Advisors, bring key concepts and ideas to life for clients. We have structured each Sun Life Milestone Fund so that it will have sufficient assets to pay the Guaranteed Value per unit on its respective maturity date. For investor relations, media relations and other corporate information: To sign in to your account, learn about products and services, or explore career opportunities, choose your region: We acknowledge that Sun Life operates in many Territories and Treaties around the world. I understand that I can unsubscribe at any time and acknowledge that this email address belongs to me. This can happen when markets and interest rates are favourable during years leading up to retirement. But unlike an RRSP, a RRIF provides income during your retirement. ** Withdrawals affect the value of contract guarantees. Mutual fund investment services - Sun Life AAM is an independent U.S. retail distribution firm that provides a range of solutions and products to financial advisors at wirehouses, registered investment advisors and independent broker-dealers. Sun Life Assurance Company of Canada. Investment calculator | Sun Life TFSA Save money for any purpose, without paying taxes on your investment earnings. SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Download this brochure to see how Sun Life Milestone Funds can help save for your childs education. Sun Life Guaranteed Investment Funds (GIFs) An industry-leading suite of segregated fund contracts that are built to protect your future. Mutual funds are a simple way to help diversify your portfolio, because they invest in a group of stocks, bonds or other securities selected by a professional fund manager. If you redeem your securities of the Sun Life Milestone Funds prior to their respective maturity dates, your redemption will be processed at the current net asset value per security, less any applicable redemption fees, and you will not benefit from the Guaranteed Value at maturity. Here are the important fundamentals that you need to know. Professional management When you invest in a mutual fund, you get the benefit of the fund manager's extensive experience and deep research capabilities in terms of selecting investments. GIC Show Clients the power of Sun Par over time with a new video, New website alert! This makes investing a viable opportunity to build and grow wealth for our financial goals. If there are dividends from these funds, they will only be paid as capital gains or Canadian dividends among the most tax-efficient forms of income. These asset classes can come with higher return expectations, additional diversification benefits and varying degrees of liability hedging attributes. Risks you may be overlooking. 2021 Sun Life Assurance Company of Canada. Equity funds invest in stocks and typically offer the potential for long-term capital growth. Life is full of surprises. There are many different investment, income and retirement options to choose from. We have much to offer institutional investors with our broad and deep investment capabilities, aligned interested with our clients, integrated sustainable investing platform, and deliberate focus on culture. We offer this acknowledgment as a stepping stone towards honouring the original occupants, as a testimony to the oppression faced by Indigenous peoples, and our commitment to Indigenous communities and employees of Sun Life. 2Sun Life Milestone 2025 Fund, DSC option (SUN209), is closed to new purchases as of July 1, 2018. It starts with knowing your risks. Mutual funds - Sun Life Global Investments BentallGreenOak is a global real estate investment management advisor and a provider of real estate services. RRIF Reinvest your RRSP savings with these great retirement income options. Today, Canada is still the home to many Indigenous, First Nations, Inuit, and Metis peoples from all across Turtle Island. Underlying fund 'Sun Life Granite Balanced Growth Portfolio' performance is displayed for a time frame prior to May 04,2015; Portfolio analysis. Learn more about Mutual funds Segregated funds Combine the benefits of mutual funds with the protection and estate planning advantages of an insurance contract. Grow your money. The investment philosophy of the Fund won't change. Mutual funds | Suncentral - Sun Life Financial Insurance GICs are accumulation annuities issued by Sun Life Assurance Company of Canada. 1Formerly Sun Life Institutional Investments (U.S.) LLC. Learn more about asset allocation and balanced funds, Learn more about diversified income funds. To learn more about how our investment solutions can help you meet your goals, talk to your advisor today. Fund managers also have the ability to invest in securities not available to the general public and can create portfolios that investors would not be able to put together on their own, and they manage the buy-and-sell decisions so you don't have to. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. For resources and a brief overview of Sun Life GIFs in Simplified or Traditional Chinese, please visit: * See the information folder and contract for details on the guarantees available. The information contained in this website is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Get easy access to your Sun Life benefits, insurance, investments and more. We can help you save for major expenses like buying a home or paying . Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life group of companies. Institutional insights right to your inbox. Together, the SLC Management group of . This can help you meet your financial needs during retirement. The company was incorporated to purchase InfraRed Partners LLP and acts solely as a passive holding company. Investors should consult with their professional advisors before acting upon any information contained on this website. Total firm AUM includes approximately $31B in cash, other, unfunded commitments, and Advisors Asset Management equity. Some are exciting. Sun Life has a presence in investment management with over CAD $1.3 [4] trillion in assets under management operating in a number of countries. 1Sun Life Milestone 2025 Fund, DSC option (SUN209), is closed to new purchases as of July 1, 2018. Quarterly results Review financial results for the most recently ended quarter and past quarters. Weve got you covered, Start a conversation about long-term care insurance with updated Cost of Care reports, Live webinar - Sun Critical Illness Insurance (CII) for Children, We wont send printed copies of Annual Policyholder Statements to firms for some products starting March 10, The 2023 Strategic Partner Program is live. When held to maturity, Sun Life Milestone Funds will pay the highest of the following three Values: Essentially, every time the NAV reaches a new high at month end, the investor locks in a new guaranteed NAVas long as they hold the fund to maturity. Aditya Birla Sun Life Mutual Fund launches new Fixed Term - CNBCTV18 The Sun Life Milestone Funds are managed by theSLGI Asset Management Inc. Your advisor will help you with any paperwork thats required and ensure your money is transferred. We help our clients meet their long-term income and capital appreciation objectives by leveraging our extensive expertise in fixed income, liability-driven investing and alternative asset classes including public and private fixed income, real estate equity and debt, and infrastructure equity. Performance Risk: The risk of loss due to assets not being managed effectively We acknowledge that Sun Life operates in many Territories and Treaties across Canada. Learn more about Sun Life Granite Managed Solutions. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Investors should exercise caution with mini-tender offers. Seecurrent Guaranteed Valuesfor Sun Life Milestone Funds. InfraRed Capital Partners is an international investment manager focused on infrastructure. Aditya Birla Sun Life Asset Management Company Pte. SLGI Asset Management Inc. (SLGI) is the investment manager for the Fund (MFS acts as the sub-advisor). We offer this acknowledgment as a stepping stone towards honouring the original occupants, as a testimony to the oppression faced by Indigenous peoples, and our commitment to Indigenous communities and employees of Sun Life. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. It starts with knowing yourrisks. 4824-E. Trust/Specimen Plan Documents. Learn more about how were building a sustainable future. Rich & John on investing in multi-asset credit strategies, From the Desk: read this week's market update, Welcome to SLC Managementsite for institutional investors, Before you proceed, please select your location. Choose from a wide range of asset categories. Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. These pools of money are invested in stocks, bonds or other securities. 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. all of which are members of the Sun Life group of companies. Canadian Dividend Reinvestment and Share Purchase Plan, Trusted and responsible business overview, Sun Life Everbright (in simplified Chinese only). Choose the best investment path for your needs with our tools, discover current income rates, or login into your MySunLife GIFs account. You prefer capital stability with modest income, and are willing to accept minimal volatility. Sun Life Guaranteed Investment Funds (GIFs). Crescent Capital Group is a global alternative credit investment manager, and one of the longest tenured credit managers in the industry managing mezzanine debt, middle market direct lending in the U.S. and Europe, high-yield bonds and broadly syndicated loans. Sun Life Prosperity Funds for all types of investors: Business Owners Insurance Packages overview, Investment-linked insurance funds overview, Shine Pinoy Program for Overseas Filipinos, Sun Life Prosperity GS (Government Securities) Fund, Sun Life Prosperity Dollar Abundance Fund, Sun Life of Canada Prosperity Balanced Fund, Sun Life Prosperity Dollar Wellspring Fund, Sun Life Prosperity Dollar Advantage Fund, Sun Life Prosperity Philippine Stock Index Fund, Sun Life of Canada Prosperity Philippine Equity Fund, Sun Life Prosperity World Equity Index Feeder Fund, Sun Life Prosperity Funds: Downloadable Forms, Bright tips for hardworking Filipinos to spend income wisely, Healthy family habits to live your best life, Breaking the Bias Gender equality networking and self promotion, Celebrate independence with financial freedom. Were committed to keeping our Clients personal data safe and secure. Gordon was a co-Portfolio Manager (PM) on the Sun Life MFS U.S. Growth Fund (the Fund), as well as a member of the Growth Equity team. Market Risk: The risk of loss due to market performance. More about diversity and inclusion All investments involve risk including the possible loss of capital. Learn more about your Sun Life Group Retirement Services plan. The firm changed its name effective June 18, 2019. We offer our insights and deep fixed income and real assets platform through four specialty managers. Some are difficult. Shortly after making your investment, you will receive a statement confirming the details of your account. Sun GIF Solutions Sun Life Granite Balanced Growth Estate Series A All rights reserved. Investment calculator Choose a time period and find out how much your shares have changed in value (holidays, weekends, future dates and today's date are not available). [2] SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Home | Sun Life Global Investments The team ensures the asset mix is adjusted to become more conservative as the maturity date approaches, so investors dont have to worry about their portfolios being too risky as their investment milestone approaches. Trading volume of 216,366 shares remained below its 50-day average volume of 2.3 M. Collective expertise, long-term discipline and risk management. Private Client. The Sun Life Prosperity Funds Exclusive online events, just for you. Segregated funds are large pools of money invested in stocks, bonds or other securities. 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, A high-conviction, actively managed portfoliofocused on capturing the opportunities inglobal sustainable infrastructure assets. We offer this acknowledgment as a stepping stone towards honouring the original occupants, as a testimony to the oppression faced by Indigenous peoples, and our commitment to Indigenous communities and employees of Sun Life. Risks we have been successfully handling for decades. Seven uniquely engineered and competitively priced solutions, built for the future. SLGI Asset Management Inc.offers three Sun Life Milestone Funds: 1The Guaranteed Value is only available on the scheduled Maturity Date of the fund. Each fund has a written investment goal that helps you decide whether it should have a place in your overall financial plan. A Balasubramanian, Managing Director (MD) and Chief Executive Officer (CEO) of Aditya Birla Sun Life Mutual Fund. Together, the SLC Management group of companies partner with institutional investors across the globe, investing for you and alongside you. Board of Directors and Corporate Governance. Join any of our FREE webinars today to discover the opportunities that lie ahead in the market and how mutual funds can potentially help you build your wealth. This close-ended new fund offer (NFO) seeks to generate income by investing in a portfolio of fixed income securities maturing on or before the tenure of the scheme. A LIF is like a RRIF, but the funds in the plan come from a pension plan instead of RRSP contributions. *On July 29, 2015, the word "Managed" was replaced by the word "Granite" in the name of each Sun Life Granite Manages Solution. Learn more about the underlying funds within our Sun Life GIF contracts. Currency conversion rate: USD $1.00 CAD $1.3515 as of March 31st, 2023. InfraRed is an international investment manager focused on infrastructure, managingequity capital in multiple private and listed funds, primarily for institutional investors across the globe. If the net asset value per unit on the maturity date of a Sun Life Milestone Fund is less than the Guaranteed Value per unit, then Sun Life Assurance Company of Canada, as sub-advisor to the Sun Life Milestone Funds, ("Sun Life", or the "guarantor") has agreed to pay the shortfall to the Sun Life Milestone Fund. We are always looking for outstanding people to fill a variety of positions worldwide. Eective March 6, 2023, Sun Life Milestone 2025 Fund is closed to new investments. Money market funds invest in short term debt and cash equivalent securities. Board of Directors and Corporate Governance. We are grateful to have the opportunity to work in this territory. Sun Life Assurance Company of Canada. We have invested billions of dollars in sustainable projects. Knowing that holding a Milestone Fund to maturity means investors will receive the Guaranteed Value (even if the NAV falls below the GV), investors may be less likely to try to redeem their investment knowingand more inclined to stay invested for the long term. Equity Fund: Aditya Birla Sun Life mutual Fund merges ABSL All rights reserved. Theseguarantees can help protect your investments against market downturns. Explore our investment solutions Mutual funds A convenient way to invest in a diversified, professionally managed portfolio - whatever your goals may be. This pool is invested in stocks, bonds or other securities that grow the value of the entire investment. You prefer long-term capital growth with some income, and are willing to take substantial risk. This website is for informational and educational purposes only. Although Gordons retirement is a loss to the team, we are comforted by the stability of the continuing co-portfolio management team. We'll show you how. Making your money work for you. Please select your language preference on the right hand side. Existing pre-authorized chequing plans are permitted to continue to purchase securities of the Fund. Together, the SLC Management group of companies are focused on adding value to our clients and bringing innovative ideas and solutions to the market. Crescent provides private credit financing (including senior, unitranche and junior debt) to middle-market companies in the U.S. and Europe, and invests in high-yield bonds and broadly syndicated loans. Equity funds have a variety of management styles. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Synthetic inflation-linked corporate bond, Synthetic equity: maintain equity exposure while freeing up portfolio cash, Cash equitization: liquidity with flexibility, Q3 2021: Investment grade private credit update, Evaluating private credit opportunities in todays market, The Impact of Rising Rates LDI Client Update, Q2 2022: Investment grade private credit update, Regulatory Update - Schedule D Part 1 (Bonds), Q3 2022 Investment Grade Private Credit Market Update, Multi-Asset Credit Strategy: October 2022 Update, Multi-Asset Credit Strategy: November 2022 Update, Multi-Asset Credit Strategy: December 2022 Update, Q4 2022: Investment Grade Private Credit update, Multi-Asset Credit Strategy: January 2023 Update, Fireside chat: Seize new opportunities in bonds and structured credit, Q1 2023: Investment Grade Private Credit update, Q1 2023: Crescent Capital group market commentary, Crescent experts Q&A: How innovation will drive private debt forward, Mark Attanasio on the changing landscape of private credit, James Slotnick on the U.S. midterm elections, James Slotnick on the 2022 U.S. midterm elections, Andrew and John on commonalities in investment grade private credit and narrowly syndicated bank loans, Laila on operational considerations for investment grade private credit investors, Kate McKeon on sustainable investing and Net Zero, Ben Greene on education, allyship, and the trans experience, Melissa on the importance of the client experience, Steve on the Canadian P&C insurance market, Rich and Peter on growing stress in the banking sector, Chris and Tim on the Special Financial Assistance Program for Taft Hartley plans, Veronique on the evolution of LDI investing in Canada, Chris Wright on the future of private credit, Josh Davis on inner mastery and effective leadership, James Slotnick on the politics of raising the U.S. debt ceiling.
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