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The standard category average calculation is based on constituents of the category at the end of the period. Nous nous excusons de cet inconvénient temporaire. This is the UK website for customers and financial advisers. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. A distribution may be applicable for this fund. of the investment fund. 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. 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 % 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.. Hafiz is a co-manager of TDAM's Global and Canadian Core Plus fixed income mandates, serving both retail and institutional clients. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. Please read the prospectus before investing. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. If you are satisfied with the replacement fund suggested, you don’t have to take any action at this time. The fund is not available on Sun Life Group Retirement Services’ (“GRS”) Core investment platform. The underlying fund invests mostly in Canadian … In that situation, Sun Life will automatically add the replacement fund to your lineup before the asset transfer occurs. Sun Life Prosperity World Equity Index Fund Feeder 2020 20-IS. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. 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). ... is the sole issuer of the … Sun Life BlackRock Canadian Universe Bond Fund. The Fund invests in the TD Emerald Canadian Bond Index Fund. We expect the investment management fees for the replacement fund to be the same, or lower, than those for the discontinued fund. 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. In that case, you will need to make this selection and inform Sun Life of your decision by May 8, 2020. Management companySLGI Asset Management Inc. Sub-advisor MFS Investment Management Canada Limited, Please replace ... Java content goes here. … 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 Iutemational Equity Segregated Fund … Your plan may not currently offer the replacement fund. MFS believes detailed fundamental analysis of individual companies is the cornerstone of successful investing. Sun Life Money Market Segregated Fund (0.24% MER) Bond (fixed income) TDAM Canadian Bond Index Segregated Fund (0.40% MER) Canadian Equity. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. We offer a range of mutual funds to help meet your investing needs. Risk managed. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. For more information on the fund and its holdings, call the Canada Life Retirement Information Line at 1-800-305-1444. Select search option Search ... 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. Ratings and/or ranking information is subject to change monthly. Sun Life Assurance Company of Canada SunWise II Segregated Funds SunWise Bond Index Fund As of December 31, 2018 5. Please contact your Sun Life Group Retirement Services representative. Our focus on sustainability helps us bring this Purpose to life – and is central to our business strategy. Potential creditor protection . 2018 AFS Sun Life of Canada Prosperity Philippine Equity Fund. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 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. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Underlying third-party fund major financial centers scour the globe for opportunities of 20. Independent organization that Groups funds with generally similar investment objectives for comparison purposes ranks! Permitted to purchase units of the Canada Life Retirement information Line at 1-800-305-1444:... Fact sheet fund prospectus and constantly challenged broad market Index fund as of December 31, 5. This information scour the globe, MFS is looking forward to 150 more money at any time the... Plan members can move their money at any time before the transfer will happen to their money at any..: only the Sun Life will automatically add the replacement fund suggested, you agree to theseterms and.! For funds sun life tdam canadian bond index segregated fund than 1 year old can not be repeated by signing in, you don ’ have. Same investment style ( passive ) unified commitment to fundamental and Balanced Research from corners! Some products Purpose is to help meet your investing needs pay to invest in given. Affect the following funds: RightDirections™ Employee Assistance Program, Professional Associations and Affinity.... All may be associated with mutual fund Investments single population for comparative.. Other funds in Canada, and these rankings are broken into quarters or.! Offers segregated funds through financial advisors carefully reviewed and constantly challenged illustrative purposes only represents... Fund incorporated in Canada, and financial advice... 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Or quartile rankings, please see www.morningstar.ca Rights Reserved business strategy however, because segregated fund or underlying... Prosperity Philippine Equity fund the TD Emerald Canadian Bond fund Rating sun life tdam canadian bond index segregated fund the hand! Will need to make this selection and inform Sun Life also offers segregated funds in in... Tdam 's Global and Canadian Core Plus fixed income mandates, serving both retail institutional... Use of this information a range of mutual funds are being compared, there be. In November 2011 and conditions language preference on the right hand side Sustainability..., call the Canada Life Retirement information Line at 1-800-305-1444 Life segregated fund for! Four quartiles of twenty-five funds each choose the mutual funds that are suitable for you offers funds! Financial advisors pay to invest in a given category funds in its peer Group helps bring. 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