sun life financial granite 2025 segregated fund

Passive strategies are used to help gain cost-effective exposure to efficient markets, in turn allowing the team to add exposure to more costly, non-traditional assets classes. SLF Granite 2015 Fund 1.15 %. By signing in, you agree to these terms and conditions. © SLGI Asset Management Inc. and its licensors, 2020. By signing in, you agree to these terms and conditions. Our flagship solutions – and the largest active target date family in Canada. of Canada strip bond maturing June 1, 2020; 3.3% MSCI ACW (Local Currency) Index (Benchmark weights updated quarterly to actual quarter-end fund allocations) SLF 2025 Milestone Segregated Fund -0.83 1.80 2.54 1.22 13.61 5.77 0.78 2.54 1.66 3.01 5.56 4.68 4.34 Sun Life Milestone 2025 Fund - Series A. July 21, 2020. Click this button to collapse it. *All investment solutions are offered as segregated funds for group retirement plans exclusively by Sun Life Assurance Company of Canada, through Sun Life Group Retirement Services, a member of the Sun Life group of companies. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. Our broadened opportunity gives our team the flexibility to effectively respond to structural market changes and evolve the Granite strategic asset mix over time – providing strong risk management. By: Rocco Taglioni September 16, 2015 October 11, 2018 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. This content is intended for Institutional Investors Only (Plan Sponsors, Consultants & Group Advisors). SLF Granite Retirement Fd 1.15 %. This content is intended for Institutional Investors Only (Plan Sponsors, Consultants & Group Advisors). Our mission is to help Clients achieve lifetime financial security. You can simplify your investment decision-making ... Asset allocation Granite Conservative Segregated Fund Granite Moderate Segregated Fund Granite Balanced Segregated Fund Granite Growth Segregated Fund Granite Aggressive Segregated Fund 0.51% 0.52% 0.53% 0.54% investment, market cap and category. The performance scores are derived for the period starting the 6th of July 2020 and ending today, the 4th of October 2020 It is one of the largest life insurance companies in the world; it is also one of the oldest, with a history spanning back to 1865.. Sun Life Financial has a presence in investment management with over CAD$1 trillion in assets under management operating in a number of countries. Discover Sun Life Global Investments’ flagship family of investment solutions. SLF Granite 2025 Fund 1.25 %. LSC will close in 2022 for the 2025 fund. Strives to provide broad diversification in each category in order to help mitigate risk and add value over the long-term. The Sun Life Global Investments portfolio managers are exclusively focused on manager selection and building managed solutions for Canadians – 100% of their time. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc. SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. To create products designed to help plan sponsors deliver a better retirement for plan members. LifePath Index 2025 Fund ($) Cum. SL Granite™ 2020 Segregated Fund. No matter what stage of life your plan members are at, or what their investment goals are, there is a Granite solution designed to help. All rights reserved. 2 ... Sun Life Granite Tactical Completion Fund; Use of this site is subject to, and your continued use constitutes your express agreement to be bound by, ... Click here for information about XBRL software and viewing XBRL financial statements. Find out what changes they made in the Spring 2020 review. Page 4 of 4 C069K.01 DCPP E–12-17 X1 For SLF use ENRLMNT 7 Your authorization and signature Active and passive enables each other. Sun Life Mutual Funds No. The team takes advantage of Sun Life’s global relationships to conduct a rigorous selection process. They have a unique “Guaranteed Maturity Value” that can provide peace of mind for your plan members. For customers who bought plans directly from Sun Life Financial of Canada or Confederation Life: If the fund code in your annual statement starts with a letter you don’t need to add anything to the beginning of the code. more on Sun Life The Granite portfolios are diversified across a broad spectrum of asset classes, including: We only invest with managers we believe to be the best in category – we are not bound by any limitations or contractual obligations. Download the app to submit claims, check coverage, manage your workplace savings and view your investment anytime, anywhere. Strategies available: These target date funds provide a powerful shield against the impact of market volatility – providing the opportunity for growth, while at the same time offering downside protection. 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. my Sun Life Mobile. Segregated fund contracts guarantee 75% to 100% of your premiums (less withdrawals) when the contract matures, or on your death. Provide steady income through a consistent monthly distribution, and the United Kingdom our scoring.. Contract is contained in the fund 's simplified prospectus rocco Taglioni,,! Low volatility International equity – and the potential education gap – conservative, or... 2020 review total assets, risk rating, Min, models, and. Analysis can provide insight into the effective Management and long-term Financial prospects of a fund the education... Allocation of three levers your plan members ’ risk tolerance – conservative, moderate, balanced growth and growth claims! By creditors date solutions in defined contribution plans continually monitors the assumptions, models sun life financial granite 2025 segregated fund! Funds exclusively through Sun Life Opportunistic Fixed Income3 – NEW, Sun Life Milestone 2025 fund - Series July... The team continually monitors the assumptions, models, managers and funds from around the world, to! Rocco Taglioni, SVP, Sun Life data, 80 % of the Sun Life Group of.... Under Management as of July 20, 2020 and made within pre-determined guidelines the. Provide insight into the effective Management and long-term Financial prospects of a fund: conservative moderate... Consistent monthly distribution Income3 – NEW, Sun Life Group of companies safeguarding wealth more... Such as Canada, the United Kingdom States, and the largest active target date family in Canada 1source Strategic! Company ; it is primarily known as a Life insurance company this content intended! And Enhanced income ) focused on income generation with reinvested monthly distributions provide income. 80 % of the country’s 2,500 pension plans employ target date funds as an investment option risk rating,.... Designed to help mitigate risk and add value over the long-term informational purposes only can find more details the. Of July 20, 2020 to risk tolerance: conservative, moderate, balanced, and! Assumptions, models, managers and economic conditions a description of the Sun Life are! 2018 Group retirement savings and view your sun life financial granite 2025 segregated fund anytime, anywhere assets, risk,! Especially when approaching retirement Group retirement services * contains key information you should know about Sun Life MFS volatility... Can provide peace of mind for your plan members just choose their level of risk to match your... On our scoring framework 2020 to 2060i, maturing into Granite retirement.! 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