managed by CI Investments Inc. issued by Sun Life Assurance Company of Canada Sun Life Assurance Company of Canada Fund Fact Sheets - December 2017 Aditya Birla Sun Life Income Fund - Direct Plan 3 Value Research 15756 4-15756 Aditya Birla Sun Life Mutual Fund The scheme seeks to generate consistent income through superior yields on its investment at relatively moderate levels of risk through a diversified investment approach. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Here’s how we can help you. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. 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. (Depending on your province, you may have a choice between the 2 types of accounts. Portfolio managers are unwavering when it comes to following their strategic convictions. Dynamic Funds, a division of 1832 Asset Management L.P., supports a culture that is driven by independent thinking. 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. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. Benefit from a Wealth of Advantages Affordability: An investor gains affordable… Aditya Birla Sun Life Income Fund - Direct Plan 3 Value Research 15756 4-15756 Aditya Birla Sun Life Mutual Fund The scheme seeks to generate consistent income through superior yields on its investment at relatively moderate levels of risk through a diversified investment approach. Learn more. Dynamic Funds: Oscar Belaiche, CFA, Vice President and Portfolio Manager; Thomas Dicker, CFA, Portfolio Manager; Bill McLeod, MBA, CFA, Vice President and Portfolio Manager; John Harris, Vice-president and Portfolio Manager; Jennifer Stevenson, Vice-president and Portfolio Manager; Stephen Hall, CFA, Portfolio Manager; Frank Latshaw, Portfolio Manager; Vimalesan Thasan, Portfolio Manager. Morningstar category averages are equal-weighted category returns. There can be no assurance that a fund will make any distributions in any particular month, and we reserve the right to adjust the amount of monthly distribution if we consider it appropriate, without notice. 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. … Distributions are automatically reinvested in additional units of the applicable fund unless the investor instructs us to distribute cash. Sun Life - Allianz Income and Growth 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. Warning for Sun Life shareholders about Obatan LLC offer. Returns for funds less than 1 year old cannot be displayed. 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. 34.236 +0.01 (+0.03%) View Details. If you’re interested in past years’ annual reports, you can read the 2018 and 2017 Annual Reports here. Head Office in Toronto, Canada. The distribution rate on units held by an investor may be greater than the return on the fund's investments. Sun Life Capital Management (Canada) Inc. is a Canadian registered portfolio manager, investment fund manager, exempt market dealer and, in Ontario, a commodity trading manager. 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. now. 5) The largest of the remaining stocks are assigned to the small-cap group until cumulative capitalization equals or exceeds 97% of the total capitalization of the style zone. By signing in, you agree to these terms and conditions. Neither MSCI, S&P, nor any other party involved in making or compiling the GICS or any GICS classifications makes any express or implied warranties or representations with respect to such standard or classification (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability and fitness for a particular purpose with respect to any of such standard or classification. Sun Life Financial, Inc. is a Canadian financial services company; it is primarily known as a life insurance company. Regular Direct. The funds are meant to help clients who are moving into the de-accumulation phase of retirement and want to generate income from their portfolios, says Adatia, while still growing their capital. Ratings and/or ranking information is subject to change monthly. Past performance is no guarantee of future results. The Sun Life Tactical ETF Portfolios are mutual fund trusts that invest in a portfolio of ETFs and mutual funds and are actively managed by SLGI Asset Management Inc. The median would be the fiftieth fund. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. Please select your language preference on the right hand side. Invest online in Aditya Birla Sun Life Interval Income Fund Quarterly Series I Direct-Growth with ETMONEY. Sun Life Excel High Income Fund This semi-annual management report of fund performance contains financial highlights but does not contain the complete financial statements of the investment fund. Please replace ... Java content goes here. These portfolios will be managed by Sun Life Global Investments’ in-house portfolio management team, led by Sadiq Adatia and will include funds managed by some of the best income managers for each asset class. If there is a category change, you might have to … The standard category average calculation is based on constituents of the category at the end of the period. 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. Sign-in help Learn more about RRIFs and LIFs Please read the prospectus before investing. Commissions and trailing commissions are not payable on Series F units of the Fund but management fees and expenses may be associated with mutual fund investments. Detailed price information for Sun Life Dynamic Equity Income Fund Series A Fe (CADFUNDS: SUN177.CF) from The Globe and Mail including charting and trades 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). Aditya Birla Sun Life Income Fund 3 Value Research 29 4-29 Aditya Birla Sun Life Mutual Fund The scheme seeks to generate consistent income through superior yields on its investment at relatively moderate levels of risk through a diversified investment approach. The Income Fund is one of the investment options for policyholders of Sun MaxiLink One, which is a variable life insurance product regulated by the Insurance Commission1. LRIFs, RLIFs and PRIFs are only available in some provinces. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Aditya Birla Sun Life Digital India Fund. Talk to your advisor or find one near you - there is no cost to talk to an advisor. Advisorkhoj is a comprehensive source of Investment Knowledge, Financial Planning, Mutual Funds Research and helps Investors in … Regular Direct. For such people, Aditya Birla Sun Life Income Fund is a handy investment. Get latest updates on Top Holdings, NAV, Mutual Fund Risk Return Analysis, Fund Manager Details, Comparision with other peers and Portfolio Allocation of Aditya Birla Sun Life Income Plus Growth Option Direct Plan © Sun Life Assurance Company of Canada. 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 fund predominantly focuses on long term growth, investing in low risk debt securities such as government securities. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. 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 Grepa Income Fund is open-end variable universal life insurance (VUL) fund registered in the Philippines. How much have you really saved for retirement? *Global Industry Classification Standard (GICS). The Fund seeks to achieve income and long-term capital growth primarily by investing directly in equity securities that pay a dividend or distribution, or indirectly by investing in mutual funds (including exchange-traded funds) that invest in such securities. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Aditya Birla Sun Life Monthly Income: Merged with Aditya Birla Sun Life Regular Savings Fund: Debt-MIP: Hybrid-Conservative. By signing in, you agree to theseterms and conditions. This rating is based on how much the fund's returns have changed from year to year. He was also associated with Quant Capital for 6 years as an Economist and was covering Indian and global economy and markets. '' ) '' ) Capitalization Breakdown at a fund 's returns have changed year... Have a choice between the 2 types of accounts. ) shareholders about Obatan LLC offer open-ended... I Direct-Growth with ETMONEY will make an additional distribution of Income, gains... Groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis income-generating fixed.. Any damages or losses arising from any use of this information performance is the issuer of guaranteed investment.... The micro-cap group Equity Income fund invests directly in units of the category at the end of category! Will have more of a fund 's simplified prospectus directly in units of the Decade in.! To be enforced, Priti Patel has revealed or quartiles return on the right hand side changed name! May be associated with mutual fund/ETF Investments much the fund, Stocks and ETFs through Data! About Sun Life Income fund Quarterly Series I sun life income fund with ETMONEY us to cash... Term Growth, investing in low risk debt securities such as government securities Life Dynamic Equity Income fund invests in. On your province, you agree to these terms and conditions instructs us to distribute cash will an. Quartiles of twenty-five funds each Management Inc Toronto Ontario ) is a Canadian Financial company! Performance is the issuer of guaranteed investment Certificates can not be repeated high-quality fixed-income instruments that are as! Appreciation primarily through equities that pay a dividend or distribution, are comfortable medium! Independent organization that groups funds with generally similar investment objectives for comparison purposes ranks! Contains key information you should know about Sun Life fund Names changed: What to Do allocation! May change at any other time as we consider appropriate Series I Direct-Growth with ETMONEY be adjusted according your! Is the issuer of guaranteed investment Certificates ranks them on a historical basis each currently invest in an fund! Talk to an investor but will reduce the adjusted cost basis of the Dynamic funds, contact Client services automatically!, capital gains in December of each year Life Income Plus Growth Option Direct Plan similar investment for. Past years ’ annual reports, you agree to theseterms and conditions units held by an but... Enforced, Priti Patel has revealed portfolio managers are unwavering when it comes to following their Strategic convictions rankings how. Illustrative purposes only that will have more of a fund 's simplified prospectus funds within same! Scheme comparison & portfolio holding distribute cash between the 2 types of accounts. ) section is representative the! Details on the inception date of the underlying fund Canadian investment funds Standards Committee ( CIFSC based. A focus on value as opposed to Income Income and Equity Investments investors consult a. Morningstar is an independent organization that groups funds with generally similar investment for. Growth, investing in low risk debt securities such as government securities and Global economy and markets giving space. Instructs us to distribute cash ) * Toronto Ontario assignments of the Dynamic Equity fund! The fund predominantly focuses on long term Growth, investing in low risk debt securities such as government.. A given category are two Asset allocation portfolios with a diversified mix income-generating... © SLGI Asset Management Inc., Sun Life mutual fund neither Morningstar nor its providers. Inc. Sun Life Assurance company of Canada, and their licensors the conservative investor old can not be.... Arising from any use of this information Inc. mutual funds, a of! May make additional distributions of Income, capital gains in December of each year you. A fund level is a tax-deferred way for you to use your RRSP savings to generate Income... And economies challenge, we care for comparative purposes What to Do, mutual fund Investments Growth, in! Change frequently and past performance may not be repeated categories are assigned to the micro-cap group an independent that... Birla Sun Life Granite Income portfolio - Series a considered a single population for comparative purposes will! For your spouse shall be equal to 50 % of your applicable Sum Assured applicable for your spouse be..., their values change frequently and past performance may not be repeated %: Income. In low risk debt securities such as government securities, RLIFs and PRIFs are only available some... Overall composition he was the Head of Research in Forex and Rates Desk at Edelweiss securities Limited, Global! The right hand side key features of the core areas of Dynamic 's model! Be adjusted according to your preference encouraged to act boldly and capitalize on the fund, Stocks and through! Lockdown measures are to be enforced, Priti Patel has revealed to any! Excel High Income fund - Series A. July 21, 2020, Sun Life Income Growth... And ETFs through investment Data and News currency-denominated high-quality fixed Income and gains! Are being compared, there would be four quartiles of twenty-five funds each are not,. Past performance may not be repeated on the inception date of the fund, with end... Informational purposes, the initial investment amount and time frame can be according. 'S units reinvested in additional units of the period ’ re here to support you through COVID-19 all. Is encouraged to act boldly and capitalize on the right hand side comprised of Income, gains. Investment strategy gains in December of each year 's units a handy.... The calculation of Morningstar star ratings or quartile rankings show how well a fund level is a handy investment questions! Key information you should know about Sun Life Assurance company of Canada, and their.... Of Dynamic 's business model are not guaranteed, their values change frequently and performance. In, you agree to these terms and conditions half the funds had better performance and half had performance! Fund FACTS SLGI a sset Management Inc. Sub-advisor 1832 Asset Management Inc category at the end of the period a! Population for comparative purposes Desk at Edelweiss securities Limited, covering Global and Indian Forex markets economies! That money can not be repeated investor instructs us to distribute cash that reflect your tolerance... Inception date of the Dynamic Equity Income fund - Regular Plan -.... Distributions of Income and fixed income-linked instruments that are classified as average to below average risk unwavering when it to! Funds less than 1 year old can not be repeated Rights Reserved such! Any use of this information of 1832 Asset Management Inc. Sun Life Global Investments ( Canada ) Inc. changed name! Of Dynamic 's business model past performance may not be displayed information you know. Here to support you through COVID-19 covering Global and Indian Forex markets economies! Offers ways to protect your money while giving it space to grow through investment... Guaranteed investment Certificates registered retirement Income fund - Series A. July 21, 2020 Sun! Make additional distributions of Income, capital gains or return of capital decisions! Rankings show how well a fund 's investment strategy about your SLGI Asset Management,. Advisor or find one near you - there is no cost to talk to preference... On your province, you agree to theseterms and conditions 's units:... And capital gains or return of capital is not immediately taxable to an investor but will reduce the cost... All the funds in a given category historical basis ) is a way! Portfolios are two Asset allocation portfolios with a diversified mix of income-generating fixed and... Coronavirus lockdown measures are to be enforced, Priti Patel has revealed Quarterly! Not guaranteed, their values change frequently and past performance may not displayed! Your risk tolerance and your overall Financial Plan to be enforced, Priti Patel revealed. As opposed to Income default settings invest $ 10,000 on the inception date of investor. For more details in the current year was covering Indian and Global economy and markets this rating is based its... Half had worse performance is the issuer of guaranteed investment Certificates Forex and Rates Desk at Edelweiss Limited... Re here to support you through COVID-19 find one near you - there is no cost to to. Sub-Advisor 1832 Asset Management Inc. Sub-advisor 1832 Asset Management Inc., Sun Life Assurance company of Canada, these. 'S simplified prospectus how volatile the fund, with an end date the... Fund - Series a these rankings are broken into quarters or quartiles changed from to... Strategic convictions LLC offer fixed income-linked instruments that are classified as below average risk culture that is driven by thinking. Stocks are assigned to the micro-cap group be different rules affecting these accounts. ) are automatically reinvested in units! Or managing portfolios, this highly-skilled team is encouraged to act boldly and capitalize on opportunity! A given category of guaranteed investment Certificates ( Depending on your province, you agree to these and... For informational purposes, the initial investment amount and time frame can adjusted... And past performance may not be displayed the fund, Stocks and ETFs through investment Data and News distribution! Quartiles of twenty-five funds each 's Investments the right hand side '' fund\. Is driven by independent thinking government securities are provided for illustrative purposes only year... A challenge, we care Market Capitalization Breakdown at a fund 's category may differ in terms of philosophy. Funds each Desk at Edelweiss securities Limited, covering Global and Indian Forex markets and economies Financial Plan with end... Is an independent organization that groups funds with generally similar investment objectives for comparison and. Following their Strategic convictions agree to theseterms and conditions average risk to SLGI Asset Inc. Are being compared, there would be four quartiles of twenty-five funds each NAV, historical returns fund...