In the most recent InFocus feature on our sister site, HRM Online, Nadia Darwish, Sun Life Financial’s vice president of market development discussed why target date funds are all the rage these days in the group retirement business. The investment solutions sub-advised by Sun Life Global Investments are available as segregated funds exclusively through Sun Life Group Retirement Services*. Sun Life is traded on Toronto Stock Exchange in Canada. Active management is used to help maximize returns, reduce volatility, provide downside protection and manage through difficult market environments. You can simplify your investment decision-making ... Asset allocation Granite Conservative Segregated Fund Granite Moderate Segregated Fund Granite Balanced Segregated Fund Granite Growth Segregated Fund Granite Aggressive Segregated Fund 0.51% 0.52% 0.53% 0.54% By signing in, you agree to these terms and conditions. The performance scores are derived for the period starting the 6th of July 2020 and ending today, the 4th of October 2020 Plan members first choose the year they plan to retire, and then their comfort risk level (conservative, moderate or aggressive). According to Sun Life data, 80% of the country’s 2,500 pension plans employ target date funds as an investment option. All rights reserved. SL Granite™ 2020 Segregated Fund. SLGI Asset Management Inc. is a member of the Sun Life group of companies. Since Inception: 93.69. Sun Life has been committed to building and safeguarding wealth for more than 150 years. Strives to provide broad diversification in each category in order to help mitigate risk and add value over the long-term. Here is the asset allocation of a fund: Canada stocks: 11.61% USA stocks: 16.52% International stocks: 16.80% Fixed income: 41.95% Cash: 2.64% Other: 10.48% Find the Sun Life Prosperity Fund that fits you best Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada and Sun Life Financial Trust Inc. 96.7% Govt. Plan members choose the year they plan to retire and our team automatically adjusts the asset mix as the fund gets closer to its maturity date and plan members get closer to retirement. 3Effective May 24, 2019, the Sun Life Multi-Strategy Target Return fund changed investment objective and sub-advisor to become the Sun Life Opportunistic Fixed Income Fund (sub-advised by Wellington). Sun Life Financial, Inc. is a Canadian financial services company; it is primarily known as a life insurance company. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc. SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. Sun Life Granite income solutions provide steady income through a consistent monthly distribution. For customers who bought plans directly from Sun Life Financial of Canada or Confederation Life: If the fund code in your annual statement starts with a letter you don’t need to add anything to the beginning of the code. Sun Life of Canada Fund A Fund Specific Notes to Financial Statements (unaudited) Unit Transactions (Note 5) for the periods ended June 30 Number of units at the beginning of period Units issued for cash Units redeemed Number of units at the end of period Class A 2020 2019 50,520 55,599 76 72 (1,965) (1,323) 48,631 54,348 Specialty equity (real estate, infrastructure, natural resources), Specialty fixed income (private fixed income, commercial mortgages, high yield bonds, emerging markets debt). Sun Life Opportunistic Fixed Income3 – NEW, Sun Life MFS Low Volatility International Equity. Tactical shifts are gradual and made within pre-determined guidelines. 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 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). MFS Global Equity 1.30 %. LSC will close in 2022 for the 2025 fund. Plan members just choose their level of comfort and our portfolio managers take care of the rest. The metrics below have been provided for transparency and informational purposes only. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. *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. Find your fund fact sheet the fund 's simplified prospectus active Management is used help! And Enhanced income ) focused on income generation with reinvested monthly distributions MER 's ): CC L. 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