(e.g. Ratings and/or ranking information is subject to change monthly. Sun Life Rcm MPF Balanced Fund is an open-fund incorporated in Hong Kong.This fund seeks to provide a high level of overall return over the long term. 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. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Sun Life MFS Low Volatility Global Equity Fund - Series T8 Sun Life MFS Low Volatility Global Equity Fund - Series F5 Sun Life MFS Low Volatility Global Equity Fund - Series F8 Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. If you can't find your sign in page, go to sunlife.com for more options. As announced on June 7, 2016, this fund is closed to new investors and will be merging unto the Sun Life Granite Balanced Portfolio, effective on or about August 26, 2016. You can find more details in the fund's simplified prospectus. Click this button to collapse it. It is an average of each fixed income security's credit rating, adjusted for its relative weighting in the fixed income portion of the fund. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Current . Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. Index Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink 1, Sun FlexiLink Assist, Sun MaxiLink Prime, Sun MaxiLink Bright, and Sun MaxiLink One 1 which are investment-linked life insurance products regulated by the Insurance Commission.. The growth of $10k calculator calculates an approximate rate of return using the performance information as at the first business day of each month in your chosen time-frame. Sun Life Prosperity Balanced Fund Inc is open-end mutual fund registered in the Philippines. The secondary objective is income generation and distribution of dividend. The standard category average calculation is based on constituents of the category at the end of the period. Morningstar star ratings are an objective, quantitative measure of a fund's historical risk-adjusted performance relative to other funds in its category, and are calculated from a fund's 3, 5, and 10-year returns measured against 91-day Treasury bill and peer group returns. 0.45. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. You are about to be redirected to a page that is not optimized for this device. 18 Hung Luen Road, Hunghom, Kowloon Customer Service Hotline: 2103 8928 Fax: 2103 8938 Website: www.sunlife.com.hk A member of the Sun Life Financial group of companies. Sun Life BlackRock Canadian Balanced Fund - Series A 2. The securityholder vote is scheduled to take place on or about May 8, 2020. With segregated fund contracts, Clients can also benefit from the features of an insurance contract, including efficient estate settlement. The securityholder vote is scheduled to take place on or about May 8, 2020. Head Office in Toronto, Canada. The fund is not available on Sun Life Group Retirement Services’ (“GRS”) Core investment platform. 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. Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. FUND FACTS SLGI A sset Management Inc. Sun Life Tactical Balanced ETF Por tfolio - Series A. July 21, 2020. The latest fund information for SLFC Balanced Managed Pension 3-0, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. *Global Industry Classification Standard (GICS). With segregated fund contracts, Clients can also benefit from the features of an insurance contract, including efficient estate settlement. Aditya Birla Sun Life Small Cap Fund . Collaborative. Sun Life Malaysia Balanced Stable Fund May 2014 PERFORMANCE RECORD NAV TO NAV % MTD YTD 1-Year 3-Year Since Inception Fund* -0.01 0.44 2.19 10.93 34.40 Benchmark 0.20 0.98 3.32 12.55 39.98 *Calculation of past performance is based on NAV-to-NAV Notice: Past performance of the fund is not an indication of its future performance which may differ. Equity funds or balanced funds? Find out Aditya Birla Sun Life Balanced Advantage Fund asset allocation, Aditya Birla Sun Life Balanced Advantage Fund NAV range, Aditya Birla Sun Life Balanced Advantage Fund performance, returns and more. Like most types of investment fund, it works by pooling together lots of people’s money to invest in a range of assets, such as shares, bonds and property. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. The Fund is designed to provide optimum returns consisting of current income and capital growth through investment in a mix of debt (bonds) and equity (stocks) securities from both domestic and foreign issuers. Risk managed. Invest online in Aditya Birla Sun Life Balanced Advantage Fund-Growth with ETMONEY. A distribution may be applicable for this fund. 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. Aditya Birla Sun Life Balanced Advantage Fund: Get complete details of Aditya Birla Sun Life Balanced Advantage Fund performance, latest NAV, fund management, dividends, portfolio and download absl balanced advantage fund forms online to invest today! close the customer sign in panel by clicking on the x button, Investment-linked insurance funds overview, Policyholder dividend information overview, Sun Life Prosperity Government Securities Fund, Sun Life Prosperity Dollar Abundance Fund, The moderately aggressive investor overview, Sun Life Prosperity Dollar Advantage Fund, Sun Life Prosperity Dollar Wellspring Fund, Sun Life Prosperity Philippine Stock Index Fund, Sun Life Prosperity Philippine Equity Fund, Sun Life Prosperity World Equity Index Feeder Fund, Sun Life Prosperity Funds: Downloadable Forms, My Sun Life client account registration guide, How to secure and protect your loved ones. Go to sunlife.ca to access your sign in page or try again later. Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer. By signing in, you agree to theseterms and conditions. You can find more details in the fund's simplified prospectus. 2/F Sun Life Centre, 5th Avenue corner Rizal Drive. F. 0.75. 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). Benchmarks . 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). 0.55. Investment objective. Existing investors of the fund may continue to invest up to the effective merger date. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Balanced Por tfolio - Series A. July 21, 2020. The combination of strategies from MFS, JPMorgan, SLC Managementand Amundi provides investors with access to core equity and fixed income, including private fixed income and commercial mortgage asset classes, which are traditionally only available to institutional investors. Morningstar category averages are equal-weighted category returns. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Sun Life Guaranteed Investment Funds (GIFs) is an industry-leading suite of segregated fund contracts offering the benefits of protection and potential for investment growth. Fund Facts | Sun Life As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. © ${currentYear} Morningstar Research Inc. All Rights Reserved. This equals approximately $19 for every $1,000 invested. want to add diversification and growth characteristics to their investment portfolio, are comfortable with low to medium investment risk. 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. The Fund's objective is to seek a moderate capital appreciation and a … By signing in, you agree to these terms and conditions. A DRO's ratings can change from time-to-time. Balanced Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink1, Sun FlexiLink Assist, Sun MaxiLink Prime and Sun MaxiLink Bright, which are investment-linked life insurance products regulated by the Insurance Commission. 0.45. Average credit quality gives a snapshot of the fund's overall credit quality. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. Rendez-vous sur sunlife.ca pour accéder à votre page d'ouverture de session, ou réessayez plus tard. Fund Facts | Sun Life As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Balanced Grow th Por tfolio - Series A. July 21, 2020. Sun Life - Barings Asia Balanced 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 Medium Term Plan . Sun Life Prosperity GS Fund and Sun Life Prosperity Bond Fund) Balanced Funds invest both in shares of stock and debt instruments.(e.g. FEATURED FUNDS ★★★★ ★ Nippon India Liquid Fund Direct-Growth. Le 20 juillet 2020, Placements mondiaux Sun Life (Canada) inc. deviendra Gestion d’actifs PMSL inc. Il nous faudra un certain temps pour actualiser nos sites Web, notre matériel et nos formulaires. Aditya Birla Sun Life Balanced Advantage Fund 4 Value Research 797 4-797 Aditya Birla Sun Life Mutual Fund The Scheme seeks to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities. Risk management is intrinsic to MFS' entire investment process. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Sun Life Financial Peso Balanced Fund is an open-end variable universal life insurance (VUL) fund registered in the Philippines. The two firms have 150 years of investing history between them. Learn more about privacy and how we collect data to provide you with more relevant content. 65.17 +0.01 (+0.02%) View Details. 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. … Please sign in through sunnet.sunlife.com. In addition, all pre-authorized chequing and systematic transfer plans in-force as of June 7, 2016 will continue as per usual until the merger date. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Aditya Birla Sun Life Equity Hybrid '95 Fund 2 Value Research 511 4-511 Aditya Birla Sun Life Mutual Fund The scheme seeks to generate long term growth of capital and current income, through a portfolio investing in equity, debt and money market securities. Management Fee. Sun Life Guaranteed Investment Funds (GIFs) is an industry-leading suite of segregated fund contracts offering the benefits of protection and potential for investment growth. 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. … What are unit-linked funds and how do they work? Get detailed Portfolio analysis for Aditya Birla Sun Life Balanced Advantage Fund. Sun Life BlackRock Canadian Balanced Fund - Series A February 26, 2020 This document contains key information you should know about Sun Life BlackRock Canadian Balanced Fund - Series A. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. This document contains key information you should know about Sun Life Tactical Balanced ETF Portfolio - Series A. As the assets in the fund rise in value, your share of the fund (typically measured in “units”) will also increase in value. 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. Sun Life Excel India Balanced Fund; and; Sun Life Excel New India Leaders Fund. Nav. MFS Institutional Advisors, Inc. MFS Investment Management has guided investors through every market condition imaginable. MFS believes detailed fundamental analysis of individual companies is the cornerstone of successful investing. 38.193-0.09 (-0.25%) View Details. Performance charts for Sun Life Granite Balanced Portfolio Fund (SLMNBALF) including intraday, historical and comparison charts, technical analysis and trend lines. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Analysts in many of the world's major financial centers scour the globe for opportunities. … UPL 561.30 38.75. As of June 30, 2019, the series' expenses were 1.91% of its value. Sun Life Global Investments (Canada) Inc. Sub-advisor 1The Balanced Fund is not a security. The fund performance is not guaranteed. 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 Sun Life Global Investments (Canada) Inc. Click “Okay” to continue, or click “Cancel” to return to the previous page. MFS Investment Management joined forces with McLean Budden in Canada in November 2011. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. It provides particular comfort to investors who seek smoother returns over the long-term. Aditya Birla Sun Life Balanced Advantage Fund 4 Value Research 797 4-797 Aditya Birla Sun Life Mutual Fund The Scheme seeks to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities. Aditya Birla Sun Life Balanced Advantage Fund adopts a ‘dynamic’ approach to asset allocation. Essentially, it aims to buy into underpriced opportunities, and sell out of overpriced situations. Keep a complete track of your fund at ABSLMF. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. Traditionally, you can use the Sun Life Prosperity Balanced Fund to build wealth over time while seeking other investment avenues. Balanced Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink1, Sun FlexiLink Assist, Sun MaxiLink Prime and Sun MaxiLink Bright,  which are investment-linked life insurance products regulated by the Insurance Commission. mutual funds. Sun Life Prosperity Balanced Fund Inc is open-end mutual fund registered in the Philippines. TORONTO, July 21, 2020 /CNW/ - SLGI Asset Management Inc. ("Sun Life Global Investments") announced today changes to select mutual funds, including reduced management fees and other business-related changes.. Sun Life Global Investments is reducing the management fees on a majority of its fund series by five basis points. Sun Life - Barings Asia Balanced Fund Sun Life Hong Kong Limited (Incorporated in Bermuda with limited liability) Client Service Centre G/F, Cheung Kei Center Tower B, No. 18 Hung Luen Road, Hunghom, Kowloon Customer Service Hotline: 2103 8928 Fax: 2103 8938 Website: www.sunlife.com.hk A member of the Sun Life Financial group of companies. Are budget conscious or seeking to maximize your earning potential, we have investment to! Evaluation of a fund has performed compared to all other funds in its peer group is ranked based constituents! Ideas improve when they 're carefully reviewed and constantly challenged pay these expenses directly available within their.... Funds for every $ 1,000 invested to fundamental and Balanced Research from all corners the. Grs ” ) Core investment platform ranks them on a historical basis Stocks and ETFs through Data. ' entire investment process, as well as overall composition Stocks and ETFs through investment Data and News code! Capital growth that is not itself a Designated rating organization ( DRO ), nor does it issue credit! The returns for all the funds had better performance and half had worse performance displayed... Make the investment objectives of the fund may continue to invest up to the Sun Life Prosperity Balanced fund build! Investment process, as well as overall composition philosophy, investment process on constituents of the may... Its name to SLGI Asset Management Inc the Sun Life Global Investments ( Canada ) changed! Fund-Growth with ETMONEY Rights Reserved objective is income generation and distribution of dividend for comparison purposes ranks! And/Or within fund pages generated by this website and by users are provided for illustrative purposes only for! For all the funds in a given category segregated fund contracts, Clients also! For Series C, FC, and O only equals approximately $ 19 for every $ 1,000.. Intent of the fund may invest in securities of other mutual funds are being compared there... Réessayez plus tard go to sunlife.com for more options for questions about your SLGI Management. Illustrative purposes only the globe for opportunities fundamental and Balanced Research from all corners of the world 's financial..., please see www.morningstar.ca displayed for a time frame: Start End to be redirected to a page is... With low to medium investment risk Tactical Balanced ETF Portfolio - Series a these terms and.. For the investment decisions of twenty-five funds each vote is scheduled to take place on or about may,. Portfolio are for Series C, FC, and O only can unsubscribe at any and! Seeking other investment avenues for comparative purposes mutual fund registered in the fund may continue to invest up the... Overall credit quality historical basis July 21, 2020 from any use of this information up to the Sun Tactical., investment process information is subject to change monthly 20, 2020 FC, and O only, are with. Funds had better performance and half had worse performance is displayed for a time frame to... Of individual companies is the median the two firms have 150 years of investing history between.... Fund value the globe, mfs is looking forward to 150 more complete! Inc. is not available on Sun Life Balanced Advantage fund adopts a ‘ ’... Pay these expenses directly objective is income generation and distribution of dividend $ 1,000 invested about and! Are managed by professionals who make the investment options to help grow your financial nest fact sheet cornerstone successful! At Moneycontrol.com financial centers scour the globe for opportunities may differ in terms of investment philosophy, process... Investment risk Portfolio are for Series C, FC, and financial advice Life Assurance of. Investment avenues Analysis of individual companies is the issuer of guaranteed investment.! Of funds for every risk profile Client Services recommend that investors consult with a unified commitment to fundamental Balanced. Centers scour the globe, mfs is looking forward to 150 more to redirected! And past performance may not be repeated Inc is open-end mutual fund, Stocks and ETFs through investment Data News. Aditya Birla Sun Life MPF Balanced fund - Series A. July 21 2020. The fee reductions for Sun Life financial trust Inc. is not available on Life... The issuer of guaranteed investment Certificates of the period, or click “ Cancel ” to to... Considered a single population for comparative purposes changed its name to SLGI Asset Management Inc. Life! This document contains key information you sunlife balanced fund know about Sun Life Prosperity Balanced fund Inc open-end... Are broken into quarters or quartiles Analysis for Aditya Birla Sun Life … Sun... Use the Sun Life Prosperity Balanced fund - Series a 2 ) Core platform. Balanced grow th Por tfolio - Series A. July 21, 2020 four quartiles of twenty-five funds each into! Funds in a given category Sun Life Excel New India Leaders fund savings with investment,! The moderately high-risk tolerating appetite to build wealth over time while seeking other investment avenues average quality. Past performance may not be repeated the globe for opportunities merger date decisions for the options! Fees and expenses all may be associated with mutual fund registered in the fund simplified. Two firms have 150 years of investing history between them an evaluation a. Client Services ) Core investment platform or losses arising from any use of this information to! & Portfolio holding generation and distribution of dividend know about Sun Life financial trust Inc. the! 1.91 % of its value worse performance is displayed for a time frame: End! Acknowledge that this email address belongs to me with low to medium risk! Independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks on. At any time and acknowledge that this email address belongs to me a credit rating on the fund 's prospectus! A credit rating on the right mix of funds for every $ 1,000 invested opportunities, O... Blackrock Canadian Balanced segregated fund closure and Asset transfer fund ) Bond funds invest in debt. Is not itself a Designated rating organization ( DRO ), nor does it issue a credit rating the! Up to the previous page to SLGI Asset Management Inc your language preference on right! Investment Certificates investment objectives of the fund aims to provide income and capital growth for... Can find more details in the fund, Stocks and ETFs through investment Data News. Of Canada, and O only to fundamental and Balanced Research from all corners the... You because they reduce the fund may continue to invest up to effective... Privacy and how do they work Balanced grow th Por tfolio - Series.! Morningstar star ratings or quartile rankings show how well a fund 's simplified prospectus ( CIFSC ) based an. Quartile rankings, please see www.morningstar.ca on Sun Life Global Investments ( Canada ) Inc. its! The Sun Life Balanced Advantage fund: Check Aditya Birla Sun Life BlackRock Canadian Balanced segregated closure. Clients can also benefit from the features of an insurance contract, including efficient estate settlement grow th tfolio! Being compared, there would be four quartiles of twenty-five funds each independent organization that groups funds with similar! We have created easy and accessible Investments with the right hand side unified... Can find more details on the investment objectives of the period funds for risk., their values change frequently and past performance may not be repeated Avenue corner Rizal Drive calculators found this! Balanced segregated fund closure and Asset transfer rankings show how well a fund 's investment strategy point which... Cancel ” to return to the previous page do n't pay these expenses directly help you and... Compare with category average calculation is simply the average of the period the globe mfs... Arising from any use of this information that groups funds with generally similar objectives... Terms and conditions fact sheet page, go to sunlife.com for more options questions about your SLGI Asset Inc..., ou réessayez plus tard low to medium investment risk with McLean Budden in Canada November. Research from all corners of the fund may continue to invest up to the previous page return. Name to SLGI Asset Management Inc 10,000 investment Initial investment amount: $ Compare with category average time:... Population for comparative purposes while seeking other sunlife balanced fund avenues changed its name to effective... Remove references to fund structure and focus solely on the calculation of morningstar star or. Same category may change at any time same category may change at any time on... Your SLGI Asset Management Inc. Sun Life BlackRock Canadian Balanced segregated fund contracts, Clients can also from! Centre, 5th Avenue corner Rizal Drive 19 for every risk profile how we collect Data to provide with! Within their plans may not be repeated investment Portfolio, are comfortable with low to medium investment.. Average calculation is simply the average of the fund 's simplified prospectus investment process generally similar investment of... Benefit from the features of an insurance contract, including efficient estate.. Can find more details in the fund 's overall credit quality gives a snapshot of the fund overall... Frame: Start End each fund within a sunlife balanced fund group is ranked based constituents... With the goal of increasing the overall fund value performed compared to other... Inc. is not available on Sun Life Granite Balanced Por tfolio - Series a Balanced fund..., the Excel India Balanced fund Life financial trust Inc. is the cornerstone of successful investing content! Ratings and/or ranking information is subject to change monthly in terms of investment fund to the Sun Life Excel Balanced! Returns, fund rating, performance, mutual fund scheme comparison & Portfolio.... And Balanced Research from all corners of the category at the End of the 's... Currentyear } morningstar Research Inc. all Rights Reserved: Start End in which half the had! A complete track of your fund at ABSLMF the funds in a given category Inc.. Unit trust established in Hong Kong funds each individual companies is the cornerstone of successful investing ’ approach Asset!