SLA 5 Year Guaranteed Fund (060) Sun Life Financial Money Market Segregated Fund (X21) TDAM Canadian Bond Index Segregated Fund (X37) ... TDAM Canadian Equity Index Segregated Fund (X39) Beutel Goodman Global Segregated Fund (U52) TDAM International Equity Index Segregated Fund (X41) TDAM U.S. Market Index Segregated Fund (X40) Will appreciate any thoughts on … The fund is not available on Sun Life Group Retirement Services’ (“GRS”) Core investment platform. From the highest highs to the lowest lows, the firm has spent decades refining its investment process according to four key principles: work from the bottom up, take a global perspective, collaborate, and manage risk. Our focus on sustainability helps us bring this Purpose to life – and is central to our business strategy. We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. All rights reserved. A DRO's ratings can change from time-to-time. The transfer will happen, unless we explicitly receive different instructions from plan sponsors currently offering the discontinued fund. 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. bond market index (the “Index”). 30% - BlackRock EAFE Equity Index Segregated Fund. ... is the sole issuer of the … information on the fund and its holdings, call the Canada Life Retirement Information Line at 1-800-305-1444. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Sun Life Assurance Company of Canada SunWise Elite Segregated Funds SunWise Elite TD Canadian Bond Fund Class Management expense ratio (MER) (Includes taxes) Net asset value per unit Units outstanding Class A 2.74% $13.21 974,216 Class B 2.60% $13.42 4,088,303 Class C 2.49% $13.60 1,380,837 The Fund invests in the TD Canadian Bond Fund. Sun Life Financial is also pleased to announce the addition of the 2045 Milestone® Segregated Fund to its Milestone® Series of … 2019 ($) 2018 ($) 2017 ($) 2016 ($) 2015 ($) Net asset value, beginning of ; period 10.31: 10.48: 10.53: 10.75: 10.73: … You can request a free copy of the annual financial statements by calling 1-877-344-1434, by . A distribution may be applicable for this fund. Sun Life Financial Gross Rates of Return Data as of July 31, 2007 Money Market 1 Year Returns Ending % Annualized Returns % ... TDAM Canadian Bond Index Segregated Fund 0.13 -1.59 -0.64 7.98 5.46 10.57 1.65 2.79 2.22 4.93 5.06 5.64 6.05 Scotia Capital Universe Bond 0.11 -1.59 -0.67 8.13 5.65 10.59 1.74 2.78 2.26 4.96 5.13 5.73 6.09 Asset Allocation 1 Year Returns Ending % Annualized Returns % Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. 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. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. In that case, you will need to make this selection and inform Sun Life of your decision by May 8, 2020. Sun Life Money Market Segregated Fund (0.24% MER) Bond (fixed income) TDAM Canadian Bond Index Segregated Fund (0.40% MER) Canadian Equity. It also invests in the same asset classes as the discontinued fund. Learn more Segregated funds. © Sun Life Assurance Company of Canada. Sun Life Assurance Company of Canada SunWise II Segregated Funds Fund Facts – December 2019 The Morningstar Rating TM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. **Only for certain series denoted by double asterisks (**) next to the fund name, on March 28, 2017, TDAM closed the series to purchases by new investors. statements. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 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. Returns for funds less than 1 year old cannot be displayed. The members must report capital gains in the year the transfer occurs. Please sign in through sunnet.sunlife.com. An advisor can help you make your choice based on your comfort with risk and financial goals. Based on the generalized advice of allocating 120 - age percentage to equity, I would suggest the following combination of index funds:. Annual Reports 2015-2018. 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. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. 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