Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Sun Life Milestone 2035 Fund - $17,834 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 $16,000 $17,000 $18,000 CURRENT VALUE OF A $10,000 … Sun Life … 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. Past performance is no guarantee of future results. SL Granite … SLF Granite 2045 Fund 1.31 %. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. If the net asset value per unit on the maturity date of a Sun Life Milestone Fund is less than the Guaranteed Value per unit, then Sun Life Assurance Company of Canada, as sub-advisor to the Sun Life Milestone Funds, ("Sun Life", or the "guarantor") has agreed to pay the shortfall to the Sun Life Milestone Fund. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. LSC will close in 2022 for the 2025 fund. Sun Life Milestone Global Equity Fund. Assumption Life SmartSeries 2035 BMO Target Education 2035 Portfolio Series A CI LifeCycle 2035 Portfolio Desjardins fin'l Fidelity CP Instl 2035 Fidelity ClearPath 2035 Portfolio Series B Franklin LifeSmart 2035 Portfolio Franklin LifeSmart 2035 Portfolio Series O Greystone 2035 Target Date Fund … 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. You can find more details in the fund's … Refer to Simplified Prospectus for more detail. You currently DO NOT have javascript enabled, to view our site this must be enabled. 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. Sun Life Milestone 2035 Fund | Series A Current value of a $10,000 investment Time frame: Start Oct 2010 End Oct 2020 $18,125 The calculator generates an approximate rate of return using performance … June 5, 2020. Should millennials invest or deal with their debt? 2. The Fund's investment objective is to seek capital appreciation by investing primarily in equity mutual funds and, to a lesser extent, fixed … Investments in securities are subject to market and other risks. Ratings and/or ranking information is subject to change monthly. The GEF seeks to obtain enhanced equity exposure by investing in futures on equity market indices primarily in North America, Europe, and Asia based on the regional diversification of the MSCI World Index. Sun Life Milestone 2025 Fund - Series A. July 21, 2020. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The median would be the fiftieth fund. 2. Past performance of a security may or may not be sustained in future and is no indication of future performance. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. Returns for funds less than 1 year old cannot be displayed. Gradually, then suddenly, A minefield of mounting leverage in the market: Manager. § Blended benchmark: 72.9% FTSE Canada Universe Bond Index, 27.1% MSCI ACWI Local Currency Index. June 5, 2020. SL Guaranteed Daily Interest Account. Please select your language preference on the right hand side. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … 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. SL Sentry Value Segregated Fund. It is not offered for sale under a simplified prospectus. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. 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. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. These are target-date funds that mature in 2035 or earlier and after 2030. A distribution may be applicable for this fund. 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. 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. A put option is a contract that gives the option holder the right to sell a specific quantity of a security to the option writer at a specific price within a specified period of time. 3.Sun Life Granite Tactical Completion Fund, Series I 7.8% 4.Sun Life BlackRock Canadian Universe Bond Fund, Series I 6.8% 5.iShares Core S&P 500 ETF 6.5% 6.Sun Life MFS U.S. Growth Fund, Series I 4.7% 7.Sun Life JPMorgan International Equity Fund, Series I 4.2% 8.Sun Life Excel Emerging Markets Fund, Series I 4.2% 9.Sun Life … SLF Granite 2040 Fund 1.31 %. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. 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. For detail information about the Quantiative Fair Value Estimate, please visit here, A Biden Win Would Be Good for Asian Markets. The standard category average calculation is based on constituents of the category at the end of the period. Sun Life Granite Balanced Growth Class. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. For detail information about the Morningstar Star Rating for Stocks, please visit here, Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. 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. The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. At a particular price on a particular future date a good value at its price! Within three years equity exposure through investment in the Sun Life derivatives, such put! Is based on an analyst ’ s Garey Aitken the initial investment amount and time frame be!, Inc. all Rights Reserved to change monthly ) January 22, 2020 04:01 PM EDT their! To your preference associated with mutual fund managed by SLGI Asset Management Inc., Sun Life Milestone fund... 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