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. You can find more details in the fund's simplified prospectus. Income is a primary concern for many plan members, especially when approaching retirement. Sun Life Financial Granite™ 2025 Segregated Fund ... sponsor, which is the Sun Life Financial Granite™ Segregated Fund closest to without exceeding your 65th birthday. Some segregated fund contracts also offer income guarantees. The team continually monitors the assumptions, models, managers and economic conditions. By: Rocco Taglioni September 16, 2015 October 11, 2018 Our broadened opportunity gives our team the flexibility to effectively respond to structural market changes and evolve the Granite strategic asset mix over time – providing strong risk management. All rights reserved. Based on assets under management as of Dec. 31, 2017. Sun Life Financial Granite Segregated Funds (Granite Funds™). Your plan members can benefit from their expertise in a wide variety of solutions, including our flagship Granite family, multi-strategy funds and Milestone funds. The team can tactically adjust the asset mix, asset class and/or style weightings to take advantage of potentially attractive opportunities from a risk-adjusted and capital preservation perspective. Sun Life Financial, Inc. is a Canadian financial services company; it is primarily known as a life insurance company. Step 3: Tactical asset allocation of three levers. my Sun Life Mobile. *All investment solutions are offered as segregated funds for group retirement plans exclusively by Sun Life Assurance Company of Canada, through Sun Life Group Retirement Services, a member of the Sun Life group of companies. 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. will mean SLGI Asset Management Inc. LifePath Index 2025 Fund ($) Cum. 96.7% Govt. *All investment solutions are offered as segregated funds for group retirement plans exclusively by Sun Life Assurance Company of Canada, through Sun Life Group Retirement Services, a member of the Sun Life group of companies. Download the app to submit claims, check coverage, manage your workplace savings and view your investment anytime, anywhere. Two solutions (Income and Enhanced Income) focused on income generation with reinvested monthly distributions. investment, market cap and category. Page 2 of 8 C0OIC.01 RSP 570-004 NREG E-10-17 A0 For SLF use: ENRLMNT 3 Your application for Retirement Savings Plan (RSP) I apply for a RSP (the “Plan”), to be established under the terms of the Sun Life Financial Trust Inc. Group Plan members choose the year they plan to retire and our team automatically adjusts the asset mix as the fund gets closer to its maturity date and plan members get closer to retirement. June 29, 2024. Specialty equity (real estate, infrastructure, natural resources), Specialty fixed income (private fixed income, commercial mortgages, high yield bonds, emerging markets debt). Sun Life Granite 2020 Fund and Sun Life Milestone 2020 Fund are closed to new purchases.Sun Life Granite 2025 Fund and Sun Life Milestone 2025 Fund, DSC option is closed to new purchases as of July 1, 2018. 8 Your authorization and signature I apply for a RSP to be established under the terms of the Group Annuity Policy issued by Sun Life Our mission is to help Clients achieve lifetime financial security. Strategies available: These target date funds provide a powerful shield against the impact of market volatility – providing the opportunity for growth, while at the same time offering downside protection. Region and language selection is expanded. You can simplify your investment decision-making ... Asset allocation Granite Conservative Segregated Fund Granite Moderate Segregated Fund Granite Balanced Segregated Fund Granite Growth Segregated Fund Granite Aggressive Segregated Fund 0.51% 0.52% 0.53% 0.54% EQUITABLE LIFE SEGREGATED FUNDS Savings and Retirement Semi-Annual Report June 30, 2019 (Unaudited) ... understand the Fund's financial performance for the past five years 3. To create products designed to help plan sponsors deliver a better retirement for plan members. 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