These are the funds available and the fund management fees. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. ... • 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 … 10% - Sun Life BlackRock Canadian Bond Index Segregated Fund 30% - BlackRock US Equity Index Segregated Fund. MFS believes ideas improve when they're carefully reviewed and constantly challenged. I setup automatic distribution of my and company’s contributions to: TDAM Cdn bond index fund, … Annual Reports 2015-2018. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. TD Guaranteed Investment Funds II. information on the fund and its holdings, call the Canada Life Retirement Information Line at 1-800-305-1444. This annual management report of fund performance contains financial highlights but does not contain the complete financial . The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. The S&P 500® index, the S&P 500® CAD Hedged index, the S&P EPAC Ex-Korea LargeMidCap index, the S&P EPAC Ex-Korea LargeMidCapCAD hedged index, the S&P Canada Aggregate Bond index and the S&P/TSX Capped Composite index (collectively, the "Indices") are products of S&P Dow Jones Indices LLC ("SPDJI"), and have been licensed for use by TD Asset Management Inc. ("TDAM"). TD Asset Management Inc. (TDAM) is a wholly-owned subsidiary of The Toronto-Dominion Bank, and a member of the TD Bank Financial Group. The replacement fund has the same investment style (passive). For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Sun Protect GIF MFS Canadian Bond Fund is a Segregated Fund incorporated in Canada. 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. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Risk managed. Index funds are a low-cost option for new investors to commence their investing journey while earning “market returns” and saving on “investment fees.” The use of low-cost index funds can also prepare and boost the confidence of beginners for more DIY-type investing with ETFs and other individual investment assets. 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 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. 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. The calculation is simply the average of the returns for all the funds in a given category. Im 36 years old and not see myself retiring anytime soon. The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. Sun Life Prosperity World Voyager Fund 2020 20-IS. Ratings and/or ranking information is subject to change monthly. If you are satisfied with the replacement fund suggested, you don’t have to take any action at this time. A mutual fund representative can help you choose the mutual funds that are suitable for you. Sun Life Financial Money Market Segregated Fund (X21) BlackRock Universe Bond Index Segregated Fund (W02) MFS Balanced GroMh Segregated Fund (U84) Trimark htcome Growth Segregated Fund (X23) CC&L Group Canadian Equity Segregated Fund (XIS) TDAM Canadian Equity htdex Segregated Fund (X39) TDAM Low Volatility Canadian Equity Segregated Fund (QTK) MFS Iutemational Equity Segregated Fund … Sun Life also offers segregated funds through financial advisors. … 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. 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. By signing in, you agree to these terms and conditions. Search United Kingdom. Based on the generalized advice of allocating 120 - age percentage to equity, I would suggest the following combination of index funds:. ... 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 … Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. Sun Life Assurance Company of Canada and Morningstar, together, are pleased to provide you this information on the investments available in your plan. Beutel Goodman Canadian Equity Segregated Fund (0.65% MER) Beutel Goodman Small Cap Segregated Fund (0.69% MER) MFS Canadian Equity Growth Segregated Fund (0.59% MER) TDAM Canadian Equity Index Segregated Fund (0.41% … of the investment fund. TD Guaranteed Investment Funds II. Returns for funds less than 1 year old cannot be displayed. By signing in, you agree to theseterms and conditions. We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. Hafiz is a co-manager of TDAM's Global and Canadian Core Plus fixed income mandates, serving both retail and institutional clients. For more information, please refer to the applicable Fund Facts document. 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. At Sun Life, our Purpose is to help our Clients achieve lifetime financial security and live healthier lives. 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