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sun life milestone segregated funds

This means a 100% allocation to maturing fixed income. Sun Life Guaranteed Investment Funds (GIFs) is an industry-leading suite of segregated fund products to help meet clients" investment growth, market protection, lifetime guaranteed income and legacy planning needs. Sun Life Assurance Company of Canada purchases units of the funds listed below. Please select your language preference on the right hand side. Sun Life Assurance Company of Canada ("Sun Life Assurance") is SLF Inc.'s principal operating life insurance subsidiary. But there’s one very important point to consider about this particular brand of funds and that’s the guarantee that comes with it. In that situation, unless we receive different instructions, Sun Life will automatically add the GDIA to the lineup. Investment mix (May 31, 2020) A sset mix The Milestone funds’ Unit Value and Guaranteed Maturity Value (GMV) are available on mySunLife.ca under Investment Performance. Sun Life Institutional Investments (Canada) Inc. funds Offering Memorandum Update – August 27, 2018. On June 29, 2020, the Sun Life 2020 Milestone® Segregated Fund (Milestone 2020) will reach maturity. 73.5% Govt. The transfer will happen unless we explicitly receive different instructions from you on or before May 15, 2020. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Sun Life Assurance Company of Canada purchases units of the funds listed below. of Canada strip bond maturing June 1, 2030; 26.5% MSCI ACW (Local Currency) Index(Benchmark weights updated quarterly to actual quarter-end fund allocations) SLF 2035 Milestone Segregated Fund 0.12 5.70 11.58 5.63 18.14 3.68 2.95 11.58 7.18 6.00 8.91 8.25 5.54 About the Sun Life Milestone Target Date series, About the Sun Life Financial Money Market Segregated Fund, About the Sun Life Guaranteed Daily Interest Account (GDIA), RightDirections™ Employee Assistance Program, Professional Associations and Affinity Groups, Sun Life Guaranteed Daily Interest Account (GDIA), or. There are no tax implications for money held in registered plans. All rights reserved. © SLGI Asset Management Inc., 2020. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. There are no tax implications for money held in registered plans. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. Segregated funds. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Introducing Target Income Plan™, hands-free investing for the retirement income your employees want – August 8, 2018. You may wish to consider whether this news has implications for the investment options within your plan. These are then established as segregated funds in accordance with the Insurance Companies Act (Canada). Exposure to other derivatives, such as put options*, is not reflected here. The pie chart represents the target regional weights of the futures* contracts in the GEF. Core Investment Platform Update: Re-addition of PH&N Balanced Pension Trust to the Sun Life DC and DB Core Marketed Lists – May 11, 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. 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. You may wish to consider whether this news has implications for the investment options within your plan. Sun Life Milestone 2020 Fund - Series A July 18, 2019 This document contains key information you should know about Sun Life Milestone 2020 Fund - Series A. SUN LIFE GUARANTEED INVESTMENT FUNDS (GIFS) Sun Life GIFs is an industry-leading suite of segregated fund products offering the benefits of protection, investment growth, flexibility and control. The goal of the Sun Life Financial Money Market Segregated Fund is to outperform the FTSE TMX 91 Day T Bill index on a risk-adjusted basis. Sun Life Financial 2025 Milestone® Segregated Fund 1.94% Sun Life Financial 2030 Milestone® Segregated Fund 1.99% Sun Life Financial 2035 Milestone® Segregated Fund 2.04% Sun Life Financial 2040 Milestone® Segregated Fund 2.04% Sun Life Financial 2045 Milestone® Segregated Fund 2.13% Sun Life Financial 2050 Milestone® Segregated Fund 2.13% In today’s low-cost ETF environment, it would be easy to scoff at such fees. Sun Life MFS U.S. Equity. 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). 8.Sun Life Excel Emerging Markets Fund, Series I 4.2% 9.Sun Life Real Assets Private Pool, Series I 3.8% 10.RBC Emerging Markets Bond Fund (CAD-Hedged), Series O 3.6% Total percentage of top 10 investments. Sun Life Milestone 2030 Fund - Series A. July 21, 2020. Sun Life GIFs consists of three products: SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Sun Life Assurance Company of Canada has decided to rename these segregated funds to achieve consistent branding across Sun Life’s businesses. It also seeks to protect capital and maintain liquidity by investing primarily in Canadian dollar-denominated money market instruments. Upon maturity, it will have reached its most conservative investment mix. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. It also seeks to protect capital and maintain liquidity by investing primarily in Canadian dollar-denominated money market instruments. There will be no changes to any of the segregated funds’ strategies, investment objectives or investment teams as a result of the name changes. Plan members with money in non-registered plans will likely experience a capital gain or loss when the money transfers on June 29, 2020. The team ensures the asset mix is adjusted to become more conservative as the maturity date approaches, so investors don’t have to worry about their portfolios being too risky as their investment milestone approaches. … On June 29, 2020, the Sun Life 2020 Milestone® Segregated Fund (Milestone 2020) will reach maturity. The goal of the GDIA is to preserve capital and maintain liquidity, while providing a modest daily return. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. With segregated fund contracts, investors can also benefit from the features of an insurance contract, including efficient estate settlement. In that situation, unless we receive different instructions, Sun Life will automatically add the GDIA to the lineup. 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. You can find more details in the fund's simplified prospectus. Principal and credited interest are guaranteed, although the credited interest may change on a daily basis. The transfer will happen unless we explicitly receive different instructions from you on or before May 15, 2020. Sun Life is one of the largest public companies in Canada. 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). *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. Your plan may not currently offer the GDIA or a money market fund. About Sun Life Milestone 2020 Fund Sun Life Milestone 2020 Fund is an open-end fund incorporated in Canada. Plan members with money in non-registered plans will likely experience a capital gain or loss when the money transfers on June 29, 2020. To receive the GMV, members must hold the Milestone fund until its maturity. How will this impact you and your plan members? Sun Life Schroder Emerging Markets. Portfolio Management Team. The investment is an interest-bearing account with the interest credited daily. © Sun Life Assurance Company of Canada. The Sun Life Milestone Funds are managed by the SLGI Asset Management Inc. Strong and steady: You can count on us. 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. Principal and credited interest are guaranteed, although the credited interest may change on a daily basis. Ask your representative for a copy, contact the manager, Sun Life Global Investments (Canada) Inc., at 1-877-344-1434 or 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. Sun Life Global Investments (Canada) Inc. manages the fund with MFS Investment Management acting as the sub-advisor. Sun Life Milestone 2025 Fund. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. Please select your language preference on the right hand side. Maturity of the Sun Life 2020 Milestone® Segregated Fund. On this date, Sun Life will automatically transfer the assets in – and any future contributions directed to - Milestone 2020, to either the: If your plan currently offers a money market fund and a GDIA, we’ll transfer the money to the GDIA. The addition would occur before the asset transfer. Investments in securities are subject to market and other risks. Sun Life Schroder Global Mid Cap. Please contact your Sun Life Group Retirement Services representative. Upon maturity, it will have reached its most conservative investment mix. Maturity of the Sun Life 2020 Milestone® Segregated Fund – May 11, 2020. 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. … Plan members can continue to invest assets into, or remove assets from, Milestone 2020 until the fund matures. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. The investment is an interest-bearing account with the interest credited daily. Guaranteed Value Exposure to other derivatives, such as put options*, is not reflected here. To receive the GMV, members must hold the Milestone fund until its maturity. 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). Sun Life Financial 2035 Milestone® Segregated Fund (M35) % Sun Life Financial 2040 Milestone® Segregated Fund (M40) % 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 The members must report capital gains or losses, if any, on their tax return in the year the transfer occurs. © Sun Life Assurance Company of Canada. These are then established as segregated funds in accordance with the Insurance Companies Act (Canada). Sun Life Global Investments logo 1 WELCOME 2 INVESTMENT ILLUSTRATION 3 RESULTS 4 REPORTS The Private Client illustration tool is an effective way for advisors to start a conversation with investors about their needs and show hypothetical performance for any constructed model portfolio. Sun Life Global Investments (Canada) Inc. manages the fund with MFS Investment Management acting as the sub-advisor. 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