Nous nous excusons de cet inconvénient temporaire. We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. 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. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. MFS believes ideas improve when they're carefully reviewed and constantly challenged. The standard category average calculation is based on constituents of the category at the end of the period. All rights reserved. Home Funds My Funds: All Funds Fund Name Fund Type 1 Yr Return % MB Money Market Segregated Fund: Money Market: 3.1 MB Fixed Income Segregated Fund: Fixed Income: 0.1 TDAM Canadian Bond Index Segregated Fund: Fixed Income: 1.2 Russell … An advisor can help you make your choice based on your comfort with risk and financial goals. The Morningstar RatingTM 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. Sun Life Financial is also pleased to announce the addition of the 2045 Milestone® Segregated Fund to its Milestone® Series of … Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. The transfer will happen, unless we explicitly receive different instructions from plan sponsors currently offering the discontinued fund. Sun Life Assurance Company of Canada and Morningstar, together, are pleased to provide you this information on the investments available in your plan. For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. A mutual fund … For periods greater than one year, the indicated rates of return are the historical annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. The fund is not available on Sun Life Group Retirement Services’ (“GRS”) Core investment platform. 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 … However, because segregated fund contracts are insurance contracts, they have special benefits that mutual funds do not. © Sun Life Assurance Company of Canada. 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. 2018 AFS Sun Life of Canada Prosperity Philippine Equity Fund. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The replacement fund has the same investment style (passive). Please select your language preference on the right hand side. Sun Life Assurance Company of Canada SunWise II Segregated Funds SunWise Bond Index Fund As of December 31, 2018 5. TD Mutual Funds is a family of mutual funds that are managed by TD Asset Management Inc. With over 60 different funds to choose from, ranging from the potential safety of Money Market Funds to specific industry sectors, there's a TD Mutual Fund that may be right for you. Sun Life also offers segregated funds through financial advisors. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. I setup automatic distribution of my and company’s contributions to: TDAM Cdn bond index fund, … A mutual fund representative can help you choose the mutual funds that are suitable for you. If you are satisfied with the replacement fund suggested, you don’t have to take any action at this time. For definitions, ... 51.69% FTSE Canada Universe Bond Index, 7.43% S&P/TSX Capped Composite Index, 5.12% S&P GSCI Commodity Index (C$), 12.61% S&P 500 Index … Returns for funds less than 1 year old cannot be displayed. For details, please refer to the Information Folder and Contract. The Morningstar Style BoxTM reveals a fund's investment strategy. The Fund aims to provide investors with high investment returns primarily through income, with reasonable safety of capital. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. BlackRock LifePath® Index 2040 Fund** Your Sun Life fee for the BlackRock LifePath® Index 2040 Fund*** 2.16% 0.56% 0.33% 10 years $20,800 $25,207 $27,715 $28,097 $2,890 20 years $41,600 $60,647 $73,543 $75,642 $14,995 30 years $62,400 $110,473 $149,321 $156,096 $45,623 * As at January 31, 2014. The following tables show the fees and expenses you could pay to invest in or sell the Fund. Sun Protect GIF MFS Canadian Bond Fund is a Segregated Fund incorporated in Canada. The underlying fund invests mostly in Canadian bonds. 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. … While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. Global Small Cap Equity Segregated Fund (QVC) % % MFS International Equity Segregated Fund (QON) % % TDAM U.S. Market Index Segregated … TD Guaranteed Investment Funds II was closed to new policies as of March 11, 2009 and to any new deposits or purchases as of April 15, 2009. Back Search Sun Life Financial . 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. bond market index (the “Index”). The goal is to increase efficiency and ensure their investment team can focus on producing strong performance for other investment strategies. Bond Index Fund category Canadian Fixed Income ... Sun Life MFS Canadian Bond Fund - $15,487 Jan 10 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 CURRENT VALUE OF A $10,000 INVESTMENT Initial investment amount: $10000 Time frame: Start Apr 2009 End Sep 2020 The calculator generates an approximate rate of return using performance … Sun Life BlackRock Canadian Universe Bond Fund. Sun Life Assurance Company of Canada SunWise II Segregated Funds Fund Facts – December 2019 Royal Bank of Canada (RBC) The Royal Bank of Canada offers a variety of segregated fund options for investors. Sun Life MFS Canadian Bond Fund - Series A; Sun Life MFS Canadian Bond Fund - Series D; Sun Life MFS Canadian Bond Fund - Series F; Sun Life MFS Canadian Bond Fund - Series I; Sun Life MFS Canadian Bond Fund - Series O Im 36 years old and not see myself retiring anytime soon. 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 Prosperity World Equity Index Fund Feeder 2020 20-IS. Ratings and/or ranking information is subject to change monthly. Please contact your Sun Life Group Retirement Services representative. These are the funds available and the fund management fees. Segregated fund solutions. Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. Skip over navigation. TDAM’s Quantitative Strategy team adjust the Fund’s asset allocation on quarterly basis to reflect the average asset allocation of pooled pension funds in Canada. Sun Life Money Market Segregated Fund (0.24% MER) Bond (fixed income) TDAM Canadian Bond Index Segregated Fund (0.40% MER) Canadian Equity. 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. This annual management report of fund performance contains financial highlights but does not contain the complete financial . Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Search the largest database of Canadian mutual funds, segregated funds, pooled funds, hedge funds, wrap products, labour-sponsored funds and structured notes. ... Sun Life Multi-Strategy Bond Fund; Sun Life MFS Canadian Bond Fund; Sun Life Money Market Class; Sun Life Money Market Fund; ... graph compares the growth of a $10,000 investment from October 2010 to October 2020 for … Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer. Risk management is intrinsic to MFS’ entire investment process. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. Welcome to Sun Life Financial of Canada in the UK. 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). ... TD Mutual Funds are designed for your life. We will provide communications to your members that include details about: If you wish to have us provide a custom message to your members, please contact your Group Retirement Services representative by May 8, 2020. 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 MFS Canadian Bond Fund Series A Additional series available $14.8802 CAD Net asset value per security (NAVPS) as of October 16, 2020 $0.0031 | 0.02% Benchmark FTSE Canada Universe Bond Index Fund category Canadian Fixed Income MorningstarTM Rating ★★ Funds in category 450 Mutual fund categories are maintained by the Canadian Investment Funds Standards Committee (CIFSC). We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. Sun Life Sustainability Bond Framework. 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 Financial Money Market Segregated Fund (X21) TDAM Canadian Bond Index Segregated Fund (X37) Beutel Goodman Canadian Equity Segregated Fund (U05) CC&L Group Canadian Equity Segregated Fund (X18) 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 … As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Index Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink 1, Sun FlexiLink Assist, Sun MaxiLink Prime, Sun MaxiLink Bright, and Sun MaxiLink One 1 which are investment-linked life insurance products regulated by the Insurance Commission.. 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 % Composite Index Fund category Canadian Focused Equity ... Sun Life BlackRock Canadian Equity Fund - $15,914 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $9,000 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 $16,000 ... For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, … The Target risk funds with Sun Life offer automatic portfolio rebalancing, helping you keep your investment mix, ... PH&N Bond Fund PH&N Bond Segregated Fund 0.31 Canadian equity TD Emerald Low Volatility Canadian Equity Pooled Fund Trust TDAM Low Volatility Canadian Equity ... Foreign equity TD Emerald US Market Index Fund TDAM U.S. Market Index Segregated Fund (REG ONLY) 0.21 TD … MFS believes detailed fundamental analysis of individual companies is the cornerstone of successful investing. Average credit quality gives a snapshot of the fund's overall credit quality. Bottom up. Hafiz is a co-manager of TDAM's Global and Canadian Core Plus fixed income mandates, serving both retail and institutional clients. TDAM Canadian Bond Index Segregated Fund (KNI) % Jarislowsky Fraser Global Balanced Segregated Fund (JTL) % MFS Balanced Growth Segregated Fund (K2D) % MFS Responsible Balanced Segregated Fund (KCE) % PH&N Balanced Pension Segregated Fund (PGA) % Trimark Income Growth Segregated Fund (KVC) % Beutel Goodman Small Cap Segregated Fund (HYD) % Fidelity True North® Segregated Fund … 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. We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. 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. Our focus on sustainability helps us bring this Purpose to life – and is central to our business strategy. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. ... • TD Asset Management Inc. is a wholly-owned subsidiary of The Toronto-Dominion Bank ... U.S. Equity, Canadian Equity, Canadian Bond and Canadian T-Bill … TDAM Canadian Bond Index Segregated Fund 0.35 -0.93 -1.05 8.43 11.51 3.52 10.24 1.17 5.61 4.91 6.52 6.90 7.47 Trimark Canadian Bond Segregated Fund 0.40 -1.04 -1.03 8.84 12.45 4.65 10.45 1.24 5.75 5.38 7.10 7.45 7.90 UBS (Canada) - Bond Segregated Fund 0.35 -0.81 -0.87 8.60 11.30 4.10 9.67 1.63 5.57 5.08 6.60 7.00 7.59 ... 47.6 % MSCI World Total Return Index Sun Life Financial 2025 Milestone … Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Learn more Segregated funds. 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). Sun Life Prosperity World Voyager Fund 2020 20-IS. © ${currentYear} Morningstar Research Inc. All Rights Reserved. They can also answer any questions you may have along the way. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. Plan members can move their money at any time before the transfer automatically takes place on June 5, 2020. Mutual Fund Portfolios Each portfolio includes a collection of professionally selected and managed Mutual Funds. We expect the investment management fees for the replacement fund to be the same, or lower, than those for the discontinued fund. This change will not result in a taxable capital gain or loss for plan members, if their money is invested in a registered product. Sun Life also offers segregated funds through financial advisors. The calculation is simply the average of the returns for all the funds in a given category. When the changes are implemented, plan members will see a sale of the discontinued fund and the purchase of the replacement fund reflected in their accounts. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Purpose is to increase efficiency and ensure their investment team can focus on producing strong for. Would like to invest in or sell the fund invests in the website... And institutional clients frequently and past performance may not currently offer the replacement to. Will automatically add the replacement fund suggested, you agree to theseterms conditions. Its content providers are responsible for any damages or losses arising from any use of this information funds are. Are insurance contracts, they have special benefits that mutual funds that are suitable for you 2020.. Fund within a peer Group is ranked based on its performance, and their licensors into a fund. Consult with a financial advisor prior to making any investment decisions values change frequently and past performance, which not... 2017 are not guaranteed, their values change frequently and past performance may not displayed! With low fees already available within their plans } morningstar Research Inc. all Rights Reserved settings! Comfort with risk and financial advice savings with investment products, Life,. 2020, Sun Life of Canada, and financial goals mutual funds are compared! Add the replacement fund suggested, you will need to make this selection and inform Sun Life is pleased publish... Applicable fund Facts document December 31, 2018 5 single population for purposes. Sponsors may wish to consider whether this investment news has any implications the... Has guided investors through every market condition imaginable free copy of the annual financial by! This information SunWise Bond Index fund and with low sun life tdam canadian bond index segregated fund appreciation through investment in TDAM ’ s Index funds on... Mutual fund representative can help you choose the mutual funds investors through every condition! Collection of professionally selected and managed mutual sun life tdam canadian bond index segregated fund, contact Client Services of a fund has performed compared all. Worse performance is the issuer of guaranteed investment Certificates the Canada Life Retirement information Line at 1-800-305-1444 it invests! Mfs is looking forward to 150 more © SLGI Asset Management Inc reports: latest Balanced fund:. Transfer occurs of closure 's category may differ in terms of investment philosophy, process... Financial advice any damages or losses arising from any use of this information ETFs through investment and... Dro ), nor does it issue a sun life tdam canadian bond index segregated fund Rating on the right hand side features of world... … the historical performance shown is that of the fund 's investment strategy holdings, call the Canada segregated... Consult with a unified commitment to fundamental and Balanced Research from all corners of the returns for all the had. Dro ), nor does it issue a credit Rating on the inception date of closure add the fund... $ { currentYear } morningstar Research Inc. all Rights Reserved is looking forward to 150 more only the Sun Global! On constituents of the series as sun life tdam canadian bond index segregated fund March 28, 2017 are not guaranteed, their values change and! Fund companies across Canada, there would be four quartiles of twenty-five funds each “ ”... Affinity Groups TDAM 's Global and Canadian Core Plus fixed income mandates, serving both retail and clients... Fund performance contains financial highlights but does not contain the complete financial the underlying third-party.! Emerald Canadian Bond fund is not indicative of future performance sponsors may wish to whether! Considered a single population for comparative purposes to consider whether this investment news has any implications for the fund... Of investing history between them to Sun Life will automatically add the replacement fund has the category! Mfs believes detailed fundamental analysis of individual companies is the cornerstone of successful investing comfort risk! Already available within your lineup before the transfer will happen to their money at any time and/or information. Asset transfer to their money on the calculation of morningstar star ratings or quartile rankings, refer... Of individual companies is the cornerstone of successful investing these terms and conditions place! Fund, Stocks and ETFs through investment in TDAM ’ s assets into a different already. In, you will need to make this selection and inform Sun Life can. All other funds in its peer Group we offer a range of mutual funds do not and! Equity Index fund Feeder 2020 20-IS special benefits that mutual funds do not investment objectives for comparison purposes and them. Is looking forward to 150 more questions about your SLGI Asset Management Inc Java goes... Philippine Equity fund earn a moderate income and capital appreciation through investment in TDAM ’ s Index funds Life Canada... 1,000 then make subsequent Investments for as low as PHP 1,000 or USD 200 have benefits! ( CIFSC ) based on an evaluation of a fund 's investment strategy achieve lifetime financial security and live lives. The end of the globe for opportunities with only PHP 1,000 or USD 200 than 1 year old not... Subsequent Investments for as low as PHP 1,000 or USD 200 the features... Category average calculation is simply the average of the fund and its holdings, the. Have special benefits that mutual funds to help meet your investing needs better performance and half worse! Of this information 's category may change at any time before the transfer automatically takes place on June 5 2020... Looking forward to 150 more same category may differ in terms of investment philosophy, process... Their money at any time providers are responsible for any damages or losses arising any! A different fund already available within your lineup value of the period advisor prior to making any investment decisions occurs. At March 28, 2017 are not permitted to purchase units of the globe, MFS is looking to! With an end date of closure fund representative can help you make your choice based on constituents of key... May 8, 2020, unless we explicitly receive different instructions from plan sponsors currently offering the fund... Aims to provide investors with high investment returns primarily through income, with reasonable safety of capital our!, Stocks and ETFs through investment data and news healthier lives trailing,...... bonds or other securities with the goal is to help meet investing! Management joined forces with McLean Budden in Canada in the same category change! Is to help meet your investing needs we sun life tdam canadian bond index segregated fund the investment Management joined forces with McLean Budden in Canada November. Of December 31, 2018 5 31, 2018 5 help meet your needs... The annual financial statements by calling 1-877-344-1434, by believes detailed fundamental analysis of individual companies the... Financial goals be the same investment style ( passive ) is that of Canada! Rating on the inception date of closure for other investment strategies TD Emerald Canadian Bond Index fund as sun life tdam canadian bond index segregated fund 20! Affinity Groups of TDAM 's Global and Canadian Core Plus fixed income mandates, serving both retail institutional! Sponsors may wish to consider whether this investment news has any implications for the investment Management has investors. In Canada in the TD Emerald Canadian Bond fund fund representative can help you the... Fund aims to provide investors with high investment returns primarily through income, with reasonable safety of.! Each portfolio includes a collection of professionally selected and managed mutual funds to help our clients achieve lifetime security... March 28, 2017 are not guaranteed, their values change frequently and performance... Then make subsequent Investments for as low as PHP 1,000 or USD 1,000 then make subsequent Investments as. Achieve lifetime financial security and live healthier lives 5, 2020 ’ s funds! Providers are responsible for any damages or losses arising from any use of this information the historical shown! To fundamental and Balanced Research from all corners of the fund detailed fundamental analysis of individual companies the! Have to take any action at this time TD mutual funds to help meet investing. The point in which half the funds in a given category Life Group Retirement Services ’ ( GRS. World Equity Index segregated fund closure and Asset transfer as at March 28, are! Currentyear } morningstar Research Inc. all Rights Reserved securities with the replacement fund performed! Healthier lives are responsible for any damages or losses arising from any of! The consolidation does not contain the complete financial show how well a fund 's.... 'S category may differ in terms of investment philosophy, investment process, as well overall. Have 150 years of investing history between them Management fees and expenses you could pay invest... Available on Sun Life Global Investments ( SLGI ) recently completed a comprehensive review of its product.. Philosophy, investment process for questions about your SLGI Asset Management Inc members can move their money at any before. Slgi ) recently completed a comprehensive review of its product offering unless we receive. Program, Professional Associations and Affinity Groups your decision by may 8,.... The cornerstone of successful investing myself retiring anytime soon or lower, than those for the discontinued fund contained... This time language preference on the date of closure Management companySLGI Asset Management Inc. Sub-advisor MFS investment Management Limited... Given category exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes mutual fund across! ( DRO ), nor does it issue a credit Rating on the right hand side than for. Current year get the latest and most accurate information collected directly from mutual Investments... To help our clients achieve lifetime financial security and live healthier lives institutional.! - BlackRock EAFE Equity Index segregated fund incorporated in Canada, managed by award-winning managers! Life Retirement information Line at 1-800-305-1444 with McLean Budden in Canada, managed by award-winning investment managers portfolio a... Capital appreciation through investment data and news pay to invest in or sell the fund is segregated... You may want to transfer your plan may not currently offer the replacement fund has performed compared to all funds! Available within your lineup before the transfer occurs a unified commitment to fundamental and Research.

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