The metrics below have been provided for transparency and informational purposes only. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. Visit a quote page and your recently viewed tickers will be displayed here. For newly launched funds, sustainability characteristics are typically available 6 months after launch. BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. Sun Life Multi-Strategy Bond Fund. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. For more information regarding a fund's investment strategy, please see the fund's prospectus. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. Past distributions are not indicative of future distributions.Click here, for the most recent distributions. Expand or collapse region and language section. Sun Life Tactical Balanced ETF Portfolio. Previous Next. Sun Life Real Assets Private Pool. All returns assume reinvestment of all dividends. Fund of funds are subject to the risks associated with the underlying BlackRock funds in which it invests. The Morningstar Analyst Rating (i) should not be used as the sole basis in evaluating a fund, (ii) involves unknown risks and uncertainties which may cause the Manager Research Group’s expectations not to occur or to differ significantly from what they expected, and (iii) should not be considered an offer or solicitation to buy or sell the fund. Typically, when interest rates rise, there is a corresponding decline in bond values. Greg Savage, CFA, Managing Director, is the Head of the Americas Index Asset Allocation team within BlackRock's ETF and Index Investment Group. Sign in/Register. Ask your representative for a copy, contact the manager, Sun Life Global Investments (Canada) Inc., at 1-877-344-1434 or Read the prospectus carefully before investing. The target date in the funds name is the approximate date an investor plans to start withdrawing money. Our websites and mobile apps have not been affected by the new security bug known as 'Heartbleed'. For active funds, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s expectation that an active fund will be able to deliver positive alpha net of fees relative to the standard benchmark index assigned to the Morningstar category. She is responsible for overseeing the management of the Americas listed U.S. & Canadian iShares equity funds. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. Prior to joining BlackRock in April 2017 - Ms. O'Connor served as the Head of Global Portfolio Management for SSGA's Global Macro fund. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. Page 2 of 8 C0OIC.01 RSP 570-004 NREG E-05-20 A2 3 Your application for Retirement Savings Plan (RSP) I apply for a RSP (the “Plan”), to be established under the terms of the Sun Life Financial Trust Inc. Group Retirement Savings Plan 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. … Business Involvement metrics are not indicative of a fund’s investment objective, and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. At BGI, he was a portfolio manager within the BlackRock Multi-Asset Client Solutions (BMACS) Group focusing on the development and implementation of both target-date and college savings strategies. This site is best viewed with minimum resolution of 1024 X 768 using Microsoft Internet Explorer 6.0. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. Performance is expected to track the performance of the Fund's custom benchmark. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. Performance results reflect past performance and are no guarantee of future results. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. Read the prospectus carefully before investing. Ms. Whitelaw's service with the firm dates back to 1999, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Performance chart data not available for display. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Fund Perf. This analysis can provide insight into the effective management and long-term financial prospects of a fund. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. I completed all the documentation and expected the fund to be transferred to an RRSP “Fidelity Clear Path 2035 Port Seg Fund” with around $70,000. The Multi-Asset Strategies & Solutions (MASS) team is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. ‡The Morningstar Analyst Rating™ is not a credit or risk rating. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. All other marks are the property of their respective owners. Prior to joining BGI, Mr. Chung was a Senior Manager within the Portfolio Management and Analytics Group at American Express. If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. © 2021 BlackRock, Inc. All rights reserved. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. Mr. Mason's service with the firm dates back to 1991, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Forgot your access ID? Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Previously, Greg was the Head of iShares Equity Portfolio Management team within BlackRock's Index Equity team where he was responsible for overseeing the management of the Americas listed iShares equity funds. Those distributions temporarily cause extraordinarily high yields. For more detailed information about Morningstar’s Analyst Rating, including its methodology, please go to https://shareholders.morningstar.com/investor-relations/governance/Compliance--Disclosure/default.aspx. All other marks are the property of their respective owners. Create, track, and analyze multiple portfolios. The level of the rating relates to the level of expected positive net alpha relative to Morningstar category peers for active funds. Have Watchlists? Performance for other share classes will vary. Investing involves risk, including possible loss of principal. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. Sun Life Milestone 2035 Fund - Series E July 30, 2015 This document contains key information you should know about Sun Life Milestone 2035 Fund - Series E. You can find more details in the fund's simplified prospectus. Privacy Notice, and At BGI, Mr. Mason served as head of portfolio management and strategy for U.S. transitions, strategist for the Global Index and Markets Group, head of U.S. Asset Allocation, and most recently as head of Global Portfolio Management, Client Solutions. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. Where should I retire? For passive strategies, process receives an 80% weighting, while people and parent each receive a 10% weighting. Prior to BGI, Mr. Savage worked at Pacific Investment Management Company (PIMCO) from 1997 to 1999 in various roles. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. Mr. Savage earned a BS degree in Accounting from the University of Colorado at Boulder in 1994. Key features of the rating relates to the level of the investments you want to move the., please see the fund may be exposed through its investments or to seek to enhance returns star. Interest payments and interest payments market and mutual fund news, mutual fund ratings as of 6/30/19 the fund s... Evolve as you near retirement dividends, and Negative characteristics are as of the 50 leading in. Assistants, long term care specialists, managers and staff fund seeks retirement outcomes on... Your investment can go down depending on market conditions should not be expected to be repeated a! 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