All rights reserved. Sun Life Financial is also pleased to announce the addition of the 2045 Milestone® Segregated Fund to its Milestone® Series of … Skip over navigation. 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. 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’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. If you are satisfied with the replacement fund suggested, you don’t have to take any action at this time. 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. 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 … 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 Assurance Company of Canada and Morningstar, together, are pleased to provide you this information on the investments available in your plan. 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 … Hafiz is a co-manager of TDAM's Global and Canadian Core Plus fixed income mandates, serving both retail and institutional clients. Their values change frequently. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. 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 The TDAM Canadian Balanced Index Segregated Fund seeks to earn a moderate income and capital appreciation through investment in TDAM’s index funds. 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 … 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). TD Asset Management Inc. (TDAM) is a wholly-owned subsidiary of The Toronto-Dominion Bank, and a member of the TD Bank Financial Group. MFS Investment Management joined forces with McLean Budden in Canada in November 2011. A mutual fund … Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Please select your language preference on the right hand side. 30% - CC&L Group Cdn Equity Segregated Fund (This one has exposure to >100 stocks, the MFS fund … bond market index (the “Index”). 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 Sustainability Bond Framework. 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. Sun Life BlackRock Canadian Universe Bond Fund. Please sign in through sunnet.sunlife.com. 2018 AFS Sun Life of Canada Prosperity Philippine Equity Fund. 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 The median would be the fiftieth fund. ... is the sole issuer of the … Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 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. 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. Sun Life Prosperity World Voyager Fund 2020 20-IS. The replacement fund has the same investment style (passive). I would like to invest in a broad market index fund and with low fees. ... TD Mutual Funds are designed for your life. Collaborative. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Sun Life Global Investments (SLGI) recently completed a comprehensive review of its product offering. Your plan may not currently offer the replacement fund. Our focus on sustainability helps us bring this Purpose to life – and is central to our business strategy. 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. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. 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. Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. Sun Life Assurance Company of Canada SunWise II Segregated Funds Fund Facts – December 2019 Sun Life also offers segregated funds through financial advisors. How Canada Life is supporting you during COVID-19. As part of the consolidation, SLGI will merge the Sun Life BlackRock Canadian Balanced fund with another fund available only to their retail Clients. The following tables show the fees and expenses you could pay to invest in or sell the Fund. It also invests in the same asset classes as the discontinued fund. Please select your language preference on the right hand side. 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. Back Search Sun Life Financial . For more information on the fund and its holdings, call the Canada Life Retirement Information Line at 1-800-305-1444. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Morningstar Style BoxTM reveals a fund's investment strategy. 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 … Get the latest and most accurate information collected directly from mutual fund companies across Canada. 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. Risk management is intrinsic to MFS’ entire investment process. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Refer to Simplified Prospectus for more detail. The fund is not available on Sun Life Group Retirement Services’ (“GRS”) Core investment platform. Services representative Management Inc., Sun Life, our Purpose is to increase efficiency and ensure their team... There would be four quartiles of twenty-five funds each and ETFs through investment in ’! 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