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. 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. The standard category average calculation is based on constituents of the category at the end of the period. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The Fund's objective is to seek long-term capital appreciation. Background. 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. We have structured each Sun Life Milestone Fund so that it will have sufficient assets to pay the Guaranteed Value per unit on its respective maturity date. 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). As portfolio manager, the Manager is responsible for managing the investment portfolio of the Fund directly or through sub-advisors. These changes could have impacted past performance of these funds. The point in which half the funds had better performance and half had worse performance is the median. %PDF-1.4 The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). 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. These target date funds offer the opportunity for growth potential, while at the same time offering downside protection if markets drop. Sun Lifetime Advantage GIF provides a minimum guaranteed lifetime income that can increase every year before you start taking income. ɵ�-Hj"��z�K�X/�j���UiGU�H��(S�����n�IB]�������@%l|^��`�h�ny�Τ�{��*��G\7�Y��4T�ܖ�Yd��!�0q_�/�����(V�1D�+�x.>R�Lj�pgSR��6�5�KTI��]Q��b�VL��z�Փ�+m__x�Ɗ���gKnl���W��^IǓŶ����!y| The fund's investments will change. �0��)�7,�X�-Y��풍�G.�8�)� The median would be the fiftieth fund. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. The SLGI Asset Management Inc. Diversified income funds ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9�� : �/�� ��I�zx���sҪ3��هƛ?�d�[�;f When you're getting ready to retire, this product offers certainty about the lifetime guaranteed income you'll receive, and the choice of when to start taking it. Other funds While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Learn more about Sun Lifetime Advantage GIF 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. of the investment fund. 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. An advisor’s job is to help you understand how different products – each with its own features and options – can best meet your individual needs. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. With the convenience of paying one-time and an option to even add more to what you have initially saved, Sun FlexiDollar1 allows you to secure and build funds for a comfortable retirement. By signing in, you agree to these terms and conditions. Exposure to other derivatives, such as put options*, is not reflected here. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Sun FlexiDollar1 is a dollar-denominated investment-linked life insurance plan that provides financial security as well as flexibility to choose from available investment options. The pie chart represents the target regional weights of the futures* contracts in the GEF. On April 2, 2012, Sun Life Money Market Fund, McLean Budden Fixed Income Fund, Sun Life Milestone 2020 Fund and Sun Life Milestone 2030 Fund each acquired assets from terminating funds. These changes could have impacted past performance of these funds. Morningstar category averages are equal-weighted category returns. Watch Sun Life Global Investments' Portfolio Manger, Chhad Aul's Q2 2017 | Fund review: Sun Life Milestone Funds. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. Ratings and/or ranking information is subject to change monthly. Sun Life Milestone 2020 Fund, LSC option (SUN308), is closed to new purchases as of June 30, 2017. 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. Exposure to other derivatives, such as put options*, is not reflected here. The Manager has retained Sun Life Assurance 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. portfolio invested in zero-coupon bonds and the portion invested in the securities of Sun Life Milestone Global Equity Fund, and cash equivalents, based on the remaining time until the Fund’s scheduled Maturity Date. Step 1 Find an advisor. This annual management report of fund performance contains financial highlights but does not contain the complete financial . Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. 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 decision to reduce fees comes at a time when financial … Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. g�X���8VB��>��z��Qi��p*! Sun Life Global Investments (Canada) Inc. Thursday announced that its in-house portfolio management team will take on increased responsibilities for five Sun Life Milestone funds. This change is expected to be effective on January 3, 2012. The fund's objective is long-term capital growth. 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. A fund's category may change at any time. 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. Please select your language preference on the right hand side, § Blended benchmark: 99.5% FTSE Canada Universe Bond Index, 0.5% MSCI ACWI Local Currency Index. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. The Sun Life Milestone Funds can help provide a powerful shield against the impact of market volatility. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. It is not offered for sale under a simplified prospectus. The Milestone funds offer a simplified investment solution that provides: * An option is the right to buy or sell a specific quantity of a security at a specific price within a specified period of time. The Fund's … A distribution may be applicable for this fund. LSC will close in 2022 for the 2025 fund. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. The Milestone Funds have a unique Guaranteed Value 1 that can provide peace of mind for investors. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. Please read the prospectus before investing. The pie chart represents the target regional weights of the futures* contracts in the GEF. The calculation is simply the average of the returns for all the funds in a given category. 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�� %���� You can request a free copy of the annual financial statements by calling 1-877-344-1434, by . It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. A put option is a contract that gives the option holder the right to sell a specific quantity of a security to the option writer at a specific price within a specified period of time. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. If the net asset value per unit on the maturity date of a Sun Life Milestone Fund is less than the Guaranteed Value per unit, then Sun Life Assurance Company of Canada, as sub-advisor to the Sun Life Milestone Funds, ("Sun Life", or the "guarantor") has agreed to pay the shortfall to the Sun Life Milestone Fund. For our entire … statements. Data and methodology provided by SLGI Asset Management Inc. Futures and options allow for enhanced exposure because the initial investment required for these types of contracts is less than what would be required for purchasing the underlying assets directly. the Sun Life Milestone Funds, ("Sun Life", or the "guarantor") has agreed to pay the shortfall to the Sun Life Milestone Fund. For our entire suite of commentary, visit our website. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. The charts below give you a snapshot of the fund's investments on May 31, 2020. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Category People & Blogs For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. The GEF is a mutual fund managed by SLGI Asset Management Inc. Refer to Simplified Prospectus for more detail. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- Sun Life Granite Managed Solutions* Can support a wide range of investment objectives, from capital preservation to capital growth to income. The pie chart represents the target regional weights of the futures* contracts in the GEF. Exposure to other derivatives, such as put options*, is not reflected here. 2 The 2060 maturity funds were added July 2, 2019. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. 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. In addition, McLean Budden Fixed Income Fund changed its name to Sun Life MFS McLean Budden Canadian Bond Fund. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. 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. Past performance is no guarantee of future results. The pie chart represents the target regional weights of the futures* contracts in the GEF. SUN LIFE MILESTONE GLOBAL EQUITY FUND (the Fund) DECISION. and LONDON, July 1, 2020 /CNW/ - Sun Life Financial Inc. ("Sun Life") (TSX: SLF) (NYSE: SLF) today announced the completion of its majority stake acquisition of InfraRed Capital Partners ("InfraRed").. Headquartered in London, U.K., InfraRed is a global infrastructure and real estate manager.InfraRed advises institutional and pooled fund Clients on approximately … Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. NOTE: Aligning with the objective of the fund, Sun Life Milestone 2020 will transition all remaining assets not redeemed by the maturity date, into Sun Life Money Market Fund effective June 30, 2020. 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. If you redeem your securities of the Sun Life Milestone Funds prior to their respective maturity dates, your redemption will be processed at the current net asset value per security, less any applicable redemption fees, and you will not benefit from the Guaranteed Value at maturity. Please sign in through sunnet.sunlife.com. In such a case, the applicable Sun Life Milestone Fund will pay the greater of the net asset value per unit on the accelerated maturity date and the net present value per unit of the Guaranteed Value. 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. Weâve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. Sun Life Milestone 2030 Fund As trustee, the Manager holds legal title to the Fund's investments in trust for securityholders. Protection against downside risk is provided through option strategies to prevent the overall fund from extreme sudden drops in market value where the manager is unable to rebalance. Exposure to other derivatives, such as put options*, is not reflected here. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. ]�tA�����6��H��s_�-Zm��0�as��!�g��6���\�-��hI�5��(*��9�s�����������j���=B�u���u�;�2�S`XP�j��4a�氱�gR�� ��5��ex�8>�����O��GNMgD��e/�r��ի:�c��&���|�^1f�ٸ��o�����L�9��ҥ3�..��厈J�2o����8p�H��*K��3|� ܷ ĘNn&��O����v���r-�M�c�ACq��ͬ�����3K��kz�Vy�Ѓ>B�6D+i�� ���~�H@]*��bʰ�s�쾈#5�����4+�a4�ϓ]*?�>� ��+�3~�=���B�3tyݡ�jUz�7�=���p�t�ki�[�V�L�Uc�����5��T����&gh; f���!�� ��6L�,2^��\�A��o�9�*K��i���G Returns for funds less than 1 year old cannot be displayed. The Fund's investment objective is to seek long term capital appreciation and to pay, on the scheduled Maturity Date, an amount per unit equal to the greatest of the following three values: (i) $10.00 per unit (the net asset value per unit on the start date of the Fund), (ii) the highest month-end net asset value per unit during the period from the start date until the scheduled Maturity Date, or (iii) the net asset value per unit on the scheduled Maturity Date of the Fund (the "Guaranteed Value"). For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. 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. It doesn't tell you how volatile the fund will be in the future. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. Please replace ... Java content goes here. 3 0 obj The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. x��[{\�W? The GEF seeks to obtain enhanced equity exposure by investing in futures on equity market indices primarily in North America, Europe, and Asia based on the regional diversification of the MSCI World Index. 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. Sun Life - Milestone Global Equity Fund is an open-end fund incorporated in Canada. This rating is based on how much the fund's returns have changed from year to year. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Sun Life Milestone 2035 Fund Certain mutual funds managed by the Manager (“SLGI Funds”) may have direct or indirect holdings in Sun Life Financial Inc. or its affiliates or other funds managed by Sun Life Global Investments (Canada) Inc., or its affiliates. Sun Life Milestone 2020 Fund - Series A Risk rating Sun Life Global Investments (Canada) Inc. has rated the volatility of this fund as Low. � © ${currentYear} Morningstar Research Inc. All Rights Reserved. ��a�=L�A��IQLۇ4Eo*X}�-�qr���.��'��s����Q�D������DjOPyYX����t6�K�+wH�s��B��R��x����8#X9_q������%��j�4�{7���w��`� ��ԋ��T�x�i�5�b��(j*Ǫ�������'��b}�be_+qN�ɯyr)�)�+W����?0E^���]ɷ�M7Oݶ��+Ǐ�8ʱ�*Ê�(*��Rt��U#X=�ɉ���ZE��{�J��#Y��$Ȋ���s�����կ5h-`Nr��eX��cკEO�܃M�ۏL����Lh1��~��Ecc�> �%8Q���;rM����YV�ua剙ˊ~*�[��1�~.���z���:�3�/�+�&��=�����P��+&�W�R!����_�/؉�c��j[���ʉ��yV������QF_��Z���+W�����{���� �ɇiY�:��3ۆR}{��P�5�g�;���a2$���d�/{�炕�)c�j�3����i8�f�.��t�ΰ�.�l Performance charts for Sun Life Milestone 2020 Fund (SLUM2AL) including intraday, historical and comparison charts, technical analysis and trend lines. Mutual Fund values change frequently and past performance may not be repeated. 00030144 | Sun Life Milestone Global Equity Fund | SLGI Asset Management Inc. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. TORONTO, WELLESLEY, Mass. The pie chart represents the target regional weights of the futures* contracts in the GEF. Watch Sun Life Global Investments’ Portfolio Manager Kathrin Forrest's Q1 2018 fund review of Sun Life Milestone Funds. NOTE: Sun Life Milestone 2020 Fund, DSC option (SUN208), is closed to new purchases as of July 3, 2013. Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��p@$O�]���8�YY�m�8N`���-gk��h덙���z��]@��4�l� ցc�egm{���կM]�n��PBDT-��*Ҁ��b�y6���?J�w#v�����+��M�$z�}�9œۉפ�,u,��"��b�_�Ka2����d&]�e�@�|��n�y����I9S|����P4���ޛ�,d?��R���`��_�*?�=���Ջ��K�� ��@L�eWG1�iA7B�@Q6%*f汘(f���6�Vt�i��r���mMVj�.��-Ғ/�.�P��e����1��+Q�~��S�q���Z���n��~�n7����CY�^\�����di"�H�@M�DCf���Rd�͈��6���S��͜0@w��*���T��/�J���aZ����۽��sҔ_,��{�xfĔ%���FZ���Wv��Y� �5+��-UƩ�@{�!�x��{q���8�� �K�`||f��8�����Tk��H�4;��vaN�&~Oa����ql�Z�߄�Ł�.�N�Gq^o���3���4���a��¶������2+��6���B3i��g�Jme���Zdż�p7���D��OȎ�,%S��L���� The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Find out about mutual funds offered by Sun Life Global Investments. By signing in, you agree to theseterms and conditions. seek preservation of capital and the potential for capital appreciation over a set period of time until the scheduled Maturity Date, are planning to invest for a period of time consistent with the Fund's scheduled Maturity Date. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). On April 2, 2012, Sun Life Money Market Fund, McLean Budden Fixed Income Fund, Sun Life Milestone 2020 Fund and Sun Life Milestone 2030 Fund each acquired assets from terminating funds. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. Watch Sun Life Global Investments’ Portfolio Manager Kathrin Forrest's Q3 2017 Fund review on the Sun Life Milestone Funds. Invest in mutual funds. 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). 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