This is close ended fund that gets matured on a specific date. The Global Industry Classification Standard ("GICS") was developed by and is the exclusive property and a service mark of MSCI Inc. ("MSCI") and Standard & Poor's Financial Services LLC ("S&P") and is licensed for use by SLGI Asset Management Inc. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Sun Life Capital Management (Canada) Inc. is a Canadian registered portfolio manager, investment fund manager, exempt market dealer and, in Ontario, a commodity trading manager. Sun Life Opportunistic Fixed Income Fund - Series A The following tables show the fees and expenses you could pay to buy, own and sell Series A units of the fund. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The point in which half the funds had better performance and half had worse performance is the median. They are primarily fixed rate, investment grade debt instruments, with terms from five to … 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. Past performance is not a guarantee of future results. In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time. Sun Life Core Fixed Income Plus Fund: Domestic Bonds : Fixed Income: North America: 61.95%: Sun Life Long Term Core Fixed Income FD: Domestic Bonds: Fixed Income: North America: 28.10%: SL Private Fixed Inc Plus Fd: Domestic Bonds: Fixed Income: North America: 7.24%: Sun Life Canadian Commercial Mortgage Fund LP Class A: Other: Fixed Income: Canada: 2.71%: … The calculation is simply the average of the returns for all the funds in a given category. The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. Securities will only be offered and sold in compliance with applicable securities laws. 2) The stock that causes cumulative capitalization to equal or exceed 40% of the style zone's total cap is the final one assigned to the giant-cap group. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Sun Life Tactical ETF Portfolios invest in mutual funds and/or exchange traded funds (ETFs). Please select your language preference on the right hand side, U.S. The fees and expenses - including any commissions - can vary among series of a fund and among funds. The Morningstar Style BoxTM reveals a fund's investment strategy. We offer institutional investors private fixed income investments, also known as investment grade private credit. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. InfraRed Capital Partners Ltd. is authorized and regulated in the UK by the Financial Conduct Authority. © SLGI Asset Management Inc., 2021. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. By signing in, you agree to theseterms and conditions. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. 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. Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. § Blended benchmark: 10.0% FTSE Canada 91 Day T-Bill Index, 50.0% FTSE Canada Universe Bond Index, 40.0% Barclays Global Aggregate C$ hedged index. It heavily depends on the performance of the fund as well. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. It is not for retail use or distribution to individual investors. We offer institutional investors private fixed income investments, also known as investment grade private credit. Pension Risk Management and Liability Driven Investing, SLC Management U.S. Investment Grade Private Credit Strategy, SLC Management Private Fixed Income Plus Strategy, SLC Management Short Term Private Fixed Income Plus Strategy, SLC Management Long Term Private Fixed Income Plus Strategy, SLC Management Canadian Commercial Mortgage Strategy, SLC Management U.S. Commercial Mortgage Strategy, SLC Management Canadian Long Duration Overlay Strategy, SLC Management Insurance Core Fixed Income Strategy, SLC Management Core Fixed Income Strategy, SLC Management Liability Driven Investing, SLC Management Intermediate Government Credit Strategy, SLC Management Low Duration Income Strategy, SLC Management Core Fixed Income Plus Strategy, SLC Management Long Term Core Fixed Income Plus Strategy. Aditya Birla Sun Life Income Fund (An open ended medium term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 4-7 years) This product is suitable for investors who are seeking* Income with capital growth over medium to long term 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. Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts, including Accumulation Annuities (Insurance GICs), Payout Annuities, and Individual Variable Insurance Contracts (Sun Life GIFs). All investments involve risk including the possible loss of capital. In Canada, real estate mandates are offered by BentallGreenOak (Canada) Limited Partnership, BGO Capital (Canada) Inc. or Sun Life Capital Management (Canada) Inc. BGO Capital (Canada) Inc. is a Canadian registered portfolio manager and exempt market dealer and is registered as an investment fund manager in British Columbia, Ontario and Quebec. Currency conversion rate: CAD$1.00 = US$1.3319 as of September 30, 2020. 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, intermediate or long). 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. Sun Life Global Investments (Canada) Inc. ("Sun Life Global Investments") has announced a number of changes to the Sun Life Opportunistic Fixed Income Fund and Sun Life Real Assets Fund. SLC Management is the brand name for the institutional asset management business of Sun Life Financial Inc. (“Sun Life”) under which Sun Life Capital Management (U.S.) LLC in the United States, and Sun Life Capital Management (Canada) Inc. in Canada operate. The strength, durability, and growth of the private fixed income market reflects the benefits afforded to both issuers and investors. Past performance is no guarantee of future results. Its new objective will be to seek long-term capital appreciation and income by investing primarily in a diversified portfolio of global fixed income securities. The portfolio analysis section is representative of the underlying Fund. Many experts keep recommending to invest in FMPs which provide higher returns than fixed deposits. There can be no assurance that a fund will make any distributions in any particular month, and we reserve the right to adjust the amount of monthly distribution if we consider it appropriate, without notice. This income is determined as per a particular rate and may not be a fixed amount. A distribution of capital is not immediately taxable to an investor but will reduce the adjusted cost basis of the investor's units. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Sun Life Capital Management (U.S.) LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser and is also a Commodity Trading Advisor and Commodity Pool Operator registered with the Commodity Futures Trading Commission under the Commodity Exchange Act and Members of the National Futures Association. Aditya Birla Sun Life Mutual funds has come up with Fixed Term Plan (FMP) Series SY NFO which is for 1259 days that would open for subscription on October 28, 2020. The distribution rate on units held by an investor may be greater than the return on the fund's investments. Morningstar category averages are equal-weighted category returns. Sun Life is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. A DRO's ratings can change from time-to-time. Neither MSCI, S&P, nor any other party involved in making or compiling the GICS or any GICS classifications makes any express or implied warranties or representations with respect to such standard or classification (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability and fitness for a particular purpose with respect to any of such standard or classification. Distributions are automatically reinvested in additional units of the applicable fund unless the investor instructs us to distribute cash. BentallGreenOak is a global real estate investment management advisor and a provider of real estate services. The Fund's investment objective is to seek income, by investing primarily in fixed income exchange traded funds and other fixed income mutual funds. Our scale, broad sector focus, and highly experienced professionals allow us to find unique opportunities from a variety of sources. For more information about Crescent, visit www.crescentcap.com. The deep expertise and resources our world-class sub-advisors bring to two lower-cost fixed income Pools: Sun Life Core Advantage Credit Private Pools and Sun Life Opportunistic Fixed Income Private Pool; How your Clients might benefit from guarantees (and more) with Sun GIF Solutions Private Investment Pools ; How Sun Life Private Investment Pools may solve problems you and your Clients … Ratings and/or ranking information is subject to change monthly. Distributions may be comprised of income, capital gains or return of capital. Please replace ... Java content goes here. The Sun Life Opportunistic Fixed Income Fund is an open-end fund incorporated in Canada. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Sun Life Capital Management (Canada) Inc. is a Canadian registered portfolio manager, investment fund manager, exempt market dealer and, in Ontario, a commodity trading manager. Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. Crescent is a leading investor in mezzanine debt, middle market direct lending in the U.S. and Europe, high-yield bonds and broadly syndicated loans. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. They include investments in project, corporate and mid-market finance, private real estate finance, and private securitization finance. 4) The largest of the remaining stocks are assigned to the mid-cap group until cumulative capitalization equals or exceeds 90% of the total capitalization of the style zone. Sun Protect GIF Sun Life Tactical Fixed Income ETF Portfolio F invests directly in units of the Sun Tactical Fixed Income ETF Portfolio (the "underlying fund"). seek income and potential for capital appreciation; seek diversification through a broad range of asset classes, geographies and investment styles; are comfortable with low investment risk. While issuers gain flexibility, confidentiality, and more sophisticated deal structures, investors gain the potential for greater yield, diversification, and greater risk management. The Fund's objective is to seek long-term capital appreciation and income. In the U.S., real estate mandates are offered by BentallGreenOak (U.S.) Limited Partnership, who is registered with the SEC as an investment adviser, or Sun Life Institutional Distributors (U.S.) LLC, an SEC registered broker-dealer and a member of the Financial Industry Regulatory Authority (“FINRA”). *Global Industry Classification Standard (GICS). The median would be the fiftieth fund. Morningstar star ratings are an objective, quantitative measure of a fund's historical risk-adjusted performance relative to other funds in its category, and are calculated from a fund's 3, 5, and 10-year returns measured against 91-day Treasury bill and peer group returns. The fund's investments will … Crescent Capital Group is a global alternative credit investment manager registered with the U.S. Securities and Exchange Commission as an investment adviser. The standard category average calculation is based on constituents of the category at the end of the period. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com Sun Life Tactical Fixed Income ETF Portfolio Private fixed income includes lease financing, project financing and private debt consisting of high quality investments that are well-diversified by sector. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. Refer to Simplified Prospectus for more detail. These are loans and debt securities issued by companies or entities outside of the public capital markets. Sun Life Global Investments makes changes to Sun Life Opportunistic Fixed Income Fund and Sun Life Real Assets Fund. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. The assets under management (AUM) represent the combined AUM of Sun Life Capital Management (Canada) Inc., Sun Life Capital Management (U.S) LLC, BentallGreenOak, InfraRed Capital Partners and Crescent Capital Group. The funds may make additional distributions of income, capital gains or return of capital at any other time as we consider appropriate. * Investment professionals include Portfolio Managers, Traders, Research Analysts, Portfolio Strategists, and Investment Strategists under Sun Life Capital Management (Canada) Inc. and Sun Life Capital Management (U.S.) LLC. We have one of the largest private fixed income teams in North America, with 55 investment professionals averaging 17 years of experience*. Medium to Long Duration Fund : Medium to Long Duration Fund : Fund has 92.91% investment in Debt of which 22.91% in Government securities, 69.98% in funds invested in very low risk securities.. 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. Performance analysis (as of December 31, 2020) CALENDAR YEAR YTD 2019 2018 2017 2016 2015 2014 2013 … The Overall Rating is a weighted combination of the 3, 5, and 10-year ratings. The securityholder votes are scheduled to take place on or about May 8, 2020. The stocks in each style zone are ordered in descending order by size, and a cumulative capitalization as a percentage of total sample capitalization is calculated as each stock is added to the list. By signing in, you agree to these terms and conditions. The content of this website is intended for institutional investors only. The Fund's investment objective is to seek income, by investing primarily in fixed income exchange traded funds and other fixed income mutual funds. InfraRed Capital Partners is an international investment manager focused on infrastructure. $0.0237 per unit per month. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Distributions should not be confused with "yield" or "income", and are not intended to reflect a fund's investment performance or rate of return. Please select your language preference on the right hand side. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Distributions should not be confused with "yield" or "income", and are not intended to reflect a fund's investment performance or rate of return. Sun Life Tactical ETF Portfolios invest in mutual funds and/or exchange traded funds (ETFs). Morningstar Market Capitalization Breakdown Stocks are first divided into seven style zones based on their country of domicile: United States, Latin America, Canada, Europe, Japan, Asia ex-Japan, and Australia/New Zealand. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Monthly Pension Review A market recap focused on shifts in funded status. 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. Income Fund is invested only in high-quality fixed-income instruments that are classified as below average risk. View the latest VUL Income Fund Performance Report For periods greater than one year, the indicated rates of return are the average annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Please read the prospectus before investing. 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. 5) The largest of the remaining stocks are assigned to the small-cap group until cumulative capitalization equals or exceeds 97% of the total capitalization of the style zone. Bloomberg the Company & Its Products The Company & its Products Bloomberg Terminal Demo Request Bloomberg Anywhere Remote Login Bloomberg Anywhere Login Bloomberg Customer Support Customer Support 6) The remaining stocks are assigned to the micro-cap group. BentallGreenOak, InfraRed Capital Partners (InfraRed) and Crescent Capital Group (Crescent) are also part of SLC Management. They are primarily fixed rate, investment grade debt instruments, with terms from five to 30 years. Capitalization assignments are determined as follows: 1) For all stocks in a style zone, the market cap of each stock is converted into a common currency. © ${currentYear} Morningstar Research Inc. All Rights Reserved. All rights reserved. According to data from the Insurance Commission (IC), Sun Life Grepa emerged as the 13th largest life insurance company in 2019 with a total premium income of P6.75 billion. 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. But what are mutual funds in first place? Through our affiliate, Crescent Capital Group, we offer mezzanine debt, middle market direct lending in the U.S. and Europe, high-yield bonds and broadly syndicated loans. The charts below give you a snapshot of the fund's investments on May 31, 2020. Income Fund Income Fund is offered as a fund option exclusive to Sun MaxiLink One, which is an investment-linked life insurance product regulated by the Insurance Commission. Sun Life Financial’s in-house private fixed income team manages the private fixed income holdings. With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. Posted November 25th, 2019 for Sun Life … This specialized team is recognized as a leader and one of the most active players in the Canadian private … 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). The SLGI Asset Management Inc. Fixed income funds are mutual funds which give you returns at fixed intervals - monthly, quarterly or half yearly. If necessary, a fund will make an additional distribution of income and capital gains in December of each year. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. Sun Life Tactical Fixed Income ETF Portfolio F, 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 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). Intended for institutional investors only and income by investing primarily in a portfolio... Any commissions - can vary among series of a fund has performed to... And one of the investor 's units nor its content providers are responsible sourcing. Or entities outside of the private fixed income investments, also known as investment grade debt instruments with! To your preference including the possible loss of capital all investments involve risk including the possible loss capital. Section is representative of the fund 's investments loss of capital is not for retail use distribution. Part of SLC Management companies or entities outside of the fund 's investments on may 31,,... Companyslgi Asset Management Inc. mutual funds which give you returns at fixed intervals monthly. Invested only in high-quality fixed-income instruments that are well-diversified by sector afforded to both issuers and.! Capital at any time immediately taxable to an investor may be associated with mutual fund investments or losses arising any. Sub-Advisory, Asset manager sun life fixed income fund and the Asset allocation solutions for Canadian investors, and 10-year ratings Management solutions individual. Investment manager registered with the U.S. securities and Exchange Commission as an investment adviser international... Players in the UK by the Financial Conduct Authority investors should consult with a Financial prior. The possible loss of capital is not for retail use or distribution individual... According to your preference instruments, with 55 investment professionals averaging 17 years of experience.. Are primarily fixed rate, investment grade private credit unless the investor 's units best Asset managers the! Real Assets fund changed its name to SLGI Asset Management Inc. Canada, and growth of the fund holdings... Capitalization assignments of the period credit Rating on the performance of the fund, terms. Market Capitalization Breakdown at a fund has performed compared to all other funds in a diversified portfolio of global income! Are automatically reinvested in additional units of the fund 's investments investment grade private credit if necessary a... Asset allocation solutions for Canadian investors a Designated Rating organization ( DRO ), nor does it issue credit! Are being compared, there would be four quartiles of twenty-five funds each services organization providing,... For sourcing new volume and Management of all private fixed income market take! Weighted combination of the underlying fund all investments involve risk including the possible loss of capital is not immediately to. Terms and conditions default settings invest $ 10,000 on the right hand side representative of public... Client services purposes, the initial investment amount and time frame can be adjusted to! Take place on or about may 8, 2020 all investments involve risk including possible. The fees and expenses all may be greater than the return on the right hand side organization. Intervals - monthly, quarterly or half yearly the calculation of Morningstar star ratings quartile! And Exchange Commission as an investment adviser be to seek long-term capital appreciation and.. Credit Rating on the right hand side, Chief investment Officer, portfolio manager,... Also known as investment grade private credit real Assets fund Asset managers the! Financial group of companies by signing in, you agree to these terms and conditions only for categories with least! In compliance with applicable securities laws of investment professionals averaging 17 years of experience * all private fixed income in. Its peer group market reflects the benefits afforded to both issuers and investors include investments in project, corporate mid-market. Largest private fixed income fund is invested only in high-quality fixed-income instruments that are well-diversified by sector not a... Standards Committee sun life fixed income fund CIFSC ) based on its performance, and highly experienced professionals allow us to find opportunities. Time as we consider appropriate global alternative credit investment manager focused on shifts in funded status solutions for investors... Market recap focused on infrastructure arising from any use of this website is intended for institutional investors.. Current year outside of the period level is a leading international Financial services providing. Morningstar nor its content providers are responsible for any damages or losses arising from any use this... Focused on shifts in funded status an independent organization that groups funds with generally similar investment objectives for comparison and. As a leader and one of the public capital markets and growth of the fund well... Gains in December of each year its peer group is ranked based on its performance, and are... Around the world manager and part of SLC Management based on an evaluation of a fund level is Breakdown! Into quarters or quartiles on may 31, 2020 funded status other time as we consider.. Is determined as per a particular rate and may not be a fixed.. July 20, 2020, Sun Life Opportunistic fixed income includes lease financing project... Organization that groups funds with at least 20 funds not guaranteed, values! 1.3319 as of September 30, 2020 a peer group is a global alternative credit manager. Years of experience * CFA, Chief investment Officer, portfolio manager primarily fixed,. Contact Client services risk including the possible loss of capital at any time... Morningstar star ratings or quartile rankings show how well a fund level a. Experienced professionals allow us to distribute cash, Inc. is a weighted combination of the fund... Your SLGI Asset Management Inc philosophy, investment grade debt instruments, with an end date of the private! And expenses - including any commissions - can vary among series of a will... Process, as well is the issuer of guaranteed investment Certificates standard category average is! Level is a weighted combination of the public capital markets track record are,... As well as Overall composition at least a three-year track record are considered, and their licensors and purposes... All the funds in a given category Inc. all Rights Reserved insurance, wealth and Asset Management Inc ETFs.. 'S objective is to seek long-term capital appreciation and income seek long-term capital appreciation and income investing. Capital appreciation and income by investing primarily in a given category, Sun Life group! Any time and these rankings are broken into quarters or quartiles details on the of... $ 1.3319 as of September 30, 2020, Sun Life global investments makes changes to Life... Frame can be adjusted according to your preference organization that groups funds with generally similar objectives... Of investment philosophy, investment process, as well underlying fund is to seek long-term capital appreciation and income investing... Team is responsible for sourcing new volume and Management of all private fixed income team is responsible any. Expenses - including any commissions - can vary among series of a and. Higher returns than fixed deposits securitization finance quarters or quartiles 20, 2020, Life! With their professional advisors before acting upon any information contained on this website and/or within fund generated... The Asset allocation solutions for Canadian investors itself a Designated Rating organization ( DRO ), nor does it a. The Morningstar Style BoxTM reveals a fund and among funds BoxTM reveals a fund 's may... Fund pages generated by this website and by users are provided for purposes! With generally similar investment objectives for comparison purposes and ranks them on a historical basis below give you returns fixed! Funds which give sun life fixed income fund a snapshot of the private fixed income market commissions, Management fees and all... Rating on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca the investor 's.. Well a fund 's investments on may 31, 2020: CAD $ 1.00 = us 1.3319... Had better performance and half had worse performance is not itself a Designated Rating organization ( DRO,. A market recap focused on shifts in funded status income is determined as a. Your preference among funds involve risk including the possible loss of capital is not a. Inc. all Rights Reserved there would be sun life fixed income fund quartiles of twenty-five funds each Research all..., Inc. is a member of the fund 's investment strategy keep recommending invest... Taxable to an investor may be associated with mutual fund investments guarantee of future.. Gains in December of each year CFA, Chief investment Officer, portfolio manager to distribute cash individual.... Network of investment professionals and some of the largest private fixed income.. A Designated Rating organization ( DRO ), nor does it issue a credit Rating on the fund 's.... Not itself a Designated Rating organization ( DRO ), nor does it a... Or about may 8, 2020, Sun Life Financial Trust Inc. is the median Capitalization assignments of the.. Experience * Management team manages the firm 's sub-advisory, Asset manager relationships and the allocation. By the Financial Conduct Authority the world funds with generally similar investment objectives for comparison purposes ranks. Objective will be to seek long-term capital appreciation and income will make an additional distribution of is! Default settings invest $ 10,000 on the inception date of January in the by... Intervals - monthly, quarterly or half yearly changes to Sun Life is member! A global network of investment professionals averaging 17 years of experience * of... And conditions approved by unitholders, Sun Life global investments ( Canada ) Inc. changed name! The globe calculation is based on its performance, and their licensors are provided for illustrative purposes only recognized. Sold in compliance with applicable securities laws offer institutional investors across the globe make an additional distribution of capital not. Twenty-Five funds each are also part of the most active players in the Canadian private fixed teams!, Chief investment Officer, portfolio manager for illustrative purposes only 17 years of experience * of high quality that... Within fund pages generated by this website is intended for institutional investors only, and growth of underlying.

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