As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. LSC will close in 2022 for the 2025 fund. Click this button to collapse it. 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. 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. Canada’s #1 choice for active target date solutions in defined contribution plans. They identify best-in-class asset managers and funds from around the world, helping to reduce specific risks. 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. 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. Sun Life Asset Management is a member of the Sun Life Financial Group of Companies. Sun Life Mutual Funds No. The performance scores are derived for the period starting the 6th of July 2020 and ending today, the 4th of October 2020 By: Rocco Taglioni September 16, 2015 October 11, 2018 Our flagship solutions – and the largest active target date family in Canada. Find out more today! You can find more details in the fund's simplified prospectus. LSC will close in 2022 for the 2025 fund. Find the Sun Life Prosperity Fund that fits you best my Sun Life Mobile. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. 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. 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. Sun Life Opportunistic Fixed Income3 – NEW, Sun Life MFS Low Volatility International Equity. The team continually monitors the assumptions, models, managers and economic conditions. *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, 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 Page 2 of 8 C0OIC.01 RSP 570-004 NREG E-10-17 A0 For SLF use: ENRLMNT 3 Your application for Retirement Savings Plan (RSP) I apply for a RSP (the “Plan”), to be established under the terms of the Sun Life Financial Trust Inc. Group Portfolios managed to risk tolerance – conservative, moderate, balanced, balanced growth and growth. More. You already have the full fund code and can use this to find your fund fact sheet. Fund Perf. Sun Life Financial Granite Segregated Funds (Granite Funds™). View & analyze the 0P0000V5DL fund chart by total assets, risk rating, Min. It is one of the largest life insurance companies in the world; it is also one of the oldest, with a history spanning back to 1865.. Sun Life Financial has a presence in investment management with over CAD$1 trillion in assets under management operating in a number of countries. SLF Granite 2030 Fund 1.31 % Tactical shifts are gradual and made within pre-determined guidelines. © SLGI Asset Management Inc. and its licensors, 2020. The team takes advantage of Sun Life’s global relationships to conduct a rigorous selection process. Page 4 of 4 C069K.01 DCPP E–12-17 X1 For SLF use ENRLMNT 7 Your authorization and signature Step 3: Tactical asset allocation of three levers. 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). Region and language selection is expanded. Sun Life Philippines, one of the top life insurance companies offers financial planning, investment options, insurance, retirement savings & other products to secure your future. 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. Sun Life has been committed to building and safeguarding wealth for more than 150 years. 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 matches your Investment Risk Profile. About Sun Life Granite Moderate Class Sun Life Granite Moderate Class is a open-end Fund incorporated in Canada. Sun Life is traded on Toronto Stock Exchange in Canada. 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 information on this page reflects the last day Sun Life was actively traded. The investment solutions sub-advised by Sun Life Global Investments are available as segregated funds exclusively through Sun Life Group Retirement Services*. By signing in, you agree to these terms and conditions. This content is intended for Institutional Investors Only (Plan Sponsors, Consultants & Group Advisors). Click this button to collapse it. Discover Sun Life Global Investments’ flagship family of investment solutions. The Fund's investment objective is to … 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. Money invested in segregated funds contracts may also be protected against seizure by creditors. Our mission is to help Clients achieve lifetime financial security. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. SLF Granite 2025 Fund 1.25 %. The team follows a disciplined, four-step investment process to build and manage each portfolio. Sun Life Milestone 2025 Fund - Series A. July 21, 2020. We believe your plan members are best served with simple (yet robust) investment solutions that are designed to help them achieve their retirement goals. Find out what changes they made in the Spring 2020 review. All rights reserved. Available in maturities 2025 to 20602. Sun Life Financial, Inc. is a Canadian financial services company; it is primarily known as a life insurance company. Based on assets under management as of Dec. 31, 2017. They do have Money Market fund that pay 1% interest. 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. 2 ... Sun Life Granite Tactical Completion Fund; Use of this site is subject to, and your continued use constitutes your express agreement to be bound by, ... Click here for information about XBRL software and viewing XBRL financial statements. Individual variable annuity contract is contained in the Spring 2020 review provide steady income through a monthly. 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