Low to Medium Risk, Sun Life Granite Balanced Growth Portfolio, 70% Equity / 30% Fixed Income 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. If the net asset value per unit on the maturity date of a Sun Life Milestone Fund is less than the Guaranteed Value per unit, then Sun Life Assurance Company of Canada, as sub-advisor to the Sun Life Milestone Funds, ("Sun Life", or the "guarantor") has agreed to pay the shortfall to the Sun Life Milestone Fund. In depth view into SUN148 (Sun Life Granite Balanced Portfolio A) including performance, dividend history, holdings and portfolio stats. To learn more about how Sun Life Granite Managed Solutions can help you meet your investment goals, talk to your financial advisor today. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Refer to Simplified Prospectus for more detail. Granite Multi-Risk Target Date Plan members first choose the year they plan to retire, and then their comfort risk level (conservative, moderate or aggressive). For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. The Fund's investment objective is to seek long term capital appreciation and to pay, on the scheduled Maturity Date, an amount per unit equal to the greatest of the following three values: (i) $10.00 per unit (the net asset value per 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. BlackRock LifePath Index 2045 Fund;K LIHKX US Markets Closed 17.37 = 0.00 0.00% : November 19, 2020 End of Day. Low to Medium Risk, 80% Equity / 20% Fixed Income FUND FACTS SLGI A sset Management Inc. Sun Life Granite Moderate Class - Series A July 21, 2020 This document contains key information you should know about Sun Life Granite Moderate Class - Series A. Please contact your financial adviser if you need an We believe investors are best served with simple yet robust investment solutions, designed to help them achieve their financial goals. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. Please select your language preference on the right hand side. This process culminates in a single-point star rating that is updated daily. It is not offered for sale under a simplified prospectus. I certify that I am a financial professional and that this email address belongs to me. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. 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. Please select your language preference on the right hand side, § Blended benchmark: 90.8% FTSE Canada Universe Bond Index, 9.2% MSCI ACWI Local Currency Index. Analyze the Fund BlackRock LifePath ® Index 2045 Fund Institutional Shares having Symbol LIHIX for type mutual-funds and perform research on other mutual funds. Learn how Sun Life Granite Managed Solutions provides a simple yet powerful way to put your money to work. In depth view into SUN153 (Sun Life Granite Growth Portfolio A) including performance, dividend history, holdings and portfolio stats. 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. Before you can download our data, you will first need to register. Ratings and/or ranking information is subject to change monthly. Short-term fund and balanced fund have been just launched. This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. State Street Target Retirement 2045 NL - The State Street Target Retirement 2045 Fund (the "Fund") seeks an investment return that approximates, as closely as practicable, before expenses, the performance of a custom benchmark For the relevant charges on your policy, including any rebates or discounts that may apply, please refer to your policy documentation. Learn all about the benefits of investing in Sun Life Prosperity Funds. By signing in, you agree to theseterms and conditions. 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. Please replace ... Java content goes here. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. PERFORMANCE Funded by a Group Variable Funding Agreement 1-800-528-9009 Page 2 of 6 (Page not valid without the others.) 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, are comfortable with low to medium investment risk. Registration is FREE and will allow you to access our end of day data and symbol history. If you redeem your securities of the Sun Life Milestone Funds prior to their respective maturity dates, your redemption will be processed at the current net asset value per security, less any applicable redemption fees, and you will not benefit from the Guaranteed Value at maturity. The Fund's investment objective is to seek long term capital appreciation and to pay, on the scheduled Maturity Date, an amount per unit equal to the greatest of the following three values: (i) $10.00 per unit (the net asset value per unit on the start date of the Fund), (ii) the highest month-end net asset value per unit during the period from the start date until the scheduled Maturity Date, or (iii) the net asset value per unit on the scheduled Maturity Date of the Fund (the "Guaranteed Value"). 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. Exposure to other derivatives, such as put options*, is not reflected here. The SLGI Asset Management Inc. 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. *Closed to new purchases as of July 1, 2018. 47% Equity / 53% Fixed Income * 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. Low to Medium Risk. View mutual fund news, mutual fund market and mutual fund ⦠On an expiry-to-expiry basis, the GEF intends to achieve between 1.0 and 1.4 times the returns generated by these market indices. Past performance is no guarantee of future results. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. Returns for funds less than 1 year old cannot be displayed. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. By signing in, you agree to these terms and conditions. Please sign in through sunnet.sunlife.com. The GEF is a mutual fund managed by SLGI Asset Management Inc. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. These are gross As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. NOTE: Sun Life Milestone 2025 Fund, DSC option (SUN209), is closed to new purchases as of July 1, 2018. Please sign in through sunnet.sunlife.com. BlackRock LifePath Index 2045 Fund Investor P Shares (LIHPX) Nasdaq - Nasdaq Delayed Price. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Currency in USD Add to watchlist 17.88 0.00 (0.00%) As of 8:05AM EST. 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. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Q3 2019 SL iShares Over 15 Year Gilt Index Pension Fund 30 September 2019 This document is intended for use by individuals who are familiar with investment terminology. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 8,100 190 2020-11-16 13F Nuveen Asset Management, LLC 24.56 13,098,373 -7.53 307,942 -15.08 2020-11-24 NP BlackRock Series Fund⦠All rights reserved. Research current and historical price charts, top holdings, management and full profile. By signing in, you agree to these terms and conditions. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. All rights reserved. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Alexa also is a vice president of T. Rowe Price Associates, Inc. View more Morningstar Ratings are based on risk-adjusted returns. Low to Medium Risk, 40% Equity / 60% Fixed Income Mutual Fund values change frequently and past performance may not be repeated. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 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. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We are in the process of updating 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. LPHAX | A complete BlackRock LifePath Dynamic 2045 Fund;Investor A mutual fund overview by MarketWatch. 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. 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