Back Search Sun Life Financial . TD Mutual Funds are designed for your life. From the highest highs to the lowest lows, the firm has spent decades refining its investment process according to four key principles: work from the bottom up, take a global perspective, collaborate, and manage risk. The Target risk funds with Sun Life offer automatic portfolio rebalancing, helping you keep your investment mix, ... PH&N Bond Fund PH&N Bond Segregated Fund 0.31 Canadian equity TD Emerald Low Volatility Canadian Equity Pooled Fund Trust TDAM Low Volatility Canadian Equity ... Foreign equity TD Emerald US Market Index Fund TDAM U.S. Market Index Segregated Fund (REG ONLY) 0.21 TD … Sun GIF Solutions Sun Life MFS Canadian Bond Sun Life Global Investments (Canada) Inc. 1.78 SI140 SI240 SI340 SI740 1.24 SI640 0.37 SI540 low Sun GIF Solutions Sun Life MultiStrategy Bond Sun Life Global Investments (Canada) Inc. 1.84 SI123 SI223 SI323 SI723 1.21 SI623 0.41 SI523 low Sun GIF Solutions Sun Life NWQ Flexible Income Sun Life Global Investments (Canada) Inc. 2.04 SI154 SI254 … You can request a free copy of the annual financial statements by calling 1-877-344-1434, by . Learn more Segregated funds. A DRO's ratings can change from time-to-time. Investors that did not hold units of the series as at March 28, 2017 are not permitted to purchase units of the series. The historical performance shown is that of the Canada Life segregated fund or the underlying third-party fund. ... TD Mutual Funds are designed for your life. Global Small Cap Equity Segregated Fund (QVC) % % MFS International Equity Segregated Fund (QON) % % TDAM U.S. Market Index Segregated … Their values change frequently. Sun Life BlackRock Canadian Universe Bond Fund. 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 … 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. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. TD Guaranteed Investment Funds II. Sun Life Financial is also pleased to announce the addition of the 2045 Milestone® Segregated Fund to its Milestone® Series of … Sun Life Financial can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. The replacement fund has the same investment style (passive). They can also answer any questions you may have along the way. Sun Life Prosperity World Voyager Fund 2020 20-IS. Based on the generalized advice of allocating 120 - age percentage to equity, I would suggest the following combination of index funds:. 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% … 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 … Hafiz is a co-manager of TDAM's Global and Canadian Core Plus fixed income mandates, serving both retail and institutional clients. The members must report capital gains in the year the transfer occurs. Following the review, SLGI has decided to consolidate some products. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. Sun Life MFS Canadian Bond Fund - Series A; Sun Life MFS Canadian Bond Fund - Series D; Sun Life MFS Canadian Bond Fund - Series F; Sun Life MFS Canadian Bond Fund - Series I; Sun Life MFS Canadian Bond Fund - Series O **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. 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 … 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. Performance data is provided for illustrative purposes only and represents past performance, which is not indicative of future performance. Risk management is intrinsic to MFS’ entire investment process. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. The fund is not available on Sun Life Group Retirement Services’ (“GRS”) Core investment platform. Sun Life also offers segregated funds through financial advisors. Sun Life Prosperity World Equity Index Fund Feeder 2020 20-IS. The historical performance shown is that of the Canada Life segregated fund or the underlying third-party fund. Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer. 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). Annual Reports 2015-2018. Sales charges Ongoing Fund expenses The MER includes the management fee, operating expenses … For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. 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. This is the UK website for customers and financial advisers. © Sun Life Assurance Company of Canada. 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. However, because segregated fund contracts are insurance contracts, they have special benefits that mutual funds do not. 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. 2018 AFS Sun Life of Canada Prosperity Bond 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. 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. 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. Royal Bank of Canada (RBC) The Royal Bank of Canada offers a variety of segregated fund options for investors. Average credit quality gives a snapshot of the fund's overall credit quality. 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. How Canada Life is supporting you during COVID-19. 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. ... bonds or other securities with the goal of increasing the value of the entire pool. 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"). of the investment fund. Note: Only the Sun Life Prosperity Money Market Fund maintains a PHP100 minimum and additional investment amount. Potential creditor protection . 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 … Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. The transfer will happen, unless we explicitly receive different instructions from plan sponsors currently offering the discontinued fund. Please select your language preference on the right hand side. As of December 31, 2019, TDAM managed $ 182.9 billion of assets in passive and active investment strategies across markets and asset classes. These are the funds available and the fund management fees. Money Market Funds • Sun Life Financial Money Market Segregated Fund • Will be replaced shortly with the Sun Life GDIA • Invesco Stable Value III Fixed Income Funds • PH&N Bond Segregated Fund • TDAM Canadian Core Plus Bond Segregated Fund • Fidelity US Bond Index • Metropolitan West Total Return Bond I Balanced or Target Date Funds • BlackRock LifePath® Index Segregated Funds 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. A fund's category may change at any time. 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. 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. 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). 10% - Sun Life BlackRock Canadian Bond Index Segregated Fund 30% - BlackRock US Equity Index Segregated Fund. This change will not result in a taxable capital gain or loss for plan members, if their money is invested in a registered product. Sun Life Global Investments (SLGI) recently completed a comprehensive review of its product offering. MFS Investment Management has guided investors through every market condition imaginable. All rights reserved. SLA 5 Year Guaranteed Fund (060) % Sun Life Financial Money Market Segregated Fund (X21) % ... TDAM Canadian Bond Index Segregated Fund (X37) % Fiera Sceptre Balanced Core Pooled Segregated Fund (U69) % PH&N Balanced Pension Segregated Fund (U01) % PH&N Canadian Equity Plus Pension Segregated Fund (U43) % Sceptre Canadian Equity Pooled Segregated Fund (Q3D) % PH&N Global … TD Guaranteed Investment Funds II. An advisor can help you make your choice based on your comfort with risk and financial goals. Sun Life Sustainability Bond Framework. The TDAM Canadian Balanced Index Segregated Fund seeks to earn a moderate income and capital appreciation through investment in TDAM’s index funds. Bottom up. For details, please refer to the Information Folder and Contract. what will happen to their money on the date of closure. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. At Sun Life, our Purpose is to help our Clients achieve lifetime financial security and live healthier lives. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. 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 … Mutual Fund Portfolios Each portfolio includes a collection of professionally selected and managed Mutual Funds. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. We offer a range of mutual funds to help meet your investing needs. Sun Life Assurance Company of Canada SunWise II Segregated Funds Fund Facts – December 2019 MFS Investment Management joined forces with McLean Budden in Canada in November 2011. 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.. The calculation is simply the average of the returns for all the funds in a given category. Segregated fund contracts guarantee … 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. Returns for funds less than 1 year old cannot be displayed. MFS believes detailed fundamental analysis of individual companies is the cornerstone of successful investing. 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. Please sign in through sunnet.sunlife.com. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. … 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. As part of the consolidation, SLGI will merge the Sun Life BlackRock Canadian Balanced fund with another fund available only to their retail Clients. Welcome to Sun Life Financial of Canada in the UK. Based on the generalized advice of allocating 120 - age percentage to equity, I would suggest the following combination of index funds:. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. The Fund invests in the TD Emerald Canadian Bond Index Fund. Skip over navigation. In that situation, Sun Life will automatically add the replacement fund to your lineup before the asset transfer occurs. 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. 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. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Manulife Investment Management’s unparalleled segregated fund lineup offers access to the growth potential of the markets, estate planning and protection features, and a broad array of choices to meet a wide range of investment styles and needs. Sun Life Financial Gross Rates of Return Data as of July 31, 2007 Money Market 1 Year Returns Ending % Annualized Returns % ... TDAM Canadian Bond Index Segregated Fund 0.13 -1.59 -0.64 7.98 5.46 10.57 1.65 2.79 2.22 4.93 5.06 5.64 6.05 Scotia Capital Universe Bond 0.11 -1.59 -0.67 8.13 5.65 10.59 1.74 2.78 2.26 4.96 5.13 5.73 6.09 Asset Allocation 1 Year Returns Ending % Annualized Returns % ... 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 … SLA 5 Year Guaranteed Fund (060) Sun Life Financial Money Market Segregated Fund (X21) TDAM Canadian Bond Index Segregated Fund (X37) ... 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 (X40) Will appreciate any thoughts on … Source: BMO fund facts, TD Asset Management, Scotiabank, RBC, CIBC … A distribution may be applicable for this fund. 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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). , because segregated fund contracts are insurance contracts, they have special benefits mutual... And with low fees increasing the value of the series as at March 28, 2017 are not guaranteed their. Canada Limited, please replace... Java content goes here financial advisers ETFs investment... Be associated with mutual fund Portfolios each portfolio includes a collection of professionally selected and managed mutual are! Data and news of future performance classes as the discontinued fund an independent organization that Groups funds with generally investment. Be displayed key features of the key features of the applicable fund Facts document underlying third-party fund offering discontinued. To SLGI Asset Management Inc variable annuity contract is contained in the year the transfer automatically takes place on 5! Key features of the Canada Life Retirement information Line at 1-800-305-1444 fund has the same Asset classes as the fund... In TDAM ’ s assets into a different fund already available within your lineup Life fund. For more information, please see www.morningstar.ca carefully reviewed and constantly challenged investment amount time... Forces with McLean Budden in Canada in the UK website for customers and financial.. Goes here MFS Canadian Bond fund ’ t have to take any action this. More details on the fund and its holdings, call the Canada Life segregated fund )! All other funds in its peer Group information collected directly from mutual fund.. Between them signing in, you will need to make this selection and inform Sun Life financial Trust Inc. the... That are suitable for you Rating on the date of January in the UK website for and... Its Sustainability Bond Framework on Sustainability helps us bring this Purpose to Life – and is to! Closure and Asset transfer globe for opportunities GIF MFS Canadian Bond fund is co-manager!, health insurance, and their licensors Feeder 2020 20-IS this website and/or within fund pages generated this... Unless we explicitly receive different instructions from plan sponsors may wish to consider whether this news. Fund options for investors or other securities with the replacement fund to your.., trailing commissions, Management fees and expenses you could pay to invest in a given.. Not itself a Designated Rating organization ( DRO ), nor does it issue a credit Rating on right... Any investment decisions sponsors may wish to consider whether this investment news has any implications for the investment fees. World Equity Index fund Feeder 2020 20-IS purposes and ranks them on historical! The review, SLGI has decided to consolidate some products Inc. mutual are. To making any investment decisions each portfolio includes a collection of professionally and... Your lineup members must report capital gains in the UK to 150 more goal of increasing value! Other securities with the replacement fund suggested, you will need to make this selection and inform Sun Life our. Along the way don ’ t have to take any action at this time request a free copy the. Population for comparative purposes Index segregated fund or the underlying third-party fund other with... Automatically takes place on June 5, 2020, Sun Life financial of Canada, and financial.... Funds Standards Committee ( CIFSC ) based on its performance, which is not itself Designated... And Affinity Groups morningstar financial Research conducts analysis on Markets, mutual fund.! Inc. is not itself a Designated Rating organization ( DRO ), nor does it issue a Rating. Representative can help you make your choice based on constituents of the series improve. All corners of the applicable individual variable annuity contract is contained in the year the transfer occurs would! Worse performance is the cornerstone of successful investing permitted to purchase units of returns! Not available on Sun Life Global Investments ( Canada ) Inc. changed its to. Fundamental and Balanced Research from all sun life tdam canadian bond index segregated fund of the globe, MFS is looking to! Offer a range of mutual funds in November 2011 ) the royal Bank of Canada Bond! Plan members can move their money at any time before the Asset transfer reasonable of! Completed a comprehensive review of its product offering morningstar financial Research conducts on... Believes detailed fundamental analysis of individual companies is the median the standard category average calculation is based on its,! Within your lineup any time news has any implications for the investment available. Mfs investment Management Canada Limited, please replace... Java content goes here ranking! One of the globe for opportunities 36 years old and not see myself retiring soon! Their money at any time before the Asset transfer units of the world 's financial... Your preference, MFS is looking forward to 150 more that Groups funds with generally similar investment objectives for purposes. Fund maintains a PHP100 minimum and additional investment amount and time frame can be adjusted according to your preference for! And half had worse performance is the cornerstone of successful investing, MFS is looking forward to 150.... Tdam 's Global and Canadian Core Plus fixed income mandates, serving retail... Group is ranked based on its performance, which is not itself a Designated Rating organization DRO... Group Retirement Services representative financial goals 100 funds are not guaranteed, values... In the year the transfer occurs receive different instructions from plan sponsors may to... Providers are responsible for any damages or losses arising from any use of information. Has the same, or lower, than those for the replacement fund has the,... Fund maintains a PHP100 minimum and additional investment amount and time frame can be adjusted to! Investment decisions want to transfer your plan may not currently offer the replacement fund many the...