Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. Please read the prospectus before investing. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Other funds As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Returns for funds less than 1 year old cannot be displayed. For our entire suite of commentary, visit our website. For periods greater than one year, the indicated rates of return are the historical annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. SUN LIFE MILESTONE GLOBAL EQUITY FUND (the Fund) DECISION. Exposure to other derivatives, such as put options*, is not reflected here. About the Sun Life Milestone Target Date series The Sun Life Milestone Segregated Funds are the first Target Date series for employer-sponsored group retirement and savings plans in Canada to feature a guaranteed unit value at maturity (GMV). T5c���М7�`~�es:��>���0G���� ;�,�x�;x��%+������e3 �e�F[E� �F��ʨ�;�^��X���q+�IF�c�TQ4��@g�~"kl1�PP����.lv[4�E�)G��V�5�Q���v ����N�� For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. The fund's objective is long-term capital growth. of the investment fund. This rating is based on how much the fund's returns have changed from year to year. Sun Life Milestone Global Equity Fund. In addition, McLean Budden Fixed Income Fund changed its name to Sun Life MFS McLean Budden Canadian Bond Fund. Category People & Blogs The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. For our entire … A distribution may be applicable for this fund. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Sun Life Milestone Funds provide a simplified investment solution with a guaranteed maturity value that can help with your investment goals, even in turbulent markets. This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. 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. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. The Sun Life Financial Milestone Segregated Funds are the first target date funds in Canada to feature a guaranteed unit value at maturity feature – equal to the highest month-end unit value during the lifetime of each fund. Background. 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