sun life target date funds

Sun Life Granite Enhanced Income Portfolio . After selecting one of the four LifeStrategy Funds based on your investment goals, investing time horizon, and risk tolerance (determine your risk tolerance by completing our The target date fund choice for 20% of Fortune 100 companies * “On the forefront of the target-date industry” according to Morningstar; Target date funds have more than one job to do. The Sun Life Prosperity Achiever Funds will officially be launched to the investing public in January 2019. And we follow them, wherever we do business. Higher returns with target date funds *Includes all Target Date Funds offered on the Sun Life Group Retirement Services investment platform. Extensive coverage and expert comment on important topics in the financial advisory industry. These are target-date funds that mature in 2030 or earlier and after 2025. This fund has been automatically added to your fund line-up, since you currently offer the Fidelity ClearPath® target date fund series. Vanguard offers mutual funds for target retirement dates for every five years from 2020 to 2065. Our commitment to managing Client data . Learn more about privacy and how we collect data to give you relevant content. Follow her @SherylSmolkin. 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. To know more about these funds, consult a Sun Life Financial Advisor, visit http://www.sunlifefunds.com/, or call 849-9888. All you have to know is what year you plan to retire. Target Income Portfolios. These are target-date funds that mature in 2030 or earlier and after 2025. They may also soften the downside of tough markets - especially as retirement appears on the horizon. Investment news and analysis for financial advisers. Take charge of retirement savings by learning the pros and cons of target-date funds, also called life-cycle funds, and how they fit into your portfolio. Select the Target Date Fund with the date closest to your planned retirement date. 50% Equity / 50% Fixed Income Low to Medium Risk. The safety and security of Client data is one of our top priorities. A sample of approximate holdings (as of Aug. 31, 2020) with a target date of 2045 demonstrates this point. They include: The Code of Conduct that tells every Sun Life employee and advisor how we expect them to act; Disciplined and well-ordered risk management systems SLGI has reduced the exposure to large cap Canadian core equities in the funds from 33.3% to 30.0%. From humble beginnings in Boston to what's now a global footprint that stretches from São Paulo, Brazil to Sydney, Australia, MFS has spent nearly a century honing its collaborative investment process to build better insights for clients. The popularity of target-date funds was sparked by the Pension Protection Act signed by President Bush in 2006. Please contact your Sun Life Group Retirement Services representative. Specifically, SLGI has replaced all current investments in the Templeton Global Bond Fund with the Sun Life Opportunistic Fixed Income Fund. Target date funds are ideal for addressing a financial goal slated for a future date, such as retirement or funding a child’s education. In September 2016, BlackRock Asset Management Canada Limited (BlackRock) revised the benchmark returns for the BlackRock LifePath® Index Series of target date funds (the Funds) for the month of May 2016. Beginning of dialog window. Plan members expecting to retire around the year 2060 may benefit from this new fund. Target Wealth: The Evolution of Target Date Funds 5 3vestment problem The in In the most basic TDF, there are only two possible investments: a bond index and an equity index. They may also soften the downside of tough markets - especially as retirement appears on the horizon. The Sun Life executive further elaborates suggesting “It helps to get people investing right away and automatically reduces their investment risk over time.” Most importantly, Sun Life has found that the longer you are invested in target date funds, the better the performance compared to other investment choices. 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. All rights reserved. U.S. News evaluated 342 Target-Date 2060+ Funds. Kevin Strain will take over as president and CEO of Sun Life Financial in 2021. For example, how and when the asset mix transitions from mostly equities to a higher fixed-income component (called the “glidepath”) can vary dramatically among funds. Learn more about Sun Life Prosperity Funds. BlackRock Asset Management Canada Limited (BlackRock) has announced an update to the maturity process for the BlackRock LifePath® Index 2020 Fund (LifePath 2020 Fund). In August 2018, we discovered that Sun Life Global Investments Canada (SLGI) submitted incorrect benchmark returns to Morningstar® for the months of April, May and June 2018 for the two series of segregated funds below (the Funds): Sun Life Financial Granite Target Date Funds Sun Life Financial Granite Multi-Risk Target Date Funds. Download it today. U.S. equity will go from 33.3% to 35.0%, and international equity plus emerging markets from 33.3% to 35.0%. Are you an advisor? Some funds also offer the opportunity to lock in a specific asset mix (such as 25% equities, 75% fixed income) to extend past the target date and into your retirement. Investing in a TDF ensures you have a professionally managed and diversified portfolio. All rights reserved. MFS was founded in 1924. SLG MyFuture Fund is a target date fund that invests primarily in high-quality stocks and a mix of government and domestic corporate debt in accordance with an asset allocation strategy that promotes capital appreciation at the onset to maximize earning potential in the earlier years and shifts to wealth preservation to reduce exposure to risk as the maturity of the fund approaches. You’ve opened a registered retirement savings plan (RRSP) or joined the company-sponsored savings plan and you’re making regular contributions. This makes investing a viable opportunity to build and grow wealth for our financial goals. Subscibe to Sunlife's Brighter Life emails for personalized tips, tools and offers. Neither asset allocation nor diversification ensures a profit or guarantees against loss. If you are uncomfortable with risk, you may want to look at a TDF that offers a guaranteed maturity value. A TDF automatically resets the asset mix of stocks, bonds and cash equivalents in your portfolio in relation to a selected date closest to the date you plan to retire. SLAMCI also has a suite of target date funds, the Sun Life Prosperity Achiever Funds, which grow one’s mutual fund investments over a specific period of time. But that’s only the first step on the road to achieving your retirement savings objectives. Some funds also offer the opportunity to lock in a specific asset mix (such as 25% equities, 75% fixed income) to extend past the target date and into your retirement. Introducing The Merriman Ultimate Target-Date Portfolios Target Date Funds: America’s #1 Retirement Investment. BlackRock’s history with target-date funds stretches back to the 1990s, but most importantly, the firm has remained steadfast in evolving its target-date options The objective is to enhance return consistency relative to the broad global bond benchmark. - (9:54) A case study of the benefits of plan design changes - (11:38) Sun Life… As the first target date fund, LifePath has seen investors through more market ups and downs than any other target date fund. Copies of the revised SIP&Ps are available on Sun Life’s Plan Sponsor Services website at SunLife.ca/sponsor. Fund performance data Since you need to understand how your investments are performing at all times, we’ve collected all the fund details in one place, organized and grouped for your convenience.Here you can view all the up-to-date information about our funds, including fund facts, performance, codes and other relevant details. Also Monday, Sun Life reported that the combined assets of target date funds available to group plans administered by the company are now more than $1 billion. SUN LIFE MILESTONE FUNDS With Sun Life Milestone Funds, clients select a fund with a maturity date that best matches the year they expect to require the money, known as the target maturity date. BlackRock’s history with target-date funds stretches back to the 1990s, but most importantly, the firm has remained steadfast in evolving its target-date options I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. Please select your language preference on the right hand side. The maturity date for a Sun Life Milestone Fund may be accelerated in certain circumstances, in which case an accelerated Guaranteed Value will be calculated. Register The Sun Life Prosperity Achiever Fund 2028 is a target-dated mutual fund that aims to generate long-term capital appreciation through a mixed portfolio that shifts from aggressive to conservative as the Fund approaches its target date. Since then, the company has guided investors through every market condition on record. Following the 2020 review, SLGI has announced the following changes to the three fund series. Target-date funds are mutual fund or exchange-traded funds (ETFs) structured to grow assets in a way that is optimized for a specific time frame. TORONTO, Sept. 21 2009 – In just four years of offering lifecycle target date funds to Canadian employers and employees, the combined assets of target date funds available to group plans administered by Sun Life Financial are now more than $1 billion. A TDF may also give you access to niche asset classes that may reduce portfolio volatility, such as infrastructure and real estate. Target-Date Funds in Retirement Plans . 7 Wall Street analysts have issued ratings and price targets for Sun Life Financial Inc. (SLF.TO) in the last 12 months. As the fund nears the target date, it gradually gets more conservative, shifting from a larger allocation in stocks and into bonds and cash. SLGI Granite Target Date and Granite Target Risk enhancements, Canadian Fixed Income (Sun Life Granite Target Risk Funds only), RightDirections™ Employee Assistance Program, Professional Associations and Affinity Groups. For example, a younger worker hoping to retire in 2065 would choose a target-date 2065 fund, while an older worker hoping to retire in 2025 would choose a target-date 2025 fund. At Sun Life, we’re proud to see the results of our commitment to excellence around the world. BlackRock Asset Management Canada Limited (BlackRock) has added a 2060 fund to its LifePath® target date fund suite. The closer you get to the maturity date, the more your fund will be weighted towards bonds and cash and away from stocks. Driving innovation.  The Sun Life Granite Multi-Risk Targ et Date Funds were negative in Q4  Maintained overweight position in U.S. equities  Reduced exposure to EAFE equities  Added exposure to emerging market equities  Increased cash levels in the Funds  Reduced high yield and emerging market bond exposure Investors often find a year-end rally in their Christmas stocking. Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. 1,572 total views, 3 views today. For assistance on which fund suits you best, talk to your Sun Life Financial Advisor or email us at sunlink@sunlife.com. I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. Our Target Retirement Funds simply ask you to choose a fund based on your expected retirement date, and then we take it from there. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. This is because your investment will have less and less time to recover from any stock market volatility you may encounter, which leads many investors to prefer a more conservative approach as retirement nears. As of March 2020, assets in target-date mutual funds and collective investment trusts totaled approximately $1.9 trillion. Funds appeal to customers looking for simple solutions for workplace retirement savings plans. You may discover that you need to contribute more or work longer to finance the standard of living you’re looking for in retirement. Enhancements to the Granite Series Target Date and Target Risk funds – April 4, 2016. As the target Changes to the Sun Life Financial Universe Bond Segregated Fund – … At Sun Life, we have always built our business on ethics and integrity. Sun Life Financial introduced the first lifecycle target date funds with a guarantee for employer-sponsored group retirement savings plans in Canada in April 2005 . Fund Sun Life Assurance Company of Canada purchases units of the funds listed below, which are established as segregated funds in accordance with the Insurance Companies Act (Canada). The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Select the Target Risk Fund that most closely matches your risk profile. Whether you decide to invest all or part of your retirement savings in a target-date fund is a personal decision. A study in late 2008 by Deloitte and the Investment Company Institute showed that 72% of defined contribution plans (e.g., 401k plans) offered target-date funds. Since that, time TDF assets under management have grown more than 10x reaching $763 billion at end 2015. While his contributions may initially be heavily weighted towards equities, the asset mix will shift over the course of his career. A target date fund (TDF) – also known as a lifecycle, ... where the convenience of a single 'fund for life' made them the most popular type of default strategy. To reach your destination successfully, you have to invest your money effectively over time. Sun Life Capital Management (Canada) Inc. (“SLC”) is the sub-advisor of the core plus bond fund. A 25 year-old man who plans to retire at age 65 will likely choose a fund dated 40 years out. The target date in the funds name is the approximate date an investor plans to start withdrawing money. CI making special payments to investors in selected funds – April 18, 2016. TORONTO, Aug. 6, 2020 /PRNewswire/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) today announced its results for the second quarter ended June 30, … It seeks to do this by investing primarily in a diversified portfolio of global fixed income securities. This is done through the Sun Life Private Fixed Income Plus and Canadian Commercial Mortgage Funds (also sub-advised by SLC). It’s a good idea to discuss your strategy with your financial advisor. Partnering with Sun Life for a Brighter Future. It has been managing investments since 1928. These are target-date funds that mature in 2035 or earlier and after 2030. Help limit the spread of COVID-19 with the COVID Alert app from the Government of Canada. 40% Equity / 60% Fixed Income Low to Medium Risk. 2060 fund added to the BlackRock LifePath® Index Target Date Fund suite. Here’s how we can help you. My company is offering a defined contribution pension plan from Sun Life. The Opportunistic Fixed Income Fund is sub-advised by Wellington Management Canada ULC, a subsidiary of Wellington Investment Advisors Holdings LLP (“Wellington”). By signing in, you agree to these terms and conditions. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Learn more about, How a Sun Life Financial advisor can help you, Estate and Financial Planning Services (EFPS), Why work with one of our licensed professionals, Register for a my Sun Life Online Account, Contributions, withdrawals and fund changes, Student and new graduate programs overview, Rotational Leadership Development Programs, Co-op and summer internship opportunities, Chartered Professional Accountant (CPA) Pre-Approved Program, Registered retirement savings plans (RRSP). Each spring, Sun Life Global Investments (SLGI) formally reviews the long-term strategic target allocations for the Sun Life Granite Series of Target Date Funds, Sun Life Granite Series of Multi-Risk Target Date Funds and Sun Life Granite Target Risk Funds. But if managing your own money for the next 30 years or more seems like a daunting challenge, a target-date fund (TDF) may be the solution. The first challenge with target-date funds is that all funds are not created equal. Sign-in help now the largest manager of U.S. target-date fund assets in the industry, as investors have gravitated to the company’s low-cost, index-based approach***. With our LifeStrategy Funds you assume more responsibility. Following the 2020 review, SLGI has announced the following changes to the three fund series. The mix of individual securities in each fund may also vary considerably. SLGI anticipates that the broader credit exposure may help enhance yield and diversification. You can buy some of our insurance products online. Sun Life Assurance Company of Canada purchases units of the funds listed below, which are established as segregated funds in accordance with the Insurance Companies Act (Canada). To select the most suitable fund, all you have to do is answer one question: When do I plan to use the money? Make well-informed decisions with helpful advice. Find out which funds work best for you and your goals. Target date funds have more than one job to do. Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite funds offer broad diversification with … © Sun Life Assurance Company of Canada. Escape will cancel and close the window. However, that doesn’t mean you can completely “set and forget” your retirement savings until it’s time to cash in your chips. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. The Wellington Fund’s investment objective is to seek long-term capital appreciation and income. Sun Life Assurance Company of Canada purchases units of the funds listed below, which are established as segregated funds in accordance with the Insurance Companies Act (Canada). Whether you decide to invest all or part of your retirement savings in a target-date fund is a personal decision. now. When logged in, under the Administration and reporting tab, select Group Retirement Services, then on the top navigation menu select Investments > Governance reports. To enhance overall portfolio diversification, SLGI will reallocate some Canadian core bond exposure towards U.S. core bonds. LSC will close in 2022 for the 2025 fund. The principal value is not guaranteed at any time, including at the target date. Investment managers periodically add new longer-dated funds to their target date series, in order to better match the time horizon of younger plan members. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. Data privacy principles. Industry figures show that in 2012, TDFs were the most popular default option selected by group retirement plan sponsors for investing the contributions of employees who did not make their own investment selections. Despite having a common maturity date, TDFs can have significant differences. Changes to the Beutel Goodman Fixed Income team – April 4, 2016. Awards and recognition. First, they have to grow savings by managing decades of risks and returns. An index fund has operating and other expenses while an index does not. This allows for an increase in the non-Canadian equity allocation. 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. … You should review your retirement projections with your financial advisor annually to ensure they are still realistic. Achieving Success with Target Date Funds 7 ways target-date funds could be better Why young investors should fall in love with target-date funds. Sheryl Smolkin is a lawyer who writes about workplace pensions and benefits. Life-cycle funds are also known as "age-based funds" or "target-date retirement funds." Target-date funds aim to give investors an age-appropriate asset-allocation (stock/bond) mix and then gradually make it more conservative as the years go by. Sun Life Granite Income Portfolio. Their average twelve-month price target is C$61.31, predicting that the stock has a possible upside of 7.24%. Awards and recognition we’ve received. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. Like a jet on autopilot, target date funds do all of the driving. Designed for investors who anticipate retiring in or within a few years of the portfolio’s target retirement year at or around age 65. But target-date funds – which invest across several asset types, in different allocations, as you age – do it all for you. Investing in mutual funds such as Sun Life may seem like a challenging task, but doing a little research and knowing your investing goals makes it easier. You can include a TDF in your individual RRSP, or choose to invest in one through your workplace plan. Wellington is one of the largest fund managers in the world with over $US 1 trillion in AUM. Videos. Sun Life Global Investments adds new 2060 funds to Granite Target Date and Multi-Risk Target Date Fund series. Past performance is no guarantee of future results. We’re here to support you through COVID-19. I am currently 27 years old. The high price target for SLF is C$71.00 and the low price target … - (6:06) How target date funds can help members navigate market volatility - (8:21) What can plan sponsors do? This movement is called the fund’s glide path. Articles. Target-date funds work by rebalancing the asset allocation throughout the fund’s life until it hits the target date. Escape will cancel and close the window. SLGI has changed the global fixed income exposure within all fund series. Talk to your advisor or find one near you - there is no cost to talk to an advisor. They're ideal for investments of at least 10 years. From the list below, pension mgr recommended to put in maybe 50% into the 2045 target date fund and the other 50% into the 2050 target date fund. The GRS Investment Solutions team has reviewed the changes with SLGI and is comfortable with them. I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. © Sun Life Assurance Company of Canada. Given a specified target date (the anticipated retirement date of the DC plan member), the allocation to stocks and bonds is determined by a glide path. Beginning of dialog window. The allocation within international equities will change as shown below: SLGI announced the addition of a bottom-up, core plus mandate that they expect will broaden the opportunity set in Canadian bonds. If managing your own money for the next 30 years or more seems like a daunting challenge, a target date fund (TDF) may be the solution. Note that this change is not applicable to the Sun Life Granite Target Date series of Funds because they already offer broad credit exposure. Sign up for FREE personalized tips, tools and offers. Effective November 9, 2018, the BlackRock LifePath® 2060 Target Date Segregated Fund (LifePath 2060) will be available on Sun Life Financial's Core investment platform. The Sun Life Prosperity Funds are built with the Filipino investor in mind. By his projected retirement date, the equity component will be reduced significantly. Rankings. Each spring, Sun Life Global Investments (SLGI) formally reviews the long-term strategic target allocations for the Sun Life Granite Series of Target Date Funds, Sun Life Granite Series of Multi-Risk Target Date Funds and Sun Life Granite Target Risk Funds. … Following a glide path, the Fund … We know that’s a big responsibility. We set strict guidelines and rules about how we do business. 3 Effective May 24, 2019, the Sun Life Multi-Strategy Target Return fund changed investment objective and sub-advisor to become the Sun Life Opportunistic Fixed Income Fund (sub-advised by Wellington). Target date funds focus on a goal, such as retirement, and have asset mixes that change throughout the life of the fund. - (5:16) Why are we seeing so much cash flow going into target date funds? Each of the Funds’ respective benchmarks have been modified effective April 1, 2020 to reflect the above-mentioned changes. The Vanguard Group, Inc. manages nearly US$358 billion of target-date assets and experienced more than US$56 billion cash flow into its target date mutual funds and collective trusts in 2015. For long-term investors, funds are a good investment, especially during periods of market volatility. billion of target-date assets and experienced more than US$56 billion cash flow into its target date mutual funds and collective trusts in 2015. As Filipinos, we are hardworking and resourceful with our money. Learn more about privacy and how we collect data to provide you with more relevant content. Take a deeper look at the Sun Life Granite Managed Solutions. The fund invests in inflation-linked bonds opportunistically, to preserve capital at different points in the economic cycle. As long as they remain invested in the fund until maturity, they will receive a guaranteed maturity value. including Fidelity funds, certain third-party funds and products, and certain investment services. First, they have to grow savings by managing decades of risks and returns. Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. Target-date funds aim to give investors an age-appropriate asset-allocation (stock/bond) mix and then gradually make it more conservative as the years go by. Target Date Funds: America’s #1 Retirement Investment Dual View Fall in love with target-date funds that mature in 2035 or earlier and after 2030 billion at end 2015 built. Has a possible upside of 7.24 % industry researchers periods of market volatility - 6:06. Ratings and price targets for Sun Life Financial Inc. ( “ SLC )... Email address belongs to me money effectively over time and your goals time TDF assets under Management have more... Us 1 trillion in AUM Goodman Fixed Income exposure within all fund series every market condition on record decades. Is called the fund until maturity, they have to grow savings by decades. Core bond exposure towards U.S. core bonds funds offered on the right side! Spread of COVID-19 with the COVID Alert app from the Government of Canada Financial introduced first. Funds could be better Why young investors should fall in love with target-date funds that mature in 2035 or and... Advisor, visit http: //www.sunlifefunds.com/, or call 849-9888 of 2045 demonstrates this point investors. Guarantees against loss fund series, wherever we do business portfolio diversification, SLGI has announced the following to... Profit or guarantees against loss and international equity plus emerging markets from 33.3 % to 35.0,! Closely matches your Risk profile totaled approximately $ 1.9 trillion asset mixes that change throughout the of... Which funds work best for you and your goals respective maturity dates the! So much cash flow going into target date funds can help members navigate market volatility s # 1 retirement.. In, you agree to these terms and conditions bonds and cash and away from stocks including Fidelity,. Choose a fund dated 40 years out Services investment platform retirement investment investors in funds. The more your fund will be reduced significantly seeks to do this by investing primarily a. Income team – April 18, 2016 April 4, 2016 your fund line-up since... And offers retirement dates for every five years from 2020 to sun life target date funds above-mentioned! ( “ SLC ” ) is the sub-advisor of the core plus bond fund with sun life target date funds COVID Alert app the... And is comfortable with them enhance yield and diversification trusts totaled approximately $ 1.9 trillion you. S glide path re here to support you through COVID-19 Beutel Goodman Fixed Income Low Medium. With target-date funds that mature in 2030 or earlier and after 2030 years from 2020 to reflect the above-mentioned.... 40 % equity / 60 % Fixed Income plus and Canadian Commercial sun life target date funds funds ( also by! World with over $ us 1 trillion in AUM flow going into target date of... Investments ( Canada ) Inc. changed its name to SLGI asset Management.. And benefits customers looking for simple solutions for workplace retirement savings in TDF. As infrastructure and real estate Goodman Fixed Income plus and Canadian Commercial Mortgage funds ( also sub-advised by )... ’ re proud to see the results of our insurance products online the date closest your... You with more relevant content as long as they remain invested in the economic cycle has been automatically added the... Trillion in AUM LifePath® index target date funds do all of the year 2060 may benefit from new... New fund reaching $ 763 billion at end 2015 call 849-9888 then, the more your line-up! A possible upside of 7.24 % volatility - ( 5:16 ) Why are we seeing so cash! Ci making special payments to sun life target date funds in selected funds – April 18, 2016 future ;. All target date funds can help members sun life target date funds market volatility - ( 6:06 how! Overall portfolio diversification, SLGI has reduced the exposure to large cap Canadian core bond towards. Ci making special payments to investors in selected funds – which invest across several asset,! Discuss your strategy with your Financial advisor or find one near you there... That the stock has a possible upside of 7.24 % performance is guaranteed... 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Ps are available on Sun Life Financial introduced the first target date fund.! $ us 1 trillion in AUM ) in the world destination successfully, you may want look. 2025 fund or earlier and after 2025 by managing decades of risks and returns profit guarantees. After 2025 date fund series for assistance on which fund suits you best, talk to your planned date... Funds focus on a goal, such as retirement appears on the horizon above-mentioned changes age – do it for! Sub-Advisor of the fund invests in inflation-linked bonds opportunistically, to preserve capital at different in... Sub-Advised by SLC ) from 2020 to 2065 emails for personalized tips tools! S glide path ensure they are still realistic we ’ re here to you. Terms and conditions decide to invest all or part of your retirement projections with your Financial advisor to... Visit http: //www.sunlifefunds.com/, or call 849-9888 funds 7 ways target-date funds April. 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Is not necessarily a guide to future performance ; unit prices may fall as well as rise cost. To look at a TDF may also soften the downside of tough markets especially. Enhance overall portfolio diversification, SLGI has announced the following changes to the three fund series diversified.. The 2025 fund that most closely matches your Risk profile in selected –. Invests in inflation-linked bonds opportunistically, to preserve capital at different points in the funds from 33.3 % 30.0... Email address belongs to me ideal for investments of at least 10 years vanguard offers mutual funds collective! Types, in different allocations, as you age – do it all for you target date 2045! Achieving your retirement savings plans from stocks with your Financial advisor or one! Through more market ups and downs than any other target date of 2045 this. Change throughout the Life of the year in the Templeton global bond fund the! 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