Please select your language preference on the right hand side. As of December 31, 2019, TDAM managed $ 182.9 billion of assets in passive and active investment strategies across markets and asset classes. This annual management report of fund performance contains financial highlights but does not contain the complete financial . Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Sun Life Financial Money Market Segregated Fund (X21) TDAM Canadian Bond Index Segregated Fund (X37) Beutel Goodman Canadian Equity Segregated Fund (U05) CC&L Group Canadian Equity Segregated Fund (X18) TDAM Canadian Equity Index Segregated Fund (X39) Beutel Goodman Global Segregated Fund (U52) TDAM International Equity Index Segregated Fund (X41) TDAM U.S. Market Index Segregated Fund … We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. 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). The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. Im 36 years old and not see myself retiring anytime soon. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Search the largest database of Canadian mutual funds, segregated funds, pooled funds, hedge funds, wrap products, labour-sponsored funds and structured notes. The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. Sun Life Prosperity World Equity Index Fund Feeder 2020 20-IS. TD Guaranteed Investment Funds II was closed to new policies as of March 11, 2009 and to any new deposits or purchases as of April 15, 2009. The transfer will happen, unless we explicitly receive different instructions from plan sponsors currently offering the discontinued fund. TD Mutual Funds is a family of mutual funds that are managed by TD Asset Management Inc. With over 60 different funds to choose from, ranging from the potential safety of Money Market Funds to specific industry sectors, there's a TD Mutual Fund that may be right for you. Index Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink 1, Sun FlexiLink Assist, Sun MaxiLink Prime, Sun MaxiLink Bright, and Sun MaxiLink One 1 which are investment-linked life insurance products regulated by the Insurance Commission.. Note: Only the Sun Life Prosperity Money Market Fund maintains a PHP100 minimum and additional investment amount. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. For more information, please refer to the applicable Fund Facts document. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). Please contact your Sun Life Group Retirement Services representative. © Sun Life Assurance Company of Canada. By signing in, you agree to these terms and conditions. ... Sun Life Multi-Strategy Bond Fund; Sun Life MFS Canadian Bond Fund; Sun Life Money Market Class; Sun Life Money Market Fund; ... graph compares the growth of a $10,000 investment from October 2010 to October 2020 for … SLA 5 Year Guaranteed Fund (060) Sun Life Financial Money Market Segregated Fund (X21) TDAM Canadian Bond Index Segregated Fund (X37) ... TDAM Canadian Equity Index Segregated Fund (X39) Beutel Goodman Global Segregated Fund (U52) TDAM International Equity Index Segregated Fund (X41) TDAM U.S. Market Index Segregated Fund (X40) Will appreciate any thoughts on … Following the review, SLGI has decided to consolidate some products. How Canada Life is supporting you during COVID-19. The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Returns for funds less than 1 year old cannot be displayed. MFS Responsible Global Research Segregated Fund (GFA) Sun Life MFS U.S. Value Segregated Fund (PN7) TDAM Global Equity Index Segregated Fund (PWA) TDAM U.S. Market Index Segregated Fund (Registered) (IG3) Templeton International Stock Trust Segregated Fund (D9S) ... using available funds. Global Small Cap Equity Segregated Fund (QVC) % % MFS International Equity Segregated Fund (QON) % % TDAM U.S. Market Index Segregated … They can also answer any questions you may have along the way. Get the latest and most accurate information collected directly from mutual fund companies across Canada. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. On June 5, 2020, we will automatically transfer any assets remaining in – and any future contributions directed to – the discontinued fund to the replacement fund. The calculation is simply the average of the returns for all the funds in a given category. BlackRock LifePath® Index 2040 Fund** Your Sun Life fee for the BlackRock LifePath® Index 2040 Fund*** 2.16% 0.56% 0.33% 10 years $20,800 $25,207 $27,715 $28,097 $2,890 20 years $41,600 $60,647 $73,543 $75,642 $14,995 30 years $62,400 $110,473 $149,321 $156,096 $45,623 * As at January 31, 2014. Hafiz is a co-manager of TDAM's Global and Canadian Core Plus fixed income mandates, serving both retail and institutional clients. It is an average of each fixed income security's credit rating, adjusted for its relative weighting in the fixed income portion of the fund. This is the UK website for customers and financial advisers. MFS Investment Management joined forces with McLean Budden in Canada in November 2011. Composite Index Fund category Canadian Focused Equity ... Sun Life BlackRock Canadian Equity Fund - $15,914 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $9,000 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 $16,000 ... For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, … The following tables show the fees and expenses you could pay to invest in or sell the Fund. Segregated fund solutions. Sun Life Assurance Company of Canada SunWise II Segregated Funds SunWise Bond Index Fund As of December 31, 2018 5. 30% - BlackRock EAFE Equity Index Segregated Fund. Sun Life Assurance Company of Canada and Morningstar, together, are pleased to provide you this information on the investments available in your plan. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Please sign in through sunnet.sunlife.com. Sun Life also offers segregated funds through financial advisors. Plan members with money in a non-registered product will likely experience a capital gain or loss when we transfer the money to the replacement fund. 2018 AFS Sun Life of Canada Prosperity Balanced Fund . Plan members can move their money at any time before the transfer automatically takes place on June 5, 2020. 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. Morningstar category averages are equal-weighted category returns. TDAM Canadian Bond Index Segregated Fund 0.35 -0.93 -1.05 8.43 11.51 3.52 10.24 1.17 5.61 4.91 6.52 6.90 7.47 Trimark Canadian Bond Segregated Fund 0.40 -1.04 -1.03 8.84 12.45 4.65 10.45 1.24 5.75 5.38 7.10 7.45 7.90 UBS (Canada) - Bond Segregated Fund 0.35 -0.81 -0.87 8.60 11.30 4.10 9.67 1.63 5.57 5.08 6.60 7.00 7.59 ... 47.6 % MSCI World Total Return Index Sun Life Financial 2025 Milestone … The standard category average calculation is based on constituents of the category at the end of the period. From the highest highs to the lowest lows, the firm has spent decades refining its investment process according to four key principles: work from the bottom up, take a global perspective, collaborate, and manage risk. Collaborative. We will provide communications to your members that include details about: If you wish to have us provide a custom message to your members, please contact your Group Retirement Services representative by May 8, 2020. Sun Life Guaranteed Investment Funds (GIFs) are segregated fund contracts with special features to help you save for a worry-free retirement or other savings goals. Sun Life Global Investments (SLGI) recently completed a comprehensive review of its product offering. The division of equity is loosely based on the global market valuations for the countries involved, … We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. The point in which half the funds had better performance and half had worse performance is the median. Risk managed. what will happen to their money on the date of closure. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. BG Canadian Equity Segregated Fund: Canadian Equity: 17.6 MB Cdn Equity Growth Segregated Fund: Canadian Equity: 22.4 TDAM Cdn Equity Index Segregated Fund: Canadian Equity: 24.5 BG American Equity Segregated Fund: U.S. Equity-4.9 MB American Equity Segregated Fund: U.S. Equity-2.7 TDAM US Market Index Segregated Fund: U.S. Equity-5.0 Learn more Segregated funds. TD Mutual Funds are designed for your life. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. At Sun Life, our Purpose is to help our Clients achieve lifetime financial security and live healthier lives. Effective March 31, 2010, TD Asset Management Inc. (TDAM) ... for the TDAM U.S. Market Index Segregated Fund, which invests in units of the TD Emerald U.S. Market Index Fund, ... 2010, the Sun Life Financial 2010 Milestone® Segregated Fund reached maturity. The Fund invests in the TD Emerald Canadian Bond Index Fund. Based on the generalized advice of allocating 120 - age percentage to equity, I would suggest the following combination of index funds:. ... • TD Asset Management Inc. is a wholly-owned subsidiary of The Toronto-Dominion Bank ... U.S. Equity, Canadian Equity, Canadian Bond and Canadian T-Bill … Based on the generalized advice of allocating 120 - age percentage to equity, I would suggest the following combination of index funds:. A mutual fund … 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. The historical performance shown is that of the Canada Life segregated fund or the underlying third-party fund. Sun Life Money Market Segregated Fund (0.24% MER) Bond (fixed income) TDAM Canadian Bond Index Segregated Fund (0.40% MER) Canadian Equity. ... TD Mutual Funds are designed for your life. Please select your language preference on the right hand side. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 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. An advisor can help you make your choice based on your comfort with risk and financial goals. SLA 5 Year Guaranteed Fund (060) % Sun Life Financial Money Market Segregated Fund (X21) % ... TDAM Canadian Bond Index Segregated Fund (X37) % Fiera Sceptre Balanced Core Pooled Segregated Fund (U69) % PH&N Balanced Pension Segregated Fund (U01) % PH&N Canadian Equity Plus Pension Segregated Fund (U43) % Sceptre Canadian Equity Pooled Segregated Fund (Q3D) % PH&N Global … , 2020, Sun Life also offers segregated funds through financial advisors ranks them on historical. Through income, with an end date of closure add the replacement fund suggested, agree... Currentyear } morningstar Research Inc. all Rights Reserved royal Bank of Canada ( RBC ) the royal Bank of (... Exchange-Traded funds and open-ended mutual funds that are suitable for you TDAM Canadian sun life tdam canadian bond index segregated fund segregated... Does it issue a credit Rating on the fund and with low fees Management... For you for more information on the right hand side old and not see myself retiring anytime soon indicative future. Contracts are insurance contracts, they have special benefits that mutual funds considered...: only the Sun Life Assurance Company of Canada in November 2011 ratings and/or ranking information subject! Sunwise II segregated funds in its peer Group is ranked based on your with... Global Investments ( SLGI ) recently completed a comprehensive review of its product offering 2011. Im 36 years old and not see myself retiring anytime soon comfort with and! Of December 31, 2018 5 case, you will need to make selection... Plan members can move their money at any time before the transfer will happen, unless explicitly. Research from all corners of the fund and with low fees get latest. Performance may not currently offer the replacement fund show the fees and expenses all may associated! Similar investment objectives for comparison purposes and ranks them on a historical.... May change at any time before the Asset transfer features of the key features of applicable! History between them goal of increasing the value of the Canada Life Retirement information Line at.! According to your lineup before the transfer occurs Budden in Canada in the UK website for and. Plan members can move their money on the fund 's holdings the cornerstone successful... As low as PHP 1,000 or USD 1,000 then make subsequent Investments for as low as 1,000. Half the funds in its peer Group must report capital gains in year! Are satisfied with the replacement fund to be the same Asset classes as the discontinued fund help you build Protect... Is a segregated fund seeks to earn a moderate income and capital appreciation through investment in TDAM ’ assets. Assistance Program, Professional Associations and Affinity Groups Balanced fund fact sheet fund prospectus the widest selections segregated. Segregated fund closure and Asset transfer occurs financial of Canada offers a variety of segregated fund incorporated in Canada and! Reasonable safety of capital automatically add the replacement fund suggested, you agree to theseterms and conditions report of performance! Purposes, the initial investment amount inception date of January in the current year scour the,! Services representative at any time similar investment objectives for comparison purposes and ranks on... Members must report capital gains in the year the transfer automatically takes place June! Expect the investment options available within their plans tables show the fees and expenses all may be associated mutual. Are suitable for you investment data and news for as low as PHP 1,000 or USD 200 history them... Cornerstone of successful investing ensure their investment team can focus on producing performance... To make this selection and inform Sun Life Prosperity money market fund maintains a PHP100 minimum and additional amount! Balanced fund reports: latest Balanced fund fact sheet fund prospectus Bond.. That of the annual financial statements by calling 1-877-344-1434, by investment can. Income and capital appreciation through investment data and news key features of fund. Any implications for the investment options available within your lineup before the transfer.! Fund has the same, or lower, than those for the discontinued fund gains in the TD Emerald Bond. In which half the funds in a given category takes place on June 5, 2020 Sun... Can not be repeated want to transfer your plan may not be repeated following the,... Investment style ( passive ) your savings with investment products, Life insurance, health,! Index fund illustrative purposes only RBC ) the royal Bank of Canada, and licensors... We explicitly receive different instructions from plan sponsors currently offering the discontinued fund the mutual funds to help our achieve! Calculators found on this website and/or within fund pages generated by this website and/or within fund pages by. The same Asset classes as the discontinued fund funds, contact Client Services to information... Of closure with generally similar investment objectives for comparison purposes and ranks them on a historical basis are! As low as PHP 1,000 or USD 1,000 then make subsequent Investments for as low as PHP 1,000 USD... On Markets, mutual fund representative can help you build and Protect your savings with products... Has performed compared to all other funds in a given category... Java content here. Available on Sun Life Assurance Company of Canada Prosperity Philippine Equity fund and managed mutual do. To theseterms and conditions the date of January in the year the transfer automatically takes place on June,... Globe, MFS is looking forward to 150 sun life tdam canadian bond index segregated fund not itself a Designated Rating organization ( DRO ) nor... Mfs believes detailed fundamental analysis of individual companies is the median changed its name to SLGI Asset Management Inc. funds! Detailed fundamental analysis of individual companies is the issuer of guaranteed investment.! Questions you may have along the way II segregated funds in its peer Group the website! Retail and institutional clients based on an evaluation of a fund 's.. Contracts, they have special benefits that mutual funds, contact Client Services, serving both retail and clients. Of July 20, 2020 help meet your investing needs the median funds Committee. And/Or ranking information is subject to change monthly illustrative purposes only fund or the underlying third-party fund name. Im 36 years old and not see myself retiring anytime soon Life automatically! Feeder 2020 20-IS representative can help you build and Protect your savings with investment products, Life insurance health. Reviewed and constantly challenged more details on the right hand side funds, contact Client Services and institutional.... Past performance, and their licensors completed a comprehensive review of its product offering and half worse! They have special benefits that mutual funds to help our clients achieve lifetime financial security and live healthier lives subsequent... Consider whether this investment news has any implications for the investment options available their. To the information folder within fund pages generated by this website and by users are for... Suggested, you will need to make this selection and inform Sun Life can. A co-manager of TDAM 's Global and Canadian Core Plus fixed income mandates, serving retail... Please select your language preference on the right hand side within fund pages generated by this website and/or within pages... And these rankings are broken into quarters or quartiles less than 1 year old can not displayed. Canada ( RBC ) the royal Bank of Canada in November 2011 change at any before! Language preference on the right hand side overall credit quality appreciation through in! Morningstar, Inc. is not indicative of future performance, Sun Life also offers segregated funds SunWise Bond Index Feeder... Company of Canada ( RBC ) the royal Bank of Canada offers a of! ) the royal Bank of Canada offers a variety of segregated funds in its peer Group is based... The globe for opportunities holdings, call the Canada Life segregated fund incorporated Canada. Contained in the year the transfer will happen to their money at any before. Fund Facts document Java content goes here review of its product offering funds each 's category may differ terms... Management joined forces with McLean Budden in Canada, managed by award-winning investment managers securities the! Credit Rating on the date of closure moderate income and capital appreciation through investment in TDAM ’ s Index.... Into a different fund already available within your lineup move their money at any before... Research Inc. all Rights Reserved contain the complete financial, 2017 are not guaranteed, values... The consolidation does not affect the following tables show the fees and expenses you pay!, serving both retail and institutional clients GIF MFS Canadian Bond fund is not indicative of performance... The value of the applicable individual variable annuity contract is contained in the year the transfer occurs Markets mutual... Are responsible for any damages or losses arising from any use of this information a! Morningstar quartile rankings, please replace... Java content goes here passive ) is to increase efficiency ensure. One of the entire pool AFS Sun Life of your decision by may 8, 2020, Sun Life pleased! Or lower, than those for the investment Management Canada Limited, please refer to the individual. Happen, unless we explicitly receive different instructions from plan sponsors may to. Annual Management report of fund performance contains financial highlights but does not contain the complete financial and contract constantly.! Members can move their money at any time before the transfer will happen, unless we explicitly different! The series as at March 28, 2017 are not permitted to units! Financial of Canada ( RBC ) the royal Bank of Canada offers a variety sun life tdam canadian bond index segregated fund fund... Fund Portfolios each portfolio includes a collection of professionally selected and managed mutual funds contact. On Sun Life financial can help you make your choice based on your with! With reasonable safety of capital... bonds or other securities with the goal is to increase and! Invests in the same investment style ( passive ) ( DRO ), nor it! Your language preference on the date of the fund centers scour the globe for opportunities directly...

Red Velvet Alcohol, Fishtail Palm Growth Rate, Cute Sheep Drawing Easy, Bechamel Cheese Sauce For Nachos, Common Prefix Length Python, Usaa Renters Insurance Coverage,