By signing in, you agree to these terms and conditions. Watch Sun Life Global Investments’ Portfolio Manager Kathrin Forrest's Q3 2017 Fund review on the Sun Life Milestone Funds. Any shortfall payment is subject to the financial health and creditworthiness of Sun 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. We have structured each Sun Life Milestone Fund so that it will have sufficient assets to pay the Guaranteed Value per unit on its respective maturity date. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Sun Life Global Investments (Canada) Inc. Thursday announced that its in-house portfolio management team will take on increased responsibilities for five Sun Life Milestone funds. Please read the prospectus before investing. Please select your language preference on the right hand side, § Blended benchmark: 99.5% FTSE Canada Universe Bond Index, 0.5% MSCI ACWI Local Currency Index. Sun Life Milestone Funds provide a simplified investment solution with a guaranteed maturity value that can help with your investment goals, even in turbulent markets. The 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 Sun Life Financial Milestone Segregated Funds are the first target date funds in Canada to feature a guaranteed unit value at maturity feature – equal to the highest month-end unit value during the lifetime of each fund. The pie chart represents the target regional weights of the futures* contracts in the GEF. Sun Life Milestone 2020 Fund - Series A Risk rating Sun Life Global Investments (Canada) Inc. has rated the volatility of this fund as Low. The fund's investments will change. The standard category average calculation is based on constituents of the category at the end of the period. 2 The 2060 maturity funds were added July 2, 2019. NOTE: Aligning with the objective of the fund, Sun Life Milestone 2020 will transition all remaining assets not redeemed by the maturity date, into Sun Life Money Market Fund effective June 30, 2020. and LONDON, July 1, 2020 /CNW/ - Sun Life Financial Inc. ("Sun Life") (TSX: SLF) (NYSE: SLF) today announced the completion of its majority stake acquisition of InfraRed Capital Partners ("InfraRed").. Headquartered in London, U.K., InfraRed is a global infrastructure and real estate manager.InfraRed advises institutional and pooled fund Clients on approximately … The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). TORONTO, WELLESLEY, Mass. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Performance charts for Sun Life Milestone 2020 Fund (SLUM2AL) including intraday, historical and comparison charts, technical analysis and trend lines. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). As portfolio manager, the Manager is responsible for managing the investment portfolio of the Fund directly or through sub-advisors. The Milestone funds offer a simplified investment solution that provides: Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. © ${currentYear} Morningstar Research Inc. All Rights Reserved. The Fund's investment objective is to seek long term capital appreciation and to pay, on the scheduled Maturity Date, an amount per unit equal to the greatest of the following three values: (i) $10.00 per unit (the net asset value per unit on the start date of the Fund), (ii) the highest month-end net asset value per unit during the period from the start date until the scheduled Maturity Date, or (iii) the net asset value per unit on the scheduled Maturity Date of the Fund (the "Guaranteed Value"). The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. Data and methodology provided by SLGI Asset Management Inc. Futures and options allow for enhanced exposure because the initial investment required for these types of contracts is less than what would be required for purchasing the underlying assets directly. Exposure to other derivatives, such as put options*, is not reflected here. When you're getting ready to retire, this product offers certainty about the lifetime guaranteed income you'll receive, and the choice of when to start taking it. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. The Milestone Funds have a unique Guaranteed Value 1 that can provide peace of mind for investors. The Manager has retained Sun Life Assurance The GEF seeks to obtain enhanced equity exposure by investing in futures on equity market indices primarily in North America, Europe, and Asia based on the regional diversification of the MSCI World Index. With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. Please sign in through sunnet.sunlife.com. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Mix of funds for every risk profile star ratings or quartile rankings show how well a 's... For our entire suite of commentary, visit our website when financial … Sun Life Milestone Equity. 2 the 2060 maturity funds were added July sun life milestone funds, 2019 to grow. 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