We are grateful to have the opportunity to work in this territory. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. Board of Directors and Corporate Governance. With segregated fund contracts you also have maturity and death benefit guarantees. Mortality risk: The risk of being able to provide income continuation after the untimely death of a spouse or partner. In some cases, you will even have income guarantees for life. Risks we have been successfully handling for decades. InfraRed Holdco Group. The assets under management (AUM) represent the combined AUM of Sun Life Capital Management (Canada) Inc., Sun Life Capital Management (U.S) LLC, Crescent Capital Group, BentallGreenOak, InfraRed Capital Partners, and Advisors Asset Management. Asimple solutiondesigned to make reaching your investing goals easier. Professional management When you invest in a mutual fund, you get the benefit of the fund manager's extensive experience and deep research capabilities in terms of selecting investments. They may help generate income, preserve capital and lower portfolio volatility. We offer our insights and deep fixed income and real assets platform through four specialty managers. Want to share this information on social media? Tax-Free Savings Account Mutual Fund Application Form. Choose from a wide range of asset categories. Some are exciting. Each fund has a written investment goal that helps you decide whether it should have a place in your overall financial plan. Building a musculoskeletal health strategy, Forms for businesses with under 50 employees, Forms for businesses with over 50 employees, Group Benefits for small and medium businesses, Group Benefits for small and medium businesses overview, Supporting you and your employees on your health journey. Sun Lifetime Advantage GIF reduces key retirement risks, and offers growth potential. 1Formerly Sun Life Institutional Investments (U.S.) LLC. SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Annual reports Financial highlights We delivered for our shareholders in 2022, achieving strong performance against our five-year medium-term financial objectives: Growth in underlying earnings per share (EPS), Underlying return on equity (ROE), Underlying dividend payout ratio. Sun Life Guaranteed Investment Funds (GIFs) And, it not only discourages panic selling when markets fall, but it can encourage buying at low points. We're here to help our Clients navigate life's most important moments. Sun Life Assurance Company of Canada. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. To learn more about how Sun Life Milestone Funds can help you meet your investment goals, talk to your advisor today. Advisors, bring key concepts and ideas to life for clients. Depending on the product, you can reduce your investment risk and protect your income needs with guarantees ranging from: Segregated fund contracts are insurance contracts that can also provide unique benefits: Learn more about Segregated Fund contracts and the unique benefits they can offer. *On July 29, 2015, the word "Managed" was replaced by the word "Granite" in the name of each Sun Life Granite Manages Solution. Rich & John on investing in multi-asset credit strategies, From the Desk: read this week's market update, Welcome to SLC Managementsite for institutional investors, Before you proceed, please select your location. The firm changed its name effective June 18, 2019. This week, our investment teams discuss tightening lending conditions, perceived uncertainty in investment grade private credit and Canadas latest inflation indicators. Learn more about privacy and how we collect data to give you relevant content. The investment philosophy of the Fund won't change. We have invested billions of dollars in sustainable projects. Although Gordons retirement is a loss to the team, we are comforted by the stability of the continuing co-portfolio management team. If youre not comfortable talking about your finances with someone, look for someone else. It starts with knowing your risks. Investors should exercise caution with mini-tender offers. Quarterly results Quarterly reports archive Annual reports Read about our financial performance and achievements as well as our strategy for the future. Sign in to your account or explore what we offer in your region. A LIF is like a RRIF, but the funds in the plan come from a pension plan instead of RRSP contributions. Investors who redeem units of a Milestone Fund before the scheduled Maturity Date of their Milestone Fund will receive the current NAV per unit (less redemption fees, if any), which may be less than the Guaranteed Value. BentallGreenOak is a global real estate investment management advisor and a provider of real estate services. To learn more about Sun Life Global Investiments contact our Wealth Sales Support team at 1-877-837-7844. A Sun Life advisor can help you choose the right options for you. Sun Life Financial Inc. stock falls Tuesday, underperforms market Nitin on how the current market is impacting insurance clients. Our Global headquarters in Toronto are on the traditional territory of the Huron-Wendat, Anishnaabeg, Haudenosaunee Confederacy and the Mississaugas of the Credit First Nations. Sun Life GIFs Products no longer for sale, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Independent Review Committee (IRC) report, Passive Foreign Investment Company (PFIC), Sun Life Core Advantage Credit Private Pool, Sun Life KBI Global Dividend Private Pool F, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life KBI Global Dividend Private Pool A, Sun Life Core Advantage Credit Private Pool F, Sun Life Wellington Opportunistic Fixed Income Private Pool, Sun Life Wellington Opportunistic Fixed Income Private Pool F, Sun Life KBI Sustainable Infrastructure Private Pool A, Sun Life KBI Sustainable Infrastructure 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 Guaranteed Investment Funds (GIFs) Overview. The Guaranteed Value of each unit of a Milestone Fund is calculated during the term of the Milestone Fund based on the greater of $10.00 per unit and the then highest month end NAV per unit. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Here are the important fundamentals that you need to know. Sun Life Guaranteed Investment Funds (GIFs) An industry-leading suite of segregated fund contracts that are built to protect your future. We are grateful to have the opportunity to work in this territory. 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. The assets under management (AUM) represent the combined AUM of Sun Life Capital Management (Canada) Inc., Sun Life Capital Management (U.S) LLC, BentallGreenOak, InfraRed Capital Partners,and Advisors Asset Management. I understand that I can unsubscribe at any time and acknowledge that this email address belongs to me. Get easy access to your Sun Life benefits, insurance, investments and more. Canadian Dividend Reinvestment and Share Purchase Plan, Trusted and responsible business overview. In addition, investors may have more incentive to buy in at lower prices to reap the full benefit of the Guaranteed Value. We help our clients meet their long-term income and capital appreciation objectives by leveraging our extensive expertise in fixed income, liability-driven investing and alternative asset classes including public and private fixed income, real estate equity and debt, and infrastructure equity. RRIF Reinvest your RRSP savings with these great retirement income options. 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, Sun Life has a long history of financing clean and renewable energy development. Depending on your individual circumstances, you can also own corporate class mutual funds, which offer certain tax advantages for non-registered accounts, which are not tax-sheltered like registered accounts. They offer the potential for tax-deferred growth via reduced taxable distributions. Register now to save a seat! Our advisors can answer your questions and help you make the most of your savings. An industry-leading suite of segregated fund contracts that are built to protect your future. If you redeem your securities of the Sun Life Milestone Funds prior to their respective maturity dates, your redemption will be processed at the current net asset value per security, less any applicable redemption fees, and you will not benefit from the Guaranteed Value at maturity. Switching from a fund previously purchased under DSC or LL Sales Charge options to other DSC or LL funds, will continue to be permitted. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Sun GIF Solutions three guarantee series can grow with you through lifes stages, helping you meet your evolving financial needs. Select the appropriate link below. Sign in to your account or explore our broad range of protection, wealth and health solutions for individuals, businesses andinstitutions. Sign in to your account or explore what we offer in your region. Since making our first investments for our insurance business in 1871, our asset management operations have expanded to include our subsidiaries MFS Investment Management, which serves individual and institutional investors around the world, and SLC Management, which serves . Knowing that holding a Milestone Fund to maturity means investors will receive the Guaranteed Value (even if the NAV falls below the GV), investors may be less likely to try to redeem their investment knowingand more inclined to stay invested for the long term. All rights reserved. Registered retirement savings plan (RRSP). Institutional insights right to your inbox. It applies to InfraRed (UK) Holdco 2020 Ltd and its dormant subsidiary Sun Life (UK) Designated Member Ltd, referred to as the InfraRed Holdco Group. There is a wide selection to choose from, covering different regions and geographies, investment styles and even company size. As a result, investors can benefit from any long-term growth in the markets. Total firm AUM includes approximately $31B in cash, other, unfunded commitments, and Advisors Asset Management equity. The scheme, however, does not guarantee . Corporate class funds may be suitable if you are looking for a tax-efficient vehicle for your non-registered assets. Cliff Corso on opportunity in the high net worth market. Sun Life MFS U.S. Growth Fund - Co-Portfolio Manager Retirement While we have no significant concerns with the change, we have placed Sun Life MFS U.S. Growth on our Watch List under Additional Monitoring (least severe category). A high-conviction, actively managed portfoliofocused on capturing the opportunities inglobal sustainable infrastructure assets. Home | Sun Life Capital Management A Balasubramanian, Managing Director (MD) and Chief Executive Officer (CEO) of Aditya Birla Sun Life Mutual Fund. For example, a fund may invest mainly in government bonds, stocks from large companies or stocks from certain countries. Sun Life Assurance Company of Canada. AUM as of March 31, 2023. Calculate your return on investment Exchange: Start date: End date: Amount invested (C$) Number of common shares: and how we collect data to give you relevant content. The company was incorporated to purchase InfraRed Partners LLP and acts solely as a passive holding company. When held to maturity, Sun Life Milestone Funds will pay the highest of the following three Values: Essentially, every time the NAV reaches a new high at month end, the investor locks in a new guaranteed NAVas long as they hold the fund to maturity. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds. There are many different investment, income and retirement options to choose from. Weve got you covered, Start a conversation about long-term care insurance with updated Cost of Care reports, Live webinar - Sun Critical Illness Insurance (CII) for Children, We wont send printed copies of Annual Policyholder Statements to firms for some products starting March 10, The 2023 Strategic Partner Program is live. Segregated funds are large pools of money invested in stocks, bonds or other securities. Visit one of our websites below to learn more. InfraRed Capital Partners is an international investment manager focused on infrastructure. Your advisor will help you with any paperwork thats required and ensure your money is transferred. We offer this acknowledgment as a stepping stone towards honouring the original occupants, as a testimony to the oppression faced by Indigenous peoples, and our commitment to Indigenous communities and employees of Sun Life. Insurance GICs are accumulation annuities issued by Sun Life Assurance Company of Canada. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. The information contained in this website is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. SLGI Asset Management Inc. announces risk rating changes to select Funds 2021 Sun Life Assurance Company of Canada. Eective March 6, 2023, Sun Life Milestone 2025 Fund is closed to new investments. A LIRA is like an RRSP, but the funds in the plan come from a pension plan instead of RRSP contributions. InfraRed (UK) Holdco 2020 Ltd is the UK holding company of InfraRed Partners LLP and a subsidiary of Sun Life (U.S.) Holdco 2020 Inc, which has its headquarters in the U.S. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Gordon was a co-Portfolio Manager (PM) on the Sun Life MFS U.S. Growth Fund (the Fund), as well as a member of the Growth Equity team. Portfolio Management Team. Asset allocation and balanced funds are a mix of equities, bonds and cash equivalents. Canadian Dividend Reinvestment and Share Purchase Plan, Trusted and responsible business overview, Sun Life Everbright (in simplified Chinese only). *On July 29, 2015, the word "Managed" was replaced by the word "Granite" in the name of each Sun Life Granite Manages Solution. [2] Gordon was a co-Portfolio Manager (PM) on the Sun Life MFS U.S. Growth Fund (the Fund), as well as a member of the Growth Equity team. When you buy units of a mutual fund, youre pooling your money with other investors. These contracts offer guarantees and some additional benefits, which can help protect your investments. I understand that I can unsubscribe at any time and acknowledge that this email address belongs to me. Build a solid core for your portfolio with these funds. Sun Life is not associated with Obatan LLC and does not recommend or endorse this offer. Seven uniquely engineered and competitively priced solutions, built for the future. Fostering diversity, equity and inclusion. This website is for informational and educational purposes only. A mutual fund is an investment vehicle that pools money belonging to many people to invest in a variety stocks, bonds or other securities. Just ask when do I need the money? and choose the Sun Life Milestone Fund with the maturity date (2025, 2030 or 2035) that is closest. Some are difficult. For resources and a brief overview of Sun Life GIFs in Simplified or Traditional Chinese, please visit: * See the information folder and contract for details on the guarantees available. The Milestone Funds have a unique Guaranteed Value1that can provide peace of mind for investors. Sun Life Prosperity Funds for all types of investors: Business Owners Insurance Packages overview, Investment-linked insurance funds overview, Shine Pinoy Program for Overseas Filipinos, Sun Life Prosperity GS (Government Securities) Fund, Sun Life Prosperity Dollar Abundance Fund, Sun Life of Canada Prosperity Balanced Fund, Sun Life Prosperity Dollar Wellspring Fund, Sun Life Prosperity Dollar Advantage Fund, Sun Life Prosperity Philippine Stock Index Fund, Sun Life of Canada Prosperity Philippine Equity Fund, Sun Life Prosperity World Equity Index Feeder Fund, Sun Life Prosperity Funds: Downloadable Forms, Bright tips for hardworking Filipinos to spend income wisely, Healthy family habits to live your best life, Breaking the Bias Gender equality networking and self promotion, Celebrate independence with financial freedom. You prefer long-term capital growth with some income, and are willing to take substantial risk. Learn more about Sun Life Granite Managed Solutions. Our performance highlights and strategic focus. Any accounts that already hold securities of the Fund are permitted to continue to hold, purchase, and/or switch-in additional securities of the Fund. Steve Peacher, president of SLC Management, asks those in the know three relevant questions in five minutes or less. It starts with knowing yourrisks. Home | Sun Life Global Investments Eective March 6, 2023, Sun Life Milestone 2025 Fund is closed to new investments. If the value of the funds assets decreases, so will the value of your units. Individual and group investments through Sun Life can help you build your savings through your own plan, your workplace plan or both. Please select your language preference on the right hand side. Money market funds invest in short term debt and cash equivalent securities. Sun Life Global Investments (Canada) Inc. brings together the strenth of Sun Life This can help you meet your financial needs during retirement. All investments involve risk including the possible loss of capital. Theres a better approach to income. Financial with the best in asset management from around the world to offer a line-up of well -diversfied mutual funds: To learn more about Sun Life Global Investiments contact our Wealth Sales Support team at 1-877-837-7844. He joined MFS in 2000 as an equity research analyst and was named PM on the strategy in 2002. The Sun Life Milestone Funds are managed by theSLGI Asset Management Inc. All rights reserved. Your portfolio may be reviewed regularly to confirm your strategy and assess progress toward your goals. We offer two types: insurance GICs and trust GICsInsurance GICs are accumulation annuities issued by Sun Life Assurance Company of Canada. Sun Life GIFs offer the benefits of mutual funds with the protection and estate planning advantages of an insurance contract. Nitin Chhabra, Managing Director, Head of Insurance Client Relationships & Solutions at SLC Management, discusses how rising rates and inflation are impacting insurers' portfolios. Crescent Capital Group is a global alternative credit investment asset manager registered with the U.S. Securities and Exchange Commission as an investment adviser. That said, SLGI is paying closer attention to the strategy considering the recent changes. Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. Mutual funds are a great way to maximize your earning potential. Equity funds have a variety of management styles. AAM is an independent U.S. retail distribution firm that provides a range of solutions and products to financial advisors at wirehouses, registered investment advisors and independent broker-dealers. Sun Life GIFs Products no longer for sale, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Independent Review Committee (IRC) report, Passive Foreign Investment Company (PFIC), Sun Life Core Advantage Credit Private Pool, Sun Life KBI Global Dividend Private Pool F, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life KBI Global Dividend Private Pool A, Sun Life Core Advantage Credit Private Pool F, Sun Life Wellington Opportunistic Fixed Income Private Pool, Sun Life Wellington Opportunistic Fixed Income Private Pool F, Sun Life KBI Sustainable Infrastructure Private Pool A, Sun Life KBI Sustainable Infrastructure 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 Guaranteed Investment Funds (GIFs), Sun Life Guaranteed Investment Funds (GIFs) Overview. Aditya Birla Sun Life Asset Management Company Pte. Sun Life Assurance Company of Canada purchases units of the fund listed below, which is established as a segregated fund under the Insurance Companies Act (Canada). Sun Life has a presence in investment management with over CAD $1.3 [4] trillion in assets under management operating in a number of countries. Eective March 6, 2023, Sun Life Milestone 2025 Fund is closed to new investments. Sun Life Capital Management (U.S.) LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser and is also a Commodity Trading Advisor and Commodity Pool Operator registered with the Commodity Futures Trading Commission under the Commodity Exchange Act and Members of the National Futures Association. BentallGreenOak is a leading, global real estate investment management advisor and a globally recognized provider of real estate services. Securities will only be offered and sold in compliance with applicable securities laws. Talk to your advisor; if you don't have an advisor, find one you're comfortable working with. A mutual fund combines the money from many investors into a pool. Switching from a fund previously purchased under DSC or LL Sales Charge options to other DSC or LL funds, will continue to be permitted. Investments, Saving & Retirement Income| Sun Life Canada Please read the funds prospectus. 2023 Insurance Outlook: A window of opportunity in fixed income? What does the Silicon Valley Bank collapse mean for Canadian investors? To help your advisor recommend the right products for your needs, it will be helpful if you gather some basic information about your income, assets and liabilities including your savings, investment and pension plan statements. Existing pre-authorized chequing plans are permitted to continue to purchase securities of the Fund. These pools of money are invested in stocks, bonds or other securities. 2Formerly Sun Life Institutional Investments (Canada) Inc. These contracts provide you with periodic payments for either a fixed period of time or for the rest of your life. MFS has no immediate plans to add a third co-PM to the Fund. Full year 2022 results (vs. 2021)1 $3.1B (-22%) Reported net income Choose the best investment path for your needs with our tools, discover current income rates, or login into your MySunLife GIFs account. Trust GICs refer to guaranteed investment certificates, which are issued by Sun Life Financial Trust Inc.. Although contributions are not tax-deductible, your investments can grow tax-free and you can make withdrawals at any time without paying tax. We are always looking for outstanding people to fill a variety of positions worldwide. Sun GIF Solutions Sun Life Granite Balanced Growth Estate Series A Unfortunately, when emotions come into play, investors may be more likely to do just the opposite.
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