On June 29, 2020, the Sun Life 2020 Milestone® Segregated Fund (Milestone 2020) will reach maturity. There will be no changes to any of the segregated funds’ strategies, investment objectives or investment teams as a result of the name changes. It’s managed by experts and helps you diversify your savings and protect them from dips in the market. As the assets in the fund rise in value, your share of the fund (typically measured in “units”) will also increase in value. If you would like a print version of Sun Life’s 2019 Consolidated Financial Statements, send us an email to request a free copy. Nov. 4, 2020 Addendum – Lifetime income benefit option Opens in a new window | ; Jan 2021 Addendum – Investment managers Opens in a new window | Dummy1 (navigate into the submenu with the down arrow key, activate a link with the enter key or space bar, close the submenu with the escape key) Annual reports Archive. Only non-registered contracts allow the owner and annuitant to be different. 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 is committed to continually monitoring the investment options available to our Clients. *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. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. How do segregated funds work? Sun Life Assurance Company of Canada has decided to rename these segregated funds to achieve consistent branding across Sun Life’s businesses. 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 If you’re interested in past years’ annual reports, you can read the 2018 and 2017 Annual Reports here. Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. Sun Life Financial Trust Inc. is … The segregated fund information folder is published by the Sun Life Assurance Company of Canada (“Sun Life”) for information purposes only and is not an insurance contract. SunWise Essential Sun Life MFS Global Value Segregated Fund .....197 SunWise Essential Sun Life MFS International Growth Segregated Bundle . Note: Effective June 18, 2018, the Excel Money Market Fund merged into the Sun Life Money Markets Fund. Sun Life MFS U.S. Equity Fund - $40,527 Jan 10 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $10,000 $15,000 $20,000 $25,000 $30,000 $35,000 $40,000 CURRENT VALUE OF A $10,000 INVESTMENT Initial investment amount: $10000 Time frame: Start Apr 2009 End Dec 2020 MFS Investment Management Canada (MFS) has announced the maturity process for the MFS LifePlan 2020 Fund. Canada Life Segregated Funds Information Folder, Including Standard Series, Preferred Series 1, Partner Series, Preferred Partner Series and Constellation Series Opens in a new window | . 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 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. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Sun Life Guaranteed Investment Funds (GIFs) Sun Life Guaranteed Investment Funds (GIFs) is an industry-leading suite of segregated fund contracts offering the benefits of protection and potential for investment growth. Find our live Sun Life Granite Aggressive Seg fund basic information. Mutual funds … Sun Life will close the Invesco Canadian Segregated Fund (“discontinued fund”) on July 24, 2020. * As of June 30, 2019 for the Sun Life Financial group of companies. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Email: gifs@sunlife.com Website: sunlifegifs.ca. The Underlying Funds are combined to hold about 70% in shares and 30% in bonds. Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies. Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies. View & analyze the 0P0000XWFA fund chart by total assets, risk rating, Min. Following the review, SLGI has decided to consolidate some products. Segregated fund information folders . Sun Life Assurance Company of Canada purchases units of the funds listed below. 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 Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. 65.9%. CI Legacy Segregated Funds: CAD Class I 100/100. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. Advisor site. 2021-01-20: 30.8331: 0.0361: 0.1173: View: Signature Canadian Balanced Segregated Fund: Balanced: CI Legacy Segregated Funds ... SunWise Essential Sun Life MFS U.S. Value Segregated Bundle: Balanced: SunWise Essential Series: CAD Investment/Estate. Enhancing our Core investment platform by adding and removing funds is one of the ways that we deliver on this service commitment. 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 is committed to continually monitoring the investment options available to our Clients. 30% - CC&L Group Cdn Equity Segregated Fund (This one has exposure to >100 stocks, the MFS fund … 4 SUN LIFE GUARANTEED INVESTMENT FUNDS SINGLE OWNER CONTRACT Single owner is the most common contract setup and usually the owner is also the annuitant. As announced on June 7, 2016, this fund is closed to new investors and will be merging unto the Sun Life Granite Balanced Portfolio, effective on or about August 26, 2016. investment, market cap and category. The Fund invests in the CI American Value Corporate Class and Signature Corporate Bond Corporate Class. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Request a copy. In a nutshell, a segregated fund is a pool of money spread across different investments. Just as its name implies, the Sun Life Prosperity Balanced Fund is the middle of bonds and equities -- a mix of fixed income and investments with high growth potential, like stocks/equity securities. investment, market cap and category. These are then established as segregated funds in accordance with the Insurance Companies Act (Canada). Depending on how much you’re looking to invest, there’s a broad range of series choices with different fee designs. Enhancing our Core investment platform by adding and removing funds is one of the ways that we deliver on this service commitment. 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. Sun Life Global Investments (SLGI) recently completed a comprehensive review of its product offering. 10% - Sun Life BlackRock Canadian Bond Index Segregated Fund 30% - BlackRock US Equity Index Segregated Fund. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Existing investors of the fund may continue to invest up to the effective merger date. Sun Life will close the Sun Life Sentry Value Segregated Fund (“discontinued fund”) on June 5, 2020. Sun Guaranteed Investment Fund (GIF) Solutions information folder and contract. Sun Life Financial Trust Inc. is … Sun Life Assurance Company of Canada announced changes to the names of several of their segregated funds, effective immediately. Sun Life Financial can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Investment objective The Fund's investment objective is to achieve a high level of current income while seeking to protect capital and to maintain liquidity by investing primarily in Canadian dollar-denominated money market instruments. *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. 1 Actual fund results will be lower after the deduction of fees and expenses. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. With segregated fund contracts, investors can also benefit from the features of an insurance contract, including efficient estate settlement. Find our live Sun Life Granite Aggressive Seg fund basic information. As a result of these changes, the Sun Life Financial segregated fund names below will be updated to reflect the new fund names. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. 1 Source: Strategic Insight, 2018 Group Retirement Savings and Pensions Report—Canada. 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