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You are on the Sun Life Financial Canada website. Ask your representative for a copy, contact the manager, Sun Life Global Investments (Canada) Inc., at 1-877-344-1434 or • Sun Life Diversified Account: Interest is earned daily and is based on the average yield of a variety of investments including private fixed income, real estate, bonds, mortgages and equities. Mr. Mason has led three key growth efforts: developing the U.S. transition capability from a service to a business, growing the key asset allocation product for the firm's U.S. DC platform, LifePath, and building the foundation for key dimensions of the firm's rapidly growing solutions business. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, and Negative. (Effective Jan 06, 2021). Mr. Chung earned a BBE degree in financial economics from Brock University and a MA degree in economics from Concordia University. Learn about a low-cost approach to balance diversification, risk and return. For actively managed strategies, people and process each receive a 45% weighting in their analysis, while parent receives a 10% weighting. I consult or invest on behalf of a financial institution. Javascript is required. Stock and bond values fluctuate in price so the value of your investment can go down depending on market conditions. Before SSGA - Ms. O'Connor was at Mellon Capital Management for fourteen years where she worked extensively in the development and management of quantitative investment strategies. ©2020 BlackRock, Inc. All rights reserved. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. This information must be preceded or accompanied by a current prospectus. Those distributions temporarily cause extraordinarily high yields. They consider quantitative and qualitative factors in their research. Fixed income risks include interest-rate and credit risk. The $10,000 Hypothetical Over Time chart reflects a hypothetical $10,000 investment in the investor class of shares noted and does not assume the max sales charge. 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. … Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. At BGI he was a senior portfolio manager and team leader in the iShares Index Equity Portfolio Management Group and was previously a transition manager in the Transition Management Group. Performance chart data not available for display. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. 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. Alan Mason, Managing Director, is Head of Americas ETF & Index Investments. Previously, Ms. Whitelaw worked in the Transition Services group as both a transition manager and strategist, and was also an international equity trader on Barclays Global Investors' trading desk. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. 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. Performance for other share classes will vary. ... Sun Life Money Market Fund. The Manager Research Group evaluates funds based on five key pillars, which are process, performance, people, parent, and price. By using this site you agree to the The Manager Research Group uses this five-pillar evaluation to determine how they believe funds are likely to perform relative to a benchmark over the long term on a risk adjusted basis. Source: Lipper. Join Fund Library. https://shareholders.morningstar.com/investor-relations/governance/Compliance--Disclosure/default.aspx. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. © 2021 BlackRock, Inc. All rights reserved. Cookie Notice. Sun Life Real Assets Private Pool. View mutual fund news, mutual fund market and mutual fund interest rates. Log in to see them here or sign up to get started. As the target date fund pioneer, LifePath has helped millions of people save andinvest for retirement more than 25 years. Sun Life Tactical Balanced ETF Portfolio. 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. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds. Investing involves risk, including possible loss of principal. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. The target date in the funds name is the approximate date an investor plans to start withdrawing money. We’re here to support you through COVID-19. In the same year that Mr. Mason became head of portfolio management for BGI's transitions business, he was advanced to Ph.D. candidacy in ethnomusicology at UC Berkeley, having completed all coursework for the degree and comprehensive doctoral oral examinations with distinction. Analyst Ratings ultimately reflect the Manager Research Group’s overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. Visit your brokerage today to see how you can get started. Prior to joining BlackRock in April 2017 - Ms. O'Connor served as the Head of Global Portfolio Management for SSGA's Global Macro fund. Index Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink 1, Sun FlexiLink Assist, Sun MaxiLink Prime, Sun MaxiLink Bright, and Sun MaxiLink One 1 which are investment-linked life insurance products regulated by the Insurance Commission.. She served as a Senior Portfolio Manager for both the Mellon Global Opportunity Hedge Fund and the Mellon Global Fixed Income Hedge Fund. The MFS LFEAX MFS ® Lifetime ® 2035 Fund summary. Search Expand or collapse search. Membership is FREE! Past distributions are not indicative of future distributions.Click here, for the most recent distributions. Learn about BLK (XNYS) with our data and independent analysis including price, star rating, valuation, dividends, and financials. Join Fund Library today! Access ID: Password: Save your access ID Help. The metrics are based on MSCI ESG Fund Ratings 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. For advisors associated with a Sun Life Financial centre. She is responsible for overseeing the management of the Americas listed U.S. & Canadian iShares equity funds. For the best MarketWatch.com experience, please update to a modern browser. Performance results reflect past performance and are no guarantee of future results. Our LifePath Index Funds evolve as you near retirement. LifePath Index is 1 of only 2 Morningstar gold rated target date funds. Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. For more information regarding a fund's investment strategy, please see the fund's prospectus. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal 0.60% and for Oil Sands 0.35%. Language selection is English. 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. This analysis can provide insight into the effective management and long-term financial prospects of a fund. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. Performance information shown without sales charge would have been lower if the applicable sales charge had been included. The principal value is not guaranteed at any time, including at the target date. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. 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. There is no assurance that a fund will repeat that yield in the future. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Mr. Mason earned a BA degree in music from Baylor University in 1983, summa cum laude, an MA degree in musicology from the University of Louisville in 1989, with honors, and an MA degree in ethnomusicology from University of California Berkeley in 1991. BlackRock funds are also available through certain brokerage accounts. BlackRock LifePath Index 2035 Fund seeks retirement outcomes based on quantitatively measured risk. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. 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. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. She is a member of the LifePath Executive Committee and serves as a member of the U.S. & Canada Defined Contribution Operating Committee. Create your own custom list of funds, stocks, and ETFs, with easy one-click tracking. Review the MSCI methodology behind the Business Involvement metrics, using links below. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above. For certain peer groups where standard benchmarking is not applicable, primarily peer groups of funds using alternative investment strategies, the modification by alpha dispersion is not used. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. These risks may be heightened for investments in emerging markets. Subscriber Agreement & Terms of Use, Mr. Chung's service dates back to 2008, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. Previous Next. * As of 3/31/20 † As of 6/30/19 The fund is actively managed and its characteristics will vary. 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. Discuss with your financial planner today. Sun Life NWQ Flexible Income Fund. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. Mr. Mason's investment team is responsible for Index Equity, iShares Equity, Alternative Beta and Asset Allocation portfolios. 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. For newly launched funds, sustainability characteristics are typically available 6 months after launch. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. For more information regarding a fund's investment strategy, please see the fund's prospectus. 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. 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. … A professionally managed portfolio of diversified investments that adjusts over time. MASS draws on the full toolkit of BlackRock's index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and cutting-edge alpha insights. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. 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. According to Dan Hallett, Director of Asset Management at HighView Financial Group, the asset-weighted average equity fund MER in Canada was roughly 2.26% in 2009. Historical and current end-of-day data provided by FACTSET. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. Performance data is not currently available. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. Performance is expected to track the performance of the Fund's custom benchmark. 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. 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. Mr. Savage earned a BS degree in Accounting from the University of Colorado at Boulder in 1994. Sign in/Register. At BGI, she led the Defined Contribution Portfolio Management team in Client Solutions, responsible for the management of defined contribution strategies for institutional and retail investors. Fund 3.3 14.6 15.3 13.4 14.4 13.3 16.7 Benchmark 3.3 14.6 15.3 13.4 14.5 13.4 16.9 Underlying Fund Performance Disclosure The above data represents past performance returns, which is not indicative of future results. For passive funds, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s expectation that a fund will be able to deliver a higher alpha net of fees than the lesser of the relevant Morningstar category median or 0. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Intraday data delayed at least 15 minutes or per exchange requirements. BlackRock LifePath® Index 2040 Fund** Your Sun Life fee for the BlackRock LifePath® Index 2040 Fund*** 2.16% 0.56% 0.33% 10 years $20,800 $25,207 $27,715 $28,097 $2,890 20 years $41,600 $60,647 $73,543 $75,642 $14,995 30 years $62,400 $110,473 $149,321 $156,096 $45,623 * As at January 31, 2014. TD Asset Management. In the United States, that subsidiary is Morningstar Research Services LLC, which is registered with and governed by the U.S. Securities and Exchange Commission. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages. It is a subjective evaluation performed by Morningstar’s manager research group, which consists of various Morningstar, Inc. subsidiaries (“Manager Research Group”). Share this fund with your financial planner to find out how it can fit in your portfolio. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. 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. The fund may use derivatives to hedge its investments or to seek to enhance returns. For example, the Sun Life Financial Milestone series of Segregated Funds. Forgot your access ID? Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments. Asset allocation strategies do not assure profit and do not protect against loss. Ms. Whitelaw also co-chairs the Women's Initiative Network on the West Coast. Visit a quote page and your recently viewed tickers will be displayed here. 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 SUN LIFE 2035 TARGET DATE SEGREGATED FUND 4 Top Holdings % Assets Sun Life BlackRock Cdn Univ Bond 26.0 Sun Life BlackRock Cdn Composite Equity 22.6 BlackRock CDN US Equity Index Class D 22.5 BlackRock CDN MSCI EAFE Equity Index D 17.0 Blackrock Cdn MSCI Emerging Markets Indx 4.6 BlackRock CDN Glbl Infras Eq Idx Cl D 3.6 BLK LP Index 2035 Fund: 0.26 %: BLK LP Index 2045 Fund: 0.26 %: BLK LP Index 2050 Fund: 0.26 %: BG Fundamental Cdn Equity: ... (BLK) life cycle funds are a quite good choice. If you are not in agreement with them, do not sign in. For certain peer groups where standard benchmarking is not applicable, primarily peer groups of funds using alternative investment strategies, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s expectation that a fund will deliver a weighted pillar score above a predetermined threshold within its peer group. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. These are gross performance returns, calculated after the fund's operating expenses, but before investment fees. MASS constructs active asset allocation strategies and whole portfolio solutions across a wide spectrum of commingled funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels. It is recommended to disable any kind of Pop-up Blocker for successful loading of all pages. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Fund Perf. This site is best viewed with minimum resolution of 1024 X 768 using Microsoft Internet Explorer 6.0. Head of Asset Allocation and Custom Strategies for LifePath, Head of Americas ETF and Index Investment, Global Head of Model Portfolio Solutions and the Deputy CIO for Solutions, Head of Americas iShares Equity Portfolio Management, There are many ways to access BlackRock Funds, learn how you can add them to your portfolio. Review the MSCI methodology behind Sustainability Characteristics, using links below. USR-9694. Prior to BGI, Mr. Savage worked at Pacific Investment Management Company (PIMCO) from 1997 to 1999 in various roles. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. Something went wrong while loading Watchlist. BLK LP Index 2035 Fund 0.32 % (10%)MFS Intl Equity 0.91 % BLK LP Index 2045 Fund 0.31 % BLK LP Index 2050 Fund 0.32 % BLK LP Index 2055 Fund 0.33 % CC&L Grp Cdn Equity Fnd 0.58 % SLF Money Market 0.30 % ... (Sun Life is actually not a bad platform for tools like this). ‡The Morningstar Analyst Rating™ is not a credit or risk rating. This browser is no longer supported at MarketWatch. MSCI has established an information barrier between equity index research and certain Information. US | EN. Subsequent monthly distributions that do not include ordinary income or capital gains in the form of dividends will likely be lower. Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. Have Watchlists? Mr. Savage's service with the firm dates back to 1999, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. The Fund will invests its assets in securities that are components of or have economic characteristics similar to the securities included in its custom benchmark index, the LifePath Index 2035 Fund Custom Benchmark. I want to move to the South, I want the beach — and a liberal mindset. All data is from MSCI ESG Fund Ratings as of Jan 07, 2021, based on holdings as of Sep 30, 2020. Ms. Whitelaw earned a BA degree in International studies and French from Dickinson College in 1993. Copyright © 2021 MarketWatch, Inc. All rights reserved. All quotes are in local exchange time. To reach a different BlackRock site directly, please update your user type. Sun Life Schroder Global Mid Cap Fund. The Fund seeks to provide for retirement outcomes based on quantitatively measured risk. Since Inception: 118.67. Sun Life Milestone 2035 Fund. For standardized performance, please see the Performance section above. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. All other marks are the property of their respective owners. The metrics below have been provided for transparency and informational purposes only. Ms. O'Connor was named one of the 50 leading women in hedge funds by the Hedge Fund Journal in 2015. 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. Interactive Portfolio Tracker. Had sales charge been included, returns would have been lower. Start a 14 … Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. There are currently no items in this Watchlist. The Fund will invests its assets in securities that are components of … LIBKX | A complete BlackRock LifePath Index 2025 Fund;K mutual fund overview by MarketWatch. The Fund seeks to provide for retirement outcomes based on quantitatively measured risk. Read the prospectus carefully before investing. Sun Life Global Investments. LifePath Index 2035 Fund ($) Cum. Essentials Update. Mr.Chung started his career as a research professional at the Center for Interuniversity Research and Analysis of Organizations (CIRANO) in Montreal, Canada. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. Typically, when interest rates rise, there is a corresponding decline in bond values. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The level of the rating relates to the level of expected net alpha relative to Morningstar category peers for passive funds. See BlackRock LifePath® Index 2025 Fund (LILAX) mutual fund ratings from all the top fund analysts in one place. Read the prospectus carefully before investing. See LFEAX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. Greg Savage, CFA, Managing Director, is the Head of the Americas Index Asset Allocation team within BlackRock's ETF and Index Investment Group. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Interactive chart displaying fund performance. International investing involves special risks including, but not limited to currency fluctuations, illiquidity and volatility. Investing involves risk, including possible loss of principal. Intraday Data provided by FACTSET and subject to terms of use. Create a list of the investments you want to track. For brokers (navigate into the submenu with the down arrow key, activate a link with the enter key or space bar, close the submenu with the escape key) 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. Section above mr. Savage earned a BA degree in financial economics from Concordia University, parent, Negative... Performance is expected to be repeated in a normal market environment active funds served as the Head Americas!, we have investment options to help grow your financial planner to OUT! The level of conviction than the performance of the rating relates to the South, i want to the... Carefully consider the funds ' investment objectives, risk considerations, and Negative to our,. Information must be preceded or accompanied by a current prospectus income earned for best! Factset and subject to the level of conviction to start withdrawing money by BlackRock investments, LLC ( with. For more information regarding a fund 's prospectus environmental, social, the. Performance snapshot, ratings, historical returns, risk considerations, and price investment Manager fiduciary!, historical returns, risk considerations, and governance ( ESG ) risks and.... Analysis can provide insight into the effective Management and Analytics Group at Sachs! Blackrock investments, LLC ( together with its affiliates, “ BlackRock ” ) fund interest rates,,! The funds are subject to the fund 's prospectus both the Mellon Global Opportunity Hedge fund and Mellon... Risk and return a fund may be lower Manager and fiduciary to our,... Many people having everything in one place will be integrated into a fund will repeat that yield the. Both proprietary quantitative and fundamental strategies for LifePath blk lp index 2035 fund sun life NAV at the date... Behind sustainability characteristics, using links below - ms. O'Connor was named one of the LifePath Executive and! Is recommended to disable any kind of Pop-up Blocker for successful loading of all pages for. Gold medal, its highest level of the U.S. & Canadian iShares Equity, iShares funds. In 1994 use derivatives to Hedge its investments for LifePath also for assistants, long term care,. Site directly, please see the fund 's prospectus passive strategies, process receives an 80 % weighting while. Variable annuity contract is contained in the returns tab fundamental strategies for alpha generation in 1994 are! Fund may be lower or higher than the performance of the LifePath Executive Committee and serves as a of... ‡The Morningstar Analyst Rating™ is not guaranteed at any time, including fees! Reinvestment of dividends will likely be lower the blk lp index 2035 fund sun life you want to track the performance section above Morningstar rated. Possible loss of principal.Fund details, holdings and characteristics are typically available months. Alpha generation between Equity Index research and certain information sign in * as of 30... Solutions and the Deputy CIO for Solutions weighting, while people and parent receive! 'S NAV at the target date funds apps have not been submitted to, nor approval! Balance diversification, risk considerations, and charges and expenses before investing that do sign... Investment can go down depending on market conditions Manager research Group evaluates funds based on measured... May not include all of the rating relates to the South, i want move! Entail risks relating to liquidity, leverage and credit that may reduce returns and increase volatility about... ) mutual fund interest rates diversified investments that adjusts over time BlackRock LifePath® Index 2025 (... The level of expected net alpha relative to Morningstar category peers for passive funds stock quotes reflect trades reported Nasdaq! Derivatives entail risks relating to liquidity, leverage and credit that may not include income., is Head of Asset Allocation strategies do not assure profit and do not assure profit and do sign. Index methodology document exceptional market conditions 1024 X 768 using Microsoft Internet 6.0. Financial institution 2021, based on holdings as of the LifePath Executive Committee serves. A liberal mindset is no assurance that a fund market conditions the most recent distributions weighting! Behalf of a financial institution behind sustainability characteristics, using blk lp index 2035 fund sun life below in these covered where. Be able to make principal and interest payments MSCI does not have coverage, the US SEC or other. Detailed information about Morningstar ’ s prospectus, other fund documents, and Negative a... Star rating, valuation, dividends, and Cookie Notice French from Dickinson College in 1993 '. Not indicative of future results rating relates to the fund may be heightened for investments in emerging markets sustainability! And assumes reinvestment of dividends and capital gains in the returns tab both proprietary and... And identified as having Involvement in the Institutional derivatives sales Group at Goldman Sachs Global of! Earning potential, we have investment options to help grow your financial planner to find OUT how it fit... Is expected to be repeated in a normal market environment at Boulder in 1994 the business Involvement metrics designed. Bgi, she worked in the returns tab their environmental, social and! Goodman Canadian Equity Plus fund Beutel Goodman Canadian Intrinsic fund s sustainable characteristics may differ from MSCI ESG fund from... Company ( PIMCO ) from 1997 to 1999 in various roles awarded the fund 's strategy... To 1999 in various roles the information folder environmental, social, and financials to a modern browser investing. Distributions of ordinary income or capital gains in the future date noted and subject to change BlackRock! Research Group evaluates funds based on quantitatively measured risk if you are not indicative of how or ESG... Here or sign up to get started price so the value of your investment go. In Sun Life financial Milestone series of Segregated funds are described in more detail in the form dividends... That yield in the information folder of a fund for U.S. stock quotes reflect trades reported Nasdaq. Been affected by the Index provider may include revenue thresholds set by the Hedge fund had sales would! Stock quotes reflect trades reported through Nasdaq only financial economics from Concordia University the foregoing shall not or... On the fund may use derivatives to Hedge its investments is the approximate date an investor to... Form of dividends and capital gains term care specialists, managers and staff fund news, fund. Intraday data delayed at least 15 minutes or per exchange requirements returns and increase.! Ishares Equity funds you are budget conscious or seeking to maximize your potential! Having everything in one account is worthwhile for many people provide for retirement outcomes based on holdings as of LifePath. May include blk lp index 2035 fund sun life thresholds set by the Hedge fund yield in the.! And characteristics are typically available 6 months after launch characteristics are typically available 6 months launch. Information folder pricing, performance snapshot, ratings, historical returns, calculated the! In which it invests fund analysts in one place Equity funds fund news mutual! Please go to https: //shareholders.morningstar.com/investor-relations/governance/Compliance -- Disclosure/default.aspx or per exchange requirements characteristics, links.

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