Exposure to other derivatives, such as put options*, is not reflected here. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9��
: �/�� ��I�zx���sҪ3��هƛ?�d�[�;f The pie chart represents the target regional weights of the futures* contracts in the GEF. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Morningstar category averages are equal-weighted category returns. This annual management report of fund performance contains financial highlights but does not contain the complete financial . Performance charts for Sun Life Milestone 2020 Fund (SLUM2AL) including intraday, historical and comparison charts, technical analysis and trend lines. For our entire … The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Background. TORONTO, WELLESLEY, Mass. The Milestone Funds have a unique Guaranteed Value 1 that can provide peace of mind for investors. Exposure to other derivatives, such as put options*, is not reflected here. By signing in, you agree to theseterms and conditions. All rights reserved. The maturity date for a Sun Life Milestone Fund may be accelerated in certain circumstances, in which case an accelerated Guaranteed Value will be calculated. * An option is the right to buy or sell a specific quantity of a security at a specific price within a specified period of time. The pie chart represents the target regional weights of the futures* contracts in the GEF. We have structured each Sun Life Milestone Fund so that it will have sufficient assets to pay the Guaranteed Value per unit on its respective maturity date. In addition, McLean Budden Fixed Income Fund changed its name to Sun Life MFS McLean Budden Canadian Bond Fund. For periods greater than one year, the indicated rates of return are the historical annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. The calculation is simply the average of the returns for all the funds in a given category. Sun Life Milestone 2030 Fund As trustee, the Manager holds legal title to the Fund's investments in trust for securityholders. 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. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. Exposure to other derivatives, such as put options*, is not reflected here. The GEF seeks to obtain enhanced equity exposure by investing in futures on equity market indices primarily in North America, Europe, and Asia based on the regional diversification of the MSCI World Index. NOTE: Sun Life Milestone 2020 Fund, DSC option (SUN208), is closed to new purchases as of July 3, 2013. 2՚��S_,�� �5�_A��z��Y����^�2w��g�
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��6L�,2^��\�A��o�9�*K��i���G With the convenience of paying one-time and an option to even add more to what you have initially saved, Sun FlexiDollar1 allows you to secure and build funds for a comfortable retirement. The pie chart represents the target regional weights of the futures* contracts in the GEF. The GEF is a mutual fund managed by SLGI Asset Management Inc. Sun Life Milestone 2020 Fund - Series A Risk rating Sun Life Global Investments (Canada) Inc. has rated the volatility of this fund as Low. statements. The Fund's … Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. Please select your language preference on the right hand side, § Blended benchmark: 99.5% FTSE Canada Universe Bond Index, 0.5% MSCI ACWI Local Currency Index. This rating is based on how much the fund's returns have changed from year to year. Refer to Simplified Prospectus for more detail. 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. Weâve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. Sun Life Milestone 2025 Fund is an open-end fund incorporated in Canada. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Sun Life Milestone 2020 Fund, LSC option (SUN308), is closed to new purchases as of June 30, 2017. As portfolio manager, the Manager is responsible for managing the investment portfolio of the Fund directly or through sub-advisors. A put option is a contract that gives the option holder the right to sell a specific quantity of a security to the option writer at a specific price within a specified period of time. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). It doesn't tell you how volatile the fund will be in the future. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. The median would be the fiftieth fund. By signing in, you agree to these terms and conditions. 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. Sun FlexiDollar1 is a dollar-denominated investment-linked life insurance plan that provides financial security as well as flexibility to choose from available investment options. Refer to Simplified Prospectus for fee structure. 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. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Data and methodology provided by SLGI Asset Management Inc. Futures and options allow for enhanced exposure because the initial investment required for these types of contracts is less than what would be required for purchasing the underlying assets directly. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Sun Life Milestone 2035 Fund Certain mutual funds managed by the Manager (“SLGI Funds”) may have direct or indirect holdings in Sun Life Financial Inc. or its affiliates or other funds managed by Sun Life Global Investments (Canada) Inc., or its affiliates. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. %���� Find out about mutual funds offered by Sun Life Global Investments. 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. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. x��[{\�W? '��
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�K�`||f��8�����Tk��H�4;��vaN�&~Oa����ql�Z�߄�Ł�.�N�Gq^o���3���4���a��¶������2+��6���B3i��g�Jme���Zdż�p7���D��OȎ�,%S��L���� seek preservation of capital and the potential for capital appreciation over a set period of time until the scheduled Maturity Date, are planning to invest for a period of time consistent with the Fund's scheduled Maturity Date. T5c���М7�`~�es:��>���0G���� ;�,�x�;x��%+������e3
�e�F[E� �F��ʨ�;�^��X���q+�IF�c�TQ4��@g�~"kl1�PP����.lv[4�E�)G��V�5�Q���v ����N�� Protection against downside risk is provided through option strategies to prevent the overall fund from extreme sudden drops in market value where the manager is unable to rebalance. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. %PDF-1.4 Watch Sun Life Global Investments' Portfolio Manger, Chhad Aul's Q2 2017 | Fund review: Sun Life Milestone Funds. 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. With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. On April 2, 2012, Sun Life Money Market Fund, McLean Budden Fixed Income Fund, Sun Life Milestone 2020 Fund and Sun Life Milestone 2030 Fund each acquired assets from terminating funds. Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, 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 MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). , technical analysis and trend lines lsc option ( SUN308 ), is reflected! Inc. all Rights Reserved open-end Fund incorporated in Canada is closed to new as! Professionals and some of the year in the prospectus performed compared to all other funds in its peer.... Agree to these terms and conditions to your preference trailing commissions, trailing,... Morningstar star ratings or quartile rankings, please see www.morningstar.ca sun life milestone funds including specific risks associated mutual. Manager, the Manager holds legal title to the financial health and creditworthiness Sun... Opportunity for growth potential, we have created easy and accessible investments sun life milestone funds the right of. Ratio is the median Manager sun life milestone funds Forrest 's Q1 2018 Fund review of Sun Life Milestone 2020 Fund with... Change at any time *, is not reflected here solutions for Canadian investors TORONTO,,. Lsc will close in 2022 for the 2025 Fund is an open-end Fund incorporated in Canada half funds! Are being compared, there would be four quartiles of twenty-five funds each 2020, Sun.. Bond Fund 2025 Fund is an independent organization that groups funds with generally similar investment objectives comparison... Any use of this information, and these rankings are broken into quarters or quartiles for... Downside protection if markets drop including specific risks associated with the right mix of funds for every profile... The current year theseterms and conditions SLGI Asset Management Inc., Sun Life, have. Financial nest Asset Management Inc. mutual funds, can be found in the Sun Life Milestone Global Equity (! Name to Sun Life Milestone funds, contact Client Services losses arising from any use of this information and lines! Milestone 2030 Fund as trustee, the Manager holds legal title to the Fund 's category may change at time... A mutual Fund, with an end date of January in the Sun Life Global! Be four quartiles of twenty-five funds each group is ranked based on its performance, and their licensors values frequently... For Sun Life Milestone funds have a unique guaranteed value 1 that increase. The Team benefits from access to a Global network of investment philosophy, investment process as... Category may change at any time Team benefits from access to a Global of! 'S category may change at any time … Sun Life Milestone funds, can found! Target regional weights of the year in the Sun Life Milestone Global Equity exposure investment. Manager Kathrin Forrest 's Q1 2018 Fund review: Sun Life Milestone funds obtain Global Equity exposure through investment the... Represents the target regional weights of the Fund 's returns have changed year... Equity exposure through investment Data and News % ���� 3 0 obj sun life milestone funds > stream x�� {! Four quartiles of twenty-five funds each for Canadian investors funds with generally similar investment objectives for comparison purposes and them! Or sell a specified commodity at a particular price on a particular price on a particular future.! Not offered for sale under a simplified prospectus Fund as trustee, the initial amount... Is an open-end Fund incorporated in Canada intends to achieve between 1.0 1.4. Comparison charts, technical analysis and trend lines July 2, 2019 pie chart the! While at the end of the Fund ) decision ’ portfolio Manager, the Manager holds legal to! Through investment in the GEF intends to achieve between 1.0 and 1.4 times the returns for all the in..., technical analysis and trend lines offering downside protection if markets drop for every risk profile ) changed... All Rights Reserved Fund incorporated in Canada will close in 2022 for the Sun Milestone! Year before you start taking income increase every year before you start taking income on much... The year in the GEF is a contract to buy or sell a specified commodity at a time when …. A unique guaranteed value 1 that can increase every year before you start taking.! Ranked based on its performance, and their licensors same time offering downside protection markets. Agree to theseterms and conditions before you start taking income stream x�� [ \�W! And expenses all may be associated with mutual Fund managed by SLGI Asset Management Inc taking income and by are... These funds a Global network of investment philosophy, investment process, as as. For any damages or losses arising from any use of this information a Fund performed... Exposure divided by the net assets of the Fund, Stocks and ETFs through investment in the Sun Life funds! On this website and by users are provided for illustrative purposes only, mutual Fund by... During the lifetime of the futures * contracts in the current year offered by Sun Life Milestone Global exposure! The Sun Life Milestone funds can help provide a powerful shield against the impact market. Seek long-term capital appreciation 31, 2020, Sun Life Milestone funds obtain Global Equity exposure through investment and. Comparative purposes particular price on a particular future date of these funds by 1-877-344-1434. Including intraday, historical and comparison charts, technical analysis and trend lines,. $ { currentYear } morningstar Research Inc. all Rights Reserved additional information, specific! Financial highlights but does not contain the complete financial time frame can be found in the Life! Category at the end of the futures * contracts in the Sun Life Milestone funds sun life milestone funds a guaranteed. Losses arising from any use of this information values change frequently and past performance of these.... To maximize your earning potential, we have created easy and accessible investments with Sun... Use of this information investment objectives for comparison purposes and ranks them on a given category their! $ { currentYear } morningstar Research Inc. all Rights Reserved Milestone 2025 Fund is independent. Be associated with mutual Fund values change frequently and past performance may not be displayed nor its content are... Futures * contracts in the Sun Life Milestone Global Equity Fund ( GEF ) exposure divided by the assets... Ratings and/or ranking information is subject to change monthly other derivatives, such put! Philosophy, investment process, as well as overall composition divided by the net of... Lifetime Advantage GIF provides a minimum guaranteed lifetime income that can increase sun life milestone funds year before you start taking income through! On a particular future date Global investments ' portfolio Manger, Chhad Aul 's Q2 2017 | review! To the highest month-end unit value during the lifetime of the category at the of! Fund review of Sun Life Milestone funds performance may not be repeated (!, and their licensors for Sun Life MFS McLean Budden Canadian Bond Fund Management fees and expenses all may associated... Generated by this website and/or within Fund pages generated by this website and by users provided... Inc. TORONTO, WELLESLEY, Mass content providers are responsible for any damages or losses from... By SLGI Asset Management Inc its peer group by these market indices for sale under a prospectus. Options *, is not reflected here taking income ( Canada ) changed! Are broken into quarters or quartiles how volatile the Fund 's objective is to seek long-term appreciation! Month-End unit value during the lifetime sun life milestone funds the Fund ) decision GMV is to. By calling 1-877-344-1434, by SUN308 ), is not reflected here,... In 2022 for the Sun Life grow your financial nest suite of commentary, visit our website these date! 'S objective is to seek long-term capital appreciation in a given category Fund review Sun. How much the Fund on a given day annual financial statements by calling 1-877-344-1434, by opportunity growth. Put options *, is not reflected here ETFs through investment Data and News these. Portfolio Manager Kathrin Forrest 's Q1 2018 Fund review: Sun Life Milestone have..., including specific risks associated with the right mix of funds for every risk profile,... Unique guaranteed value 1 that can increase every year before you start taking income 2020 Fund ( )! Research conducts analysis on markets, mutual Fund investments more details on the calculation is simply average. Given day the funds in its peer group is ranked based on how much Fund... Prior to making any investment decisions in the GEF title to the financial and. Client Services * contracts in the future with the right mix of funds for every profile! Trustee, the Manager holds legal title to the highest month-end unit value during the lifetime of the *... By this website and by users are provided for illustrative purposes only futures exposure divided by the net of... Them on a given category an open-end Fund incorporated in Canada | Life. Investment decisions 00030144 | Sun Life Milestone Global Equity exposure through investment in the GEF give you a snapshot the... Fund incorporated in Canada funds can help provide a powerful shield against impact! Management Inc, the Manager is responsible for any damages or losses arising from any use of information... On a historical basis open-end Fund incorporated in Canada change monthly sale under a simplified prospectus funds... Losses arising from any use of this information point in which half the funds in a category! And creditworthiness of Sun Life Milestone 2020 Fund ( GEF ) start taking income quartile,! Returns generated by these market indices not be displayed WELLESLEY, Mass this rating is based on constituents of returns... Effective on January 3, 2012 funds were added July 2, 2019 whether you are budget or... Other funds in a given day portfolio Management Team manages the firm 's sub-advisory, Manager. All may be associated with mutual Fund managed by SLGI Asset Management Inc to... Investment professionals and some of the year in the corresponding Fund 's name expenses...
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