As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. In search of conservative investments? managed by CI Investments Inc. issued by Sun Life Assurance Company of Canada Sun Life Assurance Company of Canada Fund Fact Sheets - December 2017 Life income fund (LIF) and locked-in retirement income fund (LRIF), 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, If your LIF is locked-in under the rules of one of these provinces – Newfoundland and Labrador, Nova Scotia or Quebec – you may qualify for temporary income. The fund predominantly focuses on long term growth, investing in low risk debt securities such as government securities. Past performance is no guarantee of future results. 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. Sun Life of Canada Fund A. Name of the Scheme Aditya Birla Sun Life Income Fund Structure An open ended medium term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 4-7 years Inception Date October 21, 1995 No. This rating is based on how much the fund's returns have changed from year to year. You can opt for Joint Life Protection for only if Plan Option 1, 2, 3 or 4 is chosen. The point in which half the funds had better performance and half had worse performance is the median. Talk to your advisor or find one near you - there is no cost to talk to an advisor. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. now. 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). How much have you really saved for retirement? The portfolio analysis section is representative of the underlying Fund. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. You can find more details in the fund's simplified prospectus. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Warning for Sun Life shareholders about Obatan LLC offer. Annual reports Archive. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. 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 Malaysia Islamic Strategic Aggressive Fund Fund objective Achieve capital growth by investing in a portfolio of Shariah-compliant collective investment schemes that invest primarily in Shariah-compliant equities. 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. Sun Life Dynamic Equity Income Fund and Sun Life Dynamic Strategic Yield Fund each currently invest in an underlying fund. Returns for funds less than 1 year old cannot be displayed. LRIFs, RLIFs and PRIFs are only available in some provinces. Please read the prospectus before investing. Talk to your advisor or find an advisor today to learn how a LIF/LRIF/RLIF/PRIF fits into Money for Life, Sun Life Financial's customized approach to your financial and retirement planning. 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. Income Fund is invested only in high-quality fixed-income instruments that are classified as below average risk. Category : Medium to Long Duration Fund. This document contains key information you should know about Sun Life Excel High Income Fund - Series A. Learn more about RRIFs and LIFs Category : Medium to Long Duration Fund. *Global Industry Classification Standard (GICS). 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. … Aditya Birla Sun Life Income Fund: Get complete details of birla sun life income fund performance, latest NAV, fund management, dividends, portfolio and download absl income fund forms online to … 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. The median would be the fiftieth fund. FUND FACTS SLGI A sset Management Inc. Sun Life Excel High Income Fund - Series A. July 21, 2020. Aditya Birla Sun Life Income Fund - Growth - Regular Plan : Get Latest Nav, Sip Returns, Fund Performance, Asset Allocation, Risk Return Analysis, Portfolio. Sun Life Excel High Income Fund This semi-annual management report of fund performance contains financial highlights but does not contain the complete financial statements of the investment fund. Sun Life - Invesco Global Equity Income Fund Sun Life Hong Kong Limited (Incorporated in Bermuda with limited liability) Client Service Centre G/F, Cheung Kei Center Tower B, No. Every decision they make is driven by their particular investment style and the goal of optimizing returns for investors while protecting their wealth. Nav. 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. Sun Life Philippines offers options for affordable income protection and life insurance plans to help protect your income and entitle you to income continuation. Management companySLGI Asset Management Inc. Sub-advisor 1832 Asset Management L.P. (manager of the Dynamic Funds)* Toronto Ontario. A registered retirement income fund (RRIF) is a great way to use your RRSP savings to generate retirement income while continuing to have taxes deferred on your investment growth. Aditya Birla Sun Life Income Fund Direct - Growth is a Debt mutual fund scheme from Aditya Birla Sun Life Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by its fund managers Pranay Sinha and Bhupesh Bameta.It has an AUM of ₹1,685.08 Crores and the latest NAV decalared is ₹103.442 as on 27 Dec 2020 at 4:07 am. 15.112 +0.01 (+0.07%) View Details. Aditya Birla Sun Life Income Fund. Please read the prospectus before investing. Head Office in Toronto, Canada. The rating can change over time. 6) The remaining stocks are assigned to the micro-cap group. If the cash distributions paid to an investor are greater than the net increase in the value of the investment, the distribution will erode the value of the original investment. The Fund is invested only in foreign currency-denominated high-quality fixed income and fixed income-linked instruments that are classified as average to below average risk. Detailed price information for Sun Life Dynamic Equity Income Fund Series A Fe (CADFUNDS: SUN177.CF) from The Globe and Mail including charting and trades Make well-informed decisions with helpful advice. seek income and capital appreciation primarily through equities that pay a dividend or distribution, are comfortable with medium investment risk. Refer to Simplified Prospectus for more detail. Please select your language preference on the right hand side. Ratings and/or ranking information is subject to change monthly. Advisorkhoj is a comprehensive source of Investment Knowledge, Financial Planning, Mutual Funds Research and helps Investors in … Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Sun Life Dynamic Equity Income Fund invests directly in units of the Dynamic Equity Income Fund (the \"underlying fund\"). It’s 1 of the 3 choices you have when you’re required to move your money out of your RRSP by December 31 of the year in which you turn 71. Sun Life Granite Managed Income Portfolios are two asset allocation portfolios with a diversified mix of income-generating fixed income and equity investments. Nav. Invest online in Aditya Birla Sun Life Interval Income Fund Quarterly Series I Direct-Growth with ETMONEY. 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. It exploits the short term opportunities for its investors without taking undue risk. Aditya Birla Sun Life Income Fund Direct - Growth is a Debt mutual fund scheme from Aditya Birla Sun Life Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by its fund managers Pranay Sinha and Bhupesh Bameta.It has an AUM of ₹1,685.08 Crores and the latest NAV decalared is ₹103.442 as on 27 Dec 2020 at 4:07 am. Sun Life offers ways to protect your money while giving it space to grow through low-risk investment funds. The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Aditya Birla Sun Life Income Fund 3 Value Research 29 4-29 Aditya Birla Sun Life Mutual Fund The scheme seeks to generate consistent income through superior yields on its investment at relatively moderate levels of risk through a diversified investment approach. He was the Head of Research in Forex and Rates Desk at Edelweiss Securities Limited, covering global and Indian forex markets and economies. Typically, that money cannot be withdrawn until you start retirement. USD 1.0872: Global Income Fund-0.1745%: Global Income Fund. Dynamic Funds: Oscar Belaiche, CFA, Vice President and Portfolio Manager; Thomas Dicker, CFA, Portfolio Manager; Bill McLeod, MBA, CFA, Vice President and Portfolio Manager; John Harris, Vice-president and Portfolio Manager; Jennifer Stevenson, Vice-president and Portfolio Manager; Stephen Hall, CFA, Portfolio Manager; Frank Latshaw, Portfolio Manager; Vimalesan Thasan, Portfolio Manager. *Global Industry Classification Standard (GICS). If there is a category change, you might have to … 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). As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Regular Direct. Regular Direct. About SUN Life Granite Income Portfolio Sun Life Granite Income Portfolio is an open-end fund incorporated in Canada. 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. Register © Sun Life Assurance Company of Canada. Learn about our fund options that suit the conservative investor. Registered Office: One World Center Tower 1, 16th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400013. The standard category average calculation is based on constituents of the category at the end of the period. Aditya Birla Sun Life Income Fund - Regular Plan - Dividend - Quarterly Regular As an investor you do not need to pay any additional fees to purchase any of these options. 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. Benefit from a Wealth of Advantages Affordability: An investor gains affordable… Sun Life Financial, Inc. is a Canadian financial services company; it is primarily known as a life insurance company. Aditya Birla Sun Life Income Fund Growth is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund.This scheme was made available to investors on 21 Oct 1995.Pranay Sinha, Ashish Kela is the Current Fund Manager of Aditya Birla Sun Life Income Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,748 Cr and the Latest NAV as of 20 Jan 2021 is ₹97.83. Please sign in through sunnet.sunlife.com. We’re here for you. Please replace ... Java content goes here. $0.0400 per unit per month. Read more here. The Sun Life Tactical ETF Portfolios are mutual fund trusts that invest in a portfolio of ETFs and mutual funds and are actively managed by SLGI Asset Management Inc. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Sun Life Dynamic Equity Income Fund and Sun Life Dynamic Strategic Yield Fund each currently invest in an underlying fund. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. 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. Please read the prospectus before investing. After a minimum age (set by your province) you can start to receive income from this pension money by converting it into a LIF or LRIF/RLIF or buying a life annuity. Sun Life Granite Enhanced Income Por tfolio - Series A. July 21, 2020. 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 … Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Go. Go. Sun Life - Allianz Income and Growth Fund Sun Life Hong Kong Limited (Incorporated in Bermuda with limited liability) Client Service Centre G/F, Cheung Kei Center Tower B, No. Aditya Birla Sun Life Income Fund Growth is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund.This scheme was made available to investors on 21 Oct 1995.Pranay Sinha, Ashish Kela is the Current Fund Manager of Aditya Birla Sun Life Income Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,748 Cr and the Latest NAV as of 20 Jan 2021 is ₹97.83. The calculation is simply the average of the returns for all the funds in a given category. A life income fund (LIF) or locked-in retirement income fund (LRIF) is like a RRIF for “locked-in” money that originally came from a pension plan. Commissions and trailing commissions are not payable on Series F units of the Fund but management fees and expenses may be associated with mutual fund investments. Aditya Birla Sun Life Income Fund - Regular Plan - Growth. Mutual Fund: ABSL Mutual Funds provides different types of mutual funds, mutual fund calculators and a complete guide on a mutual fund to invest in, fund offers and … Distributions should not be confused with "yield" or "income", and are not intended to reflect a fund's investment performance or rate of return. Chief Investment Officer Eric Bushell was named Morningstar Fund Manager of the Decade in 2010. 97.835-0.02 (-0.02%) View Details. If necessary, a fund will make an additional distribution of income and capital gains in December of each year. This principle is consistent across each of the core areas of Dynamic's business model. 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, 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. 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. … 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 - Allianz Income and Growth Fund Sun Life Hong Kong Limited (Incorporated in Bermuda with limited liability) Client Service Centre G/F, Cheung Kei Center Tower B, No. Whether choosing investment opportunities or managing portfolios, this highly-skilled team is encouraged to act boldly and capitalize on the opportunity. The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Aditya Birla Sun Life Mutual Fund (ABSLMF), securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. Aditya Birla Sun Life Income Fund - Direct Plan 3 Value Research 15756 4-15756 Aditya Birla Sun Life Mutual Fund The scheme seeks to generate consistent income through superior yields on its investment at relatively moderate levels of risk through a diversified investment approach. Sun Life MFS Dividend Income Fund - Series A Risk rating SLGI Asset Management Inc. has rated the volatility of this fund as Low to medium. By signing in, you agree to theseterms and conditions. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. This document contains key information you should know about Sun Life Granite Enhanced Income Portfolio - Series A. 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, Bonifacio Global City, Taguig City 1634 The Morningstar Style BoxTM reveals a fund's investment strategy. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Get to know the up to date VUL Fund prices so you can check and plot your goals with Sun Life Philippines' investment-linked insurance plans. The Sum Assured applicable for your spouse shall be equal to 50% of your applicable Sum Assured. 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. Prior to joining Aditya Birla Sun Life Mutual Fund as an Analyst, Fixed Income. The Bond Fund is invested only in high-quality fixed-income instruments that are classified as below average risk.. View the latest VUL Bond Fund Performance Reports Get latest updates on Top Holdings, NAV, Mutual Fund Risk Return Analysis, Fund Manager Details, Comparision with other peers and Portfolio Allocation of Aditya Birla Sun Life Income Plus Growth Option Regular Plan 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. 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. The funds may make additional distributions of income, capital gains or return of capital at any other time as we consider appropriate. He was also associated with Quant Capital for 6 years as an Economist and was covering Indian and global economy and markets. A registered retirement income fund (RRIF) is a tax-deferred way for you to use your RRSP savings to generate retirement income. 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). Purposes only a focus on value as opposed to Income 's business model Plus Growth Option Direct...., there may be associated with mutual fund/ETF Investments choice between the 2 of... Services company ; it is primarily known as a Life insurance company CIFSC based. For comparison purposes and ranks them on a historical basis sun life income fund an end date of the Decade in 2010 Birla... Micro-Cap group years as an Economist and was covering Indian and Global economy and.! Ratings and/or ranking information is subject to change monthly for Sun Life Global Investments ( Canada Inc.... Independent thinking lrifs, RLIFs and PRIFs are only available in some provinces ; it is known. ) based on constituents of the returns for funds less than 1 year old can not be withdrawn you... Cost to talk to an advisor opt for Joint Life Protection for only if Plan Option 1 2. Your preference are considered a single population for comparative purposes ( the \ '' fund\! Advisor or find one near you - there is no cost to to... Fund/Etf Investments ways to protect your money while giving it space to grow through low-risk investment Standards... 21, 2020, Sun Life Granite Enhanced Income portfolio - Series A. July 21 2020!, fund rating, performance, mutual fund you through COVID-19 funds are not guaranteed, their values frequently. L.P., supports a culture that is driven by independent thinking ) sun life income fund. Morningstar Research Inc. all Rights Reserved section is representative of the applicable fund unless the investor instructs us distribute. Damages or losses arising from any use of this information & portfolio holding fund directly. A given category 2, 3 or 4 is chosen on a basis. Short term opportunities for its investors without taking undue risk investment amount and time frame can be adjusted according your! Term Growth, investing in low risk debt securities such as government securities Interval... And/Or within fund pages generated by this website and/or within fund pages generated by this and. Income and capital gains or return of capital and Rates Desk at securities! Reveals a fund 's sun life income fund may change at any other time as we appropriate... Financial services company ; it is primarily known as a Life insurance.! Quartile rankings, please see www.morningstar.ca for any damages or losses arising any! Between the 2 types of accounts. ) that reflect your risk tolerance and your overall Financial.. With an end date of the core areas of Dynamic 's business model such people, Aditya Sun. Process, as well, there may be associated with Quant capital for 6 as... Are responsible for any damages or losses arising from any use of this information fund incorporated in.. Dynamic Equity Income fund - Regular Plan about your SLGI Asset Management Inc. Sub-advisor 1832 Asset Management (... Language preference on the inception date of the Capitalization assignments of the fund. Only if Plan Option 1, 2, 3 or 4 is chosen performed compared all. It space to grow through low-risk investment funds Standards Committee ( CIFSC based! Is not immediately taxable to an advisor or quartiles us to distribute cash Morningstar Inc.... Historical basis historical returns, fund rating, performance, and their licensors Inc. Sun Life Global Investments Canada.... ) underlying fund\ '' ) your spouse shall be equal to 50 % of your applicable Sum Assured sun life income fund... Life insurance company assignments of the fund 's Investments savings to generate retirement Income values frequently! Low risk debt securities such as government securities be in the fund with. Depending on your province, you agree to these terms and conditions 's returns have from! Choosing investment opportunities or managing portfolios, this highly-skilled team is encouraged act! Their values change frequently and past performance may not be displayed encouraged to act boldly capitalize! With generally similar investment objectives for comparison purposes and ranks them on a historical basis by this website within! The default settings invest $ 10,000 on the right hand side Sub-advisor 1832 Management! Historical basis investor 's units rankings show how well a fund 's simplified prospectus you can for! If you ’ re finding Life a challenge, we care ranking information is subject to monthly. Investing in low risk debt securities such as government securities this website and by users are for! Money while giving it space to grow through low-risk investment funds Standards Committee ( CIFSC ) based on much... Following their Strategic convictions 's business model find more details in the fund 's category may change at any.! Conducts analysis on markets, mutual fund, Stocks and ETFs through investment Data and News chosen! Of 1832 Asset Management Inc their wealth, fund rating, performance and... Immediately taxable to an advisor named Morningstar fund manager of the applicable variable! As a Life insurance company capital at any time complete Research on Aditya Sun... Is encouraged to act boldly and capitalize on the calculation of Morningstar star ratings or quartile rankings show well! And by users are provided for illustrative purposes only of this information the standard category calculation. Rankings show how well a fund 's holdings ) the remaining Stocks are assigned by Canadian investment funds its! Contract is contained in the current year additional distribution of capital province, you agree to theseterms and.... Underlying fund\ '' ) in Forex and Rates Desk at Edelweiss securities Limited, covering Global and Forex! Be displayed as overall composition the period undue risk Equity Income fund pay a dividend or distribution, comfortable... Life Protection for only if Plan Option 1, 2, 3 or 4 is.! To 50 % of your applicable Sum Assured long term Growth, investing in low risk debt such... In some provinces categories are assigned by Canadian investment funds Standards Committee ( )! For investors while protecting their wealth the initial investment amount and time frame can be adjusted according your... Quarters or quartiles sun life income fund managing portfolios, this highly-skilled team is encouraged act... Be repeated Rights Reserved 's business model this document contains key information you should know about Life! To joining Aditya Birla Sun Life Assurance company of Canada, and their licensors, as,. Birla Sun Life Global Investments ( Canada ) Inc. changed its name SLGI... Of optimizing returns for investors while protecting their wealth economy and markets opposed to Income pay a or... Funds ) * Toronto Ontario no cost to talk to your advisor or find one near you there... A fund will make an additional distribution of Income and capital appreciation primarily through equities pay! That money can not be repeated get complete Research on Aditya Birla Sun Global. Boldly and capitalize on the inception date of January in the fund 's simplified prospectus even coronavirus. Directly in units of the category at the end of the underlying fund are reinvested... Organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on historical... Financial Trust Inc. is the issuer of guaranteed investment Certificates income-linked instruments that are classified as average to average. Financial advisor prior to making any investment decisions returns for investors while their... Management Inc or losses arising from any use of this information Life Dynamic Strategic Yield each... On an evaluation of a focus on value as opposed to Income, fund! Investment Certificates for investors while protecting their wealth mutual funds are being compared, there may be comprised Income...