With our LifeStrategy Funds you assume more responsibility. The Sun Life Prosperity Achiever Funds will officially be launched to the investing public in January 2019. Learn more about privacy and how we collect data to provide you with more relevant content. Their average twelve-month price target is C$61.31, predicting that the stock has a possible upside of 7.24%. 1,572 total views, 3 views today. Follow her @SherylSmolkin. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. They may also soften the downside of tough markets - especially as retirement appears on the horizon. For example, how and when the asset mix transitions from mostly equities to a higher fixed-income component (called the “glidepath”) can vary dramatically among funds. A target date fund (TDF) – also known as a lifecycle, ... where the convenience of a single 'fund for life' made them the most popular type of default strategy. All rights reserved. Select the Target Risk Fund that most closely matches your risk profile. Effective November 9, 2018, the BlackRock LifePath® 2060 Target Date Segregated Fund (LifePath 2060) will be available on Sun Life Financial's Core investment platform. In August 2018, we discovered that Sun Life Global Investments Canada (SLGI) submitted incorrect benchmark returns to Morningstar® for the months of April, May and June 2018 for the two series of segregated funds below (the Funds): Sun Life Financial Granite Target Date Funds Sun Life Financial Granite Multi-Risk Target Date Funds. Articles. The principal value is not guaranteed at any time, including at the target date. Videos. I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. Investment managers periodically add new longer-dated funds to their target date series, in order to better match the time horizon of younger plan members. Following the 2020 review, SLGI has announced the following changes to the three fund series. Awards and recognition we’ve received. This is done through the Sun Life Private Fixed Income Plus and Canadian Commercial Mortgage Funds (also sub-advised by SLC). The mix of individual securities in each fund may also vary considerably. A sample of approximate holdings (as of Aug. 31, 2020) with a target date of 2045 demonstrates this point. Industry figures show that in 2012, TDFs were the most popular default option selected by group retirement plan sponsors for investing the contributions of employees who did not make their own investment selections. Make well-informed decisions with helpful advice. Previously, Greg was the Head of iShares Equity Portfolio Management team within BlackRock's Index Equity team where he was responsible for overseeing the management of the Americas listed iShares equity funds. This fund has been automatically added to your fund line-up, since you currently offer the Fidelity ClearPath® target date fund series. You can buy some of our insurance products online. Investing in mutual funds such as Sun Life may seem like a challenging task, but doing a little research and knowing your investing goals makes it easier. CI making special payments to investors in selected funds – April 18, 2016. Select the Target Date Fund with the date closest to your planned retirement date. Target Wealth: The Evolution of Target Date Funds 5 3vestment problem The in In the most basic TDF, there are only two possible investments: a bond index and an equity index. By signing in, you agree to these terms and conditions. Find out which funds work best for you and your goals. Subscibe to Sunlife's Brighter Life emails for personalized tips, tools and offers. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Here’s how we can help you. Changes to the Beutel Goodman Fixed Income team – April 4, 2016. For example, a younger worker hoping to retire in 2065 would choose a target-date 2065 fund, while an older worker hoping to retire in 2025 would choose a target-date 2025 fund. As the fund nears the target date, it gradually gets more conservative, shifting from a larger allocation in stocks and into bonds and cash. These are target-date funds that mature in 2035 or earlier and after 2030. If managing your own money for the next 30 years or more seems like a daunting challenge, a target date fund (TDF) may be the solution. At Sun Life, we’re proud to see the results of our commitment to excellence around the world. now the largest manager of U.S. target-date fund assets in the industry, as investors have gravitated to the company’s low-cost, index-based approach***. Our commitment to managing Client data . Sun Life Granite Enhanced Income Portfolio . The safety and security of Client data is one of our top priorities. To reach your destination successfully, you have to invest your money effectively over time. All rights reserved. Following the 2020 review, SLGI has announced the following changes to the three fund series. Neither asset allocation nor diversification ensures a profit or guarantees against loss. The Opportunistic Fixed Income Fund is sub-advised by Wellington Management Canada ULC, a subsidiary of Wellington Investment Advisors Holdings LLP (“Wellington”). These are target-date funds that mature in 2030 or earlier and after 2025. He is responsible for overseeing the management of the LifePath Target Date Funds as well as a wide range of fund of funds for both Institutional and Defined Contribution clients. As long as they remain invested in the fund until maturity, they will receive a guaranteed maturity value. Target-Date Funds in Retirement Plans . Learn more about, How a Sun Life Financial advisor can help you, Estate and Financial Planning Services (EFPS), Why work with one of our licensed professionals, Register for a my Sun Life Online Account, Contributions, withdrawals and fund changes, Student and new graduate programs overview, Rotational Leadership Development Programs, Co-op and summer internship opportunities, Chartered Professional Accountant (CPA) Pre-Approved Program, Registered retirement savings plans (RRSP). - (5:16) Why are we seeing so much cash flow going into target date funds? Vanguard offers mutual funds for target retirement dates for every five years from 2020 to 2065. TORONTO, Aug. 6, 2020 /PRNewswire/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) today announced its results for the second quarter ended June 30, … As Filipinos, we are hardworking and resourceful with our money. A 25 year-old man who plans to retire at age 65 will likely choose a fund dated 40 years out. Since that, time TDF assets under management have grown more than 10x reaching $763 billion at end 2015. My company is offering a defined contribution pension plan from Sun Life. SLGI anticipates that the broader credit exposure may help enhance yield and diversification. A TDF may also give you access to niche asset classes that may reduce portfolio volatility, such as infrastructure and real estate. Achieving Success with Target Date Funds 7 ways target-date funds could be better Why young investors should fall in love with target-date funds. Escape will cancel and close the window. From humble beginnings in Boston to what's now a global footprint that stretches from São Paulo, Brazil to Sydney, Australia, MFS has spent nearly a century honing its collaborative investment process to build better insights for clients. SLGI has changed the global fixed income exposure within all fund series. But if managing your own money for the next 30 years or more seems like a daunting challenge, a target-date fund (TDF) may be the solution. The GRS Investment Solutions team has reviewed the changes with SLGI and is comfortable with them. By his projected retirement date, the equity component will be reduced significantly. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Take charge of retirement savings by learning the pros and cons of target-date funds, also called life-cycle funds, and how they fit into your portfolio. But that’s only the first step on the road to achieving your retirement savings objectives. As of March 2020, assets in target-date mutual funds and collective investment trusts totaled approximately $1.9 trillion. TORONTO, Sept. 21 2009 – In just four years of offering lifecycle target date funds to Canadian employers and employees, the combined assets of target date funds available to group plans administered by Sun Life Financial are now more than $1 billion. From the list below, pension mgr recommended to put in maybe 50% into the 2045 target date fund and the other 50% into the 2050 target date fund. The popularity of target-date funds was sparked by the Pension Protection Act signed by President Bush in 2006. Target-date funds aim to give investors an age-appropriate asset-allocation (stock/bond) mix and then gradually make it more conservative as the years go by. Note that this change is not applicable to the Sun Life Granite Target Date series of Funds because they already offer broad credit exposure. A TDF automatically resets the asset mix of stocks, bonds and cash equivalents in your portfolio in relation to a selected date closest to the date you plan to retire. 50% Equity / 50% Fixed Income Low to Medium Risk. Target-date funds are mutual fund or exchange-traded funds (ETFs) structured to grow assets in a way that is optimized for a specific time frame. SLGI has reduced the exposure to large cap Canadian core equities in the funds from 33.3% to 30.0%. 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). Target date funds have more than one job to do. A study in late 2008 by Deloitte and the Investment Company Institute showed that 72% of defined contribution plans (e.g., 401k plans) offered target-date funds. U.S. equity will go from 33.3% to 35.0%, and international equity plus emerging markets from 33.3% to 35.0%. You may discover that you need to contribute more or work longer to finance the standard of living you’re looking for in retirement. All you have to know is what year you plan to retire. - (6:06) How target date funds can help members navigate market volatility - (8:21) What can plan sponsors do? Target Date Funds: America’s #1 Retirement Investment Dual View Target date funds are ideal for addressing a financial goal slated for a future date, such as retirement or funding a child’s education. Wellington is one of the largest fund managers in the world with over $US 1 trillion in AUM. Fund performance data Since you need to understand how your investments are performing at all times, we’ve collected all the fund details in one place, organized and grouped for your convenience.Here you can view all the up-to-date information about our funds, including fund facts, performance, codes and other relevant details. They include: The Code of Conduct that tells every Sun Life employee and advisor how we expect them to act; Disciplined and well-ordered risk management systems Copies of the revised SIP&Ps are available on Sun Life’s Plan Sponsor Services website at SunLife.ca/sponsor. The Sun Life executive further elaborates suggesting “It helps to get people investing right away and automatically reduces their investment risk over time.” Most importantly, Sun Life has found that the longer you are invested in target date funds, the better the performance compared to other investment choices. BlackRock’s history with target-date funds stretches back to the 1990s, but most importantly, the firm has remained steadfast in evolving its target-date options Funds appeal to customers looking for simple solutions for workplace retirement savings plans. To enhance overall portfolio diversification, SLGI will reallocate some Canadian core bond exposure towards U.S. core bonds. Sign up for FREE personalized tips, tools and offers. When logged in, under the Administration and reporting tab, select Group Retirement Services, then on the top navigation menu select Investments > Governance reports. Sun Life Financial introduced the first lifecycle target date funds with a guarantee for employer-sponsored group retirement savings plans in Canada in April 2005 . Sun Life Capital Management (Canada) Inc. (“SLC”) is the sub-advisor of the core plus bond fund. Changes to the Sun Life Financial Universe Bond Segregated Fund – … Given a specified target date (the anticipated retirement date of the DC plan member), the allocation to stocks and bonds is determined by a glide path. billion of target-date assets and experienced more than US$56 billion cash flow into its target date mutual funds and collective trusts in 2015. The maturity date for a Sun Life Milestone Fund may be accelerated in certain circumstances, in which case an accelerated Guaranteed Value will be calculated. including Fidelity funds, certain third-party funds and products, and certain investment services. Specifically, SLGI has replaced all current investments in the Templeton Global Bond Fund with the Sun Life Opportunistic Fixed Income Fund. But target-date funds – which invest across several asset types, in different allocations, as you age – do it all for you. Despite having a common maturity date, TDFs can have significant differences. You can include a TDF in your individual RRSP, or choose to invest in one through your workplace plan. Talk to your advisor or find one near you - there is no cost to talk to an advisor. Designed for investors who anticipate retiring in or within a few years of the portfolio’s target retirement year at or around age 65. This movement is called the fund’s glide path. This makes investing a viable opportunity to build and grow wealth for our financial goals. Beginning of dialog window. Sheryl Smolkin is a lawyer who writes about workplace pensions and benefits. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. Rankings. … The target date in the funds name is the approximate date an investor plans to start withdrawing money. At Sun Life, we have always built our business on ethics and integrity. Partnering with Sun Life for a Brighter Future. However, that doesn’t mean you can completely “set and forget” your retirement savings until it’s time to cash in your chips. Awards and recognition. Plan members expecting to retire around the year 2060 may benefit from this new fund. The Wellington Fund’s investment objective is to seek long-term capital appreciation and income. The first challenge with target-date funds is that all funds are not created equal. They may also soften the downside of tough markets - especially as retirement appears on the horizon. Life-cycle funds are also known as "age-based funds" or "target-date retirement funds." Escape will cancel and close the window. 3 Effective May 24, 2019, the Sun Life Multi-Strategy Target Return fund changed investment objective and sub-advisor to become the Sun Life Opportunistic Fixed Income Fund (sub-advised by Wellington). SLG MyFuture Fund is a target date fund that invests primarily in high-quality stocks and a mix of government and domestic corporate debt in accordance with an asset allocation strategy that promotes capital appreciation at the onset to maximize earning potential in the earlier years and shifts to wealth preservation to reduce exposure to risk as the maturity of the fund approaches. If you are uncomfortable with risk, you may want to look at a TDF that offers a guaranteed maturity value. The objective is to enhance return consistency relative to the broad global bond benchmark. After selecting one of the four LifeStrategy Funds based on your investment goals, investing time horizon, and risk tolerance (determine your risk tolerance by completing our As the first target date fund, LifePath has seen investors through more market ups and downs than any other target date fund.  The Sun Life Granite Multi-Risk Targ et Date Funds were negative in Q4  Maintained overweight position in U.S. equities  Reduced exposure to EAFE equities  Added exposure to emerging market equities  Increased cash levels in the Funds  Reduced high yield and emerging market bond exposure Investors often find a year-end rally in their Christmas stocking. Our Target Retirement Funds simply ask you to choose a fund based on your expected retirement date, and then we take it from there. Sun Life Global Investments adds new 2060 funds to Granite Target Date and Multi-Risk Target Date Fund series. The closer you get to the maturity date, the more your fund will be weighted towards bonds and cash and away from stocks. Introducing The Merriman Ultimate Target-Date Portfolios Target Date Funds: America’s #1 Retirement Investment. Learn more about privacy and how we collect data to give you relevant content. Please select your language preference on the right hand side. Sign-in help The high price target for SLF is C$71.00 and the low price target … The allocation within international equities will change as shown below: SLGI announced the addition of a bottom-up, core plus mandate that they expect will broaden the opportunity set in Canadian bonds. Enhancements to the Granite Series Target Date and Target Risk funds – April 4, 2016. It seeks to do this by investing primarily in a diversified portfolio of global fixed income securities. Target-date funds aim to give investors an age-appropriate asset-allocation (stock/bond) mix and then gradually make it more conservative as the years go by. - (9:54) A case study of the benefits of plan design changes - (11:38) Sun Life… I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. Since then, the company has guided investors through every market condition on record. An index fund has operating and other expenses while an index does not. Some funds also offer the opportunity to lock in a specific asset mix (such as 25% equities, 75% fixed income) to extend past the target date and into your retirement. Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite funds offer broad diversification with … Whether you decide to invest all or part of your retirement savings in a target-date fund is a personal decision. Each spring, Sun Life Global Investments (SLGI) formally reviews the long-term strategic target allocations for the Sun Life Granite Series of Target Date Funds, Sun Life Granite Series of Multi-Risk Target Date Funds and Sun Life Granite Target Risk Funds. BlackRock Asset Management Canada Limited (BlackRock) has announced an update to the maturity process for the BlackRock LifePath® Index 2020 Fund (LifePath 2020 Fund). The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. They're ideal for investments of at least 10 years. In September 2016, BlackRock Asset Management Canada Limited (BlackRock) revised the benchmark returns for the BlackRock LifePath® Index Series of target date funds (the Funds) for the month of May 2016. 7 Wall Street analysts have issued ratings and price targets for Sun Life Financial Inc. (SLF.TO) in the last 12 months. Help limit the spread of COVID-19 with the COVID Alert app from the Government of Canada. First, they have to grow savings by managing decades of risks and returns. The Sun Life Prosperity Achiever Fund 2028 is a target-dated mutual fund that aims to generate long-term capital appreciation through a mixed portfolio that shifts from aggressive to conservative as the Fund approaches its target date. 2060 fund added to the BlackRock LifePath® Index Target Date Fund suite. It has been managing investments since 1928. Sun Life Granite Income Portfolio. SUN LIFE MILESTONE FUNDS With Sun Life Milestone Funds, clients select a fund with a maturity date that best matches the year they expect to require the money, known as the target maturity date. Each spring, Sun Life Global Investments (SLGI) formally reviews the long-term strategic target allocations for the Sun Life Granite Series of Target Date Funds, Sun Life Granite Series of Multi-Risk Target Date Funds and Sun Life Granite Target Risk Funds. U.S. News evaluated 342 Target-Date 2060+ 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. … 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). We’re here to support you through COVID-19. To select the most suitable fund, all you have to do is answer one question: When do I plan to use the money? Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. The target date fund choice for 20% of Fortune 100 companies * “On the forefront of the target-date industry” according to Morningstar; Target date funds have more than one job to do. Target date funds focus on a goal, such as retirement, and have asset mixes that change throughout the life of the fund. Learn more about Sun Life Prosperity Funds. Some funds also offer the opportunity to lock in a specific asset mix (such as 25% equities, 75% fixed income) to extend past the target date and into your retirement. As the target Also Monday, Sun Life reported that the combined assets of target date funds available to group plans administered by the company are now more than $1 billion. It’s a good idea to discuss your strategy with your financial advisor. 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). Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. I am currently 27 years old. Please contact your Sun Life Group Retirement Services representative. You’ve opened a registered retirement savings plan (RRSP) or joined the company-sponsored savings plan and you’re making regular contributions. Data privacy principles. The Sun Life Prosperity Funds are built with the Filipino investor in mind. Are you an advisor? First, they have to grow savings by managing decades of risks and returns. Beginning of dialog window. 40% Equity / 60% Fixed Income Low to Medium Risk. For assistance on which fund suits you best, talk to your Sun Life Financial Advisor or email us at sunlink@sunlife.com. MFS was founded in 1924. Like a jet on autopilot, target date funds do all of the driving. While his contributions may initially be heavily weighted towards equities, the asset mix will shift over the course of his career. Register The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. Following a glide path, the Fund … SLGI Granite Target Date and Granite Target Risk enhancements, Canadian Fixed Income (Sun Life Granite Target Risk Funds only), RightDirections™ Employee Assistance Program, Professional Associations and Affinity Groups. Higher returns with target date funds *Includes all Target Date Funds offered on the Sun Life Group Retirement Services investment platform. These are target-date funds that mature in 2030 or earlier and after 2025. Investment news and analysis for financial advisers. © Sun Life Assurance Company of Canada. We know that’s a big responsibility. We set strict guidelines and rules about how we do business. Take a deeper look at the Sun Life Granite Managed Solutions. LSC will close in 2022 for the 2025 fund. For long-term investors, funds are a good investment, especially during periods of market volatility. BlackRock’s history with target-date funds stretches back to the 1990s, but most importantly, the firm has remained steadfast in evolving its target-date options Kevin Strain will take over as president and CEO of Sun Life Financial in 2021. © Sun Life Assurance Company of Canada. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. now. Each of the Funds’ respective benchmarks have been modified effective April 1, 2020 to reflect the above-mentioned changes. SLAMCI also has a suite of target date funds, the Sun Life Prosperity Achiever Funds, which grow one’s mutual fund investments over a specific period of time. And we follow them, wherever we do business. Whether you decide to invest all or part of your retirement savings in a target-date fund is a personal decision. BlackRock Asset Management Canada Limited (BlackRock) has added a 2060 fund to its LifePath® target date fund suite. This is because your investment will have less and less time to recover from any stock market volatility you may encounter, which leads many investors to prefer a more conservative approach as retirement nears. Fund Past performance is no guarantee of future results. You should review your retirement projections with your financial advisor annually to ensure they are still realistic. To know more about these funds, consult a Sun Life Financial Advisor, visit http://www.sunlifefunds.com/, or call 849-9888. I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. This allows for an increase in the non-Canadian equity allocation. Investing in a TDF ensures you have a professionally managed and diversified portfolio. The Vanguard Group, Inc. manages nearly US$358 billion of target-date assets and experienced more than US$56 billion cash flow into its target date mutual funds and collective trusts in 2015. Target-date funds work by rebalancing the asset allocation throughout the fund’s life until it hits the target date. The fund invests in inflation-linked bonds opportunistically, to preserve capital at different points in the economic cycle. Extensive coverage and expert comment on important topics in the financial advisory industry. Download it today. Driving innovation. Target Income Portfolios. New fund every market condition on record may initially be heavily weighted towards equities, the has! Diversification, SLGI will reallocate some Canadian core bond exposure towards U.S. core.. Results of our insurance products online retirement projections with your Financial advisor annually ensure! Investments ( Canada ) Inc. changed its name to SLGI asset Management Inc effectively time... 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