The neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. We serve fund managers, specialist investment managers such as OCIO’s, retirement savings providers and administrators of … The neutral targets also do not reflect performance differences between the Fund's asset class allocations that will cause temporary deviations from the neutral targets. This is intended to reduce investment risk as investors move toward and into retirement. Overview: Founded in 1990, Milestone Growth Fund began with a modest $1.3 million to invest in small businesses owned by entrepreneurs of color. The NAV per unit on the Maturity Date of the Fund. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. Exposure reflects equity securities only and will sum to the equity exposure of the fund. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. When the fund reaches maturity (June 30 of the maturity year), funds will be transferred into the Sun Life Money Market Fund. There is no guarantee that the Fund will achieve its investment objective. The Milestone Funds have a unique Guaranteed Value1 that can provide peace of mind for investors. Advisors, bring key concepts and ideas to life for clients. 100.00% of all the mutual … Therefore, The Milestone Funds do not … PRESS RELEASE PR Newswire . Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. Drawing on our process, skills and … Current income and opportunities for capital growth that have limited risk. When held to maturity, Sun Life Milestone Funds will pay the highest of the following three Values: Essentially, every time the NAV reaches a new high at month end, the investor locks in a new guaranteed NAV—as long as they hold the fund to maturity. Now, over 20 years later, Milestone continues to be Minnesota’s only community-based investment fund that is focused on providing long-term financing to diverse businesses. Due to rounding, percentages shown may not add up to 100%. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. We collaborate with management to chart the path. It is expected that when a Milestone Fund reaches its landing point it will merge with the Milestone Retirement Income Fund.The asset allocation changes that occur over time as depicted in the accompanying Glide Path are referred to as neutral targets because they do not reflect decisions that may be made by VIA to overweight or underweight a particular asset class based on market or operational factors. When funds merge, one of them survives while the other is swallowed up by the surviving fund. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. We build our … These asset allocations are referred to as "neutral targets" because they do not reflect decisions that may be made by Vantagepoint Investment Advisers, LLC (VIA), the investment adviser to the Fund, to overweight or underweight a particular asset class based on market or operational factors. Milestone’s discretionary funds … "Buy low, sell high”—a simple concept that is often difficult to follow, especially in turbulent markets. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. The Fund is not a mutual 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. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Download Brochure The Fund is a security that has not been registered under the Securities Act of 1933 and is exempt from investment company registration under the Investment Company Act of 1940. However, you can release a partial milestone payment and any remaining funds can be used to fund the next milestone… Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. VantageTrust provides for the commingling of assets of certain trusts and plans as described in its Declaration of Trust, and is only available for investment by such eligible trusts and plans. By signing in, you agree to theseterms and conditions. The average expense ratio from all mutual funds is 0.33%. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Bregal Milestone is backed by Bregal Investments, a global private equity investment firm that has invested more than €12 billion since inception in 2002. The Milestone Funds do not share information with other companies for purposes of marketing solicitations for products other than the Milestone Funds. The milestones and Milestone Requirements are established by DoD Instruction 5000.02 “Operation of the Defense Acquisition System”.The milestones … CHICAGO, Dec. 11, 2020 /PRNewswire/ -- Guaranteed Rate, one of the largest retail mortgage lenders in the country, is proud to announce that Managing Director/SVP of Mortgage … 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 actual asset class allocation of the Fund may vary by as much as +/- 10 percentage points as a result of VIA's allocation decisions, performance differences between asset classes of the Fund, or some combination thereof. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Georgyi Vekhov has recently closed a pool of committed capital for his search fund, Milestone Capital. Investment Adviser: Vantagepoint Investment Advisers. A simple solution designed to make reaching your investing goals easier. Read More about . Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. Please see the Disclosure Memorandum for additional information about the Fund’s risks. The “Maturity Date” is when the Fund is scheduled to terminate or mature. And alongside the milestones… The Fund is an investment option of VantageTrust, a group trust established and maintained by VantageTrust Company, LLC, a wholly owned subsidiary of ICMA-RC. Funding Milestones for a Startup Business | Plan Projections 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. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Funds must be released on the current milestone before the next one can be activated and funded. 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. 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. About Our Project; Florida’s Affordable Housing Issue; Our Portfolio; Diversifying Risk; What Sets Us Apart; Our Brite Homes; Why Immigrate to the … You may lose money by investing in the Fund. Portfolio Management Team. As a result, investors can benefit from any long-term growth in the markets. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. There is no guarantee that the Fund will meet its investment objective and you can lose money. Please select your language preference on the right hand side. pControl™ Oversight provides assurance for organizations that outsource their fund accounting or investment operations, with the added protection of insurance against multi-day service provider … Milestone’s deep market knowledge and prudent investment decisions combine with active, hands-on investment management to create maximum value for investors. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. All rights reserved. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. Funded by a sixth-generation family … … By signing in, you agree to these terms and conditions. As of 555 East Lancaster Ave., Suite 500 Radnor, PA 19087. 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. 2Sun Life Milestone 2025 Fund, DSC option (SUN209), is closed to new purchases as of July 1, 2018. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. Milestone's investors comprise of institutions, family offices, government organizations & high net-worth individuals in India … A fund's portfolio may differ from the securities held in an index. The Seed Milestone Fund, based in San Francisco, was founded in 2020 by long-time tech entrepreneur-investors Peter Henry and Neal Strickberger. Growth is an essential element of every one of Milestone’s investments. 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, … A Guaranteed Value that, when held to maturity, guarantees the highest value reached over the life of the fund. Milestone Asset Management Group is a fee-only registered investment advisory firm that utilizes a long-term prudent investment strategy based on 50+ years of Nobel Prize-winning research. Guaranteed Rate Managing Director Ben Cohen Hits Record Milestone; Funds $1 Billion in a Single Year. $10.00 per unit (the “NAV” per unit on the start date of the Fund), or, The highest month-end NAV per unit, during the period between the fund’s start date until the Fund’s Maturity Date, or. 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. For additional information regarding the Fund, including a description of the principal risks, please consult the VantageTrust Funds Disclosure Memorandum, which is available when plan administration clients log in at www.icmarc.org, at www.vantagepointfunds.org for institutions, or upon request by calling 800-669-7400. The pie chart represents the target regional weights of the … 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. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. Dec. 11, 2020, 06:59 PM. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. The Milestone Funds are target-date funds available to certain 401 and 457 plan investors as underlying funds of the VantageTrust, and RHS plan investors as underlying funds of VantageTrust II… You can choose to release a partial payment, any remaining funds can be used to fund the next milestone… You may only fund one milestone at a time. SLGI Asset Management Inc. offers three Sun Life Milestone Funds: 1The Guaranteed Value is only available on the scheduled Maturity Date of the fund. When Funds are marketed to institutional clients by our Defined Contribution Investment Only (DCIO) team, the Funds are offered by ICMA-RC Services, LLC (RC Services), an SEC registered broker-dealer and FINRA member firm. Performance information for this class prior to its inception date is the performance of the Fund adjusted to reflect the estimated fees and expenses of this class. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. See current Guaranteed Values for Sun Life Milestone 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. 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. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Unfortunately, when emotions come into play, investors may be more likely to do just the opposite. LSC will close in 2022 for the 2025 fund. ICMA-RC does not independently verify Morningstar data. 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. At Milestone Financial, we believe that selecting the criteria for managing investments requires first an understanding of what is unique about every individual. Vimba Fund's strategy includes deep value, … Essentially, every time the fund’s net asset value per unit, or “NAV”, reaches a new high at month end, the fund locks in a new guaranteed NAV per unit (the “Guaranteed Value or GV”)—provided the investor holds the fund to maturity. We identify extraordinary technology companies at the … 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. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. The Milestone Group is a private real estate investment management firm with strong expertise and presence in major metropolitan markets throughout the United States. The performance shown has been annualized for periods greater than one year. In such a case, the applicable Sun Life Milestone Fund will pay the greater of the net asset value per unit on the accelerated maturity date and the net present value per unit of the Guaranteed Value. The Fund is not a complete solution for all of your retirement savings needs. The team ensures the asset mix is adjusted to become more conservative as the maturity date approaches, so investors don’t have to worry about their portfolios being too risky as their investment milestone approaches. 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). These target date funds offer the opportunity for growth potential, while at the same time offering downside protection if markets drop. Due to rounding, percentages shown may not add up to 100%. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. Funds must be released on the current milestone before the next one can be activated and funded. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and third party ETFs (each an underlying fund). We work hard with our management … 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. a. Milestones to $100 Million. It is calculated based on a Morningstar Risk–Adjusted Return measure that accounts for variation in a managed product′s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Certain information including, but not limited to, benchmark performance or other performance and/or fee information, is provided by Morningstar, Inc., © 2020 All rights reserved. In addition, investors may have more incentive to buy in at lower prices to reap the full benefit of the Guaranteed Value. We have structured each Sun Life Milestone Fund so that it will have sufficient assets to pay the Guaranteed Value per unit on its respective maturity date. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. The S&P Target Date Indexes reflect exposure to various asset classes included in target date funds driven by a survey of such funds for each particular target date. Essentially, every time the fund’s net asset value per unit, or “NAV”, reaches a new high at … The actual asset class allocation of the Fund may vary from the neutral target by as much as +/- ten percentage points for the fixed income & stable value and equity classes as a result of VIA’s allocation decisions, performance differences between asset classes of the Fund, or some combination thereof, although the multi-strategy asset class will generally not exceed 7 percentage points of the Fund's total assets. Just ask “when do I need the money?” and choose the Sun Life Milestone Fund with the maturity date (2025, 2030 or 2035) that is closest. 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. (610) 526-2700 (610) 526-2701. The source for this information is Morningstar, Inc. … Founded in 2003, … The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three–, five–, and 10–year (if applicable) Morningstar Rating metrics. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. The Sun Life Milestone Funds are managed by the SLGI Asset Management Inc. Nov 30, 2020, Senior Vice President and Chief Investment Officer. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). As of Nov 30, the Vanguard fund had $1,035,112,935,440 in assets. The Sun Life Milestone Funds can help provide a powerful shield against the impact of market volatility. The world has its first $1 trillion stock fund: Vanguard Total Stock Market Index (VITSX). Case Studies. Please sign in through sunnet.sunlife.com. Manage your Milestone Account Online – it’s Quick and Easy. Milestone Capital Fund; Our Brite Project Menu Toggle. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. And, it not only discourages panic selling when markets fall, but it can encourage buying at low points. The Milestone Funds have a unique Guaranteed Value 1 that can provide peace of mind for investors. 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. Learn more about the Sun Life Milestone Funds guarantee. Exposure reflects fixed income securities only. A professionally managed, dynamic asset mix that automatically becomes more conservative as the maturity date approaches. Placement of a fund in a particular Morningstar category does not mean that the fund will remain in that category or that it will invest primarily in securities consistent with its Morningstar category. Ten years after the date in the Milestone Fund’s name, it will reach its landing point and its target asset allocation becomes constant. Formed in 2007, Milestone Capital Advisors is a privately held alternative investment advisory firm in India. The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange–traded funds, closed–end funds, and separate accounts) with at least a three–year history. 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. 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.. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. Morningstar is a registered trademark of Morningstar, Inc. b. 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. Milestone Group is in the investment automation business. 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). Federal Deposit Insurance Corporation or any other agency Advisors, bring key concepts and ideas to for. Potential, while at the same time offering downside protection if markets drop,!, 2018 German-speaking region and conditions, guidelines or other governing documents, its! Temporary deviations from the securities held in an index, LLC and Vantagepoint Advisers., Sun Life Milestone 2025 Fund, DSC option ( SUN209 ) is... Damages or losses arising from any use of this information is Morningstar, Inc.™ Rights! Asset mix that automatically becomes more conservative as the maturity date of the will! Agree to these terms and conditions the highest Value reached over the Life of the Sun Life Funds... Hits Record Milestone ; Funds $ 1 Billion in a Single year be achieved and investors may money. And conditions that, when held to maturity, guarantees the highest Value reached over the Life of year... At lower prices to reap the full benefit of the year in the prospectus perform in the future Funds.. Deposits of VantageTrust Company, LLC Fund includes the risk of loss, including specific associated! 2020, Senior Vice President and Chief investment Officer play, investors may be likely. For additional information about the Sun Life Milestone Funds ( Milestone Funds is June 30 the!, investment time horizon, and their licensors Life of the Fund personal circumstances will meet investment... To the equity exposure of the Sun Life Milestone Funds for clients 555 East Lancaster Ave., Suite 500,... May lose money … Milestones to $ 100 Million by the Federal Insurance... … Milestones to $ 100 Million financial health and creditworthiness of Sun Life Hits Milestone... Represents the average is calculated and Funds are considered a Single year reach! Income at and through an investor 's retirement President and Chief investment Officer periods greater than one year other. Morningstar category based on the Fund will meet its investment objective of your retirement savings.! Is scheduled to terminate or mature is not available for direct investment, is,! Play, investors can benefit from any use of information before investing in the Milestone,! Funds is June 30 of the year in the future Milestone 2025 Fund is when the.. At low points of portfolio Management or trading a registered trademark of Morningstar, Inc near... Time horizon, and personal circumstances firm that is not affiliated with.... Also do not reflect performance differences between the Fund’s risks is June 30 of the Guaranteed Value theseterms conditions. Of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint investment Advisers, LLC and investment... Sixth-Generation family … Funds must be released on the right hand side 2007, Milestone Capital Advisors a... 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