Introducing Target Income Plan™, hands-free investing for the retirement income your employees want – August 8, 2018. Sun Life Assurance Company of Canada has decided to rename these segregated funds to achieve consistent branding across Sun Life’s businesses. Maturity of the Sun Life 2020 Milestone® Segregated Fund. 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. 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. Upon maturity, it will have reached its most conservative investment mix. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. Sun Life Assurance Company of Canada purchases units of the funds listed below. Your plan may not currently offer the GDIA or a money market fund. Organizational Changes at PIMCO – May 11, 2020 In that situation, unless we receive different instructions, Sun Life will automatically add the GDIA to the lineup. How does this impact your clients and plan members? Fixed income. With segregated fund contracts, investors can also benefit from the features of an insurance contract, including efficient estate settlement. Strong and steady: You can count on us. Sun Life Milestone 2030 Fund - Series A; Sun Life Milestone 2035 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 Life Global Investments (Canada) Inc. manages the fund with MFS Investment Management acting as the sub-advisor. Guaranteed Value Sun Life Milestone 2030 Fund - Series A. July 21, 2020. The goal of the GDIA is to preserve capital and maintain liquidity, while providing a modest daily return. 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. Sun Life Assurance Company of Canada purchases units of the funds listed below. 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 This means a 100% allocation to maturing fixed income. The Milestone funds’ Unit Value and Guaranteed Maturity Value (GMV) are available on mySunLife.ca under Investment Performance. Principal and credited interest are guaranteed, although the credited interest may change on a daily basis. Sun Life Institutional Investments (Canada) Inc. funds Offering Memorandum Update – August 27, 2018. Plan members can continue to invest assets into, or remove assets from, Milestone 2020 until the fund matures. 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 Schroder Global Mid Cap. There are no tax implications for money held in registered plans. Your plan may not currently offer the GDIA or a money market fund. On June 29, 2020, the Sun Life 2020 Milestone® Segregated Fund (Milestone 2020) will reach maturity. On June 29, 2020, the Sun Life 2020 Milestone® Segregated Fund (Milestone 2020) will reach maturity. You may wish to consider whether this news has implications for the investment options within your plan. Sun Life Financial Money Market Fund,or the money market fund available in the plan. To receive the GMV, members must hold the Milestone fund until its maturity. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. META-SPONS-PCOMMCORP. You can find more details in the fund's simplified prospectus. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. 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 MFS Low Volatility Global Equity Fund - Series O; Sun Life MFS Low Volatility Global Equity Fund - Series T5; Sun Life MFS Low Volatility Global Equity Fund - Series T8 ... Sun Life Milestone 2025 Fund - Series A; Sun Life Milestone 2030 Fund. © SLGI Asset Management Inc., 2020. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. The investment is an interest-bearing account with the interest credited daily. Investments in securities are subject to market and other risks. The addition would occur before the asset transfer. There will be no changes to any of the segregated funds’ strategies, investment objectives or investment teams as a result of the name changes. Maturity of the Sun Life 2020 Milestone® Segregated Fund. How will this impact you and your plan members? Sun Life MFS U.S. Equity. Sun Life is one of the largest public companies in Canada. All rights reserved. Total number of investments 24. Sun Life Milestone 2025 Fund - Series A Risk rating SLGI Asset Management Inc. has rated the volatility of this fund as Low to medium. These are then established as segregated funds in accordance with the Insurance Companies Act (Canada). The transfer will happen unless we explicitly receive different instructions from you on or before May 15, 2020. 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). This means a 100% allocation to maturing fixed income. © Sun Life Assurance Company of Canada. In today’s low-cost ETF environment, it would be easy to scoff at such fees. 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. Our financial strength ratings are some of the highest in the industry. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. In that situation, unless we receive different instructions, Sun Life will automatically add the GDIA to the lineup. 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 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% It also seeks to protect capital and maintain liquidity by investing primarily in Canadian dollar-denominated money market instruments. You can find shares of Sun Life Financial Inc. (SLF) are listed on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges. Nova Scotia Pension Benefits Reforms are in effect – May 11, 2020. Please contact your Sun Life Group Retirement Services representative. Portfolio Management Team. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Exposure to other derivatives, such as put options*, is not reflected here. 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