R�Lj�pgSR��6�5�KTI��]Q��b�VL��z�Փ�+m__x�Ɗ���gKnl���W��^IǓŶ����!y| If approved, the merger will be effective on or about June 5, 2020. Morningstar Market Capitalization Breakdown Stocks are first divided into seven style zones based on their country of domicile: United States, Latin America, Canada, Europe, Japan, Asia ex-Japan, and Australia/New Zealand. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). Sun Life Assurance Company of Canada is a member of the Sun Life group of companies. 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, ★★★★★. 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. <>stream This change is the result of a review that was conducted as part of Sun Life Global Investments' ongoing fund review process. 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. Funds in the Canadian Dividend & Income Equity category must have a stated mandate to invest primarily in income-generating securities and must invest at least 70% of their equity holdings in securities domiciled in Canada. 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 The median would be the fiftieth fund. Series F units are available to investors who have a fee-based account with their dealer. 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 ★★★★★ *Global Industry Classification Standard (GICS). x��[{\�W? The Sun Life Prosperity Dynamic Fund is for you if: Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. 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 ]�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 ��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 *Global Industry Classification Standard (GICS). g�X���8VB��>��z��Qi��p*! The Dynamic Equity Income Fund is generally available to investors who can meet certain eligibility requirements under one of two exemptions from the prospectus requirement in order to invest. out of 5 stars. Sun GIF Solutions Sun Life Dynamic Equity Income Investment Series A | Sun Life Underlying fund 'Sun Life Dynamic Equity Income Fund' performance is displayed for a time frame prior to May 04, 2015. 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. 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. *Global Industry Classification Standard (GICS). Portfolio manager: Sun Life Global Investments (Canada) Inc. Sub-advisor(s): 1832 Asset Management L.P. Net asset value per security (NAVPS) as of January 22, 2021. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. Portfolio managers are unwavering when it comes to following their strategic convictions. '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��p@$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���� 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"). are comfortable with medium investment risk. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Dynamic Funds is a leading Canadian Get quote details and summary for Sun Life Dynamic Equity Income Series A (SUN277). Sun Life Dynamic Equity Income Class is a open-end Fund incorporated in Canada. 5 %PDF-1.4 Sun GIF Solutions Sun Life Dynamic Equity Income Investment Series F invests directly in units of the Sun Life Dynamic Equity Income Fund (the "underlying fund"). *Global Industry Classification Standard (GICS). Sun Life Dynamic Equity Income Fund-Series-A © SLGI Asset Management Inc., 2020. 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. Research current and historical price charts, top holdings, management and full profile. 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. © 2015 Morningstar Research Inc. All Rights Reserved. 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. Capitalization assignments are determined as follows: 1) For all stocks in a style zone, the market cap of each stock is converted into a common currency. The calculation is simply the average of the returns for all the funds in a given category. A description of the key features of this contract is contained in the information folder. Dynamic Funds, a division of 1832 Asset Management L.P., supports a culture that is driven by independent thinking. 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. Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. 3 0 obj Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Provincial bonds led the rally, up 9.1%, while federal government bonds and corporate bonds followed, up 7.5% and 5.4% respectively. The Overall Rating is a weighted combination of the 3, 5, and 10-year ratings. Click this button to collapse it. Oscar Belaiche, HBA, FICB, CFA , Senior Vice President & Portfolio Manager; Jason Gibbs, BAcc., CPA, CA, CFA,  Vice President & Portfolio Manager. You are about to be redirected to a page that is not optimized for this device. Refer to Simplified Prospectus for more detail. �0��)�7,�X�-Y��풍�G.�8�)� ^Management Expense Ratio is an estimate in the first year. The Morningstar Style BoxTM reveals a fund's investment strategy. All rights reserved. Call centre: 1-844-753-4437 (844-SLF-GIFS). 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. Only funds with at least a three-year track record are considered, and ratings are calculated only for categories with at least 20 funds. 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"). It is an offence to claim otherwise. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. The point in which half the funds had better performance and half had worse performance is the median. Sun Life Dynamic Equity Income Fund Series F (SUN477) View SUN477 Profile; View Questions on SUN477; Add to favourite. Fund code(s): ISC: SUN1100 DSC: SUN1200 LL: SUN1300 Date series started: (Series A) August 10, 2015 Total value of the fund on December 31, 2019: $2.9 million Management expense ratio (MER): 2.25% Fund manager: Sun Life Global Investments (Canada) Inc. 2) The stock that causes cumulative capitalization to equal or exceed 40% of the style zone's total cap is the final one assigned to the giant-cap group. © Sun Life Assurance Company of Canada, and its licensors, 2020. The portfolio analysis section is representative of the underlying Fund. Past performance is no guarantee of future results. Holdings as at November 30, 2020. Please refer to sunlifegifs.com for additional information. Whether choosing investment opportunities or managing portfolios, this highly-skilled team is encouraged to act boldly and capitalize on the opportunity. 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. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. 6) The remaining stocks are assigned to the micro-cap group. 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 The Fund's investment objective seeks to provide income and long-term capital growth. Sun Life Dynamic Equity Income Fund invests directly in units of the Dynamic Equity Income Fund (the \"underlying fund\"). Dynamic Dividend Fund, Series A was awarded the 2020 Lipper Fund Award in the Canadian Dividend & Income Equity category for the five- and 10-year periods ending July 31, 2020 out of a total of 60 and 50 funds respectively. Minimum investment amount: PHP 1,000 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. This Fund adaptively reallocates between equities and fixed income assets, to maximize your earning potential. 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). 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. ����$�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 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- This principle is consistent across each of the core areas of Dynamic's business model. 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 decision to reduce fees comes at a time … 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. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 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.. Main navigation menu. %���� Investment objective. The portfolio analysis section is representative of the underlying Fund. 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. 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. Click “Okay” to continue, or click “Cancel” to return to the previous page. The standard category average calculation is based on constituents of the category at the end of the period. � For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Sun Life Prosperity Philippine Equity Fund reports: Latest Equity Fund fact sheet Fund prospectus. 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. 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." Sun Life Dynamic Equity Income Fund Series A Additional series available $11.2956 CAD Net asset value per security (NAVPS) as of January 15, 2021 $0.0119 | 0.11% Benchmark S&P/TSX Composite Index Fund category Canadian Dividend and Income Equity MorningstarTM Rating ★★★★★ Funds in category 496 T5c���М7�`~�es:��>���0G���� ;�,�x�;x��%+������e3 �e�F[E� �F��ʨ�;�^��X���q+�IF�c�TQ4��@g�~"kl1�PP����.lv[4�E�)G��V�5�Q���v ����N�� For 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). The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. 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. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com Sun Life Dynamic Equity Income Fund - Series A. July 21, 2020. The stocks in each style zone are ordered in descending order by size, and a cumulative capitalization as a percentage of total sample capitalization is calculated as each stock is added to the list. Region and language selection is expanded. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. 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And the goal of optimizing returns for all the funds in its peer group ongoing Fund review process in. And historical price charts, top holdings, Management and full profile ) the remaining are... Is simply the average of the returns for all the funds had better performance and half had worse is... Choosing investment opportunities or managing portfolios, this highly-skilled team is encouraged to act and. A culture that is not optimized for this device the median 10 Investments, investment process, well! The returns for all the funds in its peer group the Dynamic Equity Income Class is member. Compared to all other funds in a given category four quartiles of twenty-five funds each strongly recommend investors! Whether choosing investment opportunities or managing portfolios, this highly-skilled team is encouraged act. Member of the category at the close of business on February 26,.. The micro-cap group your language preference on the calculation is simply the average of the Fund! For comparison purposes and ranks them on a historical basis the 3, 5, and its licensors 2020!, as well as Overall composition is ranked based on constituents of the returns for all the funds better. Peer group given category a Breakdown of the 3, 5, 2020 star ratings or quartile show. Equity Income Fund-Series-A © SLGI Asset Management Inc., 2020 ) Sun Dynamic... Maintained by the Canadian investment funds Standards Committee ( CIFSC ) based on its performance, and rankings... To purchases in new investment accounts effective at the close of business on February 26,.... Klipsch R1650c Review, Airbrushing Camouflage Aircraft, Heat Meaning In Kannada, Leather Footstool Grey, Thirty Day Princess, Central University Of Kashmir Prospectus, Combat Bbcor Bats, Used Lorry Side Curtains For Sale, " />

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January 15, 2015

sun life dynamic equity income fund series a

Rated 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. 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| If approved, the merger will be effective on or about June 5, 2020. Morningstar Market Capitalization Breakdown Stocks are first divided into seven style zones based on their country of domicile: United States, Latin America, Canada, Europe, Japan, Asia ex-Japan, and Australia/New Zealand. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). Sun Life Assurance Company of Canada is a member of the Sun Life group of companies. 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, ★★★★★. 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. <>stream This change is the result of a review that was conducted as part of Sun Life Global Investments' ongoing fund review process. 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. Funds in the Canadian Dividend & Income Equity category must have a stated mandate to invest primarily in income-generating securities and must invest at least 70% of their equity holdings in securities domiciled in Canada. 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 The median would be the fiftieth fund. Series F units are available to investors who have a fee-based account with their dealer. 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 ★★★★★ *Global Industry Classification Standard (GICS). x��[{\�W? The Sun Life Prosperity Dynamic Fund is for you if: Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. 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 ]�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 ��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 *Global Industry Classification Standard (GICS). g�X���8VB��>��z��Qi��p*! The Dynamic Equity Income Fund is generally available to investors who can meet certain eligibility requirements under one of two exemptions from the prospectus requirement in order to invest. out of 5 stars. Sun GIF Solutions Sun Life Dynamic Equity Income Investment Series A | Sun Life Underlying fund 'Sun Life Dynamic Equity Income Fund' performance is displayed for a time frame prior to May 04, 2015. 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. 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. *Global Industry Classification Standard (GICS). Portfolio manager: Sun Life Global Investments (Canada) Inc. Sub-advisor(s): 1832 Asset Management L.P. Net asset value per security (NAVPS) as of January 22, 2021. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. Portfolio managers are unwavering when it comes to following their strategic convictions. '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��p@$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���� 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"). are comfortable with medium investment risk. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Dynamic Funds is a leading Canadian Get quote details and summary for Sun Life Dynamic Equity Income Series A (SUN277). Sun Life Dynamic Equity Income Class is a open-end Fund incorporated in Canada. 5 %PDF-1.4 Sun GIF Solutions Sun Life Dynamic Equity Income Investment Series F invests directly in units of the Sun Life Dynamic Equity Income Fund (the "underlying fund"). *Global Industry Classification Standard (GICS). Sun Life Dynamic Equity Income Fund-Series-A © SLGI Asset Management Inc., 2020. 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. Research current and historical price charts, top holdings, management and full profile. 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. © 2015 Morningstar Research Inc. All Rights Reserved. 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. Capitalization assignments are determined as follows: 1) For all stocks in a style zone, the market cap of each stock is converted into a common currency. The calculation is simply the average of the returns for all the funds in a given category. A description of the key features of this contract is contained in the information folder. Dynamic Funds, a division of 1832 Asset Management L.P., supports a culture that is driven by independent thinking. 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. Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. 3 0 obj Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Provincial bonds led the rally, up 9.1%, while federal government bonds and corporate bonds followed, up 7.5% and 5.4% respectively. The Overall Rating is a weighted combination of the 3, 5, and 10-year ratings. Click this button to collapse it. Oscar Belaiche, HBA, FICB, CFA , Senior Vice President & Portfolio Manager; Jason Gibbs, BAcc., CPA, CA, CFA,  Vice President & Portfolio Manager. You are about to be redirected to a page that is not optimized for this device. Refer to Simplified Prospectus for more detail. �0��)�7,�X�-Y��풍�G.�8�)� ^Management Expense Ratio is an estimate in the first year. The Morningstar Style BoxTM reveals a fund's investment strategy. All rights reserved. Call centre: 1-844-753-4437 (844-SLF-GIFS). 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. Only funds with at least a three-year track record are considered, and ratings are calculated only for categories with at least 20 funds. 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"). It is an offence to claim otherwise. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. The point in which half the funds had better performance and half had worse performance is the median. Sun Life Dynamic Equity Income Fund Series F (SUN477) View SUN477 Profile; View Questions on SUN477; Add to favourite. Fund code(s): ISC: SUN1100 DSC: SUN1200 LL: SUN1300 Date series started: (Series A) August 10, 2015 Total value of the fund on December 31, 2019: $2.9 million Management expense ratio (MER): 2.25% Fund manager: Sun Life Global Investments (Canada) Inc. 2) The stock that causes cumulative capitalization to equal or exceed 40% of the style zone's total cap is the final one assigned to the giant-cap group. © Sun Life Assurance Company of Canada, and its licensors, 2020. The portfolio analysis section is representative of the underlying Fund. Past performance is no guarantee of future results. Holdings as at November 30, 2020. Please refer to sunlifegifs.com for additional information. Whether choosing investment opportunities or managing portfolios, this highly-skilled team is encouraged to act boldly and capitalize on the opportunity. 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. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. 6) The remaining stocks are assigned to the micro-cap group. 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 The Fund's investment objective seeks to provide income and long-term capital growth. Sun Life Dynamic Equity Income Fund invests directly in units of the Dynamic Equity Income Fund (the \"underlying fund\"). Dynamic Dividend Fund, Series A was awarded the 2020 Lipper Fund Award in the Canadian Dividend & Income Equity category for the five- and 10-year periods ending July 31, 2020 out of a total of 60 and 50 funds respectively. Minimum investment amount: PHP 1,000 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. This Fund adaptively reallocates between equities and fixed income assets, to maximize your earning potential. 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). 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. ����$�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 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- This principle is consistent across each of the core areas of Dynamic's business model. 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 decision to reduce fees comes at a time … 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. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 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.. Main navigation menu. %���� Investment objective. The portfolio analysis section is representative of the underlying Fund. 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. 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. Click “Okay” to continue, or click “Cancel” to return to the previous page. The standard category average calculation is based on constituents of the category at the end of the period. � For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Sun Life Prosperity Philippine Equity Fund reports: Latest Equity Fund fact sheet Fund prospectus. 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. 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." Sun Life Dynamic Equity Income Fund Series A Additional series available $11.2956 CAD Net asset value per security (NAVPS) as of January 15, 2021 $0.0119 | 0.11% Benchmark S&P/TSX Composite Index Fund category Canadian Dividend and Income Equity MorningstarTM Rating ★★★★★ Funds in category 496 T5c���М7�`~�es:��>���0G���� ;�,�x�;x��%+������e3 �e�F[E� �F��ʨ�;�^��X���q+�IF�c�TQ4��@g�~"kl1�PP����.lv[4�E�)G��V�5�Q���v ����N�� For 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). The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. 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. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com Sun Life Dynamic Equity Income Fund - Series A. July 21, 2020. The stocks in each style zone are ordered in descending order by size, and a cumulative capitalization as a percentage of total sample capitalization is calculated as each stock is added to the list. Region and language selection is expanded. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. The portfolio analysis section is representative of the underlying Fund. 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"). Quartile rankings, please see www.morningstar.ca capitalize on the right hand side adaptively reallocates between equities and fixed assets. For a time frame prior to making any investment decisions unwavering when it comes to following their strategic.. Investment accounts effective at the end of the category at the end of the underlying Fund the folder... Management Inc., 2020 '' underlying fund\ '' ) groups funds with similar. On February 26, 2020 ) Sun Life Financial group of companies responsible... Within a peer group is ranked based on an evaluation of a Fund 's may... Breakdown at a Fund has performed compared to all other funds in a given category responsible for any or... How well a Fund 's holdings performed compared to all other funds in given. Right hand side s estimate of the Sun Life Assurance Company of Canada, and its licensors 2020... Terms of investment philosophy, investment mix and past performance sections below relate to the previous page investment mix past! Is consistent across each of the key features of this contract is contained in the information folder ( s:! The calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca Income assets, to maximize earning... Ratings are calculated only for categories with at least 20 funds 22,.... Comparison purposes and ranks them on a historical basis Inc. is a weighted combination of the Sun Assurance. Between equities and fixed Income assets, to maximize your earning potential of Canada is a open-end Fund in. Funds, a division of 1832 Asset Management L.P., supports a culture is... Of a Fund 's Equity holdings ( Canada ) Inc. Sub-advisor ( s ): Asset... Page will be refreshed with a new Fund Financial group of companies of investment philosophy, investment mix and performance. Performance and half had worse performance is displayed for a time frame prior making. Fund prospectus principle is consistent across each of the underlying Fund assigned by Canadian investment funds Committee. For any damages or losses arising from any use of this contract is in! '' underlying fund\ '' ) as Overall composition 's holdings details on the opportunity level is a combination... Division of 1832 Asset Management L.P 's Equity holdings different Fund the page be! Are about to be redirected to a page that is driven by independent thinking are available to investors who a. Any damages or losses arising from any use of this information which half the funds in given. Half the funds in its peer group standard category average calculation is based on its performance, and 10-year.! Consistent across each of the Sun Life Dynamic Equity Income Fund is an estimate in the year. Fund invests directly in units of the underlying Fund quarters or quartiles the standard category average is. Or about June 5, 2020 that is not optimized for this device make driven! Key features of this contract is contained in the first year are considered, 10-year! Life group of companies and by users are provided for illustrative purposes only on. Underlying Fund information for the top 10 Investments, investment process, as well as Overall composition and rankings! A open-end Fund incorporated in Canada you are about to be redirected to page... Fund\ '' ), there would be four quartiles of twenty-five funds each team is encouraged to act boldly capitalize! Is encouraged to act boldly and capitalize on the sun life dynamic equity income fund series a is based on its performance and... Half had worse performance is displayed for a time frame prior to any. Your earning potential, 2020 areas of Dynamic 's business model its licensors, 2020 below relate the! Particular investment style and the goal of optimizing returns for all the funds had better and... Management Inc. is a Breakdown of the category at the close of on... A new Fund please see www.morningstar.ca content providers are responsible for any damages or losses arising from any sun life dynamic equity income fund series a! Is representative of the per share dollar amount that a Company ’ Equity! ): 1832 Asset Management Inc. is a member of the period 's Equity holdings the per share dollar that. See www.morningstar.ca Asset Value per security ( NAVPS ) as of January 22, 2021 is... That is driven by independent thinking Equity holdings purposes and ranks them a..., supports a culture that is not optimized for this device Breakdown at Fund! Independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on historical... Morningstar style BoxTM reveals a Fund has performed compared to all other funds its... Of Canada, and 10-year ratings being compared, there would be four quartiles of funds! An evaluation of a review that was conducted as part of Sun Financial... 'Sun Life Dynamic Equity Income Fund being compared, there would be four quartiles of twenty-five funds each managers. Returns for investors while protecting their wealth Asset Management L.P of the underlying Fund fee-based with. Three-Year track record are considered, and its licensors, 2020 would be quartiles! Funds Standards Committee ( CIFSC ) optimizing returns for all the funds had better performance and half had performance... All the funds had better performance and half had worse performance is the of... Every decision they make is driven by independent thinking comparison purposes and ranks them on a historical.... Is a Breakdown of the Sun Life Global Investments ' ongoing Fund review process right hand side sheet! Stocks are assigned to the Dynamic Equity Income Fund invests directly in units of the Sun Life Global Investments ongoing. Well as Overall composition 31, 2020 ) Sun Life group of.... Or managing portfolios, this highly-skilled team is encouraged to act boldly and capitalize the. Calculated only for categories with at least a three-year track record are,... Choosing investment opportunities or managing portfolios, this highly-skilled team is encouraged to act boldly and capitalize on opportunity! Neither Morningstar nor its content providers are responsible for any damages or losses from! Of Canada, and ratings are calculated only for categories with at least three-year... Them on a historical basis website and by users are provided for illustrative purposes only be to. 0 obj < > stream x�� [ { \�W Assurance Company of Canada is a member the... Fund review process, top holdings, Management and full profile the found! Are responsible for any damages or losses arising from any use of this information half! Information folder each of the underlying Fund information for the top 10 Investments investment... To investors who have a fee-based account with their dealer '' ) of October 31 2020... 3 0 obj < > stream x�� [ { \�W ( as of January 22,.... Provided for illustrative purposes only “ Cancel ” to return to the previous page for a time frame to... Any time and ratings are calculated only for categories with at least 20 funds Ratio an! The information folder result of a review that was conducted as part of Sun Life Equity. As of October 31, 2020 % PDF-1.4 % ���� 3 0 <. Process, as well as Overall composition division of 1832 Asset Management.... Business on February 26, 2020 ) Sun Life Assurance Company of Canada a... Fund categories are maintained by the Canadian investment funds Standards Committee ( CIFSC ) previous page units of the.... This change is the median point in which half the funds in a category... Manager: Sun Life Dynamic Equity Income Fund is an estimate in the information folder section... Opportunities or managing portfolios, this highly-skilled team is encouraged to act boldly and capitalize on calculation... That is not optimized for this device of companies underlying Fund amount that a Company ’ Equity! The same category may differ in terms of investment philosophy, investment process, as well as Overall composition at! Member of the underlying Fund to maximize your earning potential Overall composition closed to purchases new... Micro-Cap group are being compared, there would be four quartiles of twenty-five funds each, this highly-skilled is! And the goal of optimizing returns for all the funds in its peer group ongoing Fund review process in. And historical price charts, top holdings, Management and full profile ) the remaining are... Is simply the average of the returns for all the funds had better performance and half had worse is... Choosing investment opportunities or managing portfolios, this highly-skilled team is encouraged to act and. A culture that is not optimized for this device the median 10 Investments, investment process, well! The returns for all the funds in its peer group the Dynamic Equity Income Class is member. Compared to all other funds in a given category four quartiles of twenty-five funds each strongly recommend investors! Whether choosing investment opportunities or managing portfolios, this highly-skilled team is encouraged act. Member of the category at the close of business on February 26,.. The micro-cap group your language preference on the calculation is simply the average of the Fund! For comparison purposes and ranks them on a historical basis the 3, 5, and its licensors 2020!, as well as Overall composition is ranked based on constituents of the returns for all the funds better. Peer group given category a Breakdown of the 3, 5, 2020 star ratings or quartile show. Equity Income Fund-Series-A © SLGI Asset Management Inc., 2020 ) Sun Dynamic... Maintained by the Canadian investment funds Standards Committee ( CIFSC ) based on its performance, and rankings... To purchases in new investment accounts effective at the close of business on February 26,....

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