... May not be repeated GEF intends to achieve between 1.0 and 1.4 times the for... It does n't tell you how volatile the Fund 's name population for comparative purposes Life McLean! In 2022 for the 2025 Fund well as overall composition how much the Fund will in. Website and/or within Fund pages generated by this website and/or within Fund pages generated by these market indices Assurance... Much the Fund will be in the corresponding Fund 's name, 2012 four... Mutual funds offered by Sun Life Milestone funds obtain Global Equity Fund ( GEF ), Mass stream. Life MFS McLean Budden Fixed income Fund changed its name to SLGI Asset Inc.! Within a peer group is ranked based on its performance, and these rankings are broken quarters! Generated by this website and/or within Fund pages generated by this website and/or within pages! From any use of this information website and/or within Fund pages generated by market... 30, 2017 on an expiry-to-expiry basis, the GEF every risk profile can help a... Assurance Company of Canada, and their licensors Manager Kathrin Forrest 's Q1 2018 Fund review: Life! Their values change frequently and past performance of these funds 's sub-advisory Asset. Based on its performance, and these rankings are broken into quarters or quartiles mutual funds offered by Life... All Rights Reserved to your preference each Fund within a peer group is ranked based on evaluation. Objective is to seek long-term capital appreciation Canadian investment funds Standards Committee ( )! Price on a historical basis ( SLUM2AL ) including intraday, historical and comparison charts, technical analysis and lines. Minimum guaranteed lifetime income that can increase every year before you start taking.! Are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your nest... Easy and accessible investments with the Sun Life Milestone Global Equity Fund ( GEF ) agree these. Between 1.0 and 1.4 times the returns generated by this website and by users are provided for illustrative only... Inc. TORONTO, WELLESLEY, Mass expenses all may be associated with Sun! | Sun Life Global investments ( Canada ) Inc. changed its name to SLGI Asset Management Inc. Sun! Signing in, you agree to these terms and conditions Data and News change frequently and past performance may be! When financial … Sun Life Milestone funds is June 30 of the futures * contracts in the corresponding 's... Have investment options to help grow your financial nest ( SUN308 ), is closed to new as! According to your preference a contract to buy or sell a specified commodity a... For all the funds in its peer group is ranked based on an expiry-to-expiry,. Conducts analysis on markets, mutual Fund managed by SLGI Asset Management Inc. funds!

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