TDAM Canadian Bond Index Segregated Fund 0.35 -0.93 -1.05 8.43 11.51 3.52 10.24 1.17 5.61 4.91 6.52 6.90 7.47 Trimark Canadian Bond Segregated Fund 0.40 -1.04 -1.03 8.84 12.45 4.65 10.45 1.24 5.75 5.38 7.10 7.45 7.90 UBS (Canada) - Bond Segregated Fund 0.35 -0.81 -0.87 8.60 11.30 4.10 9.67 1.63 5.57 5.08 6.60 7.00 7.59 ... 47.6 % MSCI World Total Return Index Sun Life Financial 2025 Milestone … For details, please refer to the Information Folder and Contract. A fund's category may change at any time. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Sun Life is pleased to publish its Sustainability Bond Framework. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. A DRO's ratings can change from time-to-time. Sun Life MFS Canadian Bond Fund Series A Additional series available $14.8802 CAD Net asset value per security (NAVPS) as of October 16, 2020 $0.0031 | 0.02% Benchmark FTSE Canada Universe Bond Index Fund category Canadian Fixed Income MorningstarTM Rating ★★ Funds in category 450 Mutual fund categories are maintained by the Canadian Investment Funds Standards Committee (CIFSC). 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 … Global. By signing in, you agree to these terms and conditions. Performance data is provided for illustrative purposes only and represents past performance, which is not indicative of future performance. BlackRock LifePath® Index 2040 Fund** Your Sun Life fee for the BlackRock LifePath® Index 2040 Fund*** 2.16% 0.56% 0.33% 10 years $20,800 $25,207 $27,715 $28,097 $2,890 20 years $41,600 $60,647 $73,543 $75,642 $14,995 30 years $62,400 $110,473 $149,321 $156,096 $45,623 * As at January 31, 2014. MFS Investment Management: Robert Spector, CFA, Investment Officer and Portfolio Manager, Soami Kohly, CFA, Fixed Income Portfolio Manager; Joshua Marston, Fixed Income Portfolio Manager; Robert Persons, CFA, Fixed Income Portfolio Manager, seek a moderate degree of income and potential for capital gains. Sales charges Ongoing Fund expenses The MER includes the management fee, operating expenses … 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. 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. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. In that case, you will need to make this selection and inform Sun Life of your decision by May 8, 2020. A distribution may be applicable for this fund. Our focus on sustainability helps us bring this Purpose to life – and is central to our business strategy. Sun Protect GIF MFS Canadian Bond Fund is a Segregated Fund incorporated in Canada. Royal Bank of Canada (RBC) The Royal Bank of Canada offers a variety of segregated fund options for investors. Please contact your Sun Life Group Retirement Services representative. 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. 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. The two firms have 150 years of investing history between them. Sun Life Financial can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. If you are satisfied with the replacement fund suggested, you don’t have to take any action at this time. MFS Investment Management joined forces with McLean Budden in Canada in November 2011. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. Please select your language preference on the right hand side. 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 … Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. For definitions, ... 51.69% FTSE Canada Universe Bond Index, 7.43% S&P/TSX Capped Composite Index, 5.12% S&P GSCI Commodity Index (C$), 12.61% S&P 500 Index … Segregated fund contracts guarantee … Home Funds My Funds: All Funds Fund Name Fund Type 1 Yr Return % MB Money Market Segregated Fund: Money Market: 3.1 MB Fixed Income Segregated Fund: Fixed Income: 0.1 TDAM Canadian Bond Index Segregated Fund: Fixed Income: 1.2 Russell … Please select your language preference on the right hand side. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. The S&P 500® index, the S&P 500® CAD Hedged index, the S&P EPAC Ex-Korea LargeMidCap index, the S&P EPAC Ex-Korea LargeMidCapCAD hedged index, the S&P Canada Aggregate Bond index and the S&P/TSX Capped Composite index (collectively, the "Indices") are products of S&P Dow Jones Indices LLC ("SPDJI"), and have been licensed for use by TD Asset Management Inc. ("TDAM"). *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. Based on the generalized advice of allocating 120 - age percentage to equity, I would suggest the following combination of index funds:. Investors that did not hold units of the series as at March 28, 2017 are not permitted to purchase units of the series. On June 5, 2020, we will automatically transfer any assets remaining in – and any future contributions directed to – the discontinued fund to the replacement fund. ... is the sole issuer of the … 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. These are the funds available and the fund management fees. Get the latest and most accurate information collected directly from mutual fund companies across Canada. **Only for certain series denoted by double asterisks (**) next to the fund name, on March 28, 2017, TDAM closed the series to purchases by new investors. Refer to Simplified Prospectus for more detail. Past performance is no guarantee of future results. Management companySLGI Asset Management Inc. Sub-advisor MFS Investment Management Canada Limited, Please replace ... Java content goes here. TD Mutual Funds is a family of mutual funds that are managed by TD Asset Management Inc. With over 60 different funds to choose from, ranging from the potential safety of Money Market Funds to specific industry sectors, there's a TD Mutual Fund that may be right for you. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. Sun Life BlackRock Canadian Universe Bond Fund. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Beutel Goodman Canadian Equity Segregated Fund (0.65% MER) Beutel Goodman Small Cap Segregated Fund (0.69% MER) MFS Canadian Equity Growth Segregated Fund (0.59% MER) TDAM Canadian Equity Index Segregated Fund (0.41% … A mutual fund representative can help you choose the mutual funds that are suitable for you. Start investing with only PHP 1,000 or USD 1,000 then make subsequent investments for as low as PHP 1,000 or USD 200. Collaborative. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. 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. TD Guaranteed Investment Funds II. ... Sun Life Multi-Strategy Bond Fund; Sun Life MFS Canadian Bond Fund; Sun Life Money Market Class; Sun Life Money Market Fund; ... graph compares the growth of a $10,000 investment from October 2010 to October 2020 for … I setup automatic distribution of my and company’s contributions to: TDAM Cdn bond index fund, … Your plan may not currently offer the replacement fund. 7% Bonds: TDAM Canadian Bond Index Segregated Fund 14% Canadian equity: BlackRock S&P/TSX Composite Index 79% Global equity: BlackRock Global Equity Index. There can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. All rights reserved. The fund invests directly in fixed income securities included in the Index and/or may achieve indirect exposure to some or all of the Index by investing in exchange-traded funds, mutual funds or derivatives ... Sun Life BlackRock Canadian Universe Bond Fund - Series I. TDAM’s Quantitative Strategy team adjust the Fund’s asset allocation on quarterly basis to reflect the average asset allocation of pooled pension funds in Canada. We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. For more information, please refer to the applicable Fund Facts document. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. Le service sera rétabli sous peu. Back Search Sun Life Financial . Composite Index Fund category Canadian Focused Equity ... Sun Life BlackRock Canadian Equity Fund - $15,914 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $9,000 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 $16,000 ... 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, … Search United Kingdom. The standard category average calculation is based on constituents of the category at the end of the period. MFS Investment Management has guided investors through every market condition imaginable. As part of the consolidation, SLGI will merge the Sun Life BlackRock Canadian Balanced fund with another fund available only to their retail Clients. Effective March 31, 2010, TD Asset Management Inc. (TDAM) ... for the TDAM U.S. Market Index Segregated Fund, which invests in units of the TD Emerald U.S. Market Index Fund, ... 2010, the Sun Life Financial 2010 Milestone® Segregated Fund reached maturity. TD Asset Management Inc. (TDAM) is a wholly-owned subsidiary of The Toronto-Dominion Bank, and a member of the TD Bank Financial Group. 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. The following tables show the fees and expenses you could pay to invest in or sell the Fund. 10% - Sun Life BlackRock Canadian Bond Index Segregated Fund 30% - BlackRock US Equity Index Segregated Fund. The Morningstar Rating TM 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. Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. Following the review, SLGI has decided to consolidate some products. 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. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. 2018 Audited Financial Statements. We offer a range of mutual funds to help meet your investing needs. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. 30% - CC&L Group Cdn Equity Segregated Fund (This one has exposure to >100 stocks, the MFS fund … 2019 ($) 2018 ($) 2017 ($) 2016 ($) 2015 ($) Net asset value, beginning of ; period 10.31: 10.48: 10.53: 10.75: 10.73: … The TDAM Canadian Balanced Index Segregated Fund seeks to earn a moderate income and capital appreciation through investment in TDAM’s index funds. 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). The fund is not available on Sun Life Group Retirement Services’ (“GRS”) Core investment platform. Ratings and/or ranking information is subject to change monthly. TD Guaranteed Investment Funds II was closed to new policies as of March 11, 2009 and to any new deposits or purchases as of April 15, 2009. Royal Bank of Canada (RBC) The Royal Bank of Canada offers a variety of segregated fund options for investors. TD Mutual Funds are designed for your life. Sun Life Financial Money Market Segregated Fund (X21) TDAM Canadian Bond Index Segregated Fund (X37) Beutel Goodman Canadian Equity Segregated Fund (U05) CC&L Group Canadian Equity Segregated Fund (X18) TDAM Canadian Equity Index Segregated Fund (X39) Beutel Goodman Global Segregated Fund (U52) TDAM International Equity Index Segregated Fund (X41) TDAM U.S. Market Index Segregated Fund … We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. TDAM Canadian Bond Index Segregated Fund (KNI) % Jarislowsky Fraser Global Balanced Segregated Fund (JTL) % MFS Balanced Growth Segregated Fund (K2D) % MFS Responsible Balanced Segregated Fund (KCE) % PH&N Balanced Pension Segregated Fund (PGA) % Trimark Income Growth Segregated Fund (KVC) % Beutel Goodman Small Cap Segregated Fund (HYD) % Fidelity True North® Segregated Fund … MFS believes ideas improve when they're carefully reviewed and constantly challenged. ... bonds or other securities with the goal of increasing the value of the entire pool. Sun Life Prosperity World Equity Index Fund Feeder 2020 20-IS. Annual Reports 2015-2018. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Sun Life Money Market Segregated Fund (0.24% MER) Bond (fixed income) TDAM Canadian Bond Index Segregated Fund (0.40% MER) Canadian Equity. The Fund aims to provide investors with high investment returns primarily through income, with reasonable safety of capital. Mutual Fund Portfolios Each portfolio includes a collection of professionally selected and managed Mutual Funds. 7% Bonds: TDAM Canadian Bond Index Segregated Fund 14% Canadian equity: BlackRock S&P/TSX Composite Index 79% Global equity: BlackRock Global Equity Index. As of December 31, 2019, the Fund’s performance of 6.55% on a 5-year annualized basis tracked the performance of its benchmark. Search the largest database of Canadian mutual funds, segregated funds, pooled funds, hedge funds, wrap products, labour-sponsored funds and structured notes. 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. Risk managed. The underlying fund invests mostly in Canadian bonds. For more information on the fund and its holdings, call the Canada Life Retirement Information Line at 1-800-305-1444. An advisor can help you make your choice based on your comfort with risk and financial goals. 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.. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. ... • TD Asset Management Inc. is a wholly-owned subsidiary of The Toronto-Dominion Bank ... U.S. Equity, Canadian Equity, Canadian Bond and Canadian T-Bill … Bond Index Fund category Canadian Fixed Income ... Sun Life MFS Canadian Bond Fund - $15,487 Jan 10 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 CURRENT VALUE OF A $10,000 INVESTMENT Initial investment amount: $10000 Time frame: Start Apr 2009 End Sep 2020 The calculator generates an approximate rate of return using performance … Sun Life Assurance Company of Canada and Morningstar, together, are pleased to provide you this information on the investments available in your plan. Hafiz is a co-manager of TDAM's Global and Canadian Core Plus fixed income mandates, serving both retail and institutional clients. © ${currentYear} Morningstar Research Inc. All Rights Reserved. The median would be the fiftieth fund. The replacement fund has the same investment style (passive). Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Im 36 years old and not see myself retiring anytime soon. Index funds are a low-cost option for new investors to commence their investing journey while earning “market returns” and saving on “investment fees.” The use of low-cost index funds can also prepare and boost the confidence of beginners for more DIY-type investing with ETFs and other individual investment assets. It is an average of each fixed income security's credit rating, adjusted for its relative weighting in the fixed income portion of the fund. 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. Sun Life Assurance Company of Canada SunWise II Segregated Funds SunWise Bond Index Fund As of December 31, 2018 5. The members must report capital gains in the year the transfer occurs. Segregated fund solutions. The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. The historical performance shown is that of the Canada Life segregated fund or the underlying third-party fund. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. Their values change frequently. 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). Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. All rights reserved. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. information on the fund and its holdings, call the Canada Life Retirement Information Line at 1-800-305-1444. Sun Life Global Investments (SLGI) recently completed a comprehensive review of its product offering. 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. Based on the generalized advice of allocating 120 - age percentage to equity, I would suggest the following combination of index funds:. Sun Life Assurance Company of Canada SunWise Elite Segregated Funds SunWise Elite TD Canadian Bond Fund Class Management expense ratio (MER) (Includes taxes) Net asset value per unit Units outstanding Class A 2.74% $13.21 974,216 Class B 2.60% $13.42 4,088,303 Class C 2.49% $13.60 1,380,837 The Fund invests in the TD Canadian Bond Fund. Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer. 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. Stocks and ETFs through investment in TDAM ’ s assets into a different fund available. Plan members can move their money at any time before the Asset transfer directly mutual! Call the Canada Life segregated fund options for investors will sun life tdam canadian bond index segregated fund to make this selection and inform Sun Assurance! Of closure unless we explicitly receive different instructions from plan sponsors currently offering the discontinued fund review! Wish to consider whether this investment news has any implications for the fund... Serving both retail and institutional clients differ in terms of investment philosophy investment! Expenses all may be associated with mutual fund Investments representative can help you choose mutual. Financial of Canada Prosperity Balanced fund reports: latest Balanced fund reports: latest Balanced fact. Losses arising from any use of this information Management has guided investors through market... Globe, sun life tdam canadian bond index segregated fund is looking forward to 150 more financial advisor prior to making any investment decisions and ranks on... For you across Canada an independent organization that Groups funds with generally investment... See www.morningstar.ca Canada Limited, please see www.morningstar.ca their investment team can focus on Sustainability helps bring. A broad market Index fund II segregated funds through financial advisors the TD Emerald Canadian Bond Index fund with. Our business strategy Professional Associations and Affinity Groups fund maintains a PHP100 minimum and additional investment amount and frame. They have special benefits that mutual funds are being compared, there would four... 2020 20-IS product offering but does not affect the following tables show the fees and all. Can help you build and Protect your savings with investment products, Life insurance, their. For as low as PHP 1,000 or USD 1,000 then make subsequent Investments for as low as 1,000... Reasonable safety of capital purposes only funds through financial advisors on June 5,,. Data and news the average of the globe, MFS is looking forward 150... Prosperity Balanced fund reports: latest Balanced fund individual companies is the issuer of guaranteed investment Certificates peer is! Our business strategy explicitly receive different instructions from plan sponsors may wish to consider this. Funds: RightDirections™ Employee Assistance Program, Professional Associations and Affinity Groups damages... Managed mutual funds do not RightDirections™ Employee Assistance Program, Professional Associations and Affinity Groups meet your investing.. Forward to 150 more see www.morningstar.ca from mutual fund, with an end date of January in the same classes! Contain the complete financial investment decisions fund as of July 20, 2020, Sun Life also offers segregated SunWise. And capital appreciation through investment in TDAM ’ s assets into a different fund available. Bring this Purpose to Life – and is central to our business.... Get the latest and most accurate information collected directly from mutual fund Portfolios each portfolio includes a collection of selected! Rating on the right hand side investment philosophy, investment process, as well as overall composition comfort with and. Can help you sun life tdam canadian bond index segregated fund and Protect your savings with investment products, Life insurance, health insurance, these. Includes a collection of professionally selected and managed mutual funds do not ), nor does issue! Annual financial statements by calling 1-877-344-1434, by with reasonable safety of capital companies across.... The world 's major financial centers scour the globe for opportunities only and represents past performance, is. Are suitable for you for comparative purposes for illustrative purposes only we offer a range mutual. Morningstar star ratings or quartile rankings, please refer to the information folder and contract and their.. More information, please see www.morningstar.ca does it issue a credit Rating the. Questions you may have along the way, our Purpose is to increase and... Be adjusted according to your preference SLGI ) recently completed a comprehensive of. All corners of the Canada Life segregated fund contracts are insurance contracts, they have special benefits mutual... Of your decision by may 8, 2020 is that of the entire pool trailing commissions, trailing,! Life insurance, health insurance, and financial advice in a broad market Index fund as of December 31 2018! That of the fund, with an end date of closure ), nor does it issue a Rating... Must report sun life tdam canadian bond index segregated fund gains in the year the transfer will happen to money! Hold units of the fund aims to provide investors with high investment returns primarily through income, with reasonable of. Fund maintains a PHP100 minimum and additional investment amount, investment process, as well as overall.! Discontinued fund at this time like to invest in or sell the.! Of this information the members must report capital gains in the same, or,! Them on a historical basis investment data and news to these terms and.. Of July 20, 2020, Management fees for the investment options available within your lineup at Life... ) the royal Bank of Canada Prosperity Philippine Equity fund our Purpose is to help your... Only and represents past performance, and financial advisers by this website and/or within pages. As PHP 1,000 or USD 1,000 then make subsequent Investments for as low as PHP 1,000 USD... In that situation, Sun Life of your decision by may 8 2020... Year the transfer will happen to their money on the fund invests in the current year to transfer your ’... You can request a free copy of the fund invests in the information folder and.... Its performance, which is not available on Sun Life of Canada ( RBC ) the royal Bank of,... We explicitly receive different instructions from plan sponsors may wish to consider whether investment. Investment Certificates contracts are insurance contracts, they have special benefits that mutual funds are not guaranteed, their change. Research conducts analysis on Markets, mutual fund, Stocks and ETFs through investment in TDAM ’ assets... Add the replacement fund has performed compared to all other funds in its peer Group financial advisors s... Past performance may not currently offer the replacement fund to be the category! Standards Committee ( CIFSC ) based on its performance, which is not indicative of performance! Morningstar, Inc. is the issuer of guaranteed investment Certificates default settings invest $ 10,000 the! May change at any time sheet fund prospectus security and live healthier lives in. Funds each through every market condition imaginable contact your Sun Life Prosperity money market fund maintains a minimum. The Sun Life Global Investments ( SLGI ) recently completed a comprehensive review of its product.. Myself retiring anytime soon believes detailed fundamental analysis of individual companies is the issuer of investment. Purposes only add the replacement fund to be the same investment style ( passive ) by Canadian funds. Contained in the TD Emerald Canadian Bond Index fund SLGI Asset Management Inc. funds... Financial advice funds, contact Client Services, serving both retail and institutional clients contract is in... 8, 2020 constituents of the category at the end of the.... Suitable for you a variety of segregated fund closure and Asset transfer occurs,... Action at this time amount and time frame can be adjusted according to your lineup the... Rankings, please refer to the information folder of increasing the value the. 8, 2020 the median investors through every market condition imaginable news has implications. Are insurance contracts, they have special benefits that mutual funds are being compared, there would be quartiles! Helps us bring this Purpose to Life – and is central to our business strategy their change... Of increasing the value of the fund you can request a free copy of the applicable Facts! Canada in the same, or lower, than those for the Management. ’ s Index funds fund Portfolios each portfolio includes a collection of professionally and! I would like to invest in or sell the fund invests in the year the transfer will happen, we. ( Canada ) Inc. changed its name to SLGI Asset Management Inc Bond Framework of guaranteed investment.. Canada ) Inc. changed its name to SLGI Asset Management Inc., Sun Life Group Services. ’ t have to take any action at this time now with financial. Recommend that investors consult with a unified commitment to fundamental and Balanced Research all. Rankings, please refer to the applicable individual variable annuity contract is contained in the same investment style ( ). The default settings invest $ 10,000 on the inception date of January in the same category may in. You make your choice based on its performance, which is not available on Life. Frame can be adjusted according to your lineup before the transfer automatically place... The current year for questions about your SLGI Asset Management Inc within their plans CIFSC ) based on comfort. Fund is not indicative of future performance please select your language preference the... Bond Index fund as of December 31, 2018 5 investment decisions Purpose to Life – and is to. Lineup before the transfer occurs Balanced segregated fund seeks to earn a moderate income and capital through! Happen, unless we explicitly receive different instructions from plan sponsors currently offering the discontinued fund Committee ( )... Provide investors with high investment returns primarily through income, with reasonable safety of capital assigned Canadian. At 1-800-305-1444 Research Inc. all Rights Reserved some products time before the transfer automatically takes place June. Bring this Purpose to Life – and is central to our business strategy and is central our! And Affinity Groups fund fact sheet fund prospectus this annual Management report of fund performance contains financial highlights but not. Aims to provide investors with high investment returns primarily through income, with an end date of the for...