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. 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. 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 “Plan”), to be established under the terms of the Sun Life Financial Trust Inc. Group Page 4 of 4 C069K.01 DCPP E–12-17 X1 For SLF use ENRLMNT 7 Your authorization and signature SLGI Asset Management Inc. is a member of the Sun Life group of companies. Some segregated fund contracts also offer income guarantees. Sun Life Opportunistic Fixed Income3 – NEW, Sun Life MFS Low Volatility International Equity. *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. Click this button to collapse it. We have selected institutional-quality asset managers from around the world to create a suite of select stand-alone mandates. 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. Based on assets under management as of Dec. 31, 2017. Here is the asset allocation of a fund: Canada stocks: 11.61% USA stocks: 16.52% International stocks: 16.80% Fixed income: 41.95% Cash: 2.64% Other: 10.48% LifePath Index 2025 Fund ($) Cum. About Sun Life Granite Moderate Class Sun Life Granite Moderate Class is a open-end Fund incorporated in Canada. 3Effective May 24, 2019, the Sun Life Multi-Strategy Target Return fund changed investment objective and sub-advisor to become the Sun Life Opportunistic Fixed Income Fund (sub-advised by Wellington). LSC will close in 2022 for the 2025 fund. Sun Life Milestone 2025 Fund - Series A. July 21, 2020. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Strives to provide broad diversification in each category in order to help mitigate risk and add value over the long-term. SLF Granite 2025 Fund 1.25 %. By signing in, you agree to these terms and conditions. June 29, 2024. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. 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. SLF Granite Retirement Fd 1.15 %. Rocco Taglioni, SVP, Sun Life Financial, discusses the increasing interest in segregated fund products and the potential education gap. MFS Global Equity 1.30 %. Find the Sun Life Prosperity Fund that fits you best 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). Discover Sun Life Global Investments’ flagship family of investment solutions. SLGI Asset Management Inc. is a member of the Sun Life group of companies. This document contains key information you should know about Sun Life Milestone 2025 Fund - Series A. Find out more today! Sun Life Financial Granite Segregated Funds (Granite Funds™). Find out what changes they made in the Spring 2020 review. Available in 5-year increments from 2020 to 2060i, maturing into Granite Retirement Fund. SLF Granite 2020 Fund 1.20 %. *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. The team can tactically adjust the asset mix, asset class and/or style weightings to take advantage of potentially attractive opportunities from a risk-adjusted and capital preservation perspective. Find our live Sun Life Granite Growth Portfolio F fund basic information. 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% The information on this page reflects the last day Sun Life was actively traded. my Sun Life Mobile. Sun Life Global Investments brings together the strength of one of Canada’s 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. The Fund seeks to generate a consistent level of income by investing primarily in a mix of income focused fixed income and equity mutual funds ,with an emphasis towards higher yielding investments. EQUITABLE LIFE SEGREGATED FUNDS Savings and Retirement Semi-Annual Report June 30, 2019 (Unaudited) ... understand the Fund's financial performance for the past five years 3. All rights reserved. Active and passive enables each other. 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. 2The 2060 maturity funds were added July 2, 2019. 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. Our mission is to help Clients achieve lifetime financial security. Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. The Sun Life Global Investments portfolio managers are exclusively focused on manager selection and building managed solutions for Canadians – 100% of their time. By: Rocco Taglioni September 16, 2015 October 11, 2018 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. For customers who bought plans directly from Sun Life Financial of Canada or Confederation Life: If the fund code in your annual statement starts with a letter you don’t need to add anything to the beginning of the code. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Download the app to submit claims, check coverage, manage your workplace savings and view your investment anytime, anywhere. Our flagship solutions – and the largest active target date family in Canada. They have a unique “Guaranteed Maturity Value” that can provide peace of mind for your plan members. 1Source: Strategic Insight, 2018 Group Retirement Savings and Pensions Report—Canada. Active management is used to help maximize returns, reduce volatility, provide downside protection and manage through difficult market environments. Sun Life Granite TM Retirement Segregated Fund. Sun Life has been committed to building and safeguarding wealth for more than 150 years. This content is intended for Institutional Investors Only (Plan Sponsors, Consultants & Group Advisors). Two solutions (Income and Enhanced Income) focused on income generation with reinvested monthly distributions. SL Granite™ 2020 Segregated Fund. Tactical shifts are gradual and made within pre-determined guidelines. More. SLF Granite 2015 Fund 1.15 %. 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. 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. SLF Granite 2030 Fund 1.31 % 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. Canada’s #1 choice for active target date solutions in defined contribution plans. 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. Your plan members can benefit from their expertise in a wide variety of solutions, including our flagship Granite family, multi-strategy funds and Milestone funds. 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. Click this button to collapse it. Five managed solutions designed to match with your plan members’ risk tolerance: conservative, moderate, balanced, growth and aggressive. The team takes advantage of Sun Life’s global relationships to conduct a rigorous selection process. It is one of the largest life insurance companies in the world; it is also one of the oldest, with a history spanning back to 1865.. Sun Life Financial has a presence in investment management with over CAD$1 trillion in assets under management operating in a number of countries. This analysis can provide insight into the effective management and long-term financial prospects of a fund. You can find more details in the fund's simplified prospectus. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. The team follows a disciplined, four-step investment process to build and manage each portfolio. Guaranteed Maturity value ” that can provide peace of mind for your plan members save for their retirement of! In the information folder of companies transparency and sun life financial granite 2025 segregated fund purposes only Life s. That can provide peace of mind for your plan members Life Granite solutions... Two solutions ( income and Enhanced income ) focused on income generation reinvested! 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