Plan members with money in non-registered plans will likely experience a capital gain or loss when the money transfers on June 29, 2020. All rights reserved. Investment mix (May 31, 2020) A sset mix You may wish to consider whether this news has implications for the investment options within your plan. 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. Strong and steady: You can count on us. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. Sun Life Milestone 2025 Fund. The transfer will happen unless we explicitly receive different instructions from you on or before May 15, 2020. Sun Life Financial Money Market Fund,or the money market fund available in the plan. Introducing Target Income Plan™, hands-free investing for the retirement income your employees want – August 8, 2018. How will this impact you and your plan members? Sun Life Financial Money Market Fund,or the money market fund available in the plan. Sun Life Global Investments (Canada) Inc. manages the fund with MFS Investment Management acting as the sub-advisor. The members must report capital gains or losses, if any, on their tax return in the year the transfer occurs. 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. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. You may wish to consider whether this news has implications for the investment options within your plan. Principal and credited interest are guaranteed, although the credited interest may change on a daily basis. These are then established as segregated funds in accordance with the Insurance Companies Act (Canada). 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). Exposure to other derivatives, such as put options*, is not reflected here. About Sun Life Milestone 2020 Fund Sun Life Milestone 2020 Fund is an open-end fund incorporated in Canada. The Sun Life Milestone Funds are managed by the SLGI Asset Management Inc. SUN LIFE GUARANTEED INVESTMENT FUNDS (GIFS) Sun Life GIFs is an industry-leading suite of segregated fund products offering the benefits of protection, investment growth, flexibility and control. 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. The pie chart represents the target regional weights of the futures* contracts in the GEF. Sun Life GIFs consists of three products: © Sun Life Assurance Company of Canada. Sun Life Institutional Investments (Canada) Inc. funds Offering Memorandum Update – August 27, 2018. The members must report capital gains or losses, if any, on their tax return in the year the transfer occurs. Sun Life Global Investments logo 1 WELCOME 2 INVESTMENT ILLUSTRATION 3 RESULTS 4 REPORTS The Private Client illustration tool is an effective way for advisors to start a conversation with investors about their needs and show hypothetical performance for any constructed model portfolio. Please contact your Sun Life Group Retirement Services representative. Please select your language preference on the right hand side. 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. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. If you’re satisfied with the suggested transfer above, you and your plan members don’t have to take any action. Our businesses are widely varied. The addition would occur before the asset transfer. There are no tax implications for money held in registered plans. Sun Life Milestone 2025 Fund - Series A Risk rating SLGI Asset Management Inc. has rated the volatility of this fund as Low to medium. Sun Life Assurance Company of Canada purchases units of the funds listed below. Upon maturity, it will have reached its most conservative investment mix. … Maturity of the Sun Life 2020 Milestone® Segregated Fund – May 11, 2020. Sun Life Milestone 2030 Fund - Series A. July 21, 2020. 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. Sun Life Schroder Global Mid Cap. 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. To receive the GMV, members must hold the Milestone fund until its maturity. Upon maturity, it will have reached its most conservative investment mix. Sun Life Assurance Company of Canada has decided to rename these segregated funds to achieve consistent branding across Sun Life’s businesses. 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