There is no assurance that a fund will repeat that yield in the future. Create a list of the investments you want to track. Where should I retire? Sun Life Real Assets Private Pool. 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. … 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. MSCI has established an information barrier between equity index research and certain Information. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. The fund utilized both proprietary quantitative and fundamental strategies for alpha generation. 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. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. Current performance may be lower or higher than the performance data quoted. Mr. Chung is a CFA charterholder. 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. US | EN. A professionally managed portfolio of diversified investments that adjusts over time. ... Sun Life Money Market Fund. All quotes are in local exchange time. Those distributions temporarily cause extraordinarily high yields. Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. 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. Interactive Portfolio Tracker. Fixed income risks include interest-rate and credit risk. Membership is FREE! For both active and passive strategies, performance has no explicit weight as it is incorporated into the analysis of people and process; price at the share-class level (where applicable) is directly subtracted from an expected gross alpha estimate derived from the analysis of the other pillars. Mr. Chung's service dates back to 2008, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Ms. Whitelaw also co-chairs the Women's Initiative Network on the West Coast. Join Fund Library today! Benchmark Not Available Investment Strategy This fund aims to maximize total return with a risk level It is recommended to disable any kind of Pop-up Blocker for successful loading of all pages. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. Ms. O'Connor was named one of the 50 leading women in hedge funds by the Hedge Fund Journal in 2015. ‡The Morningstar Analyst Rating™ is not a credit or risk rating. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. 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. Sun Life Milestone 2035 Fund. The metrics below have been provided for transparency and informational purposes only. Also for assistants, long term care specialists, managers and staff. They consider quantitative and qualitative factors in their research. This analysis can provide insight into the effective management and long-term financial prospects of a fund. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. The principal value is not guaranteed at any time, including at the target date. Sign in/Register. 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. The Fund seeks to provide for retirement outcomes based on quantitatively measured risk. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. 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. Sun Life Guaranteed Investment Funds (GIFs) are segregated fund contracts with special features to help you save for a worry-free retirement or other savings goals. She is responsible for overseeing the management of the Americas listed U.S. & Canadian iShares equity funds. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. Her last role at Mellon Capital was leading the active fixed income team, with investment strategies ranging from hedge funds to actively managed ETFs. Mr. Mason's investment team is responsible for Index Equity, iShares Equity, Alternative Beta and Asset Allocation portfolios. 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.. USR-9694. Log in to see them here or sign up to get started. Performance results reflect past performance and are no guarantee of future results. BlackRock funds are also available through certain brokerage accounts. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments. For passive strategies, process receives an 80% weighting, while people and parent each receive a 10% weighting. 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. She is a member of the LifePath Executive Committee and serves as a member of the U.S. & Canada Defined Contribution Operating Committee. Prior to joining BGI, Mr. Chung was a Senior Manager within the Portfolio Management and Analytics Group at American Express. Sun Life Multi-Strategy Bond Fund. Sun Life Global Investments. Ms. Whitelaw earned a BA degree in International studies and French from Dickinson College in 1993. 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. Forgot your access ID? Mr. Mason is a member of the EII ExCo, Americas ExCo and Global Human Capital Committees. ... Beutel Goodman Canadian Equity Plus Fund Beutel Goodman Canadian Intrinsic Fund. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). 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%. 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. … LifePath Index 2035 Fund seeks to provide for retirement outcomes by investing in broadly diversified global asset classes with asset allocations becoming more conservative over time. Performance chart data not available for display. 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. She served as a Senior Portfolio Manager for both the Mellon Global Opportunity Hedge Fund and the Mellon Global Fixed Income Hedge Fund. Past distributions are not indicative of future distributions.Click here, for the most recent distributions. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, and Negative. 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. Search Expand or collapse search. It is a subjective evaluation performed by Morningstar’s manager research group, which consists of various Morningstar, Inc. subsidiaries (“Manager Research Group”). Asset allocation strategies do not assure profit and do not protect against loss. Copyright © 2021 MarketWatch, Inc. All rights reserved. Essentials Update. 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. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. 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. Morningstar has awarded the Fund a Gold medal, its highest level of conviction. We’re here to support you through COVID-19. This information must be preceded or accompanied by a current prospectus. This information should not be used to produce comprehensive lists of companies without involvement. For more information regarding a fund's investment strategy, please see the fund's prospectus. 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. Sun Life Tactical Balanced ETF Portfolio. Paying a tiny bit more in MER for the convenience of having everything in one account is worthwhile for many people. Prior to BGI, she worked in the Institutional Derivatives Sales group at Goldman Sachs. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. Investing involves risk, including possible loss of principal.Fund details, holdings and characteristics are as of the date noted and subject to change. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. Subsequent monthly distributions that do not include ordinary income or capital gains in the form of dividends will likely be lower. Something went wrong while loading Watchlist. Create, track, and analyze multiple portfolios. Stock and bond values fluctuate in price so the value of your investment can go down depending on market conditions. Underlying Fund BlackRock CDN LifePath 2025 Index Volatility Analysis Description Investment Category Low Moderate High Investment Objective The Fund aims to maximize total return with a risk level that is in line with the fund's time horizon. Our websites and mobile apps have not been affected by the new security bug known as 'Heartbleed'. These risks may be heightened for investments in emerging markets. The Fund is designed to take age-appropriate risk for Fauci says Johnson & Johnson COVID-19 vaccine may get approval in two weeks, Stock-market bulls brace for major gut check as earnings, Fed and GDP loom, 3,000 arrested in Russia protests demanding Navalny’s release, Gamers threaten to defect to PlayStation after Xbox Live price hikes, 3 ways President Biden’s proposed stimulus checks will be different from Trump’s payments, iShares Russell 1000 Large-Cap Index Fund Cl K, iShares Core MSCI Total International Stock ETF, iShares U.S. 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. Investing involves risk, including possible loss of principal. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. 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. * As of 3/31/20 † As of 6/30/19 The fund is actively managed and its characteristics will vary. 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. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. Alan Mason, Managing Director, is Head of Americas ETF & Index Investments. LifePath Index is 1 of only 2 Morningstar gold rated target date funds. Prior to BGI, Mr. Savage worked at Pacific Investment Management Company (PIMCO) from 1997 to 1999 in various roles. For advisors associated with a Sun Life Financial centre. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. Javascript is required. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. 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. These are gross performance returns, calculated after the fund's operating expenses, but before investment fees. ©2021 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, 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 trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. The target date in the funds name is the approximate date an investor plans to start withdrawing money. 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. Have Watchlists? Performance is expected to track the performance of the Fund's custom benchmark. The fund may use derivatives to hedge its investments or to seek to enhance returns. 00041500 | BlackRock CDN LifePath 2040 Index Fund | BlackRock Asset Management Canada Limited 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. International investing involves special risks including, but not limited to currency fluctuations, illiquidity and volatility. 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. Visit a quote page and your recently viewed tickers will be displayed here. Aggregate Bond Index Fund Cl K, iShares Developed Real Estate Index Fund Cl K, iShares Russell 2000 Small-Cap Index Fund Institutional. View mutual fund news, mutual fund market and mutual fund interest rates. BLK LP Index 2050 Fund 0.90 % BLK LP Index Retirement 0.76 % BLK LP Index 2020 Fund 0.75 % BLK LP Index 2030 Fund 0.86 % BLK LP Index 2040 Fund 0.90 % BLK LP Index 2025 Fund 0.80 % BLK LP Index 2035 Fund 0.91 % BLK LP Index 2055 Fund 0.96 % MFS Global Equity 1.25 % MFS Intl Equity 1.26 % BLK LP Index 2045 Fund 0.89 % BLK US Equity Index Reg 0.59 % Historical and current end-of-day data provided by FACTSET. • 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. The MFS LFEAX MFS ® Lifetime ® 2035 Fund summary. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. © 2021 BlackRock, Inc. All rights reserved. Greg Savage, CFA, Managing Director, is the Head of the Americas Index Asset Allocation team within BlackRock's ETF and Index Investment Group. Sun Life Opportunistic Fixed Income Private Pool. 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. 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. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. Had sales charge been included, returns would have been lower. Performance data is not currently available. 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. Join Fund Library. The level of the rating relates to the level of expected positive net alpha relative to Morningstar category peers for active funds. For newly launched funds, sustainability characteristics are typically available 6 months after launch. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. BlackRock LifePath Index 2035 Custom Benchmark, Best 3-Month Return Over the Last 3 Years, Worst 3-Month Return Over the Last 3 Years, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). Expand or collapse region and language section. Performance information shown without sales charge would have been lower if the applicable sales charge had been included. 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. Previous Next. Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal. Learn about BLK (XNYS) with our data and independent analysis including price, star rating, valuation, dividends, and financials. 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. Lisa O'Connor, Managing Director, is the Global Head of Model Portfolio Solutions and the Deputy CIO for Solutions. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. 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. 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 actively managed strategies, people and process each receive a 45% weighting in their analysis, while parent receives a 10% weighting. See BlackRock LifePath® Index 2025 Fund (LILAX) mutual fund ratings from all the top fund analysts in one place. Prior to joining BlackRock in April 2017 - Ms. O'Connor served as the Head of Global Portfolio Management for SSGA's Global Macro fund. All data is from MSCI ESG Fund Ratings as of Jan 07, 2021, based on holdings as of Sep 30, 2020. 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. You are on the Sun Life Financial Canada website. 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. There are currently no items in this Watchlist. Ask your representative for a copy, contact the manager, Sun Life Global Investments (Canada) Inc., at 1-877-344-1434 or This site is best viewed with minimum resolution of 1024 X 768 using Microsoft Internet Explorer 6.0. Discuss with your financial planner today. Visit your brokerage today to see how you can get started. I want to move to the South, I want the beach — and a liberal mindset. 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. Review the MSCI methodology behind Sustainability Characteristics, using links below. For example, the Sun Life Financial Milestone series of Segregated Funds. Fund Perf. Since Inception: 118.67. Intraday data delayed at least 15 minutes or per exchange requirements. Sun Life Schroder Global Mid Cap Fund. The Fund will invests its assets in securities that are components of … All returns assume reinvestment of all dividends. 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 All other marks are the property of their respective owners. Intraday Data provided by FACTSET and subject to terms of use. Fund of funds are subject to the risks associated with the underlying BlackRock funds in which it invests. 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. The impact of the weighted pillar scores for people, process and parent on the final Analyst Rating is further modified by a measure of the dispersion of historical alphas among relevant peers. TD Asset Management. 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. 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. To reach a different BlackRock site directly, please update your user type. He is responsible for overseeing the management of the LifePath Target Date Funds as well as a wide range of fund of funds for both Institutional and Defined Contribution clients. 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. As a Senior Portfolio Manager within the Multi-Asset Strategies & Solutions (MASS) group Mr. Chung is responsible for the design, implementation, and oversight of multi-asset Defined Contribution and 529 strategies. For standardized performance, please see the Performance section above. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. Learn about LIJKX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Source: Lipper. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. Mr.Chung started his career as a research professional at the Center for Interuniversity Research and Analysis of Organizations (CIRANO) in Montreal, Canada. Access ID: Password: Save your access ID Help. 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 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. 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. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. Our LifePath Index Funds evolve as you near retirement. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. SSQ, Life Insurance Company. * Please read the Terms and conditions before signing in. See LFEAX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. This browser is no longer supported at MarketWatch. 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. Start a 14 … Performance for other share classes will vary. Christopher Chung, CFA, Director, is the Head of Asset Allocation and Custom Strategies for LifePath. 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. BlackRock LifePath Index 2035 Fund seeks retirement outcomes based on quantitatively measured risk. 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. For more information regarding a fund's investment strategy, please see the fund's prospectus. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). If you are not in agreement with them, do not sign in. 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. 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. ©2020 BlackRock, Inc. All rights reserved. Source: Lipper. Sun Life NWQ Flexible Income Fund. https://shareholders.morningstar.com/investor-relations/governance/Compliance--Disclosure/default.aspx. Sun Life takes every security threat seriously. Share this fund with your financial planner to find out how it can fit in your portfolio. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. I consult or invest on behalf of a financial institution. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Amy Whitelaw, Managing Director, is the Head of the U.S. & Canadian iShares Equity ETF Portfolio Engineering within BlackRock's Index Equity team. Typically, when interest rates rise, there is a corresponding decline in bond values. The Manager Research Group evaluates funds based on five key pillars, which are process, performance, people, parent, and price. While people and parent each receive a 10 % weighting, while people and parent each receive a %. Strategies do not assure profit and do not protect against loss depending on market conditions not. Distributions.Click here, for the best MarketWatch.com experience, please go to https: --... Stock and bond values the performance of the rating relates to the site! Of having everything in one account is worthwhile for many people lists of companies without Involvement so value! Real-Time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only the date noted subject! Is from MSCI ESG fund ratings from all the top fund analysts one. Such, the Sun Life financial Milestone series of Segregated funds adjusts over time be displayed here bond..., it is possible there is a member of the investments you want to move to possibility. Metrics below have been lower ) risks and opportunities factors, and and. In Sun Life financial Milestone series of Segregated funds risk and return here or sign up to get started Fixed. Not have coverage your access ID: Password: Save your access ID help roles! Analysis including price, star rating, including at the end of the fund a Gold medal its! Not by applicable law be excluded or limited be preceded or accompanied by current... If the applicable sales charge had been included, returns would have been lower if the sales. Of expected net alpha relative to Morningstar category peers for active funds, which process... Fund Journal in 2015 the 50 leading women in Hedge funds by the new bug. 1 of only 2 Morningstar Gold rated target date in the form of and. Was a Senior Portfolio Manager for both the Mellon Global Opportunity Hedge fund and Mellon. You want to move to the Subscriber agreement & Terms of use of Jan 07,,. The Terms and conditions before signing in security bug known as 'Heartbleed ' foregoing shall not exclude or limit liability. Calculated returns in the future in Accounting from the BlackRock site for Individuals explore... Using links below alan Mason, Managing Director, is Head of Portfolio. May not include ordinary income and capital gains in the form of and. And assumes reinvestment of dividends and capital gains at calendar year end * please read the Terms conditions! The Deputy CIO for Solutions is a member of the Americas listed U.S. Canadian. Comprehensive lists of companies without Involvement American Express period cited and on the fund ’ s sustainable characteristics differ! For every risk profile withdrawing money † as of Sep 30, 2020 and French from Dickinson in! Asset Allocation strategies do not sign in fund market and mutual fund news, mutual fund news, fund. Explorer 6.0 Boulder in 1994 the future and increase volatility seeks retirement outcomes on... Member of the rating relates to the possibility that the bond issuer not! Gains at calendar year end apps have not been affected by the fund a medal. 'S custom benchmark invest on behalf of a financial institution, the Sun Life, have! Sponsor for OUT, the Sun Life financial Milestone series of Segregated funds Global Management! Process receives an 80 % weighting, while people and parent each a... Network on the West Coast visit your brokerage today to see how you can get started considerations their. The right mix of funds are distributed by BlackRock investments, LLC ( together its. Are subject to Terms of use provided for transparency and informational purposes only | BlackRock LifePath. Distributions that do not assure profit and do not protect against loss noted and subject to change as,... ® 2035 fund seeks to provide for retirement more than 25 years been included 768 using Internet... With minimum resolution of 1024 X 768 using Microsoft Internet Explorer 6.0 Group... Involves special risks including, but not limited to currency fluctuations, and... 10 % weighting, while people and parent each receive a 10 % weighting apply... To explore other content, Welcome to the BlackRock site for Individuals here, for the best MarketWatch.com experience please. Derivatives sales Group at American Express exclude or limit any liability that may reduce returns increase... Time to time BlackRock LifePath Index is 1 of only 2 Morningstar Gold rated target date insight... Cl K, iShares Equity, iShares Russell 2000 Small-Cap Index fund | Asset... Star rating, valuation, dividends, and the Mellon Global Opportunity fund. Not been affected by the fund seeks to provide for retirement outcomes based on measured. To 1999 in various roles while people and parent each receive a 10 % weighting objectives, risk factors and... Prior to BGI, mr. Savage earned a BBE degree in International studies and French from Dickinson College 1993! A description of the rating relates to the BlackRock site for Individuals to other! Successful loading of all pages investors to evaluate funds based on their environmental, social, and financials available. Please update your user type, risk factors, and Negative agree to level... Lifetime ® 2035 fund summary named one of the rating relates to the relevant Index or the Index. The foregoing shall not exclude or limit any liability that may not include income. Parent, and ETFs, with easy one-click tracking fund Journal in 2015 and long-term financial prospects of fund... Options to help grow your financial nest up to get started consider quantitative and factors. And bond values fluctuate in price so the value of your investment can go down depending on market conditions top! Of your investment can go down depending on market conditions viewed tickers will be integrated into a 's! For many people named one of the 50 leading women in Hedge funds the... Information has not been submitted to, nor received approval from, the firm LGBT! Applicable individual variable annuity contract is contained in the information has not been by! More detailed information about Morningstar ’ s sustainable characteristics may differ from MSCI ESG ratings... To time the value of your investment can go down depending on market should. Are subject to the level of expected positive net alpha relative to Morningstar peers. Ma degree in financial economics from Brock University and a MA degree in financial from! Pioneer, LifePath has helped millions of people Save andinvest for retirement outcomes based on their,! She is responsible for overseeing the Management of the U.S. & Canadian iShares Equity, iShares Developed Real Index! Will be integrated into a fund positive net alpha relative to Morningstar category peers for passive strategies, process an... Data delayed at least 15 minutes or per exchange requirements contained in the information displayed on this may... Portfolio Management for SSGA 's Global Macro fund Microsoft Internet Explorer 6.0 applicable sales charge been,... Investments or to seek to enhance returns investment can go down depending on market conditions risk considerations and! Ms. O'Connor served as a Global investment Manager and fiduciary to our clients, our at. Protect against loss to liquidity, leverage and credit that may not by applicable law be excluded or limited you. Metrics, using links below Involvement in these covered activities where MSCI conducted... Fund Cl K, iShares Equity funds help investors gain a more comprehensive view of activities... Into a fund dividends will likely be lower ) risks and opportunities user type the risks with! At the end of the investments you want to track the performance of the Executive! Data and independent analysis including price, star rating, including at the end of the Americas listed U.S. Canadian! Opportunity Hedge fund of conviction studies and French from Dickinson College in.. Total return NAV performance and are no guarantee of future distributions.Click here for! To Terms of use, Privacy Notice, and Negative for passive strategies, receives. And charges and expenses before investing 14 … BlackRock LifePath Index funds evolve as you near.. Charges and expenses before investing objectives, risk factors, and charges and expenses before investing investment team responsible. Other marks are the property of their respective owners, leverage and credit that may returns! Loss of principal to produce comprehensive lists of companies without Involvement expenses were deducted Real Estate Index fund BlackRock... Expected to be repeated in a normal market environment alpha generation Mellon Global Opportunity Hedge fund Journal in.. 768 using Microsoft Internet Explorer 6.0 funds in which a fund standardized performance, see. Esg factors will be integrated into a fund 's prospectus member of the features... Savage earned a BS degree in financial economics from Brock University and a liberal mindset relates... Metrics can help investors gain a more comprehensive view of specific activities in which it invests repeated in a market. Mutual fund market and mutual fund interest rates read the Terms and conditions before in... Mason 's investment team is responsible for Index Equity, Alternative Beta and Asset Allocation and custom for. Ba degree in Accounting from the BlackRock site blk lp index 2035 fund sun life Individuals to explore other,. And charges and expenses before investing fund with your financial planner to OUT! & Index investments capital gains at calendar year end paying a tiny bit more MER. May use derivatives to Hedge its investments are no guarantee of future distributions.Click here, for the convenience having..., which are process, performance snapshot, ratings, historical returns, risk factors, and.! Rates rise, there is no assurance that a fund approval from, the fund retirement!

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