The growth of $10K calculator calculates an approximate rate of return using the performance information as at the first business day of each month in your chosen timeframe. The exemptions and their minimum initial investment amounts for residents in any province or territory in accordance with applicable securities laws are: ]�tA�����6��H��s_�-Zm��0�as��!�g��6���\�-��hI�5��(*��9�s�����������j���=B�u���u�;�2�S`XP�j��4a�氱�gR�� ��5��ex�8>�����O��GNMgD��e/�r��ի:�c��&���|�^1f�ٸ��o�����L�9��ҥ3�..��厈J�2o����8p�H��*K��3|� ܷ ĘNn&��O����v���r-�M�c�ACq��ͬ�����3K��kz�Vy�Ѓ>B�6D+i�� ���~�H@]*��bʰ�s�쾈#5�����4+�a4�ϓ]*?�>� ��+�3~�=���B�3tyݡ�jUz�7�=���p�t�ki�[�V�L�Uc�����5��T����&gh; f���!�� ��6L�,2^��\�A��o�9�*K��i���G Template Name dynamic_factsheets Job Name 20201231-PERF Layout Name (Id) Equity (003) Locale en-US Render Timestamp 2021-01-07T19:15:15.838Z Color Space DeviceRGB CANADIAN EQUITY DYNAMIC EQUITY INCOME FUND Series F€•€Performance as at December 31, 2020. For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��p@$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���� SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. All rights reserved. Sun Life MFS Canadian Bond I 19.2 Sun Life Real Assets Private Pool I 11.9 Sun Life NWQ Flexible Income I 10.1 Dynamic Equity Income Series O 8.8 Sunlife Granite Tactical Completion Fd I 6.0 RBC Emerging Markets Bd (CAD Hedged) O 5.4 RBC High Yield Bond Fund O 4.9 iShares Core S&P 500 ETF (CAD-Hedged) 4.2 Sun Life MFS Low Vol Global Equity I 2.7 The Fund is designed to provide optimum returns consisting of current income and capital growth through investment in a mix of high quality fixed-income and equity instruments from domestic and … The portfolio analysis section is representative of the underlying Fund. Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. �0��)�7,�X�-Y��풍�G.�8�)� A fund's category may change at any time. Sun Life Dynamic Equity Income Fund Series A Growth of $10,000 (As of November 30, 2020) The fund's investment objective is to seek to achieve income and long-term capital growth through exposure to primarily equity securities that pay a dividend or distribution by investing primarily in units of Sun Life Dynamic Equity Income fund or its successor fund (the "underlying Trust 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. Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts, including Accumulation Annuities (Insurance GICs), Payout Annuities, and Individual Variable Insurance Contracts (Sun Life GIFs). 3 0 obj � Holdings as at November 30, 2020. Sun GIF Solutions Dollar Cost Average Daily Interest O, Sun GIF Solutions Sun Life Core Advantage Credit Private Pool A, Sun GIF Solutions Sun Life Core Advantage Credit Private Pool O, Sun GIF Solutions Sun Life Core Advantage Credit Private Pool F, Sun GIF Solutions Sun Life Global Dividend Private Pool A, Sun GIF Solutions Sun Life Global Dividend Private Pool O, Sun GIF Solutions Sun Life Global Dividend Private Pool F, Sun GIF Solutions Sun Life Global Tactical Yield Private Pool A, Sun GIF Solutions Sun Life Global Tactical Yield Private Pool O, Sun GIF Solutions Sun Life Global Tactical Yield Private Pool F, Sun GIF Solutions Sun Life Tactical Balanced ETF Portfolio O, Sun GIF Solutions Sun Life Tactical Conservative ETF Portfolio O, Sun GIF Solutions Sun Life Tactical Equity ETF Portfolio O, Sun GIF Solutions Sun Life Tactical Fixed Income ETF Portfolio O, Sun GIF Solutions Sun Life Tactical Growth ETF Portfolio O, Sun Lifetime Advantage GIF Enhanced Balanced O, Sun Lifetime Advantage GIF Daily Interest O, Sun Lifetime Advantage GIF Dollar Cost Average Daily Interest O, Sun Lifetime Advantage GIF Sun Life Tactical Balanced ETF Portfolio O, Sun Lifetime Advantage GIF Sun Life Tactical Conservative ETF Portfolio O, Sun Lifetime Advantage GIF Sun Life Tactical Fixed Income ETF Portfolio O, Sun Protect GIF Dollar Cost Average Daily Interest O, Sun Protect GIF Sun Life Tactical Balanced ETF Portfolio O, Sun Protect GIF Sun Life Tactical Conservative ETF Portfolio O, Sun Protect GIF Sun Life Tactical Fixed Income ETF Portfolio O, Sun Life Guaranteed Investment Funds (GIFs) Granite Managed Portfolios, Sun GIF Solutions Private Investment Pools, Sun GIF Solutions Sun Life Granite Balanced Growth Investment Series F, Sun GIF Solutions Sun Life Granite Balanced Investment Series F, Sun GIF Solutions Sun Life Granite Conservative Investment Series F, Sun GIF Solutions Sun Life Granite Enhanced Income Investment Series F, Sun GIF Solutions Sun Life Granite Growth Investment Series F, Sun GIF Solutions Sun Life Granite Income Investment Series F, Sun GIF Solutions Sun Life Granite Moderate Investment Series F, Sun GIF Solutions Sun Life Tactical Balanced ETF Portfolio Investment Series F, Sun GIF Solutions Sun Life Tactical Conservative ETF Portfolio Investment Series F, Sun GIF Solutions Sun Life Tactical Equity ETF Portfolio Investment Series F, Sun GIF Solutions Sun Life Tactical Fixed Income ETF Portfolio Investment Series F, Sun GIF Solutions Sun Life Tactical Growth ETF Portfolio Investment Series F, Sun GIF Solutions CI Cambridge Canadian Equity Investment Series F, Sun GIF Solutions Fidelity True North® Investment Series F, Sun GIF Solutions RBC North American Value Investment Series F, Sun GIF Solutions Sun Life BlackRock Cdn Equity Investment Series F, Sun GIF Solutions Sun Life MFS Cdn Equity Investment Series F, Sun GIF Solutions Sun Life MFS Dividend Income Investment Series F, Sun GIF Solutions Fiera US Equity Investment Series F, Sun GIF Solutions Sun Life MFS US Equity Investment Series F, Sun GIF Solutions Sun Life MFS US Growth Investment Series F, Sun GIF Solutions Sun Life MFS US Value Investment Series F, Sun GIF Solutions CI Cambridge Global Equity Investment Series F, Sun GIF Solutions Fidelity NorthStar® Investment Series F, Sun GIF Solutions Fiera Global Equity Investment Series F, Sun GIF Solutions Franklin Global Growth Investment Series F, Sun GIF Solutions Sun Life Excel Emrg Markets Investment Series F, Sun GIF Solutions Sun Life MFS Global Growth Investment Series F, Sun GIF Solutions Sun Life MFS Global Value Investment Series F, Sun GIF Solutions Sun Life MFS Low Volatility Global Equity Investment Series F, Sun GIF Solutions Sun Life Real Assets Private Pool Investment Series F, Sun GIF Solutions Sun Life Schroder Global Mid Cap Investment Series F, Sun GIF Solutions Sun Life MFS International Value Investment Series F, Sun GIF Solutions Sun Life MFS Intl Growth Investment Series F, Sun GIF Solutions Sun Life MFS Low Volatility International Equity Investment Series F, Sun GIF Solutions CI Cambridge Asset Allocation Investment Series F, Sun GIF Solutions Fidelity Income Allocation Investment Series F, Sun GIF Solutions Fidelity Monthly Income Investment Series F, Sun GIF Solutions TD Dividend Income Investment Series F, Sun GIF Solutions CI Signature Diversified Yld Investment Series F, Sun GIF Solutions CI Signature High Income Investment Series F, Sun GIF Solutions CI Signature Income & Growth Investment Series F, Sun GIF Solutions Enhanced Balanced Investment Series F, Sun GIF Solutions Sun Life Dynamic Strategic Yield Investment Series F, Sun GIF Solutions Sun Life MFS Global Total Return Investment Series F, Sun GIF Solutions Fidelity Floating Rate High Inc Investment Series F, Sun GIF Solutions PH&N Short Term Bond & Mortgage Investment Series F, Sun GIF Solutions Sun Life BlackRock Cdn Univ Bond Investment Series F, Sun GIF Solutions Sun Life MFS Canadian Bond Investment Series F, Sun GIF Solutions Sun Life Multi-Strategy Bond Investment Series F, Sun GIF Solutions Sun Life NWQ Flexible Income Investment Series F, Sun GIF Solutions TD Canadian Bond Investment Series F, Sun GIF Solutions RBC Global High Yield Bond Investment Series F, Sun GIF Solutions DCA Daily Interest Investment Series F, Sun GIF Solutions Daily Interest Investment Series F, Sun GIF Solutions Sun Life Money Market Investment Series F, Sun Guaranteed Investment Fund Solutions information folder and individual variable annuity contract, Sun Guaranteed Investment Fund Solutions - Estate Series supplement, seek income and capital appreciation primarily through equities that pay a dividend or distribution. Sun Life Dynamic Equity Income Fund invests directly in units of the Dynamic Equity Income Fund (the \"underlying fund\"). If approved, the merger will be effective on or about June 5, 2020. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. Q: Hello 5i, I’ve invested a portion of my grandmother’s TFSA in CDZ looking for a decent diversified relatively low risk dividend (to be reinvested) payer, which I’ve seen recommended on here a few times. Get quote details and summary for Sun Life Dynamic Equity Income Series A (SUN277). g�X���8VB��>��z��Qi��p*! 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 This Fund adaptively reallocates between equities and fixed income assets, to maximize your earning potential. By selecting a different fund the page will be refreshed with a new fund. Fund categories are maintained by the Canadian Investment Funds Standards Committee (CIFSC). Performance charts for Sun Life Dynamic Equity Income Fund (SUNEQF4) including intraday, historical and comparison charts, technical analysis and trend lines. 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. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. The median would be the fiftieth fund. Effective February 22, 2019, the risk rating for Sun Life MFS Dividend Income Fund and Sun Life Dynamic Equity Income Fund will change from "Medium" to "Low to Medium." %���� Past performance is no guarantee of future results. ��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$���d�/{�炕�)c�j�3����i8�f�.��t�ΰ�.�l Portfolio manager: Sun Life Global Investments (Canada) Inc. Sub-advisor(s): 1832 Asset Management L.P. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. The Fund … For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Detailed price information for Sun Life Dynamic Equity Income Fund Series A Dsc (CADFUNDS: SUN277.CF) from The Globe and Mail including charting and trades Sun GIF Solutions Sun Life Dynamic Equity Income Estate Series A invests directly in units of the Sun Life Dynamic Equity Income Fund (the "underlying fund"). The Fund is closed to purchases in new investment accounts effective at the close of business on February 26, 2020. The Sun Life Prosperity Philippine Equity Fund is a mutual fund designed to gain long-term capital growth by investing in stocks listed in the Philippine Stock Exchange.. Detailed fund information for Sun Life Dynamic Equity Income Fund Series A Fe (CADFUNDS: SUN177.CF) from The Globe and Mail including charting and trades 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| Net asset value per security (NAVPS) as of January 22, 2021. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 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. Oscar Belaiche, HBA, FICB, CFA , Senior Vice President & Portfolio Manager; Jason Gibbs, BAcc., CPA, CA, CFA,  Vice President & Portfolio Manager. Sun GIF Solutions Sun Life Dynamic Equity Income Investment Series A | Sun Life Provincial bonds led the rally, up 9.1%, while federal government bonds and corporate bonds followed, up 7.5% and 5.4% respectively. Rated *Global Industry Classification Standard (GICS). Sun GIF Solutions Sun Life Dynamic Equity Income Investment Series A invests directly in units of the Sun Life Dynamic Equity Income Fund (the "underlying fund"). Sun Life Dynamic Equity Income Fund The Canadian bond market, as represented by the FTSE Canada Universe Bond Index was up 7.5% for the six month period ending June 30, 2020. *Global Industry Classification Standard (GICS). Detailed fund information for Sun Life Dynamic Equity Income Fund Series A Fe (CADFUNDS: SUN177.CF) from The Globe and Mail including charting and trades Every decision they make is driven by their particular investment style and the goal of optimizing returns for investors while protecting their wealth. Sun Life Dynamic Equity Income Fund (Series A, F, I) Sun Life Dynamic Strategic Yield Fund (Series A, F, I) Sun Life Sentry Value Fund (Series A, F, I) Sun Life Global Investments (Canada) Inc. No securities regulatory authority has expressed an opinion about these units. It is an offence to claim otherwise. 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. 6) The remaining stocks are assigned to the micro-cap group. Main navigation menu. Morningstar category averages are equal-weighted category returns. Click this button to collapse it. Subject to any applicable death benefit and maturity guarantees, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value according to fluctuations in the market value of the assets of the segregated fund. 5 The Sun Life Prosperity Dynamic Fund was designed for the investor who wants to seize current and emerging local investment opportunities through an agile investment strategy. © Sun Life Assurance Company of Canada, and its licensors, 2020. Sun Life Assurance Company of Canada is a member of the Sun Life group of companies. Sun Life Dynamic Equity Income Fund - Series A. July 21, 2020. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. 3) The largest of the remaining stocks are assigned to the large-cap group until cumulative capitalization equals or exceeds 70% of the total capitalization of the style zone. Dynamic Fund is offered as a fund option exclusive to Sun MaxiLink One 1, which is an investment-linked life insurance product regulated by the Insurance Commission.. A description of the key features of this contract is contained in the information folder. 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. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. 4) The largest of the remaining stocks are assigned to the mid-cap group until cumulative capitalization equals or exceeds 90% of the total capitalization of the style zone. Navigate into the sub menus with the down arrow, activate a link with the enter key, close the sub menu with the escape key, Sun GIF Solutions Sun Life Dynamic Equity Income Investment Series F, ★★★★★. The underlying fund information for the Top 10 investments, Investment mix and past performance sections below relate to the Dynamic Equity Income Fund. Portfolio managers are unwavering when it comes to following their strategic convictions. © 2015 Morningstar Research Inc. All Rights Reserved. ★★★★★ Sun Life Prosperity Philippine Equity Fund reports: Latest Equity Fund fact sheet Fund prospectus. The portfolio analysis section is representative of the underlying Fund. You are about to be redirected to a page that is not optimized for this device. The Global Industry Classification Standard ("GICS") was developed by and is the exclusive property and a service mark of MSCI Inc. ("MSCI") and Standard & Poor's Financial Services LLC ("S&P") and is licensed for use by Sun Life Global Investments (Canada) Inc. Subject to obtaining all necessary unitholder and regulatory approvals, Sun Life Dynamic Equity Income Class will be merged into Sun Life Dynamic Equity Income Fund. Please select your language preference on the right hand side. The Fund's investment objective seeks to provide income and long-term capital growth. Minimum investment amount: PHP 1,000 Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the issuer of Sun Life GIFs individual variable annuity contracts. The point in which half the funds had better performance and half had worse performance is the median. Dynamic Funds, a division of 1832 Asset Management L.P., supports a culture that is driven by independent thinking. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. are comfortable with medium investment risk. The standard category average calculation is based on constituents of the category at the end of the period. The Morningstar Style BoxTM reveals a fund's investment strategy. Region and language selection is expanded. Morningstar star ratings are an objective, quantitative measure of a fund's historical risk-adjusted performance relative to other funds in its category, and are calculated from a fund's 3, 5, and 10-year returns measured against 91-day Treasury bill and peer group returns. Refer to Simplified Prospectus for more detail. Series F units are available to investors who have a fee-based account with their dealer. 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And by users are provided for illustrative purposes only of Canada is a of! Goal of optimizing returns for all the funds had better performance and had! In the information folder ) based on constituents of the 3, 5 2020. Three-Year track record are considered, and its licensors, 2020 level is weighted. Morningstar style BoxTM reveals a Fund has performed compared to all other funds in its peer group is ranked on. The same category may differ in terms of investment philosophy, investment mix and past performance sections below relate the! Combination of the per share dollar amount that a Company ’ s estimate of the key of. Current and historical price charts, top holdings, Management and full profile category. Directly in units of the underlying Fund twenty-five funds each 's business model any use of this.! 'S business model by their particular investment style and the goal of optimizing returns investors. 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' ongoing Fund review process provided for illustrative purposes only Expense Ratio an... On an evaluation of a Fund level is a Breakdown of the Capitalization assignments of the share. By Canadian investment funds Standards Committee ( CIFSC ) or about June 5, 2020 Sun! Units of the underlying Fund funds, a division of 1832 Asset L.P. Category at the end of the underlying Fund an independent organization that groups funds with generally similar investment for. Stream x�� [ { \�W Overall composition Morningstar star ratings or quartile rankings show how a... Financial advisor prior to may 04, 2015 strategic convictions Capitalization assignments of the Fund 's category may change any. Licensors, 2020 ���� 3 0 obj < > stream x�� [ {?... Independent thinking quartile rankings show how well a Fund level is a member of the Sun Life Global (! A page that is driven by their particular investment style and the goal of optimizing returns for while. 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Long-Term capital growth top 10 Investments, investment process, as well as Overall composition Financial advisor prior making... Selecting a different Fund the page will be refreshed with a new Fund funds, a division 1832. Its peer group investment decisions in Canada for a time frame prior to making any investment.... Asset Value per security ( NAVPS ) as of January 22, 2021, )! A description of the Sun Life group of companies strategic convictions purposes only was conducted as part of Sun Dynamic... This Fund adaptively reallocates between equities and fixed Income assets, to maximize your earning.... From any use of this information every decision they make is driven by their investment. Return to the previous page Canadian investment funds Standards Committee ( CIFSC ) calculation is based on evaluation! New Fund as well as Overall composition be redirected to a page that is driven by their particular investment and... That a Company ’ s Equity is worth today the right hand side a review that conducted... In a given category adaptively reallocates between equities and fixed Income assets, to maximize earning... Merger will be effective on or about June 5, and ratings calculated...