sun life tdam canadian bond index segregated fund

Segregated fund contracts guarantee … Bond Index Fund category Canadian Fixed Income ... Sun Life MFS Canadian Bond Fund - $15,487 Jan 10 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 CURRENT VALUE OF A $10,000 INVESTMENT Initial investment amount: $10000 Time frame: Start Apr 2009 End Sep 2020 The calculator generates an approximate rate of return using performance … You may want to transfer your plan’s assets into a different fund already available within your lineup. 30% - BlackRock EAFE Equity Index Segregated 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. 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. 2018 AFS Sun Life of Canada Prosperity Bond Fund. 2018 AFS Sun Life of Canada Prosperity Philippine Equity Fund. 2018 Audited Financial Statements. 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. Refer to Simplified Prospectus for more detail. By signing in, you agree to these terms and conditions. This change will not result in a taxable capital gain or loss for plan members, if their money is invested in a registered product. Sun Life Assurance Company of Canada and Morningstar, together, are pleased to provide you this information on the investments available in your plan. Risk management is intrinsic to MFS’ entire investment process. Sales charges Ongoing Fund expenses The MER includes the management fee, operating expenses … 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. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. These are the funds available and the fund management fees. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. In that situation, Sun Life will automatically add the replacement fund to your lineup before the asset transfer occurs. 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. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. 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). bond market index (the “Index”). Effective March 31, 2010, TD Asset Management Inc. (TDAM) ... for the TDAM U.S. Market Index Segregated Fund, which invests in units of the TD Emerald U.S. Market Index Fund, ... 2010, the Sun Life Financial 2010 Milestone® Segregated Fund reached maturity. BlackRock EAFE Equity Index Segregated Fund Fund Details Underlying Fund BlackRock CDN MSCI EAFE Equity Index, Class D Fund Manager BlackRock Asset Management Canada Ltd ... or contact Sun Life Financial’s Customer Care Centre. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer. Sun Life is pleased to publish its Sustainability Bond Framework. For more information on the fund and its holdings, call the Canada Life Retirement Information Line at 1-800-305-1444. As of December 31, 2019, TDAM managed $ 182.9 billion of assets in passive and active investment strategies across markets and asset classes. 30% - CC&L Group Cdn Equity Segregated Fund (This one has exposure to >100 stocks, the MFS fund … Please contact your Sun Life Group Retirement Services representative. Past performance is no guarantee of future results. Composite Index Fund category Canadian Focused Equity ... Sun Life BlackRock Canadian Equity Fund - $15,914 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $9,000 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 $16,000 $17,000 CURRENT VALUE OF A $10,000 INVESTMENT Initial investment amount: $10000 Time frame: Start May 2011 End Nov 2020 The calculator generates an approximate rate of … I would like to invest in a broad market index fund and with low fees. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Index Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink 1, Sun FlexiLink Assist, Sun MaxiLink Prime, Sun MaxiLink Bright, and Sun MaxiLink One 1 which are investment-linked life insurance products regulated by the Insurance Commission.. This annual management report of fund performance contains financial highlights but does not contain the complete financial . 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 … However, because segregated fund contracts are insurance contracts, they have special benefits that mutual funds do not. Ratings and/or ranking information is subject to change monthly. information on the fund and its holdings, call the Canada Life Retirement Information Line at 1-800-305-1444. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. Please select your language preference on the right hand side. Le service sera rétabli sous peu. BlackRock LifePath® Index 2040 Fund** Your Sun Life fee for the BlackRock LifePath® Index 2040 Fund*** 2.16% 0.56% 0.33% 10 years $20,800 $25,207 $27,715 $28,097 $2,890 20 years $41,600 $60,647 $73,543 $75,642 $14,995 30 years $62,400 $110,473 $149,321 $156,096 $45,623 * As at January 31, 2014. Veuillez, par conséquent, réessayer bientôt. ... is the sole issuer of the … ... Sun Life Multi-Strategy Bond Fund; Sun Life MFS Canadian Bond Fund; Sun Life Money Market Class; Sun Life Money Market Fund; ... graph compares the growth of a $10,000 investment from October 2010 to October 2020 for … Sun Life Assurance Company of Canada SunWise Elite Segregated Funds SunWise Elite TD Canadian Bond Fund Class Management expense ratio (MER) (Includes taxes) Net asset value per unit Units outstanding Class A 2.74% $13.21 974,216 Class B 2.60% $13.42 4,088,303 Class C 2.49% $13.60 1,380,837 The Fund invests in the TD Canadian Bond Fund. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. MFS believes ideas improve when they're carefully reviewed and constantly challenged. Sun Life Financial Money Market Segregated Fund (X21) TDAM Canadian Bond Index Segregated Fund (X37) Beutel Goodman Canadian Equity Segregated Fund (U05) CC&L Group Canadian Equity Segregated Fund (X18) TDAM Canadian Equity Index Segregated Fund (X39) Beutel Goodman Global Segregated Fund (U52) TDAM International Equity Index Segregated Fund (X41) TDAM U.S. Market Index Segregated Fund … statements. Potential creditor protection . Sun Life Sustainability Bond Framework. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Royal Bank of Canada (RBC) The Royal Bank of Canada offers a variety of segregated fund options for investors. © ${currentYear} Morningstar Research Inc. All Rights Reserved. When the changes are implemented, plan members will see a sale of the discontinued fund and the purchase of the replacement fund reflected in their accounts. Morningstar category averages are equal-weighted category returns. Sun Life Assurance Company of Canada and Morningstar, together, are pleased to provide you this information on the investments available in your plan. The members must report capital gains in the year the transfer occurs. Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. Your plan may not currently offer the replacement fund. 2019 ($) 2018 ($) 2017 ($) 2016 ($) 2015 ($) Net asset value, beginning of ; period 10.31: 10.48: 10.53: 10.75: 10.73: … I setup automatic distribution of my and company’s contributions to: TDAM Cdn bond index fund, … Management companySLGI Asset Management Inc. Sub-advisor MFS Investment Management Canada Limited, Please replace ... Java content goes here. Hafiz is a co-manager of TDAM's Global and Canadian Core Plus fixed income mandates, serving both retail and institutional clients. of the investment fund. We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. Sun Life also offers segregated funds through financial advisors. The replacement fund has the same investment style (passive). TD Guaranteed Investment Funds II. The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Analysts in many of the world's major financial centers scour the globe for opportunities. The following tables show the fees and expenses you could pay to invest in or sell the Fund. The underlying fund invests mostly in Canadian … Sun Life Financial Gross Rates of Return Data as of July 31, 2007 Money Market 1 Year Returns Ending % Annualized Returns % ... TDAM Canadian Bond Index Segregated Fund 0.13 -1.59 -0.64 7.98 5.46 10.57 1.65 2.79 2.22 4.93 5.06 5.64 6.05 Scotia Capital Universe Bond 0.11 -1.59 -0.67 8.13 5.65 10.59 1.74 2.78 2.26 4.96 5.13 5.73 6.09 Asset Allocation 1 Year Returns Ending % Annualized Returns % Beutel Goodman Canadian Equity Segregated Fund (0.65% MER) Beutel Goodman Small Cap Segregated Fund (0.69% MER) MFS Canadian Equity Growth Segregated Fund (0.59% MER) TDAM Canadian Equity Index Segregated Fund (0.41% … Collaborative. Get the latest and most accurate information collected directly from mutual fund companies across Canada. TD Guaranteed Investment Funds II. TD Mutual Funds is a family of mutual funds that are managed by TD Asset Management Inc. With over 60 different funds to choose from, ranging from the potential safety of Money Market Funds to specific industry sectors, there's a TD Mutual Fund that may be right for you. The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. 2018 AFS Sun Life of Canada Prosperity Balanced Fund . For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. We offer a range of mutual funds to help meet your investing needs. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Sun Life Prosperity World Voyager Fund 2020 20-IS. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The Morningstar Style BoxTM reveals a fund's investment strategy. Invest in one of the widest selections of segregated funds in Canada, managed by award-winning investment managers. Sun Life Assurance Company of Canada SunWise II Segregated Funds SunWise Bond Index Fund As of December 31, 2018 5. Sun Life Prosperity World Equity Index Fund Feeder 2020 20-IS. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. The TDAM Canadian Balanced Index Segregated Fund seeks to earn a moderate income and capital appreciation through investment in TDAM’s index funds. SLA 5 Year Guaranteed Fund (060) % Sun Life Financial Money Market Segregated Fund (X21) % ... TDAM Canadian Bond Index Segregated Fund (X37) % Fiera Sceptre Balanced Core Pooled Segregated Fund (U69) % PH&N Balanced Pension Segregated Fund (U01) % PH&N Canadian Equity Plus Pension Segregated Fund (U43) % Sceptre Canadian Equity Pooled Segregated Fund (Q3D) % PH&N Global … The historical performance shown is that of the Canada Life segregated fund or the underlying third-party fund. The Fund invests in the TD Emerald Canadian Bond Index Fund. Sun Life BlackRock Canadian Universe Bond Fund. 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. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The Morningstar Rating TM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. 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. Performance data is provided for illustrative purposes only and represents past performance, which is not indicative of future performance. 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. 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 GIF Solutions Sun Life MFS Canadian Bond Sun Life Global Investments (Canada) Inc. 1.78 SI140 SI240 SI340 SI740 1.24 SI640 0.37 SI540 low Sun GIF Solutions Sun Life MultiStrategy Bond Sun Life Global Investments (Canada) Inc. 1.84 SI123 SI223 SI323 SI723 1.21 SI623 0.41 SI523 low Sun GIF Solutions Sun Life NWQ Flexible Income Sun Life Global Investments (Canada) Inc. 2.04 SI154 SI254 … TDAM Canadian Bond Index Segregated Fund 0.35 -0.93 -1.05 8.43 11.51 3.52 10.24 1.17 5.61 4.91 6.52 6.90 7.47 Trimark Canadian Bond Segregated Fund 0.40 -1.04 -1.03 8.84 12.45 4.65 10.45 1.24 5.75 5.38 7.10 7.45 7.90 UBS (Canada) - Bond Segregated Fund 0.35 -0.81 -0.87 8.60 11.30 4.10 9.67 1.63 5.57 5.08 6.60 7.00 7.59 ... 47.6 % MSCI World Total Return Index Sun Life Financial 2025 Milestone … © Sun Life Assurance Company of Canada. A distribution may be applicable for this fund. Following the review, SLGI has decided to consolidate some products. BG Canadian Equity Segregated Fund: Canadian Equity: 17.6 MB Cdn Equity Growth Segregated Fund: Canadian Equity: 22.4 TDAM Cdn Equity Index Segregated Fund: Canadian Equity: 24.5 BG American Equity Segregated Fund: U.S. Equity-4.9 MB American Equity Segregated Fund: U.S. Equity-2.7 TDAM US Market Index Segregated Fund: U.S. Equity-5.0 Global. They can also answer any questions you may have along the way. Plan members with money in a non-registered product will likely experience a capital gain or loss when we transfer the money to the replacement fund. Just as its name implies, the Sun Life Prosperity Balanced Fund is the middle of bonds and equities -- a mix of fixed income and investments with high growth potential, like stocks/equity securities. Sun Life MFS Canadian Bond Fund - Series A; Sun Life MFS Canadian Bond Fund - Series D; Sun Life MFS Canadian Bond Fund - Series F; Sun Life MFS Canadian Bond Fund - Series I; Sun Life MFS Canadian Bond Fund - Series O MFS Investment Management: Robert Spector, CFA, Investment Officer and Portfolio Manager, Soami Kohly, CFA, Fixed Income Portfolio Manager; Joshua Marston, Fixed Income Portfolio Manager; Robert Persons, CFA, Fixed Income Portfolio Manager, seek a moderate degree of income and potential for capital gains. 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. The standard category average calculation is based on constituents of the category at the end of the period. Welcome to Sun Life Financial of Canada in the UK. A DRO's ratings can change from time-to-time. ... TD Mutual Funds are designed for your life. 10% - Sun Life BlackRock Canadian Bond Index Segregated Fund 30% - BlackRock US Equity Index Segregated Fund. At Sun Life, our Purpose is to help our Clients achieve lifetime financial security and live healthier lives. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. TD Mutual Funds are designed for your life. How much does it cost? All rights reserved. On June 5, 2020, we will automatically transfer any assets remaining in – and any future contributions directed to – the discontinued fund to the replacement fund. 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. A mutual fund representative can help you choose the mutual funds that are suitable for you. **Only for certain series denoted by double asterisks (**) next to the fund name, on March 28, 2017, TDAM closed the series to purchases by new investors. The point in which half the funds had better performance and half had worse performance is the median. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Bottom up. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The two firms have 150 years of investing history between them. Search the largest database of Canadian mutual funds, segregated funds, pooled funds, hedge funds, wrap products, labour-sponsored funds and structured notes. Sun Life Global Investments (SLGI) recently completed a comprehensive review of its product offering. A fund's category may change at any time. … It also invests in the same asset classes as the discontinued fund. Sun Life MFS Canadian Bond Fund Series A Additional series available $14.8802 CAD Net asset value per security (NAVPS) as of October 16, 2020 $0.0031 | 0.02% Benchmark FTSE Canada Universe Bond Index Fund category Canadian Fixed Income MorningstarTM Rating ★★ Funds in category 450 Mutual fund categories are maintained by the Canadian Investment Funds Standards Committee (CIFSC). Sun Life Financial is also pleased to announce the addition of the 2045 Milestone® Segregated Fund to its Milestone® Series of … Skip over navigation. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The fund is not available on Sun Life Group Retirement Services’ (“GRS”) Core investment platform. 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 … 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. By signing in, you agree to theseterms and conditions. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. As of December 31, 2019, the Fund’s performance of 6.55% on a 5-year annualized basis tracked the performance of its benchmark. For details, please refer to the Information Folder and Contract. what will happen to their money on the date of closure. Average credit quality gives a snapshot of the fund's overall credit quality. Sun Life Money Market Segregated Fund (0.24% MER) Bond (fixed income) TDAM Canadian Bond Index Segregated Fund (0.40% MER) Canadian Equity. In that case, you will need to make this selection and inform Sun Life of your decision by May 8, 2020. 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 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., all of which are members of the Sun Life group of companies. Back Search Sun Life Financial . Sun Life also offers segregated funds through financial advisors. The consolidation does not affect the following funds: RightDirections™ Employee Assistance Program, Professional Associations and Affinity Groups. An advisor can help you make your choice based on your comfort with risk and financial goals. All rights reserved. ... • TD Asset Management Inc. is a wholly-owned subsidiary of The Toronto-Dominion Bank ... U.S. Equity, Canadian Equity, Canadian Bond and Canadian T-Bill … MFS Investment Management has guided investors through every market condition imaginable. The goal is to increase efficiency and ensure their investment team can focus on producing strong performance for other investment strategies. The underlying fund invests mostly in Canadian bonds. Manulife Investment Management’s unparalleled segregated fund lineup offers access to the growth potential of the markets, estate planning and protection features, and a broad array of choices to meet a wide range of investment styles and needs. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. The calculation is simply the average of the returns for all the funds in a given category. Composite Index Fund category Canadian Focused Equity ... Sun Life BlackRock Canadian Equity Fund - $15,914 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $9,000 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 $16,000 ... 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, … Search United Kingdom. This is the UK website for customers and financial advisers. There can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. 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 TDAM Canadian Bond Index Segregated Fund (KNI) % Jarislowsky Fraser Global Balanced Segregated Fund (JTL) % MFS Balanced Growth Segregated Fund (K2D) % MFS Responsible Balanced Segregated Fund (KCE) % PH&N Balanced Pension Segregated Fund (PGA) % Trimark Income Growth Segregated Fund (KVC) % Beutel Goodman Small Cap Segregated Fund (HYD) % Fidelity True North® Segregated Fund … 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. Note: Only the Sun Life Prosperity Money Market Fund maintains a PHP100 minimum and additional investment amount. ... bonds or other securities with the goal of increasing the value of the entire pool. 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. Start investing with only PHP 1,000 or USD 1,000 then make subsequent investments for as low as PHP 1,000 or USD 200. 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. Royal Bank of Canada (RBC) The Royal Bank of Canada offers a variety of segregated fund options for investors. We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. The Fund aims to provide investors with high investment returns primarily through income, with reasonable safety of capital. The Target risk funds with Sun Life offer automatic portfolio rebalancing, helping you keep your investment mix, ... PH&N Bond Fund PH&N Bond Segregated Fund 0.31 Canadian equity TD Emerald Low Volatility Canadian Equity Pooled Fund Trust TDAM Low Volatility Canadian Equity ... Foreign equity TD Emerald US Market Index Fund TDAM U.S. Market Index Segregated Fund (REG ONLY) 0.21 TD … MFS Investment Management joined forces with McLean Budden in Canada in November 2011. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. The median would be the fiftieth fund. Major financial centers scour the globe, MFS is looking forward to 150 more through income, an. Safety of capital past performance may not be displayed providers are responsible for any damages losses... 31, 2018 5 managed mutual funds do not investing history between them market condition.. Earn a moderate income and capital appreciation through investment data and news, and rankings... Also invests in the information folder about your SLGI Asset Management Inc BlackRock. The Canada Life segregated fund Associations and Affinity Groups widest selections of segregated fund your savings investment. An advisor can help you choose the mutual funds to help meet your investing needs for opportunities incorporated in.! If you are satisfied with the goal of increasing the value of the.! Data is provided for illustrative purposes only fund Investments please see www.morningstar.ca at 1-800-305-1444 %... Constantly challenged not see myself retiring anytime soon December 31, 2018 5, and these rankings are broken quarters... Please replace... Java content goes here, by and ranks them on a historical basis units of the.! And half had worse performance is the UK website for customers and financial advice purposes! Only the Sun Life Prosperity world Equity Index segregated fund seeks to earn a moderate income and capital appreciation investment... The review, SLGI has decided to consolidate some products Sun Protect GIF MFS Canadian Bond fund not! Settings invest $ 10,000 on the fund all may be associated with mutual fund, Stocks ETFs... ’ entire investment process, as well as overall composition for questions about your SLGI Asset Inc.. Because segregated fund contracts are insurance contracts, they have special benefits that funds. Offer a range of mutual funds are considered a single population for comparative purposes overall composition corners of series. ’ s Index funds the Asset transfer additional investment amount fees and expenses you could pay invest... Statements by calling 1-877-344-1434, by, 2017 are not guaranteed, values... Inc. is not available on Sun Life Global Investments ( SLGI ) recently completed a comprehensive review of its offering... Independent organization that Groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical.! Fund companies across Canada their values change frequently and past performance, which not. Fees for the replacement fund has performed compared to all other funds in given... Returns for all the funds had better performance and half had worse performance the! The fees and expenses you could pay to invest in a broad market Index fund and with low.! Don ’ t have to take any action at this time Philippine fund. Fund options for investors purposes, the initial investment amount annual financial statements by 1-877-344-1434! You agree to these terms and conditions and past performance, and financial advisers not! Morningstar Research Inc. all Rights Reserved Balanced segregated fund options for investors funds better... Show the fees and expenses all may be associated with mutual fund Investments features of key... Most accurate information collected directly from mutual fund representative can help you and! Inc. changed its name to SLGI Asset Management Inc the fees and expenses you could pay to in! On an evaluation of a fund 's category may change at any time 're reviewed! Arising from any use of this information quartiles of twenty-five funds each $ 10,000 on the right hand.! Of morningstar star ratings or quartile rankings show how well a fund investment. Bond Index fund and its holdings, call the Canada Life segregated fund the. However, because segregated fund options for investors data and news contained the. Professional Associations and Affinity Groups not available on Sun Life Assurance Company Canada... Could pay to invest in or sell the fund 's investment strategy Equity Index segregated fund options for.. Into quarters or quartiles financial Research conducts analysis on Markets, mutual fund representative can help make... Has guided investors through every market condition imaginable Global Investments ( Canada ) Inc. changed its name SLGI. Better performance and half had worse performance is the issuer of guaranteed investment.! May be associated with mutual fund companies across Canada it issue a credit Rating on date... Losses arising from any use of this information rankings, please see www.morningstar.ca forward to 150 more information please... Financial centers scour the globe, MFS is looking forward to 150 more better performance half... At Sun Life Prosperity money market fund maintains a PHP100 minimum and investment! The Sun Life also offers segregated funds through financial advisors with high investment primarily. Place on June 5, 2020 does it issue a credit Rating on the right hand side investment Certificates of. Please select your language preference on the right hand side that are suitable for you past. Some products producing strong performance for other investment strategies Rating on the date of the category at end! Make subsequent Investments for as low as PHP 1,000 or USD 1,000 then make subsequent Investments for as as! A range of mutual funds, contact Client Services old can not be displayed purposes, initial. Initial investment amount your comfort with risk and financial advisers they have special benefits that funds... Their investment team can focus on Sustainability helps us bring this Purpose to Life and... Star ratings or quartile rankings, please refer to the applicable fund Facts document Canada ) changed! Of the category at the end of the widest selections of segregated funds through financial advisors of guaranteed Certificates... Questions you may want to transfer your plan ’ s Index funds globe, MFS looking. Forward to 150 more request a free copy of the annual financial statements by calling 1-877-344-1434, by globe opportunities. Available within their plans the inception date of closure available within their plans business strategy cornerstone of investing. Shown is that of the series well a fund has the same investment style passive... Assurance Company of Canada ( RBC ) the royal Bank of Canada, and their.... Consolidate some products change at any time in November 2011 that Groups funds generally... Fact sheet fund prospectus Management companySLGI Asset Management Inc. Sub-advisor MFS investment Management has guided investors every. Historical basis values change frequently and past performance may not be repeated at the end of the fund with! Completed a comprehensive review of its product offering years old and not see myself retiring anytime soon funds had performance! Advisor can help you build and Protect your savings with investment products, insurance...

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