30% - BlackRock EAFE Equity Index Segregated Fund. Dummy1 (navigate into the submenu with the down arrow key, activate a link with the enter key or space bar, close the submenu with the escape key) These are then established as segregated funds in accordance with the Insurance Companies Act (Canada). In a nutshell, a segregated fund is a pool of money spread across different investments. Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. The Underlying Funds are combined to hold about 70% in shares and 30% in bonds. View & analyze the 0P0000XWFA fund chart by total assets, risk rating, Min. Sun Life Global Investments (SLGI) recently completed a comprehensive review of its product offering. With segregated fund contracts, investors can also benefit from the features of an insurance contract, including efficient estate settlement. Sun Life will close the Invesco Canadian Segregated Fund (“discontinued fund”) on July 24, 2020. As announced on June 7, 2016, this fund is closed to new investors and will be merging unto the Sun Life Granite Balanced Portfolio, effective on or about August 26, 2016. If you would like a print version of Sun Life’s 2019 Consolidated Financial Statements, send us an email to request a free copy. 10% - Sun Life BlackRock Canadian Bond Index Segregated Fund 30% - BlackRock US Equity Index Segregated Fund. 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). 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 View & analyze the 0P0000XWFA fund chart by total assets, risk rating, Min. Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies. Depending on how much you’re looking to invest, there’s a broad range of series choices with different fee designs. Investment objective The Fund's investment objective is to achieve a high level of current income while seeking to protect capital and to maintain liquidity by investing primarily in Canadian dollar-denominated money market instruments. Canada Life Segregated Funds Information Folder, Including Standard Series, Preferred Series 1, Partner Series, Preferred Partner Series and Constellation Series Opens in a new window | . 6.Sun Life MFS U.S. Growth Fund, Series I 4.7% 7.Sun Life JPMorgan International Equity Fund, Series I 4.2% 8.Sun Life Excel Emerging Markets Fund, Series I 4.2% 9.Sun Life Real Assets Private Pool, Series I 3.8% 10.RBC Emerging Markets Bond Fund (CAD-Hedged), Series O 3.6% Total percentage of top 10 investments. 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 Fund invests in the CI American Value Corporate Class and Signature Corporate Bond Corporate Class. 2021-01-20: 30.8331: 0.0361: 0.1173: View: Signature Canadian Balanced Segregated Fund: Balanced: CI Legacy Segregated Funds ... SunWise Essential Sun Life MFS U.S. Value Segregated Bundle: Balanced: SunWise Essential Series: CAD Investment/Estate. Enhancing our Core investment platform by adding and removing funds is one of the ways that we deliver on this service commitment. Only non-registered contracts allow the owner and annuitant to be different. MFS Investment Management Canada (MFS) has announced the maturity process for the MFS LifePlan 2020 Fund. Sun Life Assurance Company of Canada has decided to rename these segregated funds to achieve consistent branding across Sun Life’s businesses. investment, market cap and category. Nov. 4, 2020 Addendum – Lifetime income benefit option Opens in a new window | ; Jan 2021 Addendum – Investment managers Opens in a new window | 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). Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Find our live Sun Life Granite Aggressive Seg fund basic information. 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). The segregated fund information folder is published by the Sun Life Assurance Company of Canada (“Sun Life”) for information purposes only and is not an insurance contract. 1 Actual fund results will be lower after the deduction of fees and expenses. Sun Life is committed to continually monitoring the investment options available to our Clients. If you’re interested in past years’ annual reports, you can read the 2018 and 2017 Annual Reports here. Enhancing our Core investment platform by adding and removing funds is one of the ways that we deliver on this service commitment. *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. SunWise Essential Sun Life MFS Global Value Segregated Fund .....197 SunWise Essential Sun Life MFS International Growth Segregated Bundle . As the assets in the fund rise in value, your share of the fund (typically measured in “units”) will also increase in value. Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies. Sun Life will close the Sun Life Sentry Value Segregated Fund (“discontinued fund”) on June 5, 2020. investment, market cap and category. Sun Life Assurance Company of Canada announced changes to the names of several of their segregated funds, effective immediately. 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. Annual reports Archive. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Request a copy. CI Legacy Segregated Funds: CAD Class I 100/100. 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. Advisor site. Sun Life Guaranteed Investment Funds (GIFs) Sun Life Guaranteed Investment Funds (GIFs) is an industry-leading suite of segregated fund contracts offering the benefits of protection and potential for investment growth. 65.9%. It’s managed by experts and helps you diversify your savings and protect them from dips in the market. Existing investors of the fund may continue to invest up to the effective merger date. How do segregated funds work? Sun Life Financial Trust Inc. is … Mutual funds … Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Sun Life Financial Trust Inc. is … On June 29, 2020, the Sun Life 2020 Milestone® Segregated Fund (Milestone 2020) will reach maturity. 30% - CC&L Group Cdn Equity Segregated Fund (This one has exposure to >100 stocks, the MFS fund … Sun Guaranteed Investment Fund (GIF) Solutions information folder and contract. Sun Life MFS U.S. Equity Fund - $40,527 Jan 10 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $10,000 $15,000 $20,000 $25,000 $30,000 $35,000 $40,000 CURRENT VALUE OF A $10,000 INVESTMENT Initial investment amount: $10000 Time frame: Start Apr 2009 End Dec 2020 Segregated fund information folders . Sun Life is the issuer of the Sun GIF Solutions individual variable annuity contract and Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. & analyze the 0P0000XWFA Fund chart by total assets, risk rating, Min Global Investments SLGI. Folder and contract Money Market Fund merged into the sun Life Assurance Company of announced... Information folder Group Retirement savings and Pensions Report—Canada effective June 18, 2018, the sun Life Money Markets.. Slgi has decided to consolidate some products the goal of increasing the overall Fund Value in the information folder Statements... 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