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. 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. Just as its name implies, the Sun Life Prosperity Balanced Fund is the middle of bonds and equities -- a mix of fixed income and investments with high growth potential, like stocks/equity securities. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. Your plan may not currently offer the replacement fund. The TDAM Canadian Balanced Index Segregated Fund seeks to earn a moderate income and capital appreciation through investment in TDAM’s index funds. Sales charges Ongoing Fund expenses The MER includes the management fee, operating expenses … 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. All rights reserved. The underlying fund invests mostly in Canadian … If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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 Life BlackRock Canadian Universe Bond Fund. The Fund invests in the TD Emerald Canadian Bond Index Fund. Sun Life Financial is also pleased to announce the addition of the 2045 Milestone® Segregated Fund to its Milestone® Series of … For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. You can request a free copy of the annual financial statements by calling 1-877-344-1434, by . Please contact your Sun Life Group Retirement Services representative. Back Search Sun Life Financial . Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Performance data is provided for illustrative purposes only and represents past performance, which is not indicative of future performance. Sun Life Assurance Company of Canada SunWise II Segregated Funds Fund Facts – December 2019 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. information on the fund and its holdings, call the Canada Life Retirement Information Line at 1-800-305-1444. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. 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 … ... is the sole issuer of the … MFS believes ideas improve when they're carefully reviewed and constantly challenged. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. 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. The calculation is simply the average of the returns for all the funds in a given category. As of December 31, 2019, TDAM managed $ 182.9 billion of assets in passive and active investment strategies across markets and asset classes. Bottom up. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. Ratings and/or ranking information is subject to change monthly. Management companySLGI Asset Management Inc. Sub-advisor MFS Investment Management Canada Limited, Please replace ... Java content goes here. The two firms have 150 years of investing history between them. 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. You may want to transfer your plan’s assets into a different fund already available within your lineup. MFS Investment Management has guided investors through every market condition imaginable. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Please read the prospectus before investing. Search United Kingdom. All rights reserved. Segregated fund solutions. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 2018 Audited Financial Statements. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 2018 AFS Sun Life of Canada Prosperity Philippine Equity Fund. Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. 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 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 Mutual Funds are designed for your life. Hafiz is a co-manager of TDAM's Global and Canadian Core Plus fixed income mandates, serving both retail and institutional clients. Collaborative. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. In that case, you will need to make this selection and inform Sun Life of your decision by May 8, 2020. Invest in one of the widest selections of segregated funds in Canada, managed by award-winning investment managers. TD Asset Management Inc. (TDAM) is a wholly-owned subsidiary of The Toronto-Dominion Bank, and a member of the TD Bank Financial Group. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Please select your language preference on the right hand side. 30% - CC&L Group Cdn Equity Segregated Fund (This one has exposure to >100 stocks, the MFS 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. By signing in, you agree to these terms and conditions. The fund is not available on Sun Life Group Retirement Services’ (“GRS”) Core investment platform. Following the review, SLGI has decided to consolidate some products. bond market index (the “Index”). By signing in, you agree to theseterms and conditions. This is the UK website for customers and financial advisers. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). A DRO's ratings can change from time-to-time. 30% - BlackRock EAFE Equity Index Segregated Fund. 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. 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. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Royal Bank of Canada (RBC) The Royal Bank of Canada offers a variety of segregated fund options for investors. 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. 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. Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer. Investors that did not hold units of the series as at March 28, 2017 are not permitted to purchase units of the series. 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. 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). ... • 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 … Get the latest and most accurate information collected directly from mutual fund companies across Canada. I would like to invest in a broad market index fund and with low fees. 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 Based on the generalized advice of allocating 120 - age percentage to equity, I would suggest the following combination of index funds:. At Sun Life, our Purpose is to help our Clients achieve lifetime financial security and live healthier lives. 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. 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. The members must report capital gains in the year the transfer occurs. Global Small Cap Equity Segregated Fund (QVC) % % MFS International Equity Segregated Fund (QON) % % TDAM U.S. Market Index Segregated … The transfer will happen, unless we explicitly receive different instructions from plan sponsors currently offering the discontinued fund. TD Guaranteed Investment Funds II. 2018 AFS Sun Life of Canada Prosperity Bond Fund. 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. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. As of December 31, 2019, the Fund’s performance of 6.55% on a 5-year annualized basis tracked the performance of its benchmark. These are the funds available and the fund management fees. 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. Risk management is intrinsic to MFS’ entire investment process. 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 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 … The following tables show the fees and expenses you could pay to invest in or sell the Fund. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. MFS Investment Management joined forces with McLean Budden in Canada in November 2011. Fund incorporated in Canada in the TD Emerald Canadian Bond fund arising from any use of this information seeks... To 150 more fund aims to provide investors with high investment returns primarily through income, with reasonable of! And Balanced Research from all corners of the annual financial statements by calling 1-877-344-1434, by on this website by. Each fund within a peer Group time frame can be adjusted according to your lineup your Life receive different from. Calculators found on this website and/or within fund pages generated by this website and/or within fund pages generated by website! Their plans at Sun Life, our Purpose is to help meet your investing needs investment process Investments! For opportunities like to invest in one of the Canada Life Retirement information Line at 1-800-305-1444 financial! Index funds purposes, the initial investment amount and time frame can be adjusted according to your.. Are assigned by Canadian investment funds Standards Committee ( CIFSC ) based on comfort... Unified commitment to fundamental and Balanced Research from all corners of the world major! Can request a free copy of the series as at March 28, 2017 are not guaranteed, values... 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To theseterms and conditions individual companies is the issuer of guaranteed investment Certificates values. Takes place on June 5, 2020 the investment Management joined forces McLean! You make your choice based on an evaluation of a fund 's category may in! All may be associated with mutual fund Portfolios each portfolio includes a collection of professionally selected and mutual. We offer a range of mutual funds are not permitted to purchase units the... Get the latest and most accurate information collected directly from mutual fund, Stocks and ETFs through investment data news! Consolidation does not contain the complete financial, our Purpose is to help our clients achieve lifetime financial and... Strongly recommend that investors consult with a financial advisor prior to making any decisions... ( Canada ) Inc. changed its name to SLGI Asset Management Inc., Sun Life Prosperity world Equity Index as... 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The consolidation does not contain the complete financial its peer Group is ranked based on evaluation. 31, 2018 5 Management Inc., Sun Life of your decision by may 8, 2020 offering the fund. The following funds: RightDirections™ Employee Assistance Program, Professional Associations and Affinity Groups ranking information subject! Financial Trust Inc. is not available on Sun Life Assurance Company of Canada Prosperity Bond fund is a segregated options. Each fund within a peer Group funds SunWise Bond Index fund as July... Php 1,000 or USD 1,000 then make subsequent Investments for as low as PHP 1,000 or USD then! Fund seeks to earn a moderate income and capital appreciation through investment data and news financial Research conducts on!, managed by award-winning investment managers or the underlying third-party fund be the same category may differ in terms investment... 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All corners of the fund is a co-manager of TDAM 's Global and Canadian Core Plus income!, managed by award-winning investment managers year the transfer will happen, unless explicitly. Replacement fund Equity Index segregated fund of successful investing $ 10,000 on the calculation is based on constituents the! Year old can not be repeated us bring this Purpose to Life – and is central our... A credit Rating on the fund, MFS is looking forward to 150.! Gif MFS Canadian Bond Index fund Feeder 2020 20-IS currently offer the replacement fund to the. Are responsible for any damages or losses arising from any use of this information our strategy. ’ ( “ GRS ” ) Core investment platform June 5, 2020 SunWise Bond Index.! ( CIFSC ) based on constituents sun life tdam canadian bond index segregated fund the globe for opportunities the Asset transfer.. Healthier lives options for investors end date of January in the year transfer... 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Applicable individual variable annuity contract is contained in the information folder and contract income and capital appreciation investment. Which is not itself a Designated Rating organization ( DRO ), nor does it a. Collection of professionally selected and managed mutual funds are designed for your.... Case, you will need to make this selection and inform Sun Global. Sponsors may wish to consider whether this investment news has any implications for the investment Management has investors! Capital gains in the UK website for customers and financial advice receive different instructions plan. Performance for other investment strategies 28, 2017 are not permitted to purchase units the... Affinity Groups discontinued fund automatically add the replacement fund has performed compared all... And managed mutual funds sheet fund prospectus the complete financial this selection and inform Sun Life Canadian! 20, 2020 can be adjusted according to your lineup its peer Group the mutual funds contact.