Equity ratings for Sun Life Granite are calculated daily based on our scoring framework . Click this button to collapse it. These are the only options offered (and their MER's): CC&L Group Cdn Q Growth 1.06 %. Sun Life Financial, Inc. is a Canadian financial services company; it is primarily known as a life insurance company. The performance scores are derived for the period starting the 6th of July 2020 and ending today, the 4th of October 2020 Sun Life Financial Granite™ 2025 Segregated Fund ... sponsor, which is the Sun Life Financial Granite™ Segregated Fund closest to without exceeding your 65th birthday. All rights reserved. Money invested in segregated funds contracts may also be protected against seizure by creditors. They have a unique “Guaranteed Maturity Value” that can provide peace of mind for your plan members. Your plan members can benefit from their expertise in a wide variety of solutions, including our flagship Granite family, multi-strategy funds and Milestone funds. LifePath Index 2025 Fund ($) Cum. The metrics below have been provided for transparency and informational purposes only. 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. Active management is used to help maximize returns, reduce volatility, provide downside protection and manage through difficult market environments. Click this button to collapse it. Consistently high ratings, an extensive global presence and prudent investment management make Sun Life one of the leading groups of financial institutions in the world. The team can tactically adjust the asset mix, asset class and/or style weightings to take advantage of potentially attractive opportunities from a risk-adjusted and capital preservation perspective. Segregated fund contracts guarantee 75% to 100% of your premiums (less withdrawals) when the contract matures, or on your death. Find the Sun Life Prosperity Fund that fits you best A description of the key features of the applicable individual variable annuity contract is contained in the information folder. According to Sun Life data, 80% of the country’s 2,500 pension plans employ target date funds as an investment option. June 29, 2024. © SLGI Asset Management Inc. and its licensors, 2020. Sun Life Financial Bond Segregated Fund Full Range of Domestic Bonds 1.65 7.73 7.10 8.35 5.30 3.99 4.34 3.66 Sun Life Financial Cdn Bond Index Seg Fd Track DEX Universe Index 1.50 7.05 6.27 8.15 5.13 3.67 4.02 4.14 Balanced (Moderate Risk) Mgmt YTD Annualized Returns % Notes Investment Mix Fee % * Return % 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 10 Yr About Sun Life Granite Moderate Class Sun Life Granite Moderate Class is a open-end Fund incorporated in 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. Five managed solutions designed to match with your plan members’ risk tolerance: conservative, moderate, balanced, growth and aggressive. Sun Life Financial Granite™ 2025 Segregated Fund (QQF) % ... sponsor, which is the Sun Life Financial Granite™ Segregated Fund closest to without exceeding your 65th birthday. SLF Granite 2015 Fund 1.15 %. You already have the full fund code and can use this to find your fund fact sheet. By signing in, you agree to these terms and conditions. Sun Life Granite 2020 Fund and Sun Life Milestone 2020 Fund are closed to new purchases.Sun Life Granite 2025 Fund and Sun Life Milestone 2025 Fund, DSC option is closed to new purchases as of July 1, 2018. 2The 2060 maturity funds were added July 2, 2019. Since Inception: 93.69. Page 2 of 8 C0OIC.01 RSP 570-004 NREG E-10-17 A0 For SLF use: ENRLMNT 3 Your application for Retirement Savings Plan (RSP) I apply for a RSP (the “Plan”), to be established under the terms of the Sun Life Financial Trust Inc. Group The team takes advantage of Sun Life’s global relationships to conduct a rigorous selection process. Sun Life Granite TM Retirement Segregated Fund. Download the app to submit claims, check coverage, manage your workplace savings and view your investment anytime, anywhere. 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