The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Exposure to other derivatives, such as put options*, is not reflected here. 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). Sun Life Schroder Emerging Markets. On June 29, 2020, the Sun Life 2020 Milestone® Segregated Fund (Milestone 2020) will reach maturity. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. Ask your representative for a copy, contact the manager, Sun Life Global Investments (Canada) Inc., at 1-877-344-1434 or 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. … The pie chart represents the target regional weights of the futures* contracts in the GEF. To receive the GMV, members must hold the Milestone fund until its maturity. Fixed income. Changes to the Sun Life Financial Universe Bond Segregated Fund – April 4, 2016 Q1 – 2016 Revised Benchmark Returns for Sun Life Financial Milestone Series of Funds – February 16, 2016 The Milestone funds’ Unit Value and Guaranteed Maturity Value (GMV) are available on mySunLife.ca under Investment Performance. The goal of the GDIA is to preserve capital and maintain liquidity, while providing a modest daily return. All rights reserved. The goal of the GDIA is to preserve capital and maintain liquidity, while providing a modest daily return. You can find more details in the fund's simplified prospectus. … Plan members with money in non-registered plans will likely experience a capital gain or loss when the money transfers on June 29, 2020. Nova Scotia Pension Benefits Reforms are in effect – May 11, 2020. The transfer will happen unless we explicitly receive different instructions from you on or before May 15, 2020. Please contact your Sun Life Group Retirement Services representative. How will this impact you and your plan members? Our businesses are widely varied. Organizational Changes at PIMCO – May 11, 2020 Sun Life GIFs consists of three products: It also seeks to protect capital and maintain liquidity by investing primarily in Canadian dollar-denominated money market instruments. Total number of investments 24. Sun Life Institutional Investments (Canada) Inc. funds Offering Memorandum Update – August 27, 2018. 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 Milestone 2025 Fund - Series A; Sun Life Milestone 2030 Fund. The Sun Life Milestone Funds are managed by the SLGI Asset Management Inc. It also seeks to protect capital and maintain liquidity by investing primarily in Canadian dollar-denominated money market instruments. Sun Life Financial Money Market Fund,or the money market fund available in the plan. With segregated fund contracts, investors can also benefit from the features of an insurance contract, including efficient estate settlement. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. Sun Life Global Investments (Canada) Inc. manages the fund with MFS Investment Management acting as the sub-advisor. Sun Life Milestone 2025 Fund - Series A Risk rating SLGI Asset Management Inc. has rated the volatility of this fund as Low to medium. In today’s low-cost ETF environment, it would be easy to scoff at such fees. © SLGI Asset Management Inc., 2020. Sun Life MFS U.S. Equity. This means a 100% allocation to maturing fixed income. Principal and credited interest are guaranteed, although the credited interest may change on a daily basis. Plan members with money in non-registered plans will likely experience a capital gain or loss when the money transfers on June 29, 2020. Sun Life Assurance Company of Canada purchases units of the funds listed below. 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 Milestone 2030 Fund - Series A; Sun Life Milestone 2035 Fund. This document contains key information you should know about Sun Life Milestone 2030 Fund - Series A. Sun Life Milestone 2030 Fund - Series A. July 21, 2020. You can find more details in the fund's simplified prospectus. Maturity of the Sun Life 2020 Milestone® Segregated Fund. Upon maturity, it will have reached its most conservative investment mix. Maturity of the Sun Life 2020 Milestone® Segregated Fund. There are no tax implications for money held in registered plans. The addition would occur before the asset transfer. In that situation, unless we receive different instructions, Sun Life will automatically add the GDIA to the lineup. © Sun Life Assurance Company of Canada. The Sun Life Milestone 2035 Fund charges an annual MER of 2.27%. 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. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. If you’re satisfied with the suggested transfer above, you and your plan members don’t have to take any action. Sun Life Assurance Company of Canada has decided to rename these segregated funds to achieve consistent branding across Sun Life’s businesses. 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. 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. Please select your language preference on the right hand side. 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 Assurance Company of Canada ("Sun Life Assurance") is SLF Inc.'s principal operating life insurance subsidiary. 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. 0 20 40 60 80 100. The pie chart represents the target regional weights of the futures* contracts in the GEF. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. 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. 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. 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 Assurance Company of Canada. How will this impact you and your plan members? How does this impact your clients and plan members? *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. 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 Sun Life is one of the largest public companies in Canada. 65.9%. The members must report capital gains or losses, if any, on their tax return in the year the transfer occurs. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The members must report capital gains or losses, if any, on their tax return in the year the transfer occurs. 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. To receive the GMV, members must hold the Milestone fund until its maturity. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. In that situation, unless we receive different instructions, Sun Life will automatically add the GDIA to the lineup. 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