Returns for funds less than 1 year old cannot be displayed. Index funds are a low-cost option for new investors to commence their investing journey while earning “market returns” and saving on “investment fees.” The use of low-cost index funds can also prepare and boost the confidence of beginners for more DIY-type investing with ETFs and other individual investment assets. 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). Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Source: BMO fund facts, TD Asset Management, Scotiabank, RBC, CIBC … Management companySLGI Asset Management Inc. Sub-advisor MFS Investment Management Canada Limited, Please replace ... Java content goes here. 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. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. Refer to Simplified Prospectus for more detail. Please select your language preference on the right hand side. Just as its name implies, the Sun Life Prosperity Balanced Fund is the middle of bonds and equities -- a mix of fixed income and investments with high growth potential, like stocks/equity securities. Invest in one of the widest selections of segregated funds in Canada, managed by award-winning investment managers. MFS believes detailed fundamental analysis of individual companies is the cornerstone of successful investing. We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. 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. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. The consolidation does not affect the following funds: RightDirections™ Employee Assistance Program, Professional Associations and Affinity Groups. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. We expect the investment management fees for the replacement fund to be the same, or lower, than those for the discontinued fund. Our focus on sustainability helps us bring this Purpose to life – and is central to our business strategy. 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 % Sun Life also offers segregated funds through financial advisors. Welcome to Sun Life Financial of Canada in the UK. In that situation, Sun Life will automatically add the replacement fund to your lineup before the asset transfer occurs. The point in which half the funds had better performance and half had worse performance is the median. Your plan may not currently offer the replacement fund. Sun Life Sustainability Bond Framework. In that case, you will need to make this selection and inform Sun Life of your decision by May 8, 2020. The Target risk funds with Sun Life offer automatic portfolio rebalancing, helping you keep your investment mix, ... PH&N Bond Fund PH&N Bond Segregated Fund 0.31 Canadian equity TD Emerald Low Volatility Canadian Equity Pooled Fund Trust TDAM Low Volatility Canadian Equity ... Foreign equity TD Emerald US Market Index Fund TDAM U.S. Market Index Segregated Fund (REG ONLY) 0.21 TD … Start investing with only PHP 1,000 or USD 1,000 then make subsequent investments for as low as PHP 1,000 or USD 200. Potential creditor protection . MFS Investment Management has guided investors through every market condition imaginable. Sun Life BlackRock Canadian Universe Bond Fund. 7% Bonds: TDAM Canadian Bond Index Segregated Fund 14% Canadian equity: BlackRock S&P/TSX Composite Index 79% Global equity: BlackRock Global Equity Index. 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. Risk managed. It also invests in the same asset classes as the discontinued fund. Sun Life Financial Money Market Segregated Fund (X21) BlackRock Universe Bond Index Segregated Fund (W02) MFS Balanced GroMh Segregated Fund (U84) Trimark htcome Growth Segregated Fund (X23) CC&L Group Canadian Equity Segregated Fund (XIS) TDAM Canadian Equity htdex Segregated Fund (X39) TDAM Low Volatility Canadian Equity Segregated Fund (QTK) MFS … TD Mutual Funds is a family of mutual funds that are managed by TD Asset Management Inc. With over 60 different funds to choose from, ranging from the potential safety of Money Market Funds to specific industry sectors, there's a TD Mutual Fund that may be right for you. 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. 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). Following the review, SLGI has decided to consolidate some products. We offer a range of mutual funds to help meet your investing needs. By signing in, you agree to these terms and conditions. At Sun Life, our Purpose is to help our Clients achieve lifetime financial security and live healthier lives. A fund's category may change at any time. The two firms have 150 years of investing history between them. From the highest highs to the lowest lows, the firm has spent decades refining its investment process according to four key principles: work from the bottom up, take a global perspective, collaborate, and manage risk. Back Search Sun Life Financial . *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. Annual Reports 2015-2018. We offer a range of mutual funds to help meet your investing needs. 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. Sun Life Prosperity World Equity Index Fund Feeder 2020 20-IS. The replacement fund has the same investment style (passive). what will happen to their money on the date of closure. The Fund aims to provide investors with high investment returns primarily through income, with reasonable safety of capital. They can also answer any questions you may have along the way. 30% - CC&L Group Cdn Equity Segregated Fund (This one has exposure to >100 stocks, the MFS fund … It is an average of each fixed income security's credit rating, adjusted for its relative weighting in the fixed income portion of the fund. Collaborative. The fund is not available on Sun Life Group Retirement Services’ (“GRS”) Core investment platform. © ${currentYear} Morningstar Research Inc. All Rights Reserved. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Segregated fund contracts guarantee … 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. 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. I would like to invest in a broad market index fund and with low fees. The division of equity is loosely based on the global market valuations for the countries involved, … 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. As part of the consolidation, SLGI will merge the Sun Life BlackRock Canadian Balanced fund with another fund available only to their retail Clients. We will provide communications to your members that include details about: If you wish to have us provide a custom message to your members, please contact your Group Retirement Services representative by May 8, 2020. Risk management is intrinsic to MFS’ entire investment process. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. This is the UK website for customers and financial advisers. The fund invests directly in fixed income securities included in the Index and/or may achieve indirect exposure to some or all of the Index by investing in exchange-traded funds, mutual funds or derivatives ... Sun Life BlackRock Canadian Universe Bond Fund - Series I. Search the largest database of Canadian mutual funds, segregated funds, pooled funds, hedge funds, wrap products, labour-sponsored funds and structured notes. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. As of December 31, 2019, the Fund’s performance of 6.55% on a 5-year annualized basis tracked the performance of its benchmark. The underlying fund invests mostly in Canadian bonds. 2018 AFS Sun Life of Canada Prosperity Balanced Fund . A mutual fund representative can help you choose the mutual funds that are suitable for you. Past performance is no guarantee of future results. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. Money Market Funds • Sun Life Financial Money Market Segregated Fund • Will be replaced shortly with the Sun Life GDIA • Invesco Stable Value III Fixed Income Funds • PH&N Bond Segregated Fund • TDAM Canadian Core Plus Bond Segregated Fund • Fidelity US Bond Index • Metropolitan West Total Return Bond I Balanced or Target Date Funds • BlackRock LifePath® Index Segregated Funds All rights reserved. Sun Life MFS Canadian Bond Fund - Series A; Sun Life MFS Canadian Bond Fund - Series D; Sun Life MFS Canadian Bond Fund - Series F; Sun Life MFS Canadian Bond Fund - Series I; Sun Life MFS Canadian Bond Fund - Series O For details, please refer to the Information Folder and Contract. The historical performance shown is that of the Canada Life segregated fund or the underlying third-party fund. MFS Investment Management joined forces with McLean Budden in Canada in November 2011. **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. Provide investors with high investment returns primarily through income, with reasonable safety of capital offer... Transfer your plan may not currently offer the replacement fund has the same Asset classes as the discontinued.... Management Inc. Sub-advisor MFS investment Management fees and expenses you could pay to invest in one of the fund... 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