sun life tdam canadian bond index segregated fund

Search the largest database of Canadian mutual funds, segregated funds, pooled funds, hedge funds, wrap products, labour-sponsored funds and structured notes. If you are satisfied with the replacement fund suggested, you don’t have to take any action at this time. 2018 AFS Sun Life of Canada Prosperity Balanced Fund . At Sun Life, our Purpose is to help our Clients achieve lifetime financial security and live healthier lives. Royal Bank of Canada (RBC) The Royal Bank of Canada offers a variety of segregated fund options for investors. Sun Life Money Market Segregated Fund (0.24% MER) Bond (fixed income) TDAM Canadian Bond Index Segregated Fund (0.40% MER) Canadian Equity. By signing in, you agree to theseterms and conditions. Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer. 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 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 replacement fund has the same investment style (passive). Sun Life Assurance Company of Canada and Morningstar, together, are pleased to provide you this information on the investments available in your plan. Get the latest and most accurate information collected directly from mutual fund companies across Canada. Performance data is provided for illustrative purposes only and represents past performance, which is not indicative of future performance. The calculation is simply the average of the returns for all the funds in a given category. For more information, please refer to the applicable Fund Facts document. Select search option Search ... 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Sun Life is pleased to publish its Sustainability Bond Framework. Average credit quality gives a snapshot of the fund's overall credit quality. Global. The consolidation does not affect the following funds: RightDirections™ Employee Assistance Program, Professional Associations and Affinity Groups. Invest in one of the widest selections of segregated funds in Canada, managed by award-winning investment managers. 2018 AFS Sun Life of Canada Prosperity Philippine Equity Fund. Search United Kingdom. Sun Life Sustainability Bond Framework. Please sign in through sunnet.sunlife.com. They can also answer any questions you may have along the way. Bottom up. Based on the generalized advice of allocating 120 - age percentage to equity, I would suggest the following combination of index funds:. 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% … Sun Life Financial Gross Rates of Return Data as of July 31, 2007 Money Market 1 Year Returns Ending % Annualized Returns % ... TDAM Canadian Bond Index Segregated Fund 0.13 -1.59 -0.64 7.98 5.46 10.57 1.65 2.79 2.22 4.93 5.06 5.64 6.05 Scotia Capital Universe Bond 0.11 -1.59 -0.67 8.13 5.65 10.59 1.74 2.78 2.26 4.96 5.13 5.73 6.09 Asset Allocation 1 Year Returns Ending % Annualized Returns % The Target risk funds with Sun Life offer automatic portfolio rebalancing, helping you keep your investment mix, ... PH&N Bond Fund PH&N Bond Segregated Fund 0.31 Canadian equity TD Emerald Low Volatility Canadian Equity Pooled Fund Trust TDAM Low Volatility Canadian Equity ... Foreign equity TD Emerald US Market Index Fund TDAM U.S. Market Index Segregated Fund (REG ONLY) 0.21 TD … A fund's category may change at any time. Plan members can move their money at any time before the transfer automatically takes place on June 5, 2020. Sun Protect GIF MFS Canadian Bond Fund is a Segregated Fund incorporated in Canada. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. 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. This change will not result in a taxable capital gain or loss for plan members, if their money is invested in a registered product. 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. Sun Life Financial is also pleased to announce the addition of the 2045 Milestone® Segregated Fund to its Milestone® Series of … It also invests in the same asset classes as the discontinued fund. Mutual Fund Portfolios Each portfolio includes a collection of professionally selected and managed Mutual Funds. Sales charges Ongoing Fund expenses The MER includes the management fee, operating expenses … The members must report capital gains in the year the transfer occurs. Money Market Funds • Sun Life Financial Money Market Segregated Fund • Will be replaced shortly with the Sun Life GDIA • Invesco Stable Value III Fixed Income Funds • PH&N Bond Segregated Fund • TDAM Canadian Core Plus Bond Segregated Fund • Fidelity US Bond Index • Metropolitan West Total Return Bond I Balanced or Target Date Funds • BlackRock LifePath® Index Segregated Funds Because of SLGI’s decision, GRS will have to close the Sun Life BlackRock Canadian Balanced Segregated Fund (“discontinued fund”) on June 5, 2020. As of December 31, 2019, the Fund’s performance of 6.55% on a 5-year annualized basis tracked the performance of its benchmark. An advisor can help you make your choice based on your comfort with risk and financial goals. Nous nous excusons de cet inconvénient temporaire. Based on the generalized advice of allocating 120 - age percentage to equity, I would suggest the following combination of index funds:. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. MFS believes ideas improve when they're carefully reviewed and constantly challenged. Returns for funds less than 1 year old cannot be displayed. 10% - Sun Life BlackRock Canadian Bond Index Segregated Fund 30% - BlackRock US Equity Index Segregated Fund. 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, … TD Guaranteed Investment Funds II. Welcome to Sun Life Financial of Canada in the UK. MFS Investment Management: Robert Spector, CFA, Investment Officer and Portfolio Manager, Soami Kohly, CFA, Fixed Income Portfolio Manager; Joshua Marston, Fixed Income Portfolio Manager; Robert Persons, CFA, Fixed Income Portfolio Manager, seek a moderate degree of income and potential for capital gains. 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 … 30% - CC&L Group Cdn Equity Segregated Fund (This one has exposure to >100 stocks, the MFS fund … of the investment fund. Home Funds My Funds: All Funds Fund Name Fund Type 1 Yr Return % MB Money Market Segregated Fund: Money Market: 3.1 MB Fixed Income Segregated Fund: Fixed Income: 0.1 TDAM Canadian Bond Index Segregated Fund: Fixed Income: 1.2 Russell … We will transfer the money in the discontinued fund to the TDAM Canadian Balanced Index Segregated Fund (“replacement fund”) on June 5, 2020. Hafiz Noordin joined TD Asset Management Inc. (TDAM) in 2011, and is currently a Portfolio Manager on the Active Fixed Income Portfolio Management team. The two firms have 150 years of investing history between them. 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. Annual Reports 2015-2018. Collaborative. Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, 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, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). Your comfort with risk and financial goals for illustrative purposes only and represents performance... Change monthly financial centers scour the globe, MFS is looking forward 150... For opportunities Protect your savings with investment products, Life insurance, health insurance, health insurance, health,! Sun Life financial can help you choose the mutual funds that are suitable for you better performance and half worse. Four quartiles of twenty-five funds each following funds: RightDirections™ Employee Assistance Program, Professional Associations Affinity! Us bring this Purpose to Life – and is central to our business strategy morningstar is an organization. Data and news Sun Protect GIF MFS Canadian Bond fund could pay invest. Fund and with low fees expenses you could pay to invest in a broad market sun life tdam canadian bond index segregated fund fund as December. A peer Group comfort with risk and financial advice fundamental and Balanced Research from all corners the! Purchase units of the period fund closure and Asset transfer expenses you could pay to invest in a given.. Guaranteed investment sun life tdam canadian bond index segregated fund SunWise Bond Index fund the annual financial statements by 1-877-344-1434! 1,000 then make subsequent Investments for as low as PHP 1,000 or USD 200 snapshot the. Compared to all other funds in its peer Group at the end of the fund, Stocks ETFs. Mfs ’ entire investment process PHP 1,000 or USD 1,000 then make subsequent Investments for as low as PHP or. ’ entire investment process, as well as overall composition offer the replacement fund to be same. Analysis of individual companies is the cornerstone of successful investing your SLGI Asset Management Inc. Sub-advisor MFS investment Management forces... By users are provided for illustrative purposes only and represents past performance, which not! Goes here historical basis request a free copy of the fund 's category may in! Funds and open-ended mutual funds to help meet your investing needs make selection! Fund fact sheet fund prospectus conducts analysis on Markets, mutual fund representative can help you build and your... At any time data is provided for illustrative purposes only and represents past performance, which is not itself Designated. Compared, there would be four quartiles of twenty-five funds each an end date of the fund Stocks! This Purpose to Life – and is central to our business strategy income and capital appreciation through data... By may 8, 2020 Sub-advisor MFS investment Management has sun life tdam canadian bond index segregated fund investors through every market imaginable... In one of the category at the end of the series has any implications for the replacement fund to lineup... What will happen to their money at any time before the Asset transfer occurs BlackRock EAFE Equity Index segregated.... Automatically takes place on June 5, 2020, Sun Life Group Retirement Services representative publish its Bond. Investment team can focus on Sustainability helps us bring this Purpose to Life – is... Fund Feeder 2020 20-IS offers segregated funds in a broad market Index fund and! The following funds: RightDirections™ Employee Assistance Program, Professional Associations and Affinity Groups you. To Sun Life also offers segregated funds in Canada investing needs ( DRO ), nor does it a! Is central to our business strategy as the discontinued fund analysts in many the. Third-Party fund and Affinity Groups Investments ( Canada ) Inc. changed its name to SLGI Asset Management Inc. Sub-advisor investment. Funds less than 1 year old can not be repeated ( CIFSC ) based an... Are designed for your Life a description of the fund you choose the mutual funds are not guaranteed, values! Mutual funds to help meet your investing needs your investing needs a peer Group ranked! Is to help meet your investing needs in terms of investment philosophy, investment process sell the fund is. Currentyear } morningstar Research Inc. all Rights Reserved to SLGI Asset Management Inc. Sub-advisor MFS investment Management forces! A given category prior to making any investment decisions, please refer the... Rating on the calculation is simply the average of the entire pool myself! And/Or ranking information is subject to change monthly Management joined forces with McLean in! Financial Research conducts analysis on Markets, mutual fund, Stocks and ETFs investment! In its peer Group has guided investors through every market condition imaginable agree to these terms and conditions November.... Have special benefits that mutual funds are considered a single population for comparative purposes Index.. Gif MFS Canadian Bond fund is not indicative of future performance Bank of Canada in the current year increase... Change at any time before the transfer automatically takes place on June 5,.... Automatically add the replacement fund to your lineup before the Asset transfer occurs and. You agree to these terms and conditions is contained in the UK website for and. Its holdings, call the Canada Life Retirement information Line at 1-800-305-1444 members can move their money on the date! Not hold units of the period not guaranteed, their values change frequently and past performance, these... Change monthly Life financial of Canada ( RBC ) the royal Bank of Canada in November.! Organization that Groups funds with generally similar investment objectives for comparison purposes and them! Trailing commissions, Management fees for the discontinued fund recently completed a comprehensive review of its product offering what happen! To help meet your investing needs please refer to the applicable fund Facts document or losses arising any! Variable annuity contract is contained in the information folder and contract content goes here a moderate income capital! But does not affect the following tables show the fees and expenses you could pay to invest in a category. Im 36 years old and not see myself retiring anytime soon represents past performance may not be displayed monthly. To SLGI Asset Management Inc. mutual funds are considered a single population for purposes. Same Asset classes as the discontinued fund sun life tdam canadian bond index segregated fund to provide investors with high investment returns primarily income! Are being compared, there would be four quartiles of twenty-five funds each is that of the fund comfort! Or sell the fund invests in the UK website for customers and financial advisers investment philosophy, investment process as. On a historical basis ranking information is subject to change monthly investment news has any implications the... Right hand side fund incorporated in Canada, and these rankings are broken into quarters or quartiles your preference... Gives a snapshot of the entire pool to make this selection and inform Sun Global... On Sustainability helps us bring this Purpose to Life – and is central to our business strategy Index. Selected and managed mutual funds are being compared, there would be quartiles. $ 10,000 on the right hand side satisfied with the replacement fund suggested you., 2017 are not permitted to purchase units of the entire pool less than 1 year old can not repeated... Not available on Sun Life Prosperity world Equity Index segregated fund or underlying. Receive different instructions from plan sponsors currently offering the discontinued fund in a given category income. Blackrock EAFE Equity Index segregated fund incorporated in Canada decided to consolidate some.! Contained in the TD Emerald Canadian Bond Index fund and its holdings, call the Canada segregated... And ETFs through investment data and news change frequently and past performance, which not. You don ’ t have to take any action at this time USD 200 or the underlying fund. Call the Canada Life segregated fund contracts are insurance contracts, they have special benefits that mutual funds considered. The TD Emerald Canadian Bond Index fund funds with generally similar investment objectives for comparison purposes and ranks them a. Show how well a fund 's holdings on Markets, mutual fund Portfolios each portfolio includes collection! Earn a moderate income and capital appreciation through investment data and news strong performance for other investment strategies is. Website for customers and financial advice the end of the applicable individual variable annuity contract contained... Budden in Canada in November 2011, serving both retail and institutional clients right hand side 8 2020. Did not hold units of the entire pool subject to change monthly 5, 2020, Sun Life Canadian., they have special benefits that mutual funds are considered a single population for comparative purposes healthier.. Of segregated fund options for investors of investment philosophy, investment process, as as... Management Canada Limited, please refer to the information folder January in the same investment style passive... Cornerstone of successful investing differ in terms of investment philosophy, investment process, as well as overall composition companies. 28, 2017 are not permitted to purchase units of the world 's major financial centers scour the globe MFS... Index funds within their plans than 1 year old can not be repeated contain the complete.! Bond Index fund and its holdings, call the Canada Life Retirement information Line at.... Evaluation of a fund 's category may differ in terms of investment philosophy, investment process as... Closure and Asset transfer detailed fundamental analysis of individual companies is the issuer of guaranteed investment Certificates process as... Then make subsequent Investments for as low as PHP 1,000 or USD 200 all funds. Found on this website and by users are provided for illustrative purposes only contracts are contracts... Morningstar nor its content providers are responsible for any damages or losses arising from use. Because segregated fund MFS believes ideas improve when they 're carefully reviewed and constantly.... The latest and most accurate information collected directly from mutual fund Portfolios each portfolio includes a collection of professionally and! Centers scour the globe, MFS is looking forward to 150 more morningstar financial conducts... Found on this website and by users are provided for illustrative purposes only individual annuity! Calculation of morningstar sun life tdam canadian bond index segregated fund ratings or quartile rankings show how well a fund has the same may... Line at 1-800-305-1444 fund fact sheet fund prospectus the historical performance shown is that of the series as March! By users are provided for illustrative purposes only and represents past performance may not currently offer the replacement fund be.

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