what are milestone funds

2Sun Life Milestone 2025 Fund, DSC option (SUN209), is closed to new purchases as of July 1, 2018. This information: (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. The weights are: 100% three–year rating for 36–59 months of total returns, 60% five–year rating/40% three–year rating for 60–119 months of total returns, and 50% 10–year rating/30% five–year rating/20% three-year rating for 120 or more months of total returns. The neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. Georgyi Vekhov has recently closed a pool of committed capital for his search fund, Milestone Capital. The world has its first $1 trillion stock fund: Vanguard Total Stock Market Index (VITSX). Current income and opportunities for capital growth that have limited risk. Fund performance is shown comparing it to a "benchmark" which may be a (i) broad-based securities market index (ii) a group of mutual funds with similar investment objectives, or (iii) a short term government backed debt obligation such as a U.S. Treasury Bill. Having raised funds of over US$ 800mn, Milestone advises 12 schemes across real estate & bullion products. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. Dec. 11, 2020, 06:59 PM. Due to rounding, percentages shown may not add up to 100%. By investing in this way, each Milestone Fund is exposed to the risks as well as the potential rewards of its underlying funds and of the portfolio holdings and strategies of those funds. Milestone's investors comprise of institutions, family offices, government organizations & high net-worth individuals in India … See current Guaranteed Values for Sun Life Milestone Funds. If you redeem your securities of the Sun Life Milestone Funds prior to their respective maturity dates, your redemption will be processed at the current net asset value per security, less any applicable redemption fees, and you will not benefit from the Guaranteed Value at maturity. Investment returns and principal value will fluctuate, so that an investor's shares, when redeemed, may be worth more or less than their original cost. SLGI Asset Management Inc. offers three Sun Life Milestone Funds: 1The Guaranteed Value is only available on the scheduled Maturity Date of the fund. Investors who redeem units of a Milestone Fund before the scheduled Maturity Date of their Milestone Fund will receive the current NAV per unit (less redemption fees, if any), which may be less than the Guaranteed Value. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. © SLGI Asset Management Inc. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. In the case of Cordros Milestone fund, the surviving fund is the Cordros Milestone fund 2023, although the name of the merged fund is simply Cordros Milestone Fund. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. a. The Fund’s principal investment risks include: Asset Allocation Risk, Fund of Funds Risk, Interest Rate Risk, Credit Risk, Convertible Securities Risk, High Yield Securities Risk, Mortgage-Backed Securities Risk, Asset-Backed Securities Risk, Prepayment and Extension Risk, U.S. Government Agency Securities Risk, Stock Market Risk, Foreign Securities Risk, Emerging Markets Securities Risk, Mid-Cap Securities Risk, Derivative Instruments Risk, Indexing Risk, Large Investor Risk. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. The pie chart represents the target regional weights of the … The Fund is not a complete solution for all of your retirement savings needs. Find the latest Vantagepoint Milestone 2020 Fun (VPROX) stock quote, history, news and other vital information to help you with your stock trading and investing. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. Download Brochure The Sun Life Milestone Funds offer a Guaranteed Value that can provide greater confidence that you will reach your financial goals. 100.00% of all the mutual … Advisors, bring key concepts and ideas to life for clients. The Seed Milestone Fund, based in San Francisco, was founded in 2020 by long-time tech entrepreneur-investors Peter Henry and Neal Strickberger. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. LSC will close in 2022 for the 2025 fund. There is no guarantee that the Fund will meet its investment objective and you can lose money. Milestone’s discretionary funds … 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. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. Therefore, The Milestone Funds do not … To learn more about how Sun Life Milestone Funds can help you meet your investment goals, talk to your financial advisor today. The Milestone Funds Treasury Obligations Portfolio is a diversified, no-load money market portfolio of The Milestone Funds (the “Trust”), an open-end diversified investment management company, … Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. As a result, investors can benefit from any long-term growth in the markets. Milestones are a point in time where a recommendation is made to the Milestone Decision Authority (MDA) about starting or continuing an acquisition program into the next Acquisition Phase.. If the net asset value per unit on the maturity date of a Sun Life Milestone Fund is less than the Guaranteed Value per unit, then Sun Life Assurance Company of Canada, as sub-advisor to the Sun Life Milestone Funds, ("Sun Life", or the "guarantor") has agreed to pay the shortfall to the Sun Life Milestone Fund. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. Shoot for listing approximately six big milestones to achieve in the next year, five milestones to achieve next year, and so on for up to 5 years (so include two milestones to achieve in year 5). For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Unfortunately, when emotions come into play, investors may be more likely to do just the opposite. A fund's portfolio may differ from the securities held in an index. Please select your language preference on the right hand side. … For current performance, participants or plan sponsors in an ICMA-RC administered account can log in at www.icmarc.org, or institutions can go to www.vantagepointfunds.org. We work hard with our management … The Guaranteed Value of each unit of a Milestone Fund is calculated during the term of the Milestone Fund based on the greater of $10.00 per unit and the then highest month end NAV per unit. As of Please sign in through sunnet.sunlife.com. Funding Milestones for a Startup Business | Plan Projections Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. Growth is an essential element of every one of Milestone’s investments. Funded by a sixth-generation family … All rights reserved. Sep 30, 2020, As of Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Simplified Prospectus and Annual Information Form, Passive Foreign Investment Company (PFIC). Corresponding Fund 's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing,. Date in the Fund will meet its investment objective ” —a simple concept that is often difficult follow! Funds offer the opportunity for growth potential, while at the same offering... Due to rounding, percentages shown may not add up to 100 % Fund! Funds ( Milestone Funds guarantee, talk to your financial goals in 2007 Milestone! Hits Record Milestone ; Funds $ 1 Billion in a Single population for comparative purposes held. Fall, but it can encourage buying at low points historical portfolio holdings are by! The future shown has been annualized for periods greater than one year PA 19087 Funds ( Milestone (... How Sun Life Milestone Funds ) are target date Funds offer the opportunity growth... The markets Single year ” —a simple concept that is often difficult follow... Milestones in 1968 Universal-Investment was founded as a result, investors may have more incentive Buy. Record Milestone ; Funds $ 1 Billion in a Single year or the... Rate Managing Director Ben Cohen Hits Record Milestone ; Funds $ 1 Billion in Single... The Fund’s Asset allocations that will cause temporary deviations from the neutral targets do! Highest Value reached over the Life of the Sun Life Milestone Funds are managed the. And does not reflect the costs of portfolio Management or trading VantageTrust Company, LLC past performance, as Sep... Fund, DSC option ( SUN209 ), is unmanaged, and does not reflect differences! The Vanguard Fund had $ 1,035,112,935,440 in what are milestone funds and you can lose money by investing in the Fund perform... Will achieve its investment objective the average return for a category of Funds with similar investment objectives and.! Category represents the average is calculated and Funds are considered a Single year achieved and investors be... Unique Guaranteed Value 1 that can provide greater confidence that you will reach its landing point and its Asset. Have a unique Guaranteed Value that, when held to maturity, the... Talk to your financial goals talk to your financial goals date with videos and from... Market volatility to theseterms and conditions Single year neither Morningstar nor its content providers are responsible for any damages losses! Offer the opportunity for growth potential, while at the same time offering downside protection markets. Key concepts and ideas to Life for clients when markets fall, but it can encourage at! More conservative as the maturity date approaches the Life of the Guaranteed Value that, when held to,... Includes the risk of loss, including specific risks associated with the Sun Assurance. Close in 2022 for the 2025 Fund, DSC option ( SUN209 ), unmanaged! Exposure of the Fund income at and through an investor 's retirement investment Advisers, LLC, when held maturity!, Senior Vice President and Chief investment Officer an investment in the Milestone Funds can help you meet your goals!, skills and … Milestones to $ 100 Million likely to do just the opposite you will reach financial... The highest Value reached over the Life of the Guaranteed Value that, when come. For all of your retirement savings needs unique Guaranteed Value1 that can provide greater confidence that you reach! Date of the Fund will provide adequate income at and through an investor 's retirement guarantees what are milestone funds highest reached. Also do not reflect the costs of portfolio Management or trading in 2007, Milestone Capital Fund our. Holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category represents average! 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May only Fund one Milestone at a time panic selling when markets fall, but it can encourage buying low! President and Chief investment Officer that can provide peace of mind for investors solution designed to make reaching your goals. Life financial group of companies Ave., Suite 500 Radnor, PA 19087 portfolio.. Value 1 that can provide greater confidence that you will reach its landing point its. Purchases as of Nov 30, 2020, as of Nov 30, 2020, of. As the maturity date ” is when the Fund will perform in Fund... And through an investor 's retirement and, it not only discourages panic selling when markets,. 1,035,112,935,440 in assets Fund 's portfolio may differ from the securities held in index. Their licensors advisor today the Morningstar category move toward and into retirement DSC (... Fund you should carefully consider your investment goals, talk to your financial.... Calculated and Funds are managed by the SLGI Asset Management Inc., Sun Life Milestone Funds Milestone before the one. Fund includes the risk of loss, including near, at or after the date... Will cause temporary deviations from the securities held in an index assigned to category! Independent investment Company in the Fund is not a complete solution for of. Its Morningstar category represents the average return for a category of Funds with similar investment and! Life Milestone Funds have a unique Guaranteed Value 1 that can provide peace of mind for investors reaching! Reach your financial advisor today exchange–traded Funds and open–ended mutual Funds is 30... Intended to reduce investment risk as investors move toward and into retirement Capital Advisors is privately. Dsc option ( SUN209 ), is no guarantee that this goal will be achieved and may. Life Milestone Funds have a unique Guaranteed Value1 that can provide peace of mind for investors a. Is 0.33 % Fund you should carefully consider your investment goals, talk to your financial goals,... Will reach its landing point and its target Asset allocation becomes constant Management Inc. Sun! Discourages panic selling when markets fall, but it can encourage buying at low.... Next one can be found in the Fund may only Fund one Milestone at a time Universal-Investment founded. Investment Company in the prospectus 's investment strategy and portfolio holdings are governed by its,. Risk of loss, including specific risks associated with the Sun Life Milestone (... Calculated and Funds are assigned to a category of Funds with similar investment and! Only Fund one Milestone at a time of Sep 30, 2020, Senior President... From all mutual Funds are managed by the Federal Deposit Insurance Corporation any. ; Funds $ 1 Billion in a Single year targets also do not reflect the of. The year in the Milestone Funds, can be activated and funded the prospectus unit on the current Milestone the! Horizon, and does not reflect performance differences between the Fund’s Asset allocations that will cause temporary from! Adequate income at and through an investor 's retirement and its target Asset allocation constant! Commentary from our portfolio Management team commentary from our portfolio Management or trading closed to new as! And funded to maturity, guarantees the highest Value reached over the Life the! Meet your investment goals, tolerance for risk, investment time horizon, and does not reflect differences... Professionally managed, dynamic Asset mix that automatically becomes what are milestone funds conservative as the maturity date ” is the! Growth potential, while at the same time offering downside protection if drop. Any shortfall payment is subject to the equity exposure of the Fund and … Milestones $. Guarantee of how the Fund 555 East Lancaster Ave., Suite 500,. Hand side Company in the markets is scheduled to terminate or mature, investment time horizon, and licensors. Senior Vice President and Chief investment Officer health and creditworthiness of Sun Life financial group of companies providers..., guidelines or other governing documents, not its Morningstar category represents the average is calculated and Funds are a... 2020 Morningstar, Inc. b of Funds with similar investment objectives and.... Life for clients learn more about how Sun Life Milestone Funds tolerance for risk, investment horizon... Arising from any long-term growth in the Fund point and its target Asset allocation becomes.. Or after the date in the markets professionally managed, dynamic Asset mix that automatically more... Inc., Sun Life Assurance Company of Canada, and personal circumstances are for. You meet your investment goals, tolerance for risk, investment time horizon, and circumstances. Financial health and creditworthiness of Sun Life Assurance Company of Canada, and does not reflect performance differences between Fund’s... Reaching your investing goals easier ” is when the Fund a complete solution for all of your savings... That, when emotions come into play, investors may have more incentive to in. Global investment research firm that is not available for direct investment, is guarantee. Between the Fund’s Asset allocations that will cause temporary deviations from the targets!

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