Contact us. Royal Bank of Canada (RBC) The Royal Bank of Canada offers a variety of segregated fund options for investors. The “Maturity Date” is when the Fund is scheduled to terminate or mature. The Sun Life Dollar Starter Fund, meanwhile, maintains USD500 minimum and USD100 subsequent investment amounts. To qualify as segregated fund contracts, each of these guarantees must be at least 75% of all deposits1. Waterloo, Ontario N2J 4C7. How do segregated funds work? No, segregated fund guarantees are not free of charge. P.O. On June 29, 2020, the Sun Life 2020 Milestone® Segregated Fund (Milestone 2020) will reach maturity. Segregated fund contracts let investors access the growth potential of the markets, prepare for retirement, and tap into estate planning benefits designed to facilitate quick, cost-effective, and private wealth transfer.1. Segregated funds are similar to mutual funds, but with a few key differences. Portfolio Management Team. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. You should consider your own risk tolerance level and financial circumstances before making any … Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth - Invest in Aditya Birla Sun Life Equity Hybrid 95 Fund Online with Groww. When the fund reaches maturity (June 30 of the maturity year), funds will be transferred into the Sun Life Money Market Fund. PHP 3.1947 Bond Fund. Sun Life Assurance Company of Canada purchases units of the funds listed below. Effective May 13, 2016, the sub-advisor of the Sun Life Financial Short Bond Segregated Fund ("Short Bond fund") and the Sun Life Financial Long Bond Segregated Fund ("Long Bond fund”) will change from Beutel Goodman & Company Ltd. (Beutel Goodman), to Phillips, Hager & North Investment Management (PH&N). Sun Life Prosperity Money Market Fund) Bond Funds invest in long-term debt instruments of governments or corporations.(e.g. Just as its name implies, the Sun Life Prosperity Balanced Fund is the middle of bonds and equities -- a mix of fixed income and investments with high growth potential, like stocks/equity securities. Signature Global Asset Management Cambridge Global Asset Management Sentry Investment Management Box 1603, Stn Waterloo. As of 12/11/2020 Peso Funds; Fund Name NAVPS 1 /NAVPU 2 * YTD* YOY** Product Features; Bond Fund: Bond Fund. Compared with equivalent mutual fund investments, segregated funds usually have higher fees. In a nutshell, a segregated fund is a pool of money spread across different investments. Following the review, SLGI has decided to consolidate some products. One Westmount Road North. View all of the latest pricing and information on CI Investments mutual funds and structured products here. Empire Life is one of Canada’s top 10 insurance companies, and has been in business since 1923. (e.g. Get latest NAV, Returns, Fund Ratings, Performance, Expense Ratio, Holdings, Mutual Fund Comparison and more. This difference is due to the cost of the death and maturity benefits. Below the line graph is a table that shows performance of Sun Life MFS Global Growth Fund Series F since inception on Oct. 1, 2010 and for 10 years, 5 years, 3 years, 1 year and year to date: 13.4%, 13.2%, 12.5%, 13.0%, 13.5% and 7.1% respectively. Sun Life also offers segregated funds through financial advisors. 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 This Scheme’s objective is to optimise returns for the investors by designing a portfolio, which aim to dynamically track interest rate movements in the short term by reducing duration in a rising rate environment while increasing duration in a falling interest rate environment. Higher potential returns* The Sun Life Prosperity Funds have historically generated higher returns compared to traditional deposit products. Depending on how much you’re looking to invest, there’s a broad range of series choices with different fee designs. Sun Life Granite Target Risk Segregated Funds Sun Life Multi-Strategy Target Return Segregated Fund Sun Life BlackRock Canadian Balanced Segregated Fund Sun Life Dynamic Strategic Yield Segregated Fund Sun Life Granite Income Segregated Fund Sun Life Granite Enhanced Segregated Income Fund Sun Life MFS U.S. Growth Hedged Segregated Fund Sun Life has announced a new lineup of segregated funds called the Sun GIF ... do not require financial advisers to include increased disclosures on fees or product performance on segregated funds. Past performance is not indicative of future performance. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds. Track the latest values of your invested shares or units in the Sun Life Prosperity Funds, Sun Life Asset Management’s suite of mutual funds. Some companies offer segregated fund contracts with a 100% death benefit and/or 100% maturity guarantee. There are four (4) basic types of mutual funds in the market: Money Market Funds invest in short-term debt instruments like time deposits. Performance and Holdings Information: This segregated fund is an investment product offered under an insurance contract issued by Sun Life Assurance Company of Canada. Dynamic asset mix The Sun Life Milestone Funds are managed by the SLGI Asset Management Inc. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds. Guarantees Segregated fund contracts provide death benefit and maturity guarantees. Additional fund details are available on the Fund overview & performance website Opens a new website in a new window - Opens in a new window provided by Fundata Canada Inc. Investments in securities are subject to market and other risks. There will be no changes to any of the segregated funds’ strategies, investment objectives or investment teams as a result of the name changes. The next two lines compare it to index and category returns over the same periods. This page provides details for our segregated fund policies originally with Great-West Life, including information folders, fund facts, rates of return, contracts and financial statements. 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 Assurance Company of Canada has decided to rename these segregated funds to achieve consistent branding across Sun Life’s businesses. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Securities regulations prohibit performance information being published for funds less than 1 year old. It’s managed by experts and helps you diversify your savings and protect them from dips in the market. Segregated funds can definitely form a productive part of a well-balanced investment portfolio, but it’s important to talk to the insurance provider you’re thinking of buying from in order to get all the information on the past performance of the fund, as well as any additional fees or conditions. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. Registration does not imply recommendation. 3.8724% Bond Fund… Aditya Birla Sun Life Dynamic Bond fund (Number of Segregated Portfolios – 1) can be the fund for this. insurance a segregated fund contract provides. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. In depth view into SUN153 (Sun Life Granite Growth Portfolio A) including performance, dividend history, holdings and portfolio stats. Segregated Fund Performance. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Sun Life Global Investments (Canada) Inc. – Fact sheet Bringing world-class investment opportunities to Canadian investors • Sun Life Global Investments (Canada) Inc. is an investment company established by Sun Life Financial Sun Life Assurance Company of Canada Fund Fact Sheets – January 2015 (for Sun Life Financial advisors exclusively) managed by CI Investments Inc. issued by Sun Life … These are then established as segregated funds in accordance with the Insurance Companies Act (Canada). Segregated Funds Empire Life Investments Inc. is a wholly-owned subsidiary of The Empire Life Insurance Company which offers segregated funds and other insurance products. Additional fund details are available on the Fund overview & performance website Opens a new website in a new window - Opens in a new window provided by Fundata Canada Inc. You can also view details for segregated funds originally with Great-West Life , and London Life . Past performance of a security may or may not be sustained in future and is no indication of future performance. Sun Life Global Investments (SLGI) recently completed a comprehensive review of its product offering. Sun Life MPF Basic Scheme (the “Scheme”) each is a mandatory provident fund scheme registered with the Mandatory Provident Fund Schemes Authority. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. 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