If you’re satisfied with the suggested transfer above, you and your plan members don’t have to take any action. © Sun Life Assurance Company of Canada. The investment is an interest-bearing account with the interest credited daily. The transfer will happen unless we explicitly receive different instructions from you on or before May 15, 2020. The addition would occur before the asset transfer. The Milestone funds offer a simplified investment solution that provides: A defined maturity date: helping plan members to save for a future date. The members must report capital gains or losses, if any, on their tax return in the year the transfer occurs. 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. … Sun Life Assurance Company of Canada ("Sun Life Assurance") is SLF Inc.'s principal operating life insurance subsidiary. Sun Life Financial Money Market Fund,or the money market fund available in the plan. You may wish to consider whether this news has implications for the investment options within your plan. 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 Milestone 2020 Fund - Series A July 18, 2019 This document contains key information you should know about Sun Life Milestone 2020 Fund - Series A. Ask your representative for a copy, contact the manager, Sun Life Global Investments (Canada) Inc., at 1-877-344-1434 or About Sun Life Milestone 2020 Fund Sun Life Milestone 2020 Fund is an open-end fund incorporated in Canada. The goal of the GDIA is to preserve capital and maintain liquidity, while providing a modest daily return. You may wish to consider whether this news has implications for the investment options within your plan. On June 29, 2020, the Sun Life 2020 Milestone® Segregated Fund (Milestone 2020) will reach maturity. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Sun Life Global Investments (Canada) Inc. manages the fund with MFS Investment Management acting as the sub-advisor. The Sun Life Milestone Segregated Funds are the first Target Date series for employer-sponsored group retirement and savings plans in Canada to feature a guaranteed unit value at maturity (GMV). Sun Life is one of the largest public companies in Canada. The addition would occur before the asset transfer. The Sun Life Milestone 2035 Fund charges an annual MER of 2.27%. In that situation, unless we receive different instructions, Sun Life will automatically add the GDIA to the lineup. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. These are then established as segregated funds in accordance with the Insurance Companies Act (Canada). Sun Life Assurance Company of Canada has decided to rename these segregated funds to achieve consistent branding across Sun Life’s businesses. With segregated fund contracts, investors can also benefit from the features of an insurance contract, including efficient estate settlement. There are no tax implications for money held in registered plans. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. Changes to the Sun Life Financial Universe Bond Segregated Fund – April 4, 2016 Q1 – 2016 Revised Benchmark Returns for Sun Life Financial Milestone Series of Funds – February 16, 2016 Sun Life Schroder Emerging Markets. 0 20 40 60 80 100. The Milestone funds’ Unit Value and Guaranteed Maturity Value (GMV) are available on mySunLife.ca under Investment Performance. The goal of the Sun Life Financial Money Market Segregated Fund is to outperform the FTSE TMX 91 Day T Bill index on a risk-adjusted basis. To receive the GMV, members must hold the Milestone fund until its maturity. 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. This means a 100% allocation to maturing fixed income. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Dynamic asset mix: funds in the Milestone series … Sun Life Global Investments logo 1 WELCOME 2 INVESTMENT ILLUSTRATION 3 RESULTS 4 REPORTS The Private Client illustration tool is an effective way for advisors to start a conversation with investors about their needs and show hypothetical performance for any constructed model portfolio. Upon maturity, it will have reached its most conservative investment mix. Sun Life Financial Money Market Fund,or the money market fund available in the plan. The Sun Life Milestone Segregated Funds are the first Target Date series for employer-sponsored group retirement and savings plans in Canada to feature a guaranteed unit value at maturity (GMV). Fixed income. 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. … Investment mix (May 31, 2020) A sset mix Sun Life Milestone 2025 Fund - Series A Risk rating SLGI Asset Management Inc. has rated the volatility of this fund as Low to medium. The Sun Life Milestone Segregated Funds are the first Target Date series for employer-sponsored group retirement and savings plans in Canada to feature a guaranteed unit value at maturity (GMV). Segregated funds. Total number of investments 24. 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. The team ensures the asset mix is adjusted to become more conservative as the maturity date approaches, so investors don’t have to worry about their portfolios being too risky as their investment milestone approaches. Exposure to other derivatives, such as put options*, is not reflected here. All rights reserved. Portfolio Management Team. Please select your language preference on the right hand side. Plan members with money in non-registered plans will likely experience a capital gain or loss when the money transfers on June 29, 2020. Introducing Target Income Plan™, hands-free investing for the retirement income your employees want – August 8, 2018. Sun Life Schroder Global Mid Cap. *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. Upon maturity, it will have reached its most conservative investment mix. The Milestone funds’ Unit Value and Guaranteed Maturity Value (GMV) are available on mySunLife.ca under Investment Performance. Maturity of the Sun Life 2020 Milestone® Segregated Fund. Sun Life Milestone 2030 Fund - Series A. July 21, 2020. Nova Scotia Pension Benefits Reforms are in effect – May 11, 2020. Principal and credited interest are guaranteed, although the credited interest may change on a daily basis. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. … The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. Plan members can continue to invest assets into, or remove assets from, Milestone 2020 until the fund matures. SUN LIFE GUARANTEED INVESTMENT FUNDS (GIFS) Sun Life GIFs is an industry-leading suite of segregated fund products offering the benefits of protection, investment growth, flexibility and control. Sun Life Financial 2025 Milestone® Segregated Fund 1.94% Sun Life Financial 2030 Milestone® Segregated Fund 1.99% Sun Life Financial 2035 Milestone® Segregated Fund 2.04% Sun Life Financial 2040 Milestone® Segregated Fund 2.04% Sun Life Financial 2045 Milestone® Segregated Fund 2.13% Sun Life Financial 2050 Milestone® Segregated Fund 2.13% 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). Sun Life Guaranteed Investment Funds (GIFs) is an industry-leading suite of segregated fund products to help meet clients" investment growth, market protection, lifetime guaranteed income and legacy planning needs. On this date, Sun Life will automatically transfer the assets in – and any future contributions directed to - Milestone 2020, to either the: If your plan currently offers a money market fund and a GDIA, we’ll transfer the money to the GDIA. Our financial strength ratings are some of the highest in the industry. But there’s one very important point to consider about this particular brand of funds and that’s the guarantee that comes with it. Please contact your Sun Life Group Retirement Services representative. Sun Life Assurance Company of Canada purchases units of the funds listed below. In that situation, unless we receive different instructions, Sun Life will automatically add the GDIA to the lineup. The goal of the GDIA is to preserve capital and maintain liquidity, while providing a modest daily return. The Sun Life Milestone Segregated Funds are the first Target Date series for employer-sponsored group retirement and savings plans in Canada to feature a guaranteed unit value at maturity (GMV). There are no tax implications for money held in registered plans. Investments in securities are subject to market and other risks. All rights reserved. Plan members with money in non-registered plans will likely experience a capital gain or loss when the money transfers on June 29, 2020. Sun Life Global Investments (Canada) Inc. manages the fund with MFS Investment Management acting as the sub-advisor. META-SPONS-PCOMMCORP. Your plan may not currently offer the GDIA or a money market fund. It also seeks to protect capital and maintain liquidity by investing primarily in Canadian dollar-denominated money market instruments. Maturity of the Sun Life 2020 Milestone® Segregated Fund. Guaranteed Value The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. Principal and credited interest are guaranteed, although the credited interest may change on a daily basis. The goal of the Sun Life Financial Money Market Segregated Fund is to outperform the FTSE TMX 91 Day T Bill index on a risk-adjusted basis. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The members must report capital gains or losses, if any, on their tax return in the year the transfer occurs. About the Sun Life Milestone Target Date series, About the Sun Life Financial Money Market Segregated Fund, About the Sun Life Guaranteed Daily Interest Account (GDIA), RightDirections™ Employee Assistance Program, Professional Associations and Affinity Groups, Sun Life Guaranteed Daily Interest Account (GDIA), or. You can find more details in the fund's simplified prospectus. The pie chart represents the target regional weights of the futures* contracts in the GEF. About the Sun Life Milestone Target Date series, About the Sun Life Financial Money Market Segregated Fund, About the Sun Life Guaranteed Daily Interest Account (GDIA), RightDirections™ Employee Assistance Program, Professional Associations and Affinity Groups, Sun Life Guaranteed Daily Interest Account (GDIA), or. Core Investment Platform Update: Re-addition of PH&N Balanced Pension Trust to the Sun Life DC and DB Core Marketed Lists – May 11, 2020. The Fund's objective is to seek long-term capital appreciation. Exposure to other derivatives, such as put options*, is not reflected here. Your plan may not currently offer the GDIA or a money market fund. Sun Life Institutional Investments (Canada) Inc. funds Offering Memorandum Update – August 27, 2018. Sun Life Financial 2035 Milestone® Segregated Fund (M35) % Sun Life Financial 2040 Milestone® Segregated Fund (M40) % Sun Life Financial 2045 Milestone® Segregated Fund (M45) % Sun Life Financial 2050 Milestone® Segregated Fund (M50) % Sun Life Financial 2055 Milestone® Segregated Fund (M55) % Pick the target risk fund that A description of the key features of the applicable individual variable annuity contract is contained in the information folder. Plan members can continue to invest assets into, or remove assets from, Milestone 2020 until the fund matures. This means a 100% allocation to maturing fixed income. Strong and steady: You can count on us. 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