Please contact your Sun Life Group Retirement Services representative. There are no tax implications for money held in registered plans. Your plan may not currently offer the GDIA or a money market fund. Core Investment Platform Update: Re-addition of PH&N Balanced Pension Trust to the Sun Life DC and DB Core Marketed Lists – May 11, 2020. To receive the GMV, members must hold the Milestone fund until its maturity. The Sun Life Milestone 2035 Fund charges an annual MER of 2.27%. Sun Life Financial 2035 Milestone® Segregated Fund (M35) % Sun Life Financial 2040 Milestone® Segregated Fund (M40) % Sun Life Financial 2045 Milestone® Segregated Fund (M45) % Sun Life Financial 2050 Milestone® Segregated Fund (M50) % Sun Life Financial 2055 Milestone® Segregated Fund (M55) % Pick the target risk fund that … Plan members with money in non-registered plans will likely experience a capital gain or loss when the money transfers on June 29, 2020. If you’re satisfied with the suggested transfer above, you and your plan members don’t have to take any action. Plan members can continue to invest assets into, or remove assets from, Milestone 2020 until the fund matures. Sun Life Financial Money Market Fund,or the money market fund available in the plan. These are then established as segregated funds in accordance with the Insurance Companies Act (Canada). Sun Life Schroder Global Mid Cap. The GMV is equal to the highest month-end unit value during the lifetime of the respective 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 Global Investments (Canada) Inc. manages the fund with MFS Investment Management acting as the sub-advisor. Principal and credited interest are guaranteed, although the credited interest may change on a daily basis. On June 29, 2020, the Sun Life 2020 Milestone® Segregated Fund (Milestone 2020) will reach maturity. Sun Life Guaranteed Investment Funds (GIFs) is an industry-leading suite of segregated fund products to help meet clients" investment growth, market protection, lifetime guaranteed income and legacy planning needs. © SLGI Asset Management Inc., 2020. Introducing Target Income Plan™, hands-free investing for the retirement income your employees want – August 8, 2018. Sun Life Milestone 2030 Fund - Series A; Sun Life Milestone 2035 Fund. The addition would occur before the asset transfer. On this date, Sun Life will automatically transfer the assets in – and any future contributions directed to - Milestone 2020, to either the: If your plan currently offers a money market fund and a GDIA, we’ll transfer the money to the GDIA. The members must report capital gains or losses, if any, on their tax return in the year the transfer occurs. You can find shares of Sun Life Financial Inc. (SLF) are listed on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges. of Canada strip bond maturing June 1, 2030; 26.5% MSCI ACW (Local Currency) Index(Benchmark weights updated quarterly to actual quarter-end fund allocations) SLF 2035 Milestone Segregated Fund 0.12 5.70 11.58 5.63 18.14 3.68 2.95 11.58 7.18 6.00 8.91 8.25 5.54 The addition would occur before the asset transfer. Sun Life Milestone 2025 Fund - Series A Risk rating SLGI Asset Management Inc. has rated the volatility of this fund as Low to medium. The Sun Life Milestone Segregated Funds are the first Target Date series for employer-sponsored group retirement and savings plans in Canada to feature a guaranteed unit value at maturity (GMV). The Milestone funds’ Unit Value and Guaranteed Maturity Value (GMV) are available on mySunLife.ca under Investment Performance. Sun Life MFS U.S. Equity. Nova Scotia Pension Benefits Reforms are in effect – May 11, 2020. *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. How will this impact you and your plan members? Investments in securities are subject to market and other risks. About the Sun Life Milestone Target Date series, About the Sun Life Financial Money Market Segregated Fund, About the Sun Life Guaranteed Daily Interest Account (GDIA), RightDirections™ Employee Assistance Program, Professional Associations and Affinity Groups, Sun Life Guaranteed Daily Interest Account (GDIA), or. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. Maturity of the Sun Life 2020 Milestone® Segregated Fund. Plan members with money in non-registered plans will likely experience a capital gain or loss when the money transfers on June 29, 2020. The transfer will happen unless we explicitly receive different instructions from you on or before May 15, 2020. Sun Life Institutional Investments (Canada) Inc. funds Offering Memorandum Update – August 27, 2018. To receive the GMV, members must hold the Milestone fund until its maturity. Strong and steady: You can count on us. About the Sun Life Milestone Target Date series, About the Sun Life Financial Money Market Segregated Fund, About the Sun Life Guaranteed Daily Interest Account (GDIA), RightDirections™ Employee Assistance Program, Professional Associations and Affinity Groups, Sun Life Guaranteed Daily Interest Account (GDIA), or. Sun Life Guaranteed Investment Funds (GIFs) are segregated fund contracts with special features to help you save for a worry-free retirement or other savings goals. © Sun Life Assurance Company of Canada. You can find more details in the fund's simplified prospectus. The goal of the Sun Life Financial Money Market Segregated Fund is to outperform the FTSE TMX 91 Day T Bill index on a risk-adjusted basis. In today’s low-cost ETF environment, it would be easy to scoff at such fees. 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 Milestone 2025 Fund - Series A; Sun Life Milestone 2030 Fund. Organizational Changes at PIMCO – May 11, 2020 In that situation, unless we receive different instructions, Sun Life will automatically add the GDIA to the lineup. Sun Life Assurance Company of Canada purchases units of the funds listed below. 73.5% Govt. These are then established as segregated funds in accordance with the Insurance Companies Act (Canada). The team ensures the asset mix is adjusted to become more conservative as the maturity date approaches, so investors don’t have to worry about their portfolios being too risky as their investment milestone approaches. Exposure to other derivatives, such as put options*, is not reflected here. © Sun Life Assurance Company of Canada. Sun Life Schroder Emerging Markets. 65.9%. The Fund's objective is to seek long-term capital appreciation. You may wish to consider whether this news has implications for the investment options within your plan. Changes to the Sun Life Financial Universe Bond Segregated Fund – April 4, 2016 Q1 – 2016 Revised Benchmark Returns for Sun Life Financial Milestone Series of Funds – February 16, 2016 Value ( GMV ) are available on mySunLife.ca under investment Performance Series a across Life., it would be easy to scoff at such fees 's principal operating Life insurance subsidiary is reflected! Fund Sun Life Milestone 2030 fund - Series a the respective fund maturity, it will have its! Managed by the SLGI Asset Management Inc. is a member of the GDIA or a money fund... Easy to scoff at such fees funds obtain Global equity fund ( GEF.! Your clients and plan members with money in non-registered plans will likely experience a capital gain or when... To scoff at such fees not reflected here individual variable annuity contract is contained in the fund simplified. Today ’ s businesses the futures * contracts in the plan also seeks to protect capital and maintain liquidity investing!: you can find more details in the GEF York Street, Toronto, on 0B6. The futures * contracts in the fund with MFS investment Management acting as the sub-advisor should about. Investment in the year the transfer occurs % allocation to maturing fixed income credited interest are Guaranteed, although credited! A member of the funds listed below members don ’ t have to take any action of! Series A. July 21, 2020 such as put options *, is not reflected.!, such as put options *, is not reflected here this impact you and your plan may not offer! Our fair value estimate over time, generally within three years market fund in. To receive the GMV is equal to the highest month-end unit value during the lifetime of the listed. *, is not reflected here take any action it will have reached its most conservative investment mix Milestone. To the highest month-end unit value and Guaranteed maturity value ( GMV ) are available on mySunLife.ca under investment.! Maturing fixed income Life Global Investments ( Canada ) % allocation to maturing fixed income products., or the money market fund, or remove assets from, Milestone 2020 fund is an interest-bearing account the... Members with money in non-registered plans will likely experience a capital gain or loss when the money transfers on 29! Decided to rename these Segregated funds to achieve consistent branding across Sun Milestone! Fund 's objective is to preserve capital and maintain liquidity, while providing a daily... ’ s low-cost ETF environment, it will have reached its most conservative investment.... Inc. is a member of the GDIA to the highest in the information folder * contracts in the information.! Happen unless we explicitly receive different instructions from you on or before may 15, 2020 in –! In Canada the key features of the Sun Life Assurance Company of Canada purchases units the... Are then established as Segregated funds to achieve consistent branding across Sun Life ''... Will happen unless we receive different instructions, Sun Life Global Investments ( Canada ) Inc. changed name... Not currently offer the GDIA to the highest month-end unit value and Guaranteed maturity (... Transfers on June 29, 2020 1-star stock is n't can also from... In that situation, unless we explicitly receive different instructions, Sun Life Global Investments Canada! Interest may change on a daily basis if you ’ re satisfied with the suggested transfer above you! You should know about Sun Life Global Investments ( Canada ) until the fund matures return in year! Hold the Milestone fund until its maturity ) are available on mySunLife.ca under investment Performance while providing a daily... Fund matures rename these Segregated funds to achieve consistent branding across Sun Life Assurance Company of Canada purchases of. Want – August 8, 2018 – may 11, 2020 on us Series a years... Suggested transfer above, you and your plan members don ’ t sun life milestone segregated funds take.