Compared with equivalent mutual fund investments, segregated funds usually have higher fees. Segregated funds are similar to mutual funds, but with a few key differences. Segregated Fund Performance. Segregated fund contracts let investors access the growth potential of the markets, prepare for retirement, and tap into estate planning benefits designed to facilitate quick, cost-effective, and private wealth transfer.1. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Royal Bank of Canada (RBC) The Royal Bank of Canada offers a variety of segregated fund options for investors. Box 1603, Stn Waterloo. You should consider your own risk tolerance level and financial circumstances before making any … Signature Global Asset Management Cambridge Global Asset Management Sentry Investment Management 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). Sun Life Granite Target Risk Segregated Funds Sun Life Multi-Strategy Target Return Segregated Fund Sun Life BlackRock Canadian Balanced Segregated Fund Sun Life Dynamic Strategic Yield Segregated Fund Sun Life Granite Income Segregated Fund Sun Life Granite Enhanced Segregated Income Fund Sun Life MFS U.S. Growth Hedged Segregated Fund Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. Portfolio Management Team. PHP 3.1947 Bond Fund. Dynamic asset mix The Sun Life Milestone Funds are managed by the SLGI Asset Management Inc. In depth view into SUN153 (Sun Life Granite Growth Portfolio A) including performance, dividend history, holdings and portfolio stats. To qualify as segregated fund contracts, each of these guarantees must be at least 75% of all deposits1. 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. Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth - Invest in Aditya Birla Sun Life Equity Hybrid 95 Fund Online with Groww. One Westmount Road North. Contact us. Empire Life is one of Canada’s top 10 insurance companies, and has been in business since 1923. In a nutshell, a segregated fund is a pool of money spread across different investments. Sun Life Assurance Company of Canada Fund Fact Sheets – January 2015 (for Sun Life Financial advisors exclusively) managed by CI Investments Inc. issued by Sun Life … A description of the key features of the applicable individual variable annuity contract is contained in the information folder. insurance a segregated fund contract provides. There are four (4) basic types of mutual funds in the market: Money Market Funds invest in short-term debt instruments like time deposits. Securities regulations prohibit performance information being published for funds less than 1 year old. Performance and Holdings Information: This segregated fund is an investment product offered under an insurance contract issued by Sun Life Assurance Company of Canada. Below the line graph is a table that shows performance of Sun Life MFS Global Growth Fund Series F since inception on Oct. 1, 2010 and for 10 years, 5 years, 3 years, 1 year and year to date: 13.4%, 13.2%, 12.5%, 13.0%, 13.5% and 7.1% respectively. No, segregated fund guarantees are not free of charge. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. This Scheme’s objective is to optimise returns for the investors by designing a portfolio, which aim to dynamically track interest rate movements in the short term by reducing duration in a rising rate environment while increasing duration in a falling interest rate environment. 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 When the fund reaches maturity (June 30 of the maturity year), funds will be transferred into the Sun Life Money Market Fund. How do segregated funds work? This difference is due to the cost of the death and maturity benefits. Effective May 13, 2016, the sub-advisor of the Sun Life Financial Short Bond Segregated Fund ("Short Bond fund") and the Sun Life Financial Long Bond Segregated Fund ("Long Bond fund”) will change from Beutel Goodman & Company Ltd. (Beutel Goodman), to Phillips, Hager & North Investment Management (PH&N). View all of the latest pricing and information on CI Investments mutual funds and structured products here. Following the review, SLGI has decided to consolidate some products. Segregated Funds Empire Life Investments Inc. is a wholly-owned subsidiary of The Empire Life Insurance Company which offers segregated funds and other insurance products. It’s managed by experts and helps you diversify your savings and protect them from dips in the market. These are then established as segregated funds in accordance with the Insurance Companies Act (Canada). Waterloo, Ontario N2J 4C7. Additional fund details are available on the Fund overview & performance website Opens a new website in a new window - Opens in a new window provided by Fundata Canada Inc. You can also view details for segregated funds originally with Great-West Life , and London Life . In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. Sun Life also offers segregated funds through financial advisors. As of 12/11/2020 Peso Funds; Fund Name NAVPS 1 /NAVPU 2 * YTD* YOY** Product Features; Bond Fund: Bond Fund. (e.g. Sun Life Global Investments (Canada) Inc. – Fact sheet Bringing world-class investment opportunities to Canadian investors • Sun Life Global Investments (Canada) Inc. is an investment company established by Sun Life Financial On June 29, 2020, the Sun Life 2020 Milestone® Segregated Fund (Milestone 2020) will reach maturity. Get latest NAV, Returns, Fund Ratings, Performance, Expense Ratio, Holdings, Mutual Fund Comparison and more. The Sun Life Dollar Starter Fund, meanwhile, maintains USD500 minimum and USD100 subsequent investment amounts. Aditya Birla Sun Life Dynamic Bond fund (Number of Segregated Portfolios – 1) can be the fund for this. Guarantees Segregated fund contracts provide death benefit and maturity guarantees. All amounts allocated may increase or decrease in value according to the fluctuations in the market. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. Higher potential returns* The Sun Life Prosperity Funds have historically generated higher returns compared to traditional deposit products. Some companies offer segregated fund contracts with a 100% death benefit and/or 100% maturity guarantee. P.O. 3.8724% Bond Fund… Track the latest values of your invested shares or units in the Sun Life Prosperity Funds, Sun Life Asset Management’s suite of mutual funds. Additional fund details are available on the Fund overview & performance website Opens a new website in a new window - Opens in a new window provided by Fundata Canada Inc. Sun Life Assurance Company of Canada has decided to rename these segregated funds to achieve consistent branding across Sun Life’s businesses. Segregated funds can definitely form a productive part of a well-balanced investment portfolio, but it’s important to talk to the insurance provider you’re thinking of buying from in order to get all the information on the past performance of the fund, as well as any additional fees or conditions. Sun Life Assurance Company of Canada purchases units of the funds listed below. There will be no changes to any of the segregated funds’ strategies, investment objectives or investment teams as a result of the name changes. Past performance of a security may or may not be sustained in future and is no indication of future performance. Investments in securities are subject to market and other risks. 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. Registration does not imply recommendation. The next two lines compare it to index and category returns over the same periods. Sun Life Prosperity Money Market Fund) Bond Funds invest in long-term debt instruments of governments or corporations.(e.g. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. Just as its name implies, the Sun Life Prosperity Balanced Fund is the middle of bonds and equities -- a mix of fixed income and investments with high growth potential, like stocks/equity securities. Sun Life Global Investments (SLGI) recently completed a comprehensive review of its product offering. Sun Life has announced a new lineup of segregated funds called the Sun GIF ... do not require financial advisers to include increased disclosures on fees or product performance on segregated funds. Mutual funds are not guaranteed; their values change frequently, and past performance may not be repeated. 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