sun life target date funds

It’s a good idea to discuss your strategy with your financial advisor. Higher returns with target date funds *Includes all Target Date Funds offered on the Sun Life Group Retirement Services investment platform. 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. It has been managing investments since 1928. 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. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. At Sun Life, we’re proud to see the results of our commitment to excellence around the world. However, that doesn’t mean you can completely “set and forget” your retirement savings until it’s time to cash in your chips. 40% Equity / 60% Fixed Income Low to Medium Risk. 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. Find out which funds work best for you and your goals. For assistance on which fund suits you best, talk to your Sun Life Financial Advisor or email us at sunlink@sunlife.com. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. TORONTO, Aug. 6, 2020 /PRNewswire/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) today announced its results for the second quarter ended June 30, … Register 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). Enhancements to the Granite Series Target Date and Target Risk funds – April 4, 2016. Help limit the spread of COVID-19 with the COVID Alert app from the Government of Canada. Learn more about Sun Life Prosperity Funds. As the fund nears the target date, it gradually gets more conservative, shifting from a larger allocation in stocks and into bonds and cash. 1,572 total views, 3 views today. Target date funds focus on a goal, such as retirement, and have asset mixes that change throughout the life of the fund. These are target-date funds that mature in 2030 or earlier and after 2025. 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. To enhance overall portfolio diversification, SLGI will reallocate some Canadian core bond exposure towards U.S. core bonds. Vanguard offers mutual funds for target retirement dates for every five years from 2020 to 2065. A TDF may also give you access to niche asset classes that may reduce portfolio volatility, such as infrastructure and real estate. Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. 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 The Wellington Fund’s investment objective is to seek long-term capital appreciation and income. Escape will cancel and close the window. Rankings. 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. Plan members expecting to retire around the year 2060 may benefit from this new fund. Sun Life Granite Income Portfolio. Talk to your advisor or find one near you - there is no cost to talk to an advisor. The safety and security of Client data is one of our top priorities. Note that this change is not applicable to the Sun Life Granite Target Date series of Funds because they already offer broad credit exposure. 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. We set strict guidelines and rules about how we do business. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. Follow her @SherylSmolkin. Life-cycle funds are also known as "age-based funds" or "target-date retirement 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. A 25 year-old man who plans to retire at age 65 will likely choose a fund dated 40 years out. My company is offering a defined contribution pension plan from Sun Life. 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. But that’s only the first step on the road to achieving your retirement savings objectives. Learn more about privacy and how we collect data to give you relevant content. Following the 2020 review, SLGI has announced the following changes to the three fund series. By his projected retirement date, the equity component will be reduced significantly. SLGI anticipates that the broader credit exposure may help enhance yield and diversification. 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). 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. Download it today. 50% Equity / 50% Fixed Income Low to Medium Risk. Their average twelve-month price target is C$61.31, predicting that the stock has a possible upside of 7.24%. 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 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. 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. To reach your destination successfully, you have to invest your money effectively over time. We know that’s a big responsibility. 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. Following the 2020 review, SLGI has announced the following changes to the three fund series. The target date in the funds name is the approximate date an investor plans to start withdrawing money. The principal value is not guaranteed at any time, including at the target date. The first challenge with target-date funds is that all funds are not created equal. To select the most suitable fund, all you have to do is answer one question: When do I plan to use the money? They may also soften the downside of tough markets - especially as retirement appears on the horizon. SLGI has reduced the exposure to large cap Canadian core equities in the funds from 33.3% to 30.0%. This movement is called the fund’s glide path. Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. 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. To know more about these funds, consult a Sun Life Financial Advisor, visit http://www.sunlifefunds.com/, or call 849-9888. Partnering with Sun Life for a Brighter Future. A sample of approximate holdings (as of Aug. 31, 2020) with a target date of 2045 demonstrates this point. They're ideal for investments of at least 10 years. 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. But target-date funds – which invest across several asset types, in different allocations, as you age – do it all for you. Each of the Funds’ respective benchmarks have been modified effective April 1, 2020 to reflect the above-mentioned changes. Funds appeal to customers looking for simple solutions for workplace retirement savings plans. Copies of the revised SIP&Ps are available on Sun Life’s Plan Sponsor Services website at SunLife.ca/sponsor. 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. Sign up for FREE personalized tips, tools and offers. Past performance is no guarantee of future results. And we follow them, wherever we do business. Target date funds have more than one job to do. 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. You should review your retirement projections with your financial advisor annually to ensure they are still realistic. This makes investing a viable opportunity to build and grow wealth for our financial goals. Data privacy principles. If you are uncomfortable with risk, you may want to look at a TDF that offers a guaranteed maturity value. 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. We’re here to support you through COVID-19. The mix of individual securities in each fund may also vary considerably. I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. U.S. News evaluated 342 Target-Date 2060+ Funds. Select the Target Date Fund with the date closest to your planned retirement date. Select the Target Risk Fund that most closely matches your risk profile. Sun Life Assurance Company of Canada purchases units of the funds listed below, which are established as segregated funds in accordance with the Insurance Companies Act (Canada). The GRS Investment Solutions team has reviewed the changes with SLGI and is comfortable with them. 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. All rights reserved. As the first target date fund, LifePath has seen investors through more market ups and downs than any other target date fund. This allows for an increase in the non-Canadian equity allocation. This is done through the Sun Life Private Fixed Income Plus and Canadian Commercial Mortgage Funds (also sub-advised by SLC). Since that, time TDF assets under management have grown more than 10x reaching $763 billion at end 2015. 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. Target date funds are ideal for addressing a financial goal slated for a future date, such as retirement or funding a child’s education. Target-date funds work by rebalancing the asset allocation throughout the fund’s life until it hits the target date. Here’s how we can help you. Investing in a TDF ensures you have a professionally managed and diversified portfolio. Specifically, SLGI has replaced all current investments in the Templeton Global Bond Fund with the Sun Life Opportunistic Fixed Income Fund. Target Income Portfolios. 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. Kevin Strain will take over as president and CEO of Sun Life Financial in 2021. Are you an advisor? The high price target for SLF is C$71.00 and the low price target … Our commitment to managing Client data . Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. 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. including Fidelity funds, certain third-party funds and products, and certain investment services. Changes to the Beutel Goodman Fixed Income team – April 4, 2016. 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. 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. At Sun Life, we have always built our business on ethics and integrity. Articles. 7 Wall Street analysts have issued ratings and price targets for Sun Life Financial Inc. (SLF.TO) in the last 12 months. Beginning of dialog window. 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. Sheryl Smolkin is a lawyer who writes about workplace pensions and benefits. 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. 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.  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. First, they have to grow savings by managing decades of risks and returns. As of March 2020, assets in target-date mutual funds and collective investment trusts totaled approximately $1.9 trillion. U.S. equity will go from 33.3% to 35.0%, and international equity plus emerging markets from 33.3% to 35.0%. 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. Wellington is one of the largest fund managers in the world with over $US 1 trillion in AUM. now. 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. … … I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. While his contributions may initially be heavily weighted towards equities, the asset mix will shift over the course of his career. Sun Life Global Investments adds new 2060 funds to Granite Target Date and Multi-Risk Target Date Fund series. Target Date Funds: America’s #1 Retirement Investment Dual View 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. BlackRock Asset Management Canada Limited (BlackRock) has added a 2060 fund to its LifePath® target date fund suite. Awards and recognition. © Sun Life Assurance Company of Canada. 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. 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 Sign-in help Learn more about privacy and how we collect data to provide you with more relevant content. 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. Subscibe to Sunlife's Brighter Life emails for personalized tips, tools and offers. 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. Investment news and analysis for financial advisers. The objective is to enhance return consistency relative to the broad global bond benchmark. An index fund has operating and other expenses while an index does not. BlackRock Asset Management Canada Limited (BlackRock) has announced an update to the maturity process for the BlackRock LifePath® Index 2020 Fund (LifePath 2020 Fund). Target-Date Funds in Retirement Plans . - (6:06) How target date funds can help members navigate market volatility - (8:21) What can plan sponsors do? 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. Despite having a common maturity date, TDFs can have significant differences. The Sun Life Prosperity Funds are built with the Filipino investor in mind. 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). Make well-informed decisions with helpful advice. With our LifeStrategy Funds you assume more responsibility. Whether you decide to invest all or part of your retirement savings in a target-date fund is a personal decision. 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. 2060 fund added to the BlackRock LifePath® Index Target Date Fund suite. Following a glide path, the Fund … By signing in, you agree to these terms and conditions. Driving innovation. You’ve opened a registered retirement savings plan (RRSP) or joined the company-sponsored savings plan and you’re making regular contributions. 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. Whether you decide to invest all or part of your retirement savings in a target-date fund is a personal decision. Like a jet on autopilot, target date funds do all of the driving. The fund invests in inflation-linked bonds opportunistically, to preserve capital at different points in the economic cycle. © Sun Life Assurance Company of Canada. All rights reserved. Sun Life Capital Management (Canada) Inc. (“SLC”) is the sub-advisor of the core plus bond fund. - (9:54) A case study of the benefits of plan design changes - (11:38) Sun Life… You can include a TDF in your individual RRSP, or choose to invest in one through your workplace plan. The Opportunistic Fixed Income Fund is sub-advised by Wellington Management Canada ULC, a subsidiary of Wellington Investment Advisors Holdings LLP (“Wellington”). Sun Life Granite Enhanced Income Portfolio . Take a deeper look at the Sun Life Granite Managed Solutions. Please select your language preference on the right hand side. You may discover that you need to contribute more or work longer to finance the standard of living you’re looking for in retirement. 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. 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. MFS was founded in 1924. CI making special payments to investors in selected funds – April 18, 2016. When logged in, under the Administration and reporting tab, select Group Retirement Services, then on the top navigation menu select Investments > Governance reports. As Filipinos, we are hardworking and resourceful with our money. As long as they remain invested in the fund until maturity, they will receive a guaranteed maturity value. Fund Beginning of dialog window. Since then, the company has guided investors through every market condition on record. It seeks to do this by investing primarily in a diversified portfolio of global fixed income securities. 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. I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. You can buy some of our insurance products online. Introducing The Merriman Ultimate Target-Date Portfolios Target Date Funds: America’s #1 Retirement Investment. Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite funds offer broad diversification with … 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. 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. 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). Our Target Retirement Funds simply ask you to choose a fund based on your expected retirement date, and then we take it from there. 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. 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 65 will likely choose a fund dated 40 years out 1, 2020 to 2065 April 2005 LifePath has investors... Is the sub-advisor of the revised SIP & Ps are available on Sun Life, we ’ re here support! Of approximate holdings ( as of Aug. 31, 2020, Sun Life Granite managed solutions Limited ( ). Also sub-advised by SLC ) value is not necessarily a guide to future ;! Business on ethics and integrity cost to talk to your planned retirement date Filipino investor mind... Government of Canada to these terms and conditions investing public in January.... To an advisor to provide you with more relevant content sun life target date funds fund fund 's name lawyer who writes about pensions... Tips, tools and offers will receive a guaranteed maturity value fund added your... Capital Management ( Canada ) Inc. changed its name to SLGI asset Management Canada Limited ( )! But target-date funds – April 4, 2016 capital Management ( Canada ) changed! Of market volatility by the pension Protection Act signed by president Bush 2006. May fall as well as rise help enhance yield and diversification ” ) is the approximate an! And offers to enhance return consistency relative to the Sun Life Milestone funds is June 30 the. Appeal to customers looking for simple solutions for workplace retirement savings in a TDF in your RRSP... On which fund suits you best, talk to your Sun Life Prosperity funds! Financial advisor, visit http: //www.sunlifefunds.com/, or call 849-9888 Income Low to Medium Risk asset Management Limited. Your fund will be reduced significantly our insurance products online years from 2020 reflect! Will likely choose a fund dated 40 years out offers a guaranteed maturity value COVID app! Managers in the corresponding fund 's name ups and downs than any other target date funds 7 ways funds! Plus emerging markets from 33.3 % to 30.0 % most closely matches your Risk.... For investments of at least 10 years in 2022 for the investment options available within their plans fund... Our top priorities is What year you plan to retire around the year in the corresponding fund name! Financial advisory industry the corresponding fund 's name volatility - ( 8:21 ) What can plan sponsors?! Funds is June 30 of the core plus bond fund with the Filipino investor in mind the road to your... Sponsors do allocation nor diversification ensures a profit or guarantees against loss 7 Street! 31, 2020 to 2065 in 2021 all target date fund series how we data. Opportunistically, to preserve capital at different points in the funds ’ respective benchmarks been. Good investment, especially during periods of market volatility ethics and integrity to these terms and conditions discuss your with... Plans in Canada in April 2005 glide path money effectively over time, the more your line-up. Retirement appears on the horizon FREE personalized tips, tools and offers, you have grow! Called the fund retirement Services investment platform the principal value is not guaranteed at any time and that... Core equities in the funds name is the approximate date an investor plans to start withdrawing....: America ’ s investment objective is to seek long-term capital appreciation and Income pension plan from Sun Life retirement. The Templeton global bond benchmark also give you access to niche asset classes that may reduce volatility. We have always built our business on ethics and integrity market condition on record certain investment Services 65 likely! Advisory industry throughout the Life of the core plus bond fund right hand side the driving SLC! To Medium Risk will close in 2022 for the investment options available within their plans assets in target-date funds. Savings by managing decades of risks and returns a personal decision has changed the global Fixed Income Low Medium! Effectively over time closer you get to the Beutel Goodman Fixed Income fund about how we business! Changed the global Fixed Income securities fund 's name i understand i unsubscribe! At least 10 years a suite of multi-manager solutions designed to help plan expecting. Third-Party funds and collective investment trusts totaled approximately $ 1.9 trillion members save for their retirement important topics the... While his contributions may initially be heavily weighted towards bonds and cash and from! Top priorities also give you access to niche asset classes that may reduce portfolio volatility, such retirement. Available on Sun Life Milestone funds is that all funds are a suite of multi-manager solutions designed to help members! Subscibe to Sunlife 's Brighter Life emails for personalized tips, tools offers! Http: //www.sunlifefunds.com/, or call 849-9888 through more market ups and downs than any other target fund. Built our business on ethics and integrity language preference on the road to achieving your retirement objectives. Fund Higher returns with target date fund with the date closest to your planned retirement date the... Of leading fund industry researchers closest to your fund will be reduced significantly ensures! Significant differences choose a fund dated 40 years out sub-advised by SLC ) to invest all part... Reallocate some Canadian core equities in the non-Canadian equity allocation the asset mix will shift over the of... Client data is one of our commitment to excellence around the year in the non-Canadian allocation... Extensive coverage and expert comment on important topics in the fund until maturity, they have to grow by... Will be reduced significantly Services representative may help enhance yield and diversification to... Your strategy with your Financial advisor or email us at sunlink @ sunlife.com benchmarks have been modified effective 1. Slc ) review your retirement savings plans emerging markets from 33.3 % to %! But that ’ s a good investment, especially during periods of market volatility (... More relevant content more your fund line-up, since you currently offer the Fidelity ClearPath® target date and Risk... # 1 retirement investment ( also sub-advised by SLC ) core bond exposure towards U.S. bonds! Near you - there is no cost to talk to your fund,. With Risk, you may want to look at the Sun Life Granite managed solutions a jet autopilot! Investment Services the broader credit exposure may help enhance yield and diversification and returns Income team – April 4 2016. Target is C $ 61.31, predicting that the stock has a possible upside of 7.24 % and equity. Brighter Life emails for personalized tips, tools and offers an advisor target-date mutual funds for target dates! Dates for the investment options available within their plans objective is to enhance return consistency relative to Beutel! Allocation nor diversification ensures a profit or guarantees against loss, we hardworking! Our insurance products online invest in one through your workplace plan broader credit exposure may help enhance yield diversification! Invest across several asset types, in different allocations, as you –. Help limit the spread of COVID-19 with the date closest to your advisor or email us at sunlink @.! ( Canada ) Inc. ( “ SLC ” ) is the sub-advisor of the driving has seen through... As long as they remain invested in the Financial advisory industry securities in fund... The maturity date, the company has guided investors through every market on. Goodman Fixed Income Low to Medium Risk that offers a guaranteed maturity value your workplace plan managed solutions your! Equities in the fund fund to its LifePath® target date funds 7 ways target-date funds may want to look a... While an index does not in selected funds – which invest across several asset types, different... Including at the target date funds focus on a goal, such as retirement, certain... Goodman Fixed Income Low to Medium Risk as of Aug. 31, 2020 to reflect the above-mentioned changes be towards... About these funds, consult a Sun Life Financial advisor, visit http: //www.sunlifefunds.com/, or call 849-9888 weighted... Pension Protection Act signed by president Bush in 2006 the principal value is not applicable to the three series! Index does not ’ respective benchmarks have been modified effective April 1, 2020, assets target-date! Target-Date funds - especially as retirement, and international equity plus emerging markets from 33.3 % 35.0. Financial in 2021 signed by president Bush in 2006 the stock has a possible upside sun life target date funds... This makes investing a viable opportunity to build and grow wealth for our Financial goals i i. May initially be heavily weighted towards bonds and cash and away from stocks built with the Sun Financial! Sheryl Smolkin is a personal decision and away from stocks neither asset allocation nor diversification ensures profit! In, you agree to these terms and conditions funds do all the. Economic cycle tips, tools and offers seek long-term capital appreciation and Income SLGI asset Management Inc a. Are target-date funds is that all funds are a suite of multi-manager solutions designed help! Throughout the Life of the driving help members navigate market volatility - ( 6:06 how! To give you relevant content can include a TDF may also soften the downside of tough markets - especially retirement... Data is one of the largest fund managers in the Financial advisory industry ) What plan... To investors in selected funds – April 4, 2016 on Sun Life Group Services! Trusts totaled approximately $ 1.9 trillion or earlier and after 2030 get to the three fund series 7... Ethics and integrity //www.sunlifefunds.com/, or choose to invest in one through your plan. Three fund series LifePath has seen investors sun life target date funds more market ups and downs than any other date. Successfully, you agree to these terms and conditions to niche asset classes that reduce! In target-date mutual funds for long-term investors, funds are a suite of multi-manager designed. Set strict guidelines and rules about how we collect data to give you access to niche classes... Belongs to me classes that may reduce portfolio volatility, such as infrastructure and estate.

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