Maturity of the Sun Life 2020 Milestone® Segregated 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. … 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. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Investments in securities are subject to market and other risks. Introducing Target Income Plan™, hands-free investing for the retirement income your employees want – August 8, 2018. 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). The Milestone funds offer a simplified investment solution that provides: A defined maturity date: helping plan members to save for a future date. How will this impact you and your plan members? … There are no tax implications for money held in registered plans. 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. Segregated funds. Please select your language preference on the right hand side. 73.5% Govt. 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 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. The pie chart represents the target regional weights of the futures* contracts in the GEF. Total number of investments 24. 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. The transfer will happen unless we explicitly receive different instructions from you on or before May 15, 2020. Our businesses are widely varied. The members must report capital gains or losses, if any, on their tax return in the year the transfer occurs. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. META-SPONS-PCOMMCORP. You can find shares of Sun Life Financial Inc. (SLF) are listed on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges. Sun Life Milestone 2025 Fund. There are no tax implications for money held in registered plans. The members must report capital gains or losses, if any, on their tax return in the year the transfer occurs. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. Sun Life Milestone 2025 Fund - Series A Risk rating SLGI Asset Management Inc. has rated the volatility of this fund as Low to medium. 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. 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. Sun Life Institutional Investments (Canada) Inc. funds Offering Memorandum Update – August 27, 2018. How will this impact you and your plan members? It also seeks to protect capital and maintain liquidity by investing primarily in Canadian dollar-denominated money market instruments. You can find more details in the fund's simplified prospectus. The investment is an interest-bearing account with the interest credited daily. 0 20 40 60 80 100. The goal of the GDIA is to preserve capital and maintain liquidity, while providing a modest daily return. Upon maturity, it will have reached its most conservative investment mix. The investment is an interest-bearing account with the interest credited daily. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The addition would occur before the asset transfer. Sun Life Global Investments (Canada) Inc. manages the fund with MFS Investment Management acting as the sub-advisor. Principal and credited interest are guaranteed, although the credited interest may change on a daily basis. 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. Please contact your Sun Life Group Retirement Services representative. 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 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. Upon maturity, it will have reached its most conservative investment mix. On June 29, 2020, the Sun Life 2020 Milestone® Segregated Fund (Milestone 2020) will reach maturity. 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. The Fund's objective is to seek long-term capital appreciation. Sun Life Assurance Company of Canada ("Sun Life Assurance") is SLF Inc.'s principal operating life insurance subsidiary. This document contains key information you should know about Sun Life Milestone 2030 Fund - Series A. © Sun Life Assurance Company of Canada. 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. These are then established as segregated funds in accordance with the Insurance Companies Act (Canada). 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. 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