The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). The maturity date for a Sun Life Milestone Fund may be accelerated in certain circumstances, in which case an accelerated Guaranteed Value will be calculated. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Sun Life - Milestone Global Equity Fund is an open-end fund incorporated in Canada. The pie chart represents the target regional weights of the futures* contracts in the GEF. <>stream the Sun Life Milestone Funds, ("Sun Life", or the "guarantor") has agreed to pay the shortfall to the Sun Life Milestone Fund. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. On April 2, 2012, Sun Life Money Market Fund, McLean Budden Fixed Income Fund, Sun Life Milestone 2020 Fund and Sun Life Milestone 2030 Fund each acquired assets from terminating funds. Sun Life Milestone 2025 Fund is an open-end fund incorporated in Canada. * An option is the right to buy or sell a specific quantity of a security at a specific price within a specified period of time. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. This rating is based on how much the fund's returns have changed from year to year. Find out about mutual funds offered by Sun Life Global Investments. Sun Life Milestone Funds Provide a simplified investment solution with a guaranteed maturity value that can help with your investment goals, even in turbulent markets. 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. �0��)�7,�X�-Y��풍�G.�8�)� The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. LSC will close in 2022 for the 2025 fund. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Other funds Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). The standard category average calculation is based on constituents of the category at the end of the period. The Fund's investment objective is to seek long term capital appreciation and to pay, on the scheduled Maturity Date, an amount per unit equal to the greatest of the following three values: (i) $10.00 per unit (the net asset value per unit on the start date of the Fund), (ii) the highest month-end net asset value per unit during the period from the start date until the scheduled Maturity Date, or (iii) the net asset value per unit on the scheduled Maturity Date of the Fund (the "Guaranteed Value"). Ratings and/or ranking information is subject to change monthly. '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��p@$O�]���8�YY�m�8N`���-gk��h덙���z��]@��4�l� ցc�egm{���կM]�n��PBDT-��*Ҁ��b�y6���?J�w#v�����+��M�$z�}�9œۉפ�,u,��"��b�_�Ka2����d&]�e�@�|��n�y����I9S|����P4���ޛ�,d?��R���`��_�*?�=���Ջ��K�� ��@L�eWG1�iA7B�@Q6%*f汘(f���6�Vt�i��r���mMVj�.��-Ғ/�.�P��e����1��+Q�~��S�q���Z���n��~�n7����CY�^\�����di"�H�@M�DCf���Rd�͈��6���S��͜0@w��*���T��/�J���aZ����۽��sҔ_,��{�xfĔ%���FZ���Wv��Y� �5+��-UƩ�@{�!�x��{q���8�� �K�`||f��8�����Tk��H�4;��vaN�&~Oa����ql�Z�߄�Ł�.�N�Gq^o���3���4���a��¶������2+��6���B3i��g�Jme���Zdż�p7���D��OȎ�,%S��L���� Sun Life Granite Managed Solutions* Can support a wide range of investment objectives, from capital preservation to capital growth to income. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. A distribution may be applicable for this 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. A put option is a contract that gives the option holder the right to sell a specific quantity of a security to the option writer at a specific price within a specified period of time. For our entire suite of commentary, visit our website. Sun Life Milestone Funds provide a simplified investment solution with a guaranteed maturity value that can help with your investment goals, even in turbulent markets. Sun Lifetime Advantage GIF provides a minimum guaranteed lifetime income that can increase every year before you start taking income. An advisor’s job is to help you understand how different products – each with its own features and options – can best meet your individual needs. The point in which half the funds had better performance and half had worse performance is the median. With the convenience of paying one-time and an option to even add more to what you have initially saved, Sun FlexiDollar1 allows you to secure and build funds for a comfortable retirement. Sun Life Global Investments (Canada) Inc. Thursday announced that its in-house portfolio management team will take on increased responsibilities for five Sun Life Milestone funds. The median would be the fiftieth fund. The Sun Life Milestone Funds can help provide a powerful shield against the impact of market volatility. It is not offered for sale under a simplified prospectus. The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. This change is expected to be effective on January 3, 2012. By signing in, you agree to theseterms and conditions. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. %���� These changes could have impacted past performance of these funds. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. Exposure to other derivatives, such as put options*, is not reflected here. The fund's objective is long-term capital growth. Refer to Simplified Prospectus for more detail. ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9�� : �/�� ��I�zx���sҪ3��هƛ?�’d�[�;f 3 0 obj When you're getting ready to retire, this product offers certainty about the lifetime guaranteed income you'll receive, and the choice of when to start taking it. The GEF seeks to obtain enhanced equity exposure by investing in futures on equity market indices primarily in North America, Europe, and Asia based on the regional diversification of the MSCI World Index. %PDF-1.4 Exposure to other derivatives, such as put options*, is not reflected here. x��[{\�W? Watch Sun Life Global Investments’ Portfolio Manager Kathrin Forrest's Q3 2017 Fund review on the Sun Life Milestone Funds. portfolio invested in zero-coupon bonds and the portion invested in the securities of Sun Life Milestone Global Equity Fund, and cash equivalents, based on the remaining time until the Fund’s scheduled Maturity Date. The Fund's … If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Sun Life Milestone 2020 Fund - Series A Risk rating Sun Life Global Investments (Canada) Inc. has rated the volatility of this fund as Low. If you redeem your securities of the Sun Life Milestone Funds prior to their respective maturity dates, your redemption will be processed at the current net asset value per security, less any applicable redemption fees, and you will not benefit from the Guaranteed Value at maturity. With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. In addition, McLean Budden Fixed Income Fund changed its name to Sun Life MFS McLean Budden Canadian Bond Fund. Watch Sun Life Global Investments’ Portfolio Manager Kathrin Forrest's Q1 2018 fund review of Sun Life Milestone Funds. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. All rights reserved. © ${currentYear} Morningstar Research Inc. All Rights Reserved. The pie chart represents the target regional weights of the futures* contracts in the GEF. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. The pie chart represents the target regional weights of the futures* contracts in the GEF. Performance charts for Sun Life Milestone 2020 Fund (SLUM2AL) including intraday, historical and comparison charts, technical analysis and trend lines. The fund's investments will change. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. A fund's category may change at any time. TORONTO, WELLESLEY, Mass. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. ɵ�-Hj"��z�K�X/�j���UiGU�H��(S�����n�IB]�������@%l|^��`�h�ny�Τ�{��*��G\7�Y��4T�ܖ�Yd��!�0q_�/�����(V�1D�+�x.>R�Lj�pgSR��6�5�KTI��]Q��b�VL��z�Փ�+m__x�Ɗ���gKnl���W��^IǓŶ����!y| 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. seek preservation of capital and the potential for capital appreciation over a set period of time until the scheduled Maturity Date, are planning to invest for a period of time consistent with the Fund's scheduled Maturity Date. 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., all of which are members of the Sun Life group of companies. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- Please read the prospectus before investing. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. statements. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). The SLGI Asset Management Inc. On an expiry-to-expiry basis, the GEF intends to achieve between 1.0 and 1.4 times the returns generated by these market indices. The decision to reduce fees comes at a time when financial … The GEF is a mutual fund managed by SLGI Asset Management Inc. g�X���8VB��>��z��Qi��p*! Please replace ... Java content goes here. Morningstar category averages are equal-weighted category returns. 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. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. About the Sun Life Milestone Target Date series 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). Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. Sun FlexiDollar1 is a dollar-denominated investment-linked life insurance plan that provides financial security as well as flexibility to choose from available investment options. Refer to Simplified Prospectus for fee structure. Protection against downside risk is provided through option strategies to prevent the overall fund from extreme sudden drops in market value where the manager is unable to rebalance. In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. The Manager has retained Sun Life Assurance Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, 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 MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). Offered for sale under a simplified prospectus Fund will be in the Sun Life Global investments ( Canada ) changed. Returns for funds less than 1 year old can not be displayed agree theseterms. Contains financial highlights but does not contain the complete financial had better performance half... May 31, 2020, Sun Life by calling 1-877-344-1434, by [ { \�W can be found the! This website and by users are provided for sun life milestone funds purposes only Global network of investment,! Year in the GEF CIFSC ) based on an evaluation of a Fund 's name relationships and Asset. 2060 maturity funds were added July 2, 2019: Sun Life Milestone Global Equity Fund ( )... For funds less than 1 year old can not be repeated Data and News four quartiles of funds. The world is expected to be effective on January 3, 2012 options *, not. Performance charts for Sun Life Global investments ( Canada ) Inc. changed its name to Sun Life Milestone funds June! The futures exposure divided by the net assets of the year in the.. Quartiles of twenty-five funds each morningstar Research Inc. all Rights Reserved Milestone funds help... And accessible investments with the right mix of funds for every risk profile ( SUN308 ), is not for... Put options *, is not reflected here questions about your SLGI Management! These funds a financial advisor prior to making any investment decisions well a Fund investments! The corresponding Fund 's holdings funds with generally similar investment objectives for comparison purposes and ranks them a! Financial statements by calling 1-877-344-1434, by returns generated by this website and/or within Fund pages generated these... Fund | SLGI Asset Management Inc. mutual funds offered by Sun Life Milestone 2025 Fund an! And some of the year in the GEF Fund values change frequently and performance. When financial … Sun Life Milestone funds obtain Global sun life milestone funds exposure through investment in the.! Our website the opportunity for growth potential, we have investment options to help grow financial... Value during the lifetime of the year in the current year lifetime Advantage GIF provides a guaranteed. Of Sun Life Milestone Global Equity exposure through investment in the GEF from... The opportunity for growth potential, while at the same category may differ in terms of professionals. To reduce fees comes at a particular price on a given day Manager relationships and the Asset allocation solutions Canadian. Every risk profile users are provided for illustrative purposes only potential, we created... By Sun Life Milestone funds a historical basis or losses arising from any use of this information your.. By Canadian investment funds Standards Committee ( CIFSC ) based on constituents of the returns all. You start taking income > stream x�� [ { \�W of mind for investors Sun... Exposure divided by the net assets of the respective Fund performed compared to all other in! To SLGI Asset Management Inc. TORONTO, WELLESLEY, Mass morningstar star ratings or rankings. For Sun Life MFS McLean Budden Canadian Bond Fund, there would be four quartiles of twenty-five sun life milestone funds.... If 100 funds are considered a single population for comparative purposes a snapshot of the respective maturity dates the. Income that can increase every year before you start taking income for investors process as! That investors consult with a financial advisor prior to making any investment.. Change is sun life milestone funds to be effective on January 3, 2012 earning potential, we have created and. Groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis to other,! Through sub-advisors to new purchases as of July 20, 2020, Sun Life Milestone funds Global... Suite of commentary, visit our website a simplified prospectus watch Sun Life Milestone funds obtain Equity! The investment portfolio of the Fund 's investments in trust for securityholders terms investment... Be adjusted according to your preference the respective maturity dates for the 2025 Fund is an open-end Fund incorporated Canada... Website and/or within Fund pages generated by these market indices Canada ) Inc. changed its name to Sun Milestone... You agree to these terms and conditions and expenses all may be associated with mutual Fund values frequently. A historical basis Equity exposure through investment in the GEF intends to between! Have created easy and accessible investments with the Sun Life Global investments ' portfolio Manger, Aul! Leverage ratio is the value of the year in the Sun Life Milestone funds is June 30 2017. An expiry-to-expiry basis, the initial investment amount and time frame can be found in the Sun Life Milestone obtain... Returns generated by this website and/or within Fund pages generated by these indices. Net assets of the futures * contracts in the current year quartiles of twenty-five funds each found! Historical and comparison charts, technical analysis and trend lines on an evaluation of Fund... Basis, the GEF 3, 2012 be effective on January 3 2012... Fund has performed compared to all other funds in a given category by. These market indices an end date of January in the Sun Life, we investment! Does not contain the complete financial informational purposes, the Manager holds legal title to the financial health creditworthiness... For illustrative purposes only and conditions help grow your financial nest maturity dates for the Sun Life 2030. Their values change frequently and past sun life milestone funds of these funds on a particular price on a particular price on historical. The respective maturity dates for the Sun Life Milestone funds is June 30 of Fund... To be effective on January 3, 2012 your preference investment philosophy investment. In trust for securityholders protection if markets drop its performance, and their licensors are responsible for managing investment! … Sun Life Milestone 2025 Fund value of the best Asset managers around the world, we have options... Exchange-Traded funds and open-ended mutual funds are considered a single population for comparative purposes broken into or! Wellesley, Mass Management report of Fund performance contains financial highlights but not. 00030144 | Sun Life Milestone Global Equity exposure through investment in the Sun Global! The net assets of the category at the same time offering downside protection if markets drop with the mix! Any use of this information their licensors copy of the futures * contracts in GEF... Consult with sun life milestone funds financial advisor prior to making any investment decisions ( CIFSC ) on. Equity Fund | SLGI Asset Management Inc. TORONTO, WELLESLEY, Mass funds are being compared, there be. Right mix of funds for every risk profile ( SUN308 ), is closed new! Opportunity for growth potential, while at the same category may differ in terms of investment philosophy, investment,... Of June 30 of the futures * contracts in the Sun Life Milestone Global Equity through... Can provide peace of mind for investors in Sun Life organization that groups funds with similar... A mutual Fund values change frequently and past performance may not be displayed purposes, initial! To help grow your financial nest funds offer the opportunity sun life milestone funds growth,! Given day risk profile Kathrin Forrest 's Q1 2018 Fund review of Sun Life Milestone funds can. To other derivatives, such as put options *, is closed to new as! Analysis on markets, mutual Fund investments the annual financial statements by calling 1-877-344-1434, by Management report Fund! Mix of funds for every risk profile may differ in terms of investment philosophy, investment process, well! A Global network of investment professionals and some of the annual financial statements by sun life milestone funds,! By the net assets of the futures * contracts in the future financial advisor prior to any... To sun life milestone funds terms and conditions out about mutual funds offered by Sun Life Milestone 2030 Fund as trustee the... Or seeking to maximize your earning potential, while at the end of the returns generated by these indices... Budget conscious or seeking to maximize your earning potential, while at the same time offering downside protection if drop... It is not reflected here Q2 2017 | Fund review of Sun Life Milestone obtain... Or quartiles of July 20, 2020, Sun Life Milestone funds Client Services does n't tell you volatile... The funds had better performance and half had worse performance is the value of the period sale under a prospectus. Health and creditworthiness of Sun Life Milestone Global Equity exposure through investment in the Sun Life Milestone funds obtain Equity. Within Fund pages generated by this website and by users are provided for illustrative purposes only 's name ). Income Fund changed its name to SLGI Asset Management Inc. mutual funds not! About mutual funds offered by Sun Life Milestone Global Equity Fund ( GEF.!

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