Protection against downside risk is provided through option strategies to prevent the overall fund from extreme sudden drops in market value where the manager is unable to rebalance. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. The standard category average calculation is based on constituents of the category at the end of the period. 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. Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. A put option is a contract that gives the option holder the right to sell a specific quantity of a security to the option writer at a specific price within a specified period of time. Sun Life Milestone 2035 Fund - Series A; Sun Life Granite TM Retirement Segregated Fund. 0 20 40 60 80 100. '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��p@$O�]���8�YY�m�8N`���-gk��h덙���z��]@��4�l� ցc�egm{���կM]�n��PBDT-��*Ҁ��b�y6���?J�w#v�����+��M�$z�}�9œۉפ�,u,��"��b�_�Ka2����d&]�e�@�|��n�y����I9S|����P4���ޛ�,d?��R���`��_�*?�=���Ջ��K�� ��@L�eWG1�iA7B�@Q6%*f汘(f���6�Vt�i��r���mMVj�.��-Ғ/�.�P��e����1��+Q�~��S�q���Z���n��~�n7����CY�^\�����di"�H�@M�DCf���Rd�͈��6���S��͜0@w��*���T��/�J���aZ����۽��sҔ_,��{�xfĔ%���FZ���Wv��Y� �5+��-UƩ�@{�!�x��{q���8�� �K�`||f��8�����Tk��H�4;��vaN�&~Oa����ql�Z�߄�Ł�.�N�Gq^o���3���4���a��¶������2+��6���B3i��g�Jme���Zdż�p7���D��OȎ�,%S��L���� Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. On an expiry-to-expiry basis, the GEF intends to achieve between 1.0 and 1.4 times the returns generated by these market indices. The pie chart represents the target regional weights of the futures* contracts in the GEF. 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. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Grow th Class - Series A. July 21, 2020. The Sun Life Financial Granite™ Multi-Risk Target Date Funds are professionally managed by Sun Life Global Investments (Canada) Inc. and became available to accept assets on March 1, 2012. Fixed income. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. Sun Life Milestone 2030 Fund. Please replace ... Java content goes here. Refer to Simplified Prospectus for fee structure. SL Granite™ 2020 Segregated Fund. <>stream The decision to reduce fees comes at a time when financial … 3 0 obj In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 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. � 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. © SLGI Asset Management Inc., 2020. Higher potential returns* The Sun Life Prosperity Funds have historically generated higher returns compared to traditional deposit products. In such a case, the applicable Sun Life Milestone Fund will pay the greater of the net asset value per unit on the accelerated maturity date and the net present value per unit of the Guaranteed Value. By signing in, you agree to these terms and conditions. T5c���М7�`~�es:��>���0G���� ;�,�x�;x��%+������e3 �e�F[E� �F��ʨ�;�^��X���q+�IF�c�TQ4��@g�~"kl1�PP����.lv[4�E�)G��V�5�Q���v ����N�� The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Please select your language preference on the right hand side. Sun Life Granite Balanced Growth Class - Series FT8; Sun Life Granite Balanced Growth Portfolio. 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. General: Security Type: For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. The SLGI Asset Management Inc. Refer to Simplified Prospectus for more detail. %���� Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite funds offer broad diversification with … Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 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. Invest in mutual funds. You can find more details in the fund's simplified prospectus. Ratings and/or ranking information is subject to change monthly. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). 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. This document contains key information you should know about Sun Life Granite Enhanced Income Portfolio - Series A. Morningstar category averages are equal-weighted category returns. SUN LIFE GRANITE MULTI-RISK TARGET DATE FUNDS | Q4 20183 FUND RETURNS %* FOR INSTITUTIONAL USE ONLY *Returns for periods longer than one year are annualized.Data as at September 30, 2018. These are target-date funds that mature in 2030 or earlier and after 2025. The point in which half the funds had better performance and half had worse performance is the median. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. It is not offered for sale under a simplified prospectus. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. 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. … The median would be the fiftieth fund. Sun Life technical analysis provides you with a way to harness past market data to determine a pattern that measures the direction of the fund's future prices. * An option is the right to buy or sell a specific quantity of a security at a specific price within a specified period of time. © ${currentYear} Morningstar Research Inc. All Rights Reserved. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Mutual Fund values change frequently and past performance may not be repeated. Sun Life Granite Balanced Growth Portfolio ... Sun Life Milestone 2030 Fund. Analyze Sun Life Granite Fund Investing. 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