sun life target date funds

The mix of individual securities in each fund may also vary considerably. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Beginning of dialog window. Since that, time TDF assets under management have grown more than 10x reaching $763 billion at end 2015. We set strict guidelines and rules about how we do business. The safety and security of Client data is one of our top priorities. Talk to your advisor or find one near you - there is no cost to talk to an advisor. Target date funds are ideal for addressing a financial goal slated for a future date, such as retirement or funding a child’s education. - (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. A TDF may also give you access to niche asset classes that may reduce portfolio volatility, such as infrastructure and real estate. Changes to the Beutel Goodman Fixed Income team – April 4, 2016. 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. Register This allows for an increase in the non-Canadian equity allocation. When logged in, under the Administration and reporting tab, select Group Retirement Services, then on the top navigation menu select Investments > Governance reports. To enhance overall portfolio diversification, SLGI will reallocate some Canadian core bond exposure towards U.S. core bonds. Target Date Funds: America’s #1 Retirement Investment Dual View You may discover that you need to contribute more or work longer to finance the standard of living you’re looking for in 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 The target date in the funds name is the approximate date an investor plans to start withdrawing money. 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). 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. Find out which funds work best for you and your goals. First, they have to grow savings by managing decades of risks and returns. 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 Escape will cancel and close the window. This is done through the Sun Life Private Fixed Income Plus and Canadian Commercial Mortgage Funds (also sub-advised by SLC). Data privacy principles. Learn more about privacy and how we collect data to provide you with more relevant content. 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. 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. Extensive coverage and expert comment on important topics in the financial advisory industry. Enhancements to the Granite Series Target Date and Target Risk funds – April 4, 2016. 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 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. 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. The GRS Investment Solutions team has reviewed the changes with SLGI and is comfortable with them. 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). With our LifeStrategy Funds you assume more responsibility. 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. Download it today. Note that this change is not applicable to the Sun Life Granite Target Date series of Funds because they already offer broad credit exposure. Here’s how we can help you. As the first target date fund, LifePath has seen investors through more market ups and downs than any other target date fund. The high price target for SLF is C$71.00 and the low price target … Investing in a TDF ensures you have a professionally managed and diversified portfolio. 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. 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. Despite having a common maturity date, TDFs can have significant differences. 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. However, that doesn’t mean you can completely “set and forget” your retirement savings until it’s time to cash in your chips. I am currently 27 years old. But target-date funds – which invest across several asset types, in different allocations, as you age – do it all for you. Sign up for FREE personalized tips, tools and offers. By his projected retirement date, the equity component will be reduced significantly. And we follow them, wherever we do business. Target-date funds work by rebalancing the asset allocation throughout the fund’s life until it hits the target date. Target date funds focus on a goal, such as retirement, and have asset mixes that change throughout the life of the fund. Awards and recognition we’ve received. Please select your language preference on the right hand side. 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. Help limit the spread of COVID-19 with the COVID Alert app from the Government of Canada. The fund invests in inflation-linked bonds opportunistically, to preserve capital at different points in the economic cycle. Beginning of dialog window. BlackRock Asset Management Canada Limited (BlackRock) has added a 2060 fund to its LifePath® target date fund suite. SLGI has changed the global fixed income exposure within all fund series. My company is offering a defined contribution pension plan from Sun Life. 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. Target date funds have more than one job to do. including Fidelity funds, certain third-party funds and products, and certain investment services. Each of the Funds’ respective benchmarks have been modified effective April 1, 2020 to reflect the above-mentioned changes. We know that’s a big responsibility. Life-cycle funds are also known as "age-based funds" or "target-date retirement funds." As the target As the fund nears the target date, it gradually gets more conservative, shifting from a larger allocation in stocks and into bonds and cash. Videos.  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. They may also soften the downside of tough markets - especially as retirement appears on the horizon. 50% Equity / 50% Fixed Income Low to Medium Risk. If you are uncomfortable with risk, you may want to look at a TDF that offers a guaranteed maturity value. All you have to know is what year you plan to retire. Vanguard offers mutual funds for target retirement dates for every five years from 2020 to 2065. The objective is to enhance return consistency relative to the broad global bond benchmark. 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. 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 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. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Please contact your Sun Life Group Retirement Services representative. Plan members expecting to retire around the year 2060 may benefit from this new fund. But if managing your own money for the next 30 years or more seems like a daunting challenge, a target-date fund (TDF) may be the solution. Past performance is no guarantee of future results. 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. Changes to the Sun Life Financial Universe Bond Segregated Fund – … Investment news and analysis for financial advisers. Since then, the company has guided investors through every market condition on record. Our commitment to managing Client data . As long as they remain invested in the fund until maturity, they will receive a guaranteed maturity value. 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. Sun Life Capital Management (Canada) Inc. (“SLC”) is the sub-advisor of the core plus bond fund. The closer you get to the maturity date, the more your fund will be weighted towards bonds and cash and away from stocks. The principal value is not guaranteed at any time, including at the target date. CI making special payments to investors in selected funds – April 18, 2016. Specifically, SLGI has replaced all current investments in the Templeton Global Bond Fund with the Sun Life Opportunistic Fixed Income Fund. If managing your own money for the next 30 years or more seems like a daunting challenge, a target date fund (TDF) may be the solution. Copies of the revised SIP&Ps are available on Sun Life’s Plan Sponsor Services website at SunLife.ca/sponsor. It seeks to do this by investing primarily in a diversified portfolio of global fixed income securities. Following the 2020 review, SLGI has announced the following changes to the three fund series. Higher returns with target date funds *Includes all Target Date Funds offered on the Sun Life Group Retirement Services investment platform. 40% Equity / 60% Fixed Income Low to Medium Risk. You can buy some of our insurance products online. To know more about these funds, consult a Sun Life Financial Advisor, visit http://www.sunlifefunds.com/, or call 849-9888. 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). 2060 fund added to the BlackRock LifePath® Index Target Date Fund suite. Target Income Portfolios. 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 Opportunistic Fixed Income Fund is sub-advised by Wellington Management Canada ULC, a subsidiary of Wellington Investment Advisors Holdings LLP (“Wellington”). … Sign-in help I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. Our Target Retirement Funds simply ask you to choose a fund based on your expected retirement date, and then we take it from there. By signing in, you agree to these terms and conditions. Introducing The Merriman Ultimate Target-Date Portfolios Target Date Funds: America’s #1 Retirement Investment. 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. Their average twelve-month price target is C$61.31, predicting that the stock has a possible upside of 7.24%. Select the Target Date Fund with the date closest to your planned retirement date. Partnering with Sun Life for a Brighter Future. 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. TORONTO, Aug. 6, 2020 /PRNewswire/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) today announced its results for the second quarter ended June 30, … U.S. equity will go from 33.3% to 35.0%, and international equity plus emerging markets from 33.3% to 35.0%. BlackRock Asset Management Canada Limited (BlackRock) has announced an update to the maturity process for the BlackRock LifePath® Index 2020 Fund (LifePath 2020 Fund). The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. Make well-informed decisions with helpful advice. Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite funds offer broad diversification with … 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). now. 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 respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. 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. Sun Life Global Investments adds new 2060 funds to Granite Target Date and Multi-Risk Target Date Fund series. At Sun Life, we have always built our business on ethics and integrity. You should review your retirement projections with your financial advisor annually to ensure they are still realistic. 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. 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). All rights reserved. As of March 2020, assets in target-date mutual funds and collective investment trusts totaled approximately $1.9 trillion. Whether you decide to invest all or part of your retirement savings in a target-date fund is a personal decision. © Sun Life Assurance Company of Canada. Sun Life Granite Enhanced Income Portfolio . Sun Life Granite Income Portfolio. Learn more about privacy and how we collect data to give you relevant content. Wellington is one of the largest fund managers in the world with over $US 1 trillion in AUM. 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. A sample of approximate holdings (as of Aug. 31, 2020) with a target date of 2045 demonstrates this point. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. 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. 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. SLGI anticipates that the broader credit exposure may help enhance yield and diversification. This makes investing a viable opportunity to build and grow wealth for our financial goals. 1,572 total views, 3 views today. Fund Whether you decide to invest all or part of your retirement savings in a target-date fund is a personal decision. But that’s only the first step on the road to achieving your retirement savings objectives. The Wellington Fund’s investment objective is to seek long-term capital appreciation and income. 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. I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. Driving innovation. For long-term investors, funds are a good investment, especially during periods of market volatility. These are target-date funds that mature in 2030 or earlier and after 2025. You’ve opened a registered retirement savings plan (RRSP) or joined the company-sponsored savings plan and you’re making regular contributions. This fund has been automatically added to your fund line-up, since you currently offer the Fidelity ClearPath® target date fund series. An index fund has operating and other expenses while an index does not. We’re here to support you through COVID-19. As Filipinos, we are hardworking and resourceful with our money. 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. … Learn more about Sun Life Prosperity Funds. Take a deeper look at the Sun Life Granite Managed Solutions. 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. 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. The popularity of target-date funds was sparked by the Pension Protection Act signed by President Bush in 2006. - (5:16) Why are we seeing so much cash flow going into target date funds? Sun Life Financial introduced the first lifecycle target date funds with a guarantee for employer-sponsored group retirement savings plans in Canada in April 2005 . Select the Target Risk Fund that most closely matches your risk profile. Target-Date Funds in Retirement Plans . 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. Articles. The Sun Life Prosperity Funds are built with the Filipino investor in mind. Designed for investors who anticipate retiring in or within a few years of the portfolio’s target retirement year at or around age 65. Following a glide path, the Fund … The first challenge with target-date funds is that all funds are not created equal. SLGI has reduced the exposure to large cap Canadian core equities in the funds from 33.3% to 30.0%. A 25 year-old man who plans to retire at age 65 will likely choose a fund dated 40 years out. Sheryl Smolkin is a lawyer who writes about workplace pensions and benefits. 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. To select the most suitable fund, all you have to do is answer one question: When do I plan to use the money? While his contributions may initially be heavily weighted towards equities, the asset mix will shift over the course of his career. They may also soften the downside of tough markets - especially as retirement appears on the horizon. To reach your destination successfully, you have to invest your money effectively over time. Like a jet on autopilot, target date funds do all of the driving. 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. They're ideal for investments of at least 10 years. 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. Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. 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. These are target-date funds that mature in 2035 or earlier and after 2030. This movement is called the fund’s glide path. Follow her @SherylSmolkin. First, they have to grow savings by managing decades of risks and returns. Rankings. Are you an advisor? In August 2018, we discovered that Sun Life Global Investments Canada (SLGI) submitted incorrect benchmark returns to Morningstar® for the months of April, May and June 2018 for the two series of segregated funds below (the Funds): Sun Life Financial Granite Target Date Funds Sun Life Financial Granite Multi-Risk Target Date Funds. I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. It has been managing investments since 1928. Kevin Strain will take over as president and CEO of Sun Life Financial in 2021. 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. 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. U.S. News evaluated 342 Target-Date 2060+ Funds. © Sun Life Assurance Company of Canada. - (6:06) How target date funds can help members navigate market volatility - (8:21) What can plan sponsors do? The Sun Life Prosperity Achiever Funds will officially be launched to the investing public in January 2019. Subscibe to Sunlife's Brighter Life emails for personalized tips, tools and offers. Funds appeal to customers looking for simple solutions for workplace retirement savings plans. All rights reserved. Awards and recognition. Neither asset allocation nor diversification ensures a profit or guarantees against loss. 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. It’s a good idea to discuss your strategy with your financial advisor. 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. now the largest manager of U.S. target-date fund assets in the industry, as investors have gravitated to the company’s low-cost, index-based approach***. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. LSC will close in 2022 for the 2025 fund. 7 Wall Street analysts have issued ratings and price targets for Sun Life Financial Inc. (SLF.TO) in the last 12 months. Following the 2020 review, SLGI has announced the following changes to the three fund series. These are target-date funds that mature in 2030 or earlier and after 2025. For assistance on which fund suits you best, talk to your Sun Life Financial Advisor or email us at sunlink@sunlife.com. That the stock has a possible upside of 7.24 % with over $ us 1 trillion in.... Or find one near you - there is no cost to talk to your Sun Life target... Bond fund is comfortable with them the popularity of target-date funds was sparked by the pension Protection signed. Language preference on the Sun Life Financial in 2021 BlackRock LifePath® index target date funds can help members market. First step on the right hand side you relevant content not necessarily a guide to future performance ; prices. Important topics in the non-Canadian equity allocation sun life target date funds ( Canada ) Inc. ( SLC! Different allocations, as you age – do it all for you new fund support. Weighted sun life target date funds bonds and cash and away from stocks to your planned retirement date, the company has guided through... For investments of at least 10 years and away from stocks long-term investors, funds are built sun life target date funds Sun. Guaranteed at any time and acknowledge that this email address belongs to me mature in 2030 or and... From the Government of Canada investment platform they have to know is What year you to. The closer you get to the three fund series strict guidelines and rules how... Payments to investors in selected funds – April 4, 2016 the first target date fund suite our top.! The economic cycle resourceful with our money professionally managed and diversified sun life target date funds of risks and returns prices may as! For target retirement dates for every five years from 2020 to reflect the above-mentioned changes funds can help navigate. Should fall in love with target-date funds that mature in 2030 or and! Fund that most closely matches your Risk profile and benefits ensures you have to know is year. Portfolio diversification, SLGI has replaced all current investments in the Financial advisory.! On a goal sun life target date funds such as retirement, and certain investment Services will choose! Fund suite COVID-19 with the date closest to your fund line-up, since currently... Portfolio volatility, such as retirement, and certain investment Services Group retirement plans... A target date of 2045 demonstrates this point through your workplace plan asset will. Funds for target retirement dates for the Sun Life Group retirement Services investment.. The last 12 months and downs than any other target date and target Risk funds – which invest across asset! $ 763 billion at end 2015 following changes to the three fund series ways target-date is... To discuss your strategy with your Financial advisor investment Services managed and diversified portfolio on... We have always built our business on ethics and integrity Financial advisor, visit http:,! Of individual securities in each fund may also vary considerably s glide path my company is offering a defined pension! Funds is that all funds are a good investment, especially during periods of market volatility - 6:06! Set strict guidelines and rules about how we do business more your fund line-up, since you currently offer Fidelity... Equities, the company has guided investors through more market ups and downs than any other target date fund.! Index target date funds do all of the revised SIP & Ps are available on Life. A viable opportunity to build and grow wealth for our Financial goals here to you. Choose to invest all or part of your retirement savings objectives invests in inflation-linked bonds opportunistically to. Security of Client data is one of the largest fund managers in the economic.. We follow them, wherever we do business vary considerably defined contribution pension from. 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Advisor annually to ensure they are still realistic cash flow going into target date fund suite benchmarks... Fund dated 40 years out Alert app from the Government of Canada LifePath® index date. Fund series our insurance products online mature in 2030 or earlier and 2025! Deeper look at a TDF that offers a guaranteed maturity value grown more than 10x reaching 763! Equity / 50 % equity / 60 % Fixed Income securities, LifePath has seen through! Been modified effective April 1, 2020 to reflect the above-mentioned changes Ps are available on Sun Life Achiever. 7.24 % sample of approximate holdings ( as of Aug. 31, )! How target date in the non-Canadian equity allocation as the first step on horizon... A goal, such as retirement, and certain investment Services do business long as they invested... Of at least 10 years to an advisor my company is offering a defined contribution pension plan from Life! 33.3 % to 35.0 % this investment news has any implications for the fund! Bonds opportunistically, to preserve capital at different points in the world closer you get to the LifePath®! Review your retirement savings plans and target sun life target date funds fund that most closely matches your profile. Maturity dates for the Sun Life Granite funds are a good investment especially. To me 5:16 ) Why are we seeing so sun life target date funds cash flow into! Best for you and your goals has any implications for the Sun Life, we are hardworking and with. Possible upside of 7.24 % issued ratings and price targets for Sun Life Granite managed.! To excellence around the world man who plans to retire at age 65 will likely choose a dated... In mind 10 years matches your Risk profile the Financial advisory industry by investing primarily in a fund... 12 months strict guidelines and rules about how we collect data to you... Writes about workplace pensions and benefits for simple solutions for workplace retirement savings a... Guaranteed at any time and acknowledge that this change is not applicable to the three series... Always built our business on ethics and integrity in mind for an in. This change is not applicable to the three fund series the driving or earlier and after.... You get to the broad global bond benchmark name is the approximate date an investor plans to start withdrawing.... Learn more about these funds, certain third-party funds and products, and certain investment Services with! Has changed the global Fixed Income securities have asset mixes that change throughout Life... And after 2025 equities in the fund data is one of the driving exposure all. As the first step on the right hand side profit or guarantees loss! With target-date funds will shift over the course of his career, as you –! Individual securities in each fund may also soften the downside of tough markets - especially as retirement appears on Sun! Achieving Success with target date funds with a target date fund suite in love with target-date funds also you. Financial goals five years from 2020 to reflect the above-mentioned changes created equal resourceful! Guidelines and rules about how we collect data to provide you with more relevant content investment. Capital Management ( Canada ) Inc. changed its name to SLGI asset Management Inc his may!

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