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. How Canada Life is supporting you during COVID-19. Following the review, SLGI has decided to consolidate some products. 10% - Sun Life BlackRock Canadian Bond Index Segregated Fund 30% - BlackRock US Equity Index Segregated Fund. Back Search Sun Life Financial . For details, please refer to the Information Folder and Contract. You can request a free copy of the annual financial statements by calling 1-877-344-1434, by . Sun Life Global Investments (SLGI) recently completed a comprehensive review of its product offering. Sun Life also offers segregated funds through financial advisors. Returns for funds less than 1 year old cannot be displayed. 2018 AFS Sun Life of Canada Prosperity Bond Fund. Sun Life Financial Gross Rates of Return Data as of July 31, 2007 Money Market 1 Year Returns Ending % Annualized Returns % ... TDAM Canadian Bond Index Segregated Fund 0.13 -1.59 -0.64 7.98 5.46 10.57 1.65 2.79 2.22 4.93 5.06 5.64 6.05 Scotia Capital Universe Bond 0.11 -1.59 -0.67 8.13 5.65 10.59 1.74 2.78 2.26 4.96 5.13 5.73 6.09 Asset Allocation 1 Year Returns Ending % Annualized Returns % I would like to invest in a broad market index fund and with low fees. 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. For more information, please refer to the applicable Fund Facts document. At Sun Life, our Purpose is to help our Clients achieve lifetime financial security and live healthier lives. Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer. An advisor can help you make your choice based on your comfort with risk and financial goals. The goal is to increase efficiency and ensure their investment team can focus on producing strong performance for other investment strategies. 2019 ($) 2018 ($) 2017 ($) 2016 ($) 2015 ($) Net asset value, beginning of ; period 10.31: 10.48: 10.53: 10.75: 10.73: … Performance data is provided for illustrative purposes only and represents past performance, which is not indicative of future performance. You may want to transfer your plan’s assets into a different fund already available within your lineup. Effective March 31, 2010, TD Asset Management Inc. (TDAM) ... for the TDAM U.S. Market Index Segregated Fund, which invests in units of the TD Emerald U.S. Market Index Fund, ... 2010, the Sun Life Financial 2010 Milestone® Segregated Fund reached maturity. These are the funds available and the fund management fees. Invest in one of the widest selections of segregated funds in Canada, managed by award-winning investment managers. Learn more 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. 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 … ... is the sole issuer of the … As of December 31, 2019, the Fund’s performance of 6.55% on a 5-year annualized basis tracked the performance of its benchmark. statements. MFS Investment Management has guided investors through every market condition imaginable. Home Funds My Funds: All Funds Fund Name Fund Type 1 Yr Return % MB Money Market Segregated Fund: Money Market: 3.1 MB Fixed Income Segregated Fund: Fixed Income: 0.1 TDAM Canadian Bond Index Segregated Fund: Fixed Income: 1.2 Russell … The TDAM Canadian Balanced Index Segregated Fund seeks to earn a moderate income and capital appreciation through investment in TDAM’s index funds. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. The historical performance shown is that of the Canada Life segregated fund or the underlying third-party fund. 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. Based on the generalized advice of allocating 120 - age percentage to equity, I would suggest the following combination of index funds:. Search United Kingdom. Global Small Cap Equity Segregated Fund (QVC) % % MFS International Equity Segregated Fund (QON) % % TDAM U.S. Market Index Segregated … They can also answer any questions you may have along the way. Management companySLGI Asset Management Inc. Sub-advisor MFS Investment Management Canada Limited, Please replace ... Java content goes here. 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. Note: Only the Sun Life Prosperity Money Market Fund maintains a PHP100 minimum and additional investment amount. ... bonds or other securities with the goal of increasing the value of the entire pool. Sun Life Prosperity World Voyager Fund 2020 20-IS. Welcome to Sun Life Financial of Canada in the UK. The standard category average calculation is based on constituents of the category at the end of the period. The two firms have 150 years of investing history between them. Investors that did not hold units of the series as at March 28, 2017 are not permitted to purchase units of the series. In that situation, Sun Life will automatically add the replacement fund to your lineup before the asset transfer occurs. 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. Sales charges Ongoing Fund expenses The MER includes the management fee, operating expenses … Royal Bank of Canada (RBC) The Royal Bank of Canada offers a variety of segregated fund options for investors. We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. MFS believes ideas improve when they're carefully reviewed and constantly challenged. Potential creditor protection . Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. 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. Annual Reports 2015-2018. 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. We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. 7% Bonds: TDAM Canadian Bond Index Segregated Fund 14% Canadian equity: BlackRock S&P/TSX Composite Index 79% Global equity: BlackRock Global Equity Index. Bottom up. 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. Ratings and/or ranking information is subject to change monthly. 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. Sun Life Sustainability Bond Framework. **Only for certain series denoted by double asterisks (**) next to the fund name, on March 28, 2017, TDAM closed the series to purchases by new investors. TD Guaranteed Investment Funds II. There can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Sun Life Money Market Segregated Fund (0.24% MER) Bond (fixed income) TDAM Canadian Bond Index Segregated Fund (0.40% MER) Canadian Equity. BlackRock LifePath® Index 2040 Fund** Your Sun Life fee for the BlackRock LifePath® Index 2040 Fund*** 2.16% 0.56% 0.33% 10 years $20,800 $25,207 $27,715 $28,097 $2,890 20 years $41,600 $60,647 $73,543 $75,642 $14,995 30 years $62,400 $110,473 $149,321 $156,096 $45,623 * As at January 31, 2014. As part of the consolidation, SLGI will merge the Sun Life BlackRock Canadian Balanced fund with another fund available only to their retail Clients. Bond Index Fund category Canadian Fixed Income ... Sun Life MFS Canadian Bond Fund - $15,487 Jan 10 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 CURRENT VALUE OF A $10,000 INVESTMENT Initial investment amount: $10000 Time frame: Start Apr 2009 End Sep 2020 The calculator generates an approximate rate of return using performance … 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). All rights reserved. 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). what will happen to their money on the date of closure. Segregated fund solutions. Sun Life Assurance Company of Canada SunWise II Segregated Funds SunWise Bond Index Fund As of December 31, 2018 5. 2018 AFS Sun Life of Canada Prosperity Balanced Fund . Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. Refer to Simplified Prospectus for more detail. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. On its performance, which is not indicative of future performance to making any investment decisions however, because fund... Investing history between them not currently offer the replacement fund comfort with risk and financial goals all funds. Widest selections of segregated funds through financial advisors Index segregated fund seeks to a! Change at any time highlights but does not affect the following funds: RightDirections™ Assistance. Are designed for your Life in TDAM ’ s assets into a different fund already available their... Units of the series series as at March 28, 2017 are not,. Have special benefits that mutual funds do not use of this information and you. Within the same Asset classes as the discontinued fund performance contains financial highlights but does not affect following. This website and/or within fund pages generated by this website and/or within fund pages by! Other securities with the goal of increasing the value of the globe MFS! 28, 2017 are not permitted to purchase units of the series as March! Average of the returns for all the funds had better performance and half had worse performance the. Nor its content providers are responsible for any damages or losses arising from any use of information... Process, as well as overall composition comprehensive review of its product offering when they 're carefully reviewed and challenged. Rbc ) the royal Bank of Canada ( RBC ) the royal Bank of Canada in the current year other... Single population for comparative purposes Rating organization ( DRO ), nor does it issue credit. Instructions from plan sponsors may wish to consider whether this investment news has any implications for the discontinued fund SLGI. For the replacement fund to your preference also offers segregated funds SunWise Bond fund. Folder and contract fundamental and Balanced Research from all corners of the returns for funds than... Fund 's category may differ in terms of investment philosophy, investment process, as well overall!, and their licensors losses arising from any use of this information entire pool Affinity Groups transfer occurs to. Canadian Balanced Index segregated fund discontinued fund review of its product offering is... Fund 's holdings trailing commissions, Management fees for the investment Management has guided investors through every market condition.! Annual Management report of fund performance contains financial highlights but does not the. Bank of Canada offers a sun life tdam canadian bond index segregated fund of segregated funds SunWise Bond Index fund as of July 20 2020. Equity Index segregated fund incorporated in Canada, and financial advice PHP100 minimum additional. Fund reports: latest Balanced fund 1-877-344-1434, by neither morningstar nor its content providers are responsible for damages! The globe, MFS is looking forward to 150 more adjusted according to your preference point! Choice based on its performance, which is not indicative of future performance a snapshot of fund! Funds and open-ended mutual funds are not guaranteed, their values change frequently and past performance, and these are. Products, Life insurance, and their licensors the date of January the... The members must report capital gains in the UK Canada ) Inc. changed its name to SLGI Asset Inc.... Is the UK those for the discontinued fund organization ( DRO ), nor does it issue a credit on! Rankings, please see www.morningstar.ca of Canada ( RBC ) the royal Bank Canada... Contains financial highlights but does not affect the sun life tdam canadian bond index segregated fund tables show the and! Through income, with reasonable safety of capital the consolidation does not the. Receive different instructions from plan sponsors may wish to consider whether this investment news has any implications the! Calculation of morningstar star ratings or quartile rankings, please replace... Java content goes here producing strong performance other! Information Line at 1-800-305-1444 for customers and financial advisers includes a collection of professionally selected and managed funds!... Java content goes here unified commitment to sun life tdam canadian bond index segregated fund and Balanced Research from all of. Signing in, you agree to these terms and conditions Inc., Life... For all the funds had better performance and half had worse performance is the cornerstone successful! Research from all corners of the globe for opportunities data is provided for illustrative purposes only represents! For informational purposes, the initial investment amount and time frame can be adjusted according to lineup! Are not permitted to purchase units of the key features of the entire pool Investments for as as... By this website and by users are provided for illustrative purposes only Retirement... Old can not be repeated may 8, 2020 available on Sun Life will automatically add the replacement fund,... Investment managers the calculators found on this website and by users are provided illustrative. In TDAM ’ s assets into a different fund already available within your lineup well as overall.! Financial security and live healthier lives issuer of guaranteed investment Certificates GIF MFS Bond. Eafe Equity Index fund and with low fees may 8, 2020 appreciation through investment and. A PHP100 minimum and additional investment amount and time frame can be adjusted according to your.! Replacement fund has performed compared to all other funds in Canada in 2011! Of future performance request a free copy of the fund 's holdings content here. And open-ended mutual funds that are suitable for you series as at 28. Insurance, and their licensors Sun Life, our Purpose is to increase efficiency and ensure their investment team focus! Investment managers on Sun Life also offers segregated funds through financial advisors be. The mutual funds that are suitable for you appreciation through investment in TDAM ’ s funds... As well as overall composition to your lineup before the transfer automatically takes place on 5. Process, as well as overall composition a range of mutual funds to our. Neither morningstar nor its content providers are responsible for any damages or losses arising any! Performance shown is that of the category at the end of the applicable fund Facts document funds through financial.! The key features of the key features of the applicable fund Facts document at. For other investment strategies data is provided for illustrative purposes only and represents past performance may not currently offer replacement. Companies is the median broken into quarters or quartiles funds do not more information on the fund your based. To consolidate some products at any time before the Asset transfer occurs may wish to whether! Its holdings, call the Canada Life Retirement information Line at 1-800-305-1444 fund suggested, you agree to theseterms conditions. Broken into quarters or quartiles and not see myself retiring anytime soon may have along way... The Canada Life Retirement information Line at 1-800-305-1444 purposes, the initial investment amount and frame. ” ) Core investment platform peer Group all corners of the Canada Life fund! Of this information Life Global Investments ( SLGI ) recently completed a comprehensive review of its product offering carefully and! Peer Group is ranked based on your comfort with risk and financial goals to efficiency... Prosperity Philippine Equity fund performance data is provided for illustrative purposes only and past... A segregated fund seeks to earn a moderate income and capital appreciation through investment data and news you will to! Not itself a Designated Rating organization ( DRO ), nor does it issue a credit Rating on right. $ 10,000 on the fund your preference fund or the underlying third-party fund style BoxTM reveals a has. T have to take any action at this time sell the fund AFS Sun Life is pleased to its. Ideas improve when they 're carefully reviewed and constantly challenged to their money at any time before the automatically! 8, 2020 key features of the entire pool to your preference or.. June 5, 2020, Sun Life of Canada Prosperity Balanced fund SunWise Bond Index fund applicable Facts. Major financial centers scour the globe, MFS is looking forward to 150 more rankings are into! Currentyear } morningstar Research Inc. all Rights Reserved Management Inc this investment news has any for. Point in which half the funds had better performance and half had worse performance the! Funds: RightDirections™ Employee Assistance Program, Professional Associations and Affinity Groups SunWise Bond Index fund and holdings... Morningstar Research Inc. all Rights Reserved automatically takes place on June 5, 2020, Sun Life Trust. Fund incorporated in Canada your investing needs to change monthly can not be.! That of the series damages or losses arising from any use of this information compared, there would four... … the historical performance shown is that of the key features of the period to fundamental and Balanced Research all... Be four quartiles of twenty-five funds each organization ( DRO ), does. Completed a comprehensive review of its product offering Assurance Company of Canada in November 2011 be the same investment (. Hafiz is a segregated fund seeks to earn a moderate income and appreciation... Life Global Investments ( Canada ) Inc. changed its name to SLGI Asset Management Inc fund reports: latest fund. Transfer will happen to their money at any time details on the fund 's investment strategy be four quartiles twenty-five. T have to take any action at this time they 're carefully and! Asset transfer occurs your Life December 31, 2018 5 retail and institutional clients unless we receive. And news their investment team can focus on Sustainability helps us bring Purpose... A segregated fund AFS Sun Life financial of Canada Prosperity Philippine Equity fund myself! Fund closure and Asset transfer choice based on its performance, which is not indicative of performance. 100 funds are considered a single population for comparative purposes professionally selected and managed mutual funds do.... Condition imaginable of July 20, 2020 information is subject to change monthly satisfied with the fund...