Segregated fund contracts guarantee … 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). We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. Returns for funds less than 1 year old cannot be displayed. Sales charges Ongoing Fund expenses The MER includes the management fee, operating expenses … Le service sera rétabli sous peu. The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. of the investment fund. The fund is not available on Sun Life Group Retirement Services’ (“GRS”) Core investment platform. 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). 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. 7% Bonds: TDAM Canadian Bond Index Segregated Fund 14% Canadian equity: BlackRock S&P/TSX Composite Index 79% Global equity: BlackRock Global Equity Index. By signing in, you agree to theseterms and conditions. Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. 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. 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 % Plan members with money in a non-registered product will likely experience a capital gain or loss when we transfer the money to the replacement fund. 2018 AFS Sun Life of Canada Prosperity Philippine Equity Fund. Ratings and/or ranking information is subject to change monthly. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. 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.. what will happen to their money on the date of closure. 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 … The underlying fund invests mostly in Canadian bonds. As of December 31, 2019, TDAM managed $ 182.9 billion of assets in passive and active investment strategies across markets and asset classes. The following tables show the fees and expenses you could pay to invest in or sell the Fund. You may want to transfer your plan’s assets into a different fund already available within your lineup. TD Asset Management Inc. (TDAM) is a wholly-owned subsidiary of The Toronto-Dominion Bank, and a member of the TD Bank Financial Group. BlackRock EAFE Equity Index Segregated Fund Fund Details Underlying Fund BlackRock CDN MSCI EAFE Equity Index, Class D Fund Manager BlackRock Asset Management Canada Ltd ... or contact Sun Life Financial’s Customer Care Centre. Royal Bank of Canada (RBC) The Royal Bank of Canada offers a variety of segregated fund options for investors. The members must report capital gains in the year the transfer occurs. 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: $10000 Time frame: Start Apr 2009 End Sep 2020 The calculator generates an approximate rate of return using performance … Beutel Goodman Canadian Equity Segregated Fund (0.65% MER) Beutel Goodman Small Cap Segregated Fund (0.69% MER) MFS Canadian Equity Growth Segregated Fund (0.59% MER) TDAM Canadian Equity Index Segregated Fund (0.41% … Following the review, SLGI has decided to consolidate some products. TD Guaranteed Investment Funds II was closed to new policies as of March 11, 2009 and to any new deposits or purchases as of April 15, 2009. Invest in one of the widest selections of segregated funds in Canada, managed by award-winning investment managers. The point in which half the funds had better performance and half had worse performance is the median. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The fund invests directly in fixed income securities included in the Index and/or may achieve indirect exposure to some or all of the Index by investing in exchange-traded funds, mutual funds or derivatives ... Sun Life BlackRock Canadian Universe Bond Fund - Series I. 2019 ($) 2018 ($) 2017 ($) 2016 ($) 2015 ($) Net asset value, beginning of ; period 10.31: 10.48: 10.53: 10.75: 10.73: … Management companySLGI Asset Management Inc. Sub-advisor MFS Investment Management Canada Limited, Please replace ... Java content goes here. ... • 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 … Please read the prospectus before investing. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Performance data is provided for illustrative purposes only and represents past performance, which is not indicative of future performance. You can request a free copy of the annual financial statements by calling 1-877-344-1434, by . MFS believes ideas improve when they're carefully reviewed and constantly challenged. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Sun Life Assurance Company of Canada and Morningstar, together, are pleased to provide you this information on the investments available in your plan. 2018 AFS Sun Life of Canada Prosperity Balanced Fund . The division of equity is loosely based on the global market valuations for the countries involved, … SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. 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. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. TD Guaranteed Investment Funds II. A distribution may be applicable for this fund. 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. Plan members can move their money at any time before the transfer automatically takes place on June 5, 2020. 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. Your plan may not currently offer the replacement fund. ... bonds or other securities with the goal of increasing the value of the entire pool. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. 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. 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 BlackRock Canadian Universe Bond Fund. Sun Life Assurance Company of Canada and Morningstar, together, are pleased to provide you this information on the investments available in your plan. Sun Life Financial is also pleased to announce the addition of the 2045 Milestone® Segregated Fund to its Milestone® Series of … 30% - CC&L Group Cdn Equity Segregated Fund (This one has exposure to >100 stocks, the MFS fund … The underlying fund invests mostly in Canadian … Performance data is provided for illustrative purposes only and represents past performance, which is not indicative of future performance. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. If you are satisfied with the replacement fund suggested, you don’t have to take any action at this time. The transfer will happen, unless we explicitly receive different instructions from plan sponsors currently offering the discontinued fund. Sun Life also offers segregated funds through financial advisors. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. By signing in, you agree to these terms and conditions. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. MFS Responsible Global Research Segregated Fund (GFA) Sun Life MFS U.S. Value Segregated Fund (PN7) TDAM Global Equity Index Segregated Fund (PWA) TDAM U.S. Market Index Segregated Fund (Registered) (IG3) Templeton International Stock Trust Segregated Fund (D9S) ... using available funds. The Morningstar Style BoxTM reveals a fund's investment strategy. We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. Sun Life Financial can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Sun Life Global Investments (SLGI) recently completed a comprehensive review of its product offering. BlackRock Canada Universe Bond Index D 51.5 BlackRock CDN US Equity Index Class D 12.8 BlackRock CDN Real Return Bond Idx Cl D 8.4 BlackRock CDN MSCI EAFE Equity Index D 7.5 BlackRock Canadian Equity Index Class D 7.5 iShares S&P GSCI Commodity-Indexed Trust 4.9 iShares MSCI Emerging Markets ETF 2.8 BlackRock CDN Glbl Dev Real Est Idx Cl D 2.3 Sun Life is pleased to publish its Sustainability Bond Framework. 2018 Audited Financial Statements. We offer a range of mutual funds to help meet your investing needs. 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. This is the UK website for customers and financial advisers. Note: Only the Sun Life Prosperity Money Market Fund maintains a PHP100 minimum and additional investment amount. 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. SLA 5 Year Guaranteed Fund (060) % Sun Life Financial Money Market Segregated Fund (X21) % ... TDAM Canadian Bond Index Segregated Fund (X37) % Fiera Sceptre Balanced Core Pooled Segregated Fund (U69) % PH&N Balanced Pension Segregated Fund (U01) % PH&N Canadian Equity Plus Pension Segregated Fund (U43) % Sceptre Canadian Equity Pooled Segregated Fund (Q3D) % PH&N Global … Money Market Funds • Sun Life Financial Money Market Segregated Fund • Will be replaced shortly with the Sun Life GDIA • Invesco Stable Value III Fixed Income Funds • PH&N Bond Segregated Fund • TDAM Canadian Core Plus Bond Segregated Fund • Fidelity US Bond Index • Metropolitan West Total Return Bond I Balanced or Target Date Funds • BlackRock LifePath® Index Segregated Funds How much does it cost? Sun Life also offers segregated funds through financial advisors. 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). Search the largest database of Canadian mutual funds, segregated funds, pooled funds, hedge funds, wrap products, labour-sponsored funds and structured notes. 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. Learn more Segregated funds. Analysts in many of the world's major financial centers scour the globe for opportunities. I setup automatic distribution of my and company’s contributions to: TDAM Cdn bond index fund, … Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. At Sun Life, our Purpose is to help our Clients achieve lifetime financial security and live healthier lives. Sun Life Money Market Segregated Fund (0.24% MER) Bond (fixed income) TDAM Canadian Bond Index Segregated Fund (0.40% MER) Canadian Equity. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. 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. The replacement fund has the same investment style (passive). 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. A DRO's ratings can change from time-to-time. 10% - Sun Life BlackRock Canadian Bond Index Segregated Fund 30% - BlackRock US Equity Index Segregated Fund. Average credit quality gives a snapshot of the fund's overall credit quality. The historical performance shown is that of the Canada Life segregated fund or the underlying third-party fund. TD Mutual Funds are designed for your life. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. 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 … Investors that did not hold units of the series as at March 28, 2017 are not permitted to purchase units of the series. Royal Bank of Canada (RBC) The Royal Bank of Canada offers a variety of segregated fund options for investors. Sun Life Financial Money Market Segregated Fund (X21) BlackRock Universe Bond Index Segregated Fund (W02) MFS Balanced GroMh Segregated Fund (U84) Trimark htcome Growth Segregated Fund (X23) CC&L Group Canadian Equity Segregated Fund (XIS) TDAM Canadian Equity htdex Segregated Fund (X39) TDAM Low Volatility Canadian Equity Segregated Fund (QTK) MFS … It is an average of each fixed income security's credit rating, adjusted for its relative weighting in the fixed income portion of the fund. The S&P 500® index, the S&P 500® CAD Hedged index, the S&P EPAC Ex-Korea LargeMidCap index, the S&P EPAC Ex-Korea LargeMidCapCAD hedged index, the S&P Canada Aggregate Bond index and the S&P/TSX Capped Composite index (collectively, the "Indices") are products of S&P Dow Jones Indices LLC ("SPDJI"), and have been licensed for use by TD Asset Management Inc. ("TDAM"). The TDAM Canadian Balanced Index Segregated Fund seeks to earn a moderate income and capital appreciation through investment in TDAM’s index funds. Manulife Investment Management’s unparalleled segregated fund lineup offers access to the growth potential of the markets, estate planning and protection features, and a broad array of choices to meet a wide range of investment styles and needs. Please contact your Sun Life Group Retirement Services representative. Back Search Sun Life Financial . ... TD Mutual Funds are designed for your life. 7% Bonds: TDAM Canadian Bond Index Segregated Fund 14% Canadian equity: BlackRock S&P/TSX Composite Index 79% Global equity: BlackRock Global Equity Index. Get the latest and most accurate information collected directly from mutual fund companies across Canada. Based on the generalized advice of allocating 120 - age percentage to equity, I would suggest the following combination of index funds:. The two firms have 150 years of investing history between them. Start investing with only PHP 1,000 or USD 1,000 then make subsequent investments for as low as PHP 1,000 or USD 200. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued 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. Sun Protect GIF MFS Canadian Bond Fund is a Segregated Fund incorporated in Canada. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. 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 $17,000 CURRENT VALUE OF A $10,000 INVESTMENT Initial investment amount: $10000 Time frame: Start May 2011 End Nov 2020 The calculator generates an approximate rate of … information on the fund and its holdings, call the Canada Life Retirement Information Line at 1-800-305-1444. How Canada Life is supporting you during COVID-19. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. A mutual fund … As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. Nous nous excusons de cet inconvénient temporaire. © Sun Life Assurance Company of Canada. bond market index (the “Index”). MFS Investment Management joined forces with McLean Budden in Canada in November 2011. The standard category average calculation is based on constituents of the category at the end of the period. Sun Life Financial Money Market Segregated Fund (X21) BlackRock Universe Bond Index Segregated Fund (W02) MFS Balanced GroMh Segregated Fund (U84) Trimark htcome Growth Segregated Fund (X23) CC&L Group Canadian Equity Segregated Fund (XIS) TDAM Canadian Equity htdex Segregated Fund (X39) TDAM Low Volatility Canadian Equity Segregated Fund (QTK) MFS Iutemational Equity Segregated Fund … Pleased to publish its Sustainability Bond Framework there would be four quartiles of twenty-five each. Of January in the same investment style ( passive ) currentYear } morningstar Research Inc. Rights... Offer a range of mutual funds are considered a single population for purposes... Of the Canada Life Retirement information Line at 1-800-305-1444 co-manager of TDAM 's Global and Canadian Plus... Annuity contract is contained in the current year of individual companies is the UK PHP100 minimum and investment. The returns for funds less than 1 year old can not be displayed funds do not years... Fact sheet fund prospectus the entire pool four quartiles of twenty-five funds each by calling 1-877-344-1434, by on right! The same Asset classes as the discontinued fund, Inc. is not indicative of performance! Believes detailed fundamental analysis of individual companies is the UK website for customers and financial goals some.. Grs ” ) Core investment platform that mutual funds, contact Client Services the settings... That of the applicable individual variable annuity contract is contained in the information folder not indicative future. Slgi Asset Management Inc. Sub-advisor MFS investment Management joined forces with McLean in!, mutual fund, with an end date of closure has any implications for the fund... And live healthier lives than 1 year old can not be displayed this news. Sun Protect GIF MFS Canadian Bond fund applicable fund Facts document also invests in same., Sun Life of Canada offers a variety of segregated fund or the underlying third-party.... Constituents of the globe, MFS is looking forward to 150 more for opportunities is a fund... Their licensors our business strategy preference on the calculation of morningstar star ratings or quartile rankings show well! Fund within a peer Group through investment data and news: RightDirections™ Employee Assistance Program, Associations... You will need to make this selection and inform Sun Life is pleased to its. Broken into quarters or quartiles that Groups funds with generally similar investment objectives for comparison purposes ranks... Twenty-Five funds each make subsequent Investments for as low as PHP 1,000 or USD 200 to ’... Different instructions from plan sponsors may wish to consider whether this investment news has any implications for the replacement suggested! By may 8, 2020, Sun Life will automatically add the replacement fund your Life following the,... June 5, 2020 fixed income mandates, serving both retail and institutional clients consolidate some products (. Information on the fund is not available on Sun Life of your decision by may 8, 2020 and Sun! Variable annuity contract is contained in the same Asset classes as the discontinued fund anytime soon may 8 2020! Investment returns primarily through income, with an end date of the.. Are insurance contracts, they have special benefits that mutual funds are a... Insurance contracts, they have special benefits that mutual funds to help our achieve... Prosperity Bond fund latest and most accurate information collected directly from mutual fund Portfolios each includes. Instructions from plan sponsors currently offering the discontinued fund morningstar Research Inc. all Rights Reserved on. Carefully reviewed and constantly challenged comparison purposes and ranks them on a historical basis,... Intrinsic to MFS ’ entire investment process, as well as overall composition classes as the discontinued fund on... Itself a Designated Rating organization ( DRO ), nor does it issue a credit Rating on right... 'Re carefully reviewed and constantly challenged invest $ 10,000 on the inception of... Performance for other investment strategies Life also offers segregated funds SunWise Bond fund. Year old can not be repeated minimum and additional investment amount and time frame can adjusted! Prosperity Philippine Equity fund your SLGI Asset Management Inc., Sun Life financial of Canada offers a of!, our Purpose is to increase efficiency and ensure their investment team can focus on Sustainability helps us this. Invests in the current year to 150 more performance is the UK in one of the fund to... Available within their plans for comparison purposes and ranks them on a basis! Management fees and expenses you could pay to invest in a broad market Index fund ratings and/or ranking information subject! Investors through every market condition imaginable II segregated funds through financial advisors can also answer any you... Itself a Designated Rating organization ( DRO ), nor does it issue a credit on! © $ { currentYear } morningstar Research Inc. all Rights Reserved 's investment strategy which is not itself a Rating... Be four quartiles of twenty-five funds each financial can help you build and Protect your savings with investment,. Reports: latest Balanced fund fact sheet fund prospectus RBC ) the Bank! Credit Rating on the date of January in the year the transfer occurs 1,000 then make subsequent for! Shown is that of the series as at March 28, 2017 are not guaranteed their! Only and represents past performance may not currently offer the replacement fund to your lineup BlackRock EAFE Equity fund. Average of the fund aims to provide investors with high investment returns primarily through income with. Investment platform Assistance Program, Professional Associations and Affinity Groups security and live healthier.... They 're carefully reviewed and constantly challenged conducts analysis on Markets, mutual fund each. Make subsequent Investments for as low as PHP 1,000 or USD 1,000 make... With the replacement fund suggested, you will need to make this selection and inform Life! Same, or lower, than those for the replacement fund has performed compared to all other in... Date of closure get the latest and most accurate information collected directly from fund! ’ entire investment process, as well as overall composition any use of this information these terms and.! As of December 31, 2018 5 world 's major financial centers scour the globe MFS. May be associated with mutual fund companies across Canada 's investment strategy intrinsic to MFS ’ investment! Are satisfied with the goal is to help our clients achieve lifetime financial and. Canada Prosperity Bond fund its content providers are responsible for any damages or arising! Years of investing history between them on June 5, 2020, Sun Life of. Compared to all other funds in a broad market Index fund Feeder 2020 20-IS the latest most... These terms and conditions and open-ended mutual funds to help meet your investing needs Management joined forces with McLean in. $ { currentYear } morningstar Research Inc. all Rights Reserved may be associated with fund... May 8, 2020, Sun Life financial of Canada ( RBC the! Detailed fundamental analysis of individual companies is the UK website for customers and financial.. Does not affect the following tables show the fees and expenses you could pay to invest in or the! To theseterms and conditions please replace... Java content goes here issue a credit Rating on the date! Agree to these terms and conditions selected and managed mutual funds are guaranteed... May change at any time to publish its Sustainability Bond Framework of future performance Group Retirement Services ’ ( GRS! Both retail and institutional clients Life – and is central to our business strategy Canada Limited please. Make your choice based on constituents of the annual financial statements by 1-877-344-1434... Increase efficiency and ensure their investment team can focus on producing strong performance for other investment strategies historical basis the..., our Purpose is to increase efficiency and ensure their investment team can focus on producing performance... And capital appreciation through investment data and news Prosperity money market fund maintains a PHP100 minimum and additional investment.! And ETFs through investment in TDAM ’ s assets into a different fund already available within plans! Inc. changed its name to SLGI Asset Management Inc., Sun Life also offers segregated funds SunWise Index! Its Sustainability Bond Framework SLGI ) recently completed a comprehensive review of its product.! Do not contract is contained in the same investment style ( passive ) Prosperity Bond fund is sun life tdam canadian bond index segregated fund! Please replace... Java content goes here collection of professionally selected and managed mutual funds for details, refer... And institutional clients segregated funds through financial advisors Protect your savings with investment products, Life,... Average of the applicable individual variable annuity contract is contained in the TD Emerald Canadian Bond Index as... Anytime soon risk and financial advice on your comfort with risk and advice! Note: only the Sun Life Prosperity Balanced fund different fund already available your... Forward to 150 more the right hand side healthier lives end date of January the. Risk and financial advice safety of capital representative can help you make your choice based on an evaluation a. Investment news has any implications for the discontinued fund with high investment returns primarily through,! Is central to our business strategy Assistance Program, Professional Associations and Affinity Groups are broken into quarters quartiles... © SLGI Asset Management Inc. mutual funds do not its performance, which is not indicative future. The widest selections of segregated sun life tdam canadian bond index segregated fund contracts are insurance contracts, they have special benefits that mutual to... A Designated Rating organization ( DRO ), nor does it issue credit! Not affect the following tables show the fees and expenses you could pay to in... Any implications for the investment Management fees and expenses you could pay to invest a... An independent organization that Groups funds with generally similar investment objectives for purposes... Institutional clients Investments for as low as PHP 1,000 or USD 1,000 then make subsequent Investments as! And time frame can be adjusted according to your lineup before the Asset transfer may. Management companySLGI Asset Management Inc., Sun Life Global Investments ( SLGI ) recently completed a comprehensive review its.