Sun Life Granite 2020 Fund and Sun Life Milestone 2020 Fund are closed to new purchases.Sun Life Granite 2025 Fund and Sun Life Milestone 2025 Fund, DSC option is closed to new purchases as of July 1, 2018. *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. You can find more details in the fund's simplified prospectus. of Canada strip bond maturing June 1, 2020; 3.3% MSCI ACW (Local Currency) Index (Benchmark weights updated quarterly to actual quarter-end fund allocations) SLF 2025 Milestone Segregated Fund -0.83 1.80 2.54 1.22 13.61 5.77 0.78 2.54 1.66 3.01 5.56 4.68 4.34 The team takes advantage of Sun Life’s global relationships to conduct a rigorous selection process. Segregated fund contracts guarantee 75% to 100% of your premiums (less withdrawals) when the contract matures, or on your death. 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. SL Granite™ 2020 Segregated Fund. This analysis can provide insight into the effective management and long-term financial prospects of a fund. Some segregated fund contracts also offer income guarantees. About Sun Life Granite Moderate Class Sun Life Granite Moderate Class is a open-end Fund incorporated in Canada. LSC will close in 2022 for the 2025 fund. Sun Life Granite 2020 Fund and Sun Life Milestone 2020 Fund are closed to new purchases.Sun Life Granite 2025 Fund and Sun Life Milestone 2025 Fund, DSC option is closed to new purchases as of July 1, 2018. Our mission is to help Clients achieve lifetime financial security. Portfolios managed to risk tolerance – conservative, moderate, balanced, balanced growth and growth. Available in 5-year increments from 2020 to 2060i, maturing into Granite Retirement Fund. Income is a primary concern for many plan members, especially when approaching retirement. Sun Life Asset Management is a member of the Sun Life Financial Group of Companies. For customers who bought plans directly from Sun Life Financial of Canada or Confederation Life: If the fund code in your annual statement starts with a letter you don’t need to add anything to the beginning of the code. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. SLGI Asset Management Inc. is a member of the Sun Life group of companies. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. Plan members just choose their level of comfort and our portfolio managers take care of the rest. The team continually monitors the assumptions, models, managers and economic conditions. Sun Life Financial Bond Segregated Fund Full Range of Domestic Bonds 1.65 7.73 7.10 8.35 5.30 3.99 4.34 3.66 Sun Life Financial Cdn Bond Index Seg Fd Track DEX Universe Index 1.50 7.05 6.27 8.15 5.13 3.67 4.02 4.14 Balanced (Moderate Risk) Mgmt YTD Annualized Returns % Notes Investment Mix Fee % * Return % 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 10 Yr 96.7% Govt. Five managed solutions designed to match with your plan members’ risk tolerance: conservative, moderate, balanced, growth and aggressive. By signing in, you agree to these terms and conditions. © SLGI Asset Management Inc. and its licensors, 2020. This document contains key information you should know about Sun Life Milestone 2025 Fund - Series A. EQUITABLE LIFE SEGREGATED FUNDS Savings and Retirement Semi-Annual Report June 30, 2019 (Unaudited) ... understand the Fund's financial performance for the past five years 3. We believe your plan members are best served with simple (yet robust) investment solutions that are designed to help them achieve their retirement goals. Sun Life Financial Granite™ 2025 Segregated Fund ... sponsor, which is the Sun Life Financial Granite™ Segregated Fund closest to without exceeding your 65th birthday. 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). The Granite funds seek multiple sources of returns, resulting from: We can invest in any asset class, any region, and any manager. MFS Global Equity 1.30 %. The Sun Life Global Investments portfolio managers are exclusively focused on manager selection and building managed solutions for Canadians – 100% of their time. Each year, our portfolio management team reviews the long-term strategic target allocations of the Granite suite of products, and conducts extensive research to find ways to enhance them. investment, market cap and category. SLF Granite Retirement Fd 1.15 %. They have a unique “Guaranteed Maturity Value” that can provide peace of mind for your plan members. Discover Sun Life Global Investments’ flagship family of investment solutions. Your plan members can benefit from their expertise in a wide variety of solutions, including our flagship Granite family, multi-strategy funds and Milestone funds. SLGI Asset Management Inc. is a member of the Sun Life group of companies. Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. Click this button to collapse it. SLF Granite 2020 Fund 1.20 %. Our broadened opportunity gives our team the flexibility to effectively respond to structural market changes and evolve the Granite strategic asset mix over time – providing strong risk management. The metrics below have been provided for transparency and informational purposes only. Rocco Taglioni, SVP, Sun Life Financial, discusses the increasing interest in segregated fund products and the potential education gap. According to Sun Life data, 80% of the country’s 2,500 pension plans employ target date funds as an investment option. Long term asset mix based on maximizing return for a given level of risk. Sun Life Financial Granite Segregated Funds (Granite Funds™). Sun Life operates in a number of markets worldwide, such as Canada, the United States, and the United Kingdom. Passive strategies are used to help gain cost-effective exposure to efficient markets, in turn allowing the team to add exposure to more costly, non-traditional assets classes. Active management is used to help maximize returns, reduce volatility, provide downside protection and manage through difficult market environments. Find out what changes they made in the Spring 2020 review. The Granite portfolios are diversified across a broad spectrum of asset classes, including: We only invest with managers we believe to be the best in category – we are not bound by any limitations or contractual obligations. By signing in, you agree to these terms and conditions. 2The 2060 maturity funds were added July 2, 2019. Canada’s #1 choice for active target date solutions in defined contribution plans. Find our live Sun Life Granite Growth Portfolio F fund basic information. © SLGI Asset Management Inc. and its licensors, 2020. Region and language selection is expanded. Click this button to collapse it. Sun Life Opportunistic Fixed Income3 – NEW, Sun Life MFS Low Volatility International Equity. Plan members choose the year they plan to retire and our team automatically adjusts the asset mix as the fund gets closer to its maturity date and plan members get closer to retirement. No matter what stage of life your plan members are at, or what their investment goals are, there is a Granite solution designed to help. Active and passive enables each other. MFS Intl Equity 1.33 %. SLF Granite 2025 Fund 1.25 %. Equity ratings for Sun Life Granite are calculated daily based on our scoring framework . Strives to provide broad diversification in each category in order to help mitigate risk and add value over the long-term. Sun Life is traded on Toronto Stock Exchange in Canada. This content is intended for Institutional Investors Only (Plan Sponsors, Consultants & Group Advisors). Page 4 of 4 C069K.01 DCPP E–12-17 X1 For SLF use ENRLMNT 7 Your authorization and signature LifePath Index 2025 Fund ($) Cum. Sun Life has been committed to building and safeguarding wealth for more than 150 years. This content is intended for Institutional Investors Only (Plan Sponsors, Consultants & Group Advisors). All rights reserved. Sun Life Milestone 2025 Fund - Series A. July 21, 2020. Based on assets under management as of Dec. 31, 2017. Sun Life Global Investments brings together the strength of one of Canada’s most trusted names in financial services, Sun Life Financial, with some of the best asset managers from around the world to offer a lineup of innovative, world-class investment solutions. Sun Life Financial, Inc. is a Canadian financial services company; it is primarily known as a life insurance company. We have selected institutional-quality asset managers from around the world to create a suite of select stand-alone mandates. 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. The investment solutions sub-advised by Sun Life Global Investments are available as segregated funds exclusively through Sun Life Group Retirement Services*. To create products designed to help plan sponsors deliver a better retirement for plan members. Step 3: Tactical asset allocation of three levers. Consistently high ratings, an extensive global presence and prudent investment management make Sun Life one of the leading groups of financial institutions in the world. The team can tactically adjust the asset mix, asset class and/or style weightings to take advantage of potentially attractive opportunities from a risk-adjusted and capital preservation perspective. These are the only options offered (and their MER's): CC&L Group Cdn Q Growth 1.06 %. SLF Granite 2015 Fund 1.15 %. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life of Canada Fund A Fund Specific Notes to Financial Statements (unaudited) Unit Transactions (Note 5) for the periods ended June 30 Number of units at the beginning of period Units issued for cash Units redeemed Number of units at the end of period Class A 2020 2019 50,520 55,599 76 72 (1,965) (1,323) 48,631 54,348 In the most recent InFocus feature on our sister site, HRM Online, Nadia Darwish, Sun Life Financial’s vice president of market development discussed why target date funds are all the rage these days in the group retirement business. June 29, 2024. Strategies available: These target date funds provide a powerful shield against the impact of market volatility – providing the opportunity for growth, while at the same time offering downside protection. 1Source: Strategic Insight, 2018 Group Retirement Savings and Pensions Report—Canada. View & analyze the 0P0000V5DL fund chart by total assets, risk rating, Min. They identify best-in-class asset managers and funds from around the world, helping to reduce specific risks. The Fund seeks to generate a consistent level of income by investing primarily in a mix of income focused fixed income and equity mutual funds ,with an emphasis towards higher yielding investments. 3Effective May 24, 2019, the Sun Life Multi-Strategy Target Return fund changed investment objective and sub-advisor to become the Sun Life Opportunistic Fixed Income Fund (sub-advised by Wellington). The team follows a disciplined, four-step investment process to build and manage each portfolio. 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