These are target date funds that mature after 2035. However, because segregated fund contracts are insurance contracts, they have special benefits that mutual funds do not. Changes to the CC&L Group Income and Growth Fund – September 6, 2016. Sun Life Assurance Company of Canada is a member of the Sun Life Financial group of companies. About Sun Life Granite Balanced Portfolio Sun Life Granite Balanced Portfolio is an open-end fund incorporated in Canada. 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. About SUN Life Granite Income Portfolio Sun Life Granite Income Portfolio is an open-end fund incorporated in Canada. 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. These enhancements take effect in the second quarter of 2020. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Our portfolio management team reviews the long-term strategic target allocations for the Funds once a year. Each Granite Target Date fund series is available in 5-year increments (2020 to 2055) and includes the SLF Granite Retirement fund as the most conservative investment option. The Fund's investment objective is to seek capital appreciation by investing primarily in equity mutual funds and, to a lesser extent, fixed income mutual funds. These are target-date funds that mature in 2030 or earlier and after 2025. MFS Investment Management announces pooled fund name change – September 6, 2016. Counsel Retirement Accumulation Sr F -- -- -- -- Sun Life Global Investments (“SLGI”) is making enhancements to our Sun Life Granite Target Date and our Sun Life Granite Target Risk series of Funds (the “Funds”). These are target-date funds that mature in 2025 or earlier and after 2020. Enhancement to the Sun Life Granite Target Risk Series of funds – September 6, 2016. Sun Life Global Investments is the trade name of SLGI Asset Management 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. Target date funds focus on a goal, such as retirement, and have asset mixes that change throughout the life of the fund. Assumption Life SmartSeries 2040 Assumption Life SmartSeries 2045 Assumption Life SmartSeries 2050 Assumption Life SmartSeries 2055 BGICL LifePath 2050 Index Fund (QSZ) BGICL LifePath 2060 Index Fund (QJO) BlackRock CDN LifePath 2050 Index Fund BlackRock CDN LifePath 2055 Index Fund BMO Target Education 2040 Portfolio Series … The Granite 2020 Funds will close and merge into the Granite Retirement Fund in June 2024 . Sun Life Granite™ Target Date series of Segregated Funds (9 funds) Sun Life Financial Granite™ Multi-Risk Target Date series of Segregated Funds (25 funds) Sun Life Granite™ Multi-Risk Target Date series of Segregated Funds (25 funds) Sun Life Managed Enhanced Income Portfolio Segregated Fund. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. 2.Sun Life Granite Tactical Completion Fund, Series I 8.0% 3.PH&N Bond Fund, Series O 7.8% 4.Sun Life JPMorgan International Equity Fund, Series I 6.3% 5.Sun Life U.S. Life’s brighter under the sun On August 31, 2015, the word “Managed” was replaced by the word “Granite” in the name of each Sun Life Managed Granite Solution. Note: Only the Sun Life Prosperity Money Market Fund maintains a PHP100 minimum and additional investment amount. No moat-rated Sun Life reported a solid third quarter with underlying earnings per share of $1.44, beating the CapIQ consensus of $1.28. Also Monday, Sun Life reported that the combined assets of target date funds available to group plans administered by the company are now more than $1 billion. A large pool of money belonging to many people is invested in stocks, bonds or other securities with the goal of increasing the value of the entire pool. Organizational changes at BlackRock Asset Management – September 6, 2016. 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. Core Fixed Income Fund, Series I 6.1% 6.Sun Life Real Assets Private Pool, Series I 5.8% 7.Sun Life MFS U.S. Growth Fund… The Fund's investment objective is to seek capital appreciation by investing primarily in equity mutual funds and, to a lesser extent, fixed income mutual funds. Stressing this concept, here are some of the best rated mutual funds available to retail investors in Canada based on some of the most popular mutual fund categories. Available for Retirement Plan: No Available for RRSP: Start investing with only PHP 1,000 or USD 1,000 then make subsequent investments for as low as PHP 1,000 or USD 200. In depth view into SUN148 (Sun Life Granite Balanced Portfolio A) including performance, dividend history, holdings and portfolio stats. The Fund's investment objective seeks to … Available for Retirement Plan: No Available for RRSP: ... to generate a consistent level of income by investing primarily in a mix of income focused fixed income and equity mutual funds (including exchange-traded funds),with an emphasis towards higher yielding investments. Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). Organizational changes at Schroder Investment Management – August … Segregated funds, like mutual funds, are market-based investments. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. In depth view into SUN146 (Sun Life Granite Moderate Portfolio A) including performance, dividend history, holdings and portfolio stats. The closer you are to retirement, the less risk you can afford to take (see prior article on human capital vs. financial capital). About Sun Life Granite Balanced Portfolio Sun Life Granite Balanced Portfolio is an open-end fund incorporated in Canada. Sun Life Financial My savings Investment Options Data As Of Sep 30 2020 Help me do it ... SL Granite Retirement Seg Fund 60% Fixed Income, 9% Canadian Equity, 12% U.S. Equity, 12% International Equity, 1% Real Estate, 1% Infrastructure, 5% Cash 1.90 4.18 5.82 6.65 6.06 5.39 5.95 5.84 Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Sun Life will redirect all future member contributions in the Granite 2020 Funds (whether defaulted or actively selected) to the Granite Retirement Fund. 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