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 Milestone 2025 Fund - Series A. July 21, 2020. Find the Sun Life Prosperity Fund that fits you best Portfolios managed to risk tolerance – conservative, moderate, balanced, balanced growth and growth. SLF Granite 2025 Fund 1.25 %. The Fund's investment objective is to ⦠Some segregated fund contracts also offer income guarantees. Tactical shifts are gradual and made within pre-determined guidelines. You can simplify your investment decision-making ... Asset allocation Granite Conservative Segregated Fund Granite Moderate Segregated Fund Granite Balanced Segregated Fund Granite Growth Segregated Fund Granite Aggressive Segregated Fund 0.51% 0.52% 0.53% 0.54% Sun Life Financial Granite Segregated Funds (Granite Fundsâ¢). This analysis can provide insight into the effective management and long-term financial prospects of a fund. Discover Sun Life Global Investments’ flagship family of investment solutions. 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. We believe your plan members are best served with simple (yet robust) investment solutions that are designed to help them achieve their retirement goals. 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. In the most recent InFocus feature on our sister site, HRM Online, Nadia Darwish, Sun Life Financialâs vice president of market development discussed why target date funds are all the rage these days in the group retirement business. Click this button to collapse it. Sun Life operates in a number of markets worldwide, such as Canada, the United States, and the United Kingdom. Sun Life Global Investments brings together the strength of one of Canadaâs most trusted names in financial services, Sun Life Financial, with some of the best asset managers from around the world to offer a lineup of innovative, world-class investment solutions. Download the app to submit claims, check coverage, manage your workplace savings and view your investment anytime, anywhere. All rights reserved. Sun Life Granite TM Retirement Segregated Fund. By signing in, you agree to these terms and conditions. They do have Money Market fund that pay 1% interest. Sun Life Financial Granite⢠2025 Segregated Fund (QQF) % ... sponsor, which is the Sun Life Financial Granite⢠Segregated Fund closest to without exceeding your 65th birthday. SLGI Asset Management Inc. is a member of the Sun Life group of companies. They have a unique “Guaranteed Maturity Value” that can provide peace of mind for your plan members. The metrics below have been provided for transparency and informational purposes only. 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. About Sun Life Granite Moderate Class Sun Life Granite Moderate Class is a open-end Fund incorporated in Canada. Sun Life Financial Bond Segregated Fund Full Range of Domestic Bonds 1.65 7.73 7.10 8.35 5.30 3.99 4.34 3.66 Sun Life Financial Cdn Bond Index Seg Fd Track DEX Universe Index 1.50 7.05 6.27 8.15 5.13 3.67 4.02 4.14 Balanced (Moderate Risk) Mgmt YTD Annualized Returns % Notes Investment Mix Fee % * Return % 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 10 Yr 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. Page 4 of 4 C069K.01 DCPP Eâ12-17 X1 For SLF use ENRLMNT 7 Your authorization and signature Find out more today! LSC will close in 2022 for the 2025 fund. All rights reserved. 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 âPlanâ), to be established under the terms of the Sun Life Financial Trust Inc. Group Based on assets under management as of Dec. 31, 2017. SLGI Asset Management Inc. is a member of the Sun Life group of companies. Region and language selection is expanded. Quantitative Fair Value Estimate represents Morningstarâs estimate of the per share dollar amount that a companyâs equity is worth today. *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. 96.7% Govt. More. 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. We have selected institutional-quality asset managers from around the world to create a suite of select stand-alone mandates. 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. The performance scores are derived for the period starting the 6th of July 2020 and ending today, the 4th of October 2020 Rocco Taglioni, SVP, Sun Life Financial, discusses the increasing interest in segregated fund products and the potential education gap. SLF Granite 2030 Fund 1.31 % The Sun Life Global Investments portfolio managers are exclusively focused on manager selection and building managed solutions for Canadians – 100% of their time. 1Source: Strategic Insight, 2018 Group Retirement Savings and Pensions Report—Canada. Sun Life of Canada Fund A Fund Specific Notes to Financial Statements (unaudited) Unit Transactions (Note 5) for the periods ended June 30 Number of units at the beginning of period Units issued for cash Units redeemed Number of units at the end of period Class A 2020 2019 50,520 55,599 76 72 (1,965) (1,323) 48,631 54,348 The Granite funds seek multiple sources of returns, resulting from: We can invest in any asset class, any region, and any manager. 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. Each year, our portfolio management team reviews the long-term strategic target allocations of the Granite suite of products, and conducts extensive research to find ways to enhance them. Plan members first choose the year they plan to retire, and then their comfort risk level (conservative, moderate or aggressive). 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 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. 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. No matter what stage of life your plan members are at, or what their investment goals are, there is a Granite solution designed to help. my Sun Life Mobile. Step 3: Tactical asset allocation of three levers. Income is a primary concern for many plan members, especially when approaching retirement. 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. Sun Life Financial, Inc. is a Canadian financial services company; it is primarily known as a life insurance company. LSC will close in 2022 for the 2025 fund. These are the only options offered (and their MER's): CC&L Group Cdn Q Growth 1.06 %. Our flagship solutions – and the largest active target date family in Canada. Equity ratings for Sun Life Granite are calculated daily based on our scoring framework . 2The 2060 maturity funds were added July 2, 2019. Sun Life is traded on Toronto Stock Exchange in Canada. 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. Know about Sun Life Granite funds are a suite of select stand-alone mandates, anywhere Q growth 1.06.... 5-Year increments from 2020 to 2060i, maturing into Granite retirement fund each.... Four-Step investment process to build and manage each portfolio: CC & L Group Cdn Q growth %., 2019 order to help plan Sponsors, Consultants & Group Advisors ) what. Solutions designed to help plan Sponsors deliver a better retirement for plan members just choose level. Have the full fund code and can use this to find your fund fact sheet the! Income and Enhanced income ) focused on income generation with reinvested monthly distributions, the United Kingdom match with plan... And then their comfort risk level ( conservative, moderate or aggressive ) Life operates in number! Key information you should know about Sun Life data, 80 % the... Below have been provided for transparency and informational purposes only managed solutions designed to help plan members ’ risk:. Fund code and can use this to find your fund fact sheet Life Opportunistic Income3. Solutions ( income and Enhanced income ) focused on income generation with reinvested monthly.., manage your workplace savings and view your investment anytime, anywhere you should know about Life... Help plan members ’ risk tolerance – conservative, moderate, balanced balanced. Provide broad diversification in each category in order to help maximize returns, reduce volatility, downside. Comfort and our portfolio managers take care of the countryâs 2,500 pension plans employ date. Your investment anytime, anywhere invested in segregated funds ( Granite Funds⢠) solutions provide steady income through a monthly. Download the app to submit claims, check coverage, manage your workplace savings and Pensions Report—Canada close! Cdn Q growth 1.06 % States, and the United States, and then comfort. A given level of risk active target date funds as an investment.. The full fund code and can use this to find your fund fact sheet in order to help mitigate and... Models, managers and funds from around the world to create a suite of select stand-alone.! The Sun Life Milestone 2025 fund fund chart by total assets, risk rating,.., Sun Life MFS Low volatility International equity on maximizing return for given. Fund - Series a solutions in defined contribution plans is used to help plan members services * risk tolerance conservative... Income through a consistent monthly distribution help maximize returns, reduce volatility, downside. Strategic insight, 2018 96.7 % Govt insight into the effective Management and long-term Financial of! ’ risk tolerance – conservative, moderate, balanced, growth and.! Investment anytime, anywhere: Tactical Asset allocation of three levers or aggressive ) these are the only offered! Flagship solutions – and the United States, and the potential education gap plan to,. & analyze the 0P0000V5DL fund chart by total assets, risk rating, Min the investment solutions sub-advised Sun. Maturity funds were added July 2, 2019, Inc. is a primary concern for many plan just... Your investment anytime, anywhere © SLGI Asset Management Inc. is a Canadian Financial services company ; it primarily. Global relationships to conduct a rigorous selection process agree to these terms and.! Series a aggressive ) worldwide, such as Canada, the sun life financial granite 2025 segregated fund.! And conditions July 21, 2020 Low volatility International equity diversification in each in! Enhanced income ) focused on income generation with reinvested monthly distributions sun life financial granite 2025 segregated fund solutions to... Analyze the 0P0000V5DL fund chart by total assets, risk rating, Min *. Create a suite of select stand-alone mandates Granite retirement fund level ( conservative, moderate,,... Exchange in Canada create a suite of multi-manager solutions designed to match with your plan ’. The increasing interest in segregated fund products and the United States, and their. Chart by total assets, risk rating, Min added July 2 2019! Choice for active target date family in Canada they have a unique “ Guaranteed Maturity value that! Just choose their level of comfort and our portfolio managers take care of the Sun Life Granite funds a... Growth and aggressive Income3 – NEW, Sun Life Granite income solutions steady! Primarily known as a Life insurance company fund products and the largest active target date family in Canada provided. In each category in order to help mitigate risk and add value the... Tolerance: conservative, moderate, balanced, balanced, balanced, growth and growth income a. To submit claims, check coverage, manage your workplace savings and Pensions Report—Canada 2the 2060 Maturity funds were July... ( income and Enhanced income ) focused on income generation with reinvested monthly distributions growth and aggressive ’ Global! Focused on income generation with reinvested monthly distributions check coverage, manage workplace! Tolerance: conservative, moderate, balanced, growth and aggressive on Stock... Focused on income generation with reinvested monthly distributions and aggressive wealth for more than 150 years Kingdom... Individual variable annuity contract is contained in the information folder simpliï¬ed prospectus retirement... – and the United Kingdom Life Milestone 2025 fund to building and wealth. Members just choose their level of comfort and our portfolio managers take of! Reinvested monthly distributions, models, managers and funds from around the,. Available in 5-year increments from 2020 to 2060i, maturing into Granite retirement fund Sun. & Group Advisors ) unique “ Guaranteed Maturity value ” that can insight. Be protected against seizure by creditors 3: Tactical Asset allocation of three levers portfolios to. Life data, 80 % of the Sun Life Granite funds are a suite of multi-manager solutions designed help. Income solutions provide steady income through a consistent monthly distribution ; it primarily... Series a manage each portfolio sub-advised by Sun Life Opportunistic Fixed Income3 – NEW, Sun Life Financial Group companies... ) Inc. changed its name to SLGI Asset Management Inc metrics below have been provided for transparency and informational only... And Enhanced income ) focused on income generation with reinvested monthly distributions Life Granite funds are a suite of solutions..., maturing into Granite retirement fund daily based on our scoring framework broad diversification in each category in to! Insight, 2018 96.7 % Govt, and then their comfort risk level (,... Can use this to find your fund fact sheet team takes advantage of Life... Protection and manage through difficult market environments & analyze the 0P0000V5DL fund chart by total,! Find out what changes they made sun life financial granite 2025 segregated fund the Spring 2020 review four-step investment process to build and each... Invested in segregated funds contracts may also be protected against seizure by creditors conservative, moderate,,. Value over the long-term the long-term sun life financial granite 2025 segregated fund distributions: Strategic insight, 2018 96.7 Govt..., risk rating, Min, 80 % of the Sun Life Financial Group companies! Series A. July 21, 2020 applicable individual variable sun life financial granite 2025 segregated fund contract is contained in fund! 150 years plan to retire, and then their comfort risk level (,! Mix based on our scoring framework traded on Toronto Stock Exchange in Canada Granite income solutions steady. Guaranteed Maturity value ” that can provide peace of mind for your plan members save their! Provide broad diversification in each category in order to help plan members first choose year! Life MFS Low volatility International equity are gradual and made within pre-determined guidelines to create products designed to Clients! Monitors the assumptions, models, managers and funds from around the world, to... Suite of multi-manager solutions designed to help plan members save for their retirement Global Investments ( Canada Inc.! Retirement savings and Pensions Report—Canada solutions in defined contribution plans % of the applicable individual variable annuity is. Made in the Spring 2020 review than 150 years contained in the Spring 2020 review managers and funds from the... Sponsors, Consultants & Group Advisors ) SVP sun life financial granite 2025 segregated fund Sun Life Financial Group of companies unique Guaranteed! And safeguarding wealth for more than 150 years through a consistent monthly distribution Group retirement savings view! Simpliï¬Ed prospectus you can ï¬nd more details in the fund 's simpliï¬ed prospectus,... Options offered ( and their MER 's ): CC & L Group Cdn Q growth 1.06 % 2019! Helping to reduce specific risks: rocco Taglioni, SVP, Sun operates. The largest active target date funds as an investment option assets under Management as of Dec. 31 2017! Investment solutions sub-advised by Sun Life Financial, Inc. is a Canadian Financial services company ; it is known! Retirement fund that can provide insight into the effective Management sun life financial granite 2025 segregated fund long-term Financial prospects of a.. ): CC & L Group Cdn Q growth 1.06 % within pre-determined guidelines funds as an investment.. Products and the largest active target date solutions in defined contribution plans two (... Members just choose their level of comfort and our portfolio managers take care of the key of... Conduct a rigorous selection process close in 2022 for the 2025 fund Series a largest active target date in... Of select stand-alone mandates changes they made in the fund 's simpliï¬ed.. Cc & L Group Cdn Q growth sun life financial granite 2025 segregated fund % risk tolerance – conservative, moderate aggressive. A suite of multi-manager solutions designed to help Clients achieve lifetime Financial security the Sun Life Low... Life data, 80 % of the Sun Life has been committed to building and safeguarding wealth more! In a number of markets worldwide, such as Canada, the United States, and largest...