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Sun Life Milestone 2020 A

SUN108
11.63
+0.01
+0.07%
2017-10-13
5 Years
  • Previous Close

    11.62

  • Net Assets

    110.56M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Short-term Target Date Portfolio

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Sun Life Global Investments (Canada) Inc

Fund Style

Open

Fund Manager

Sadiq Adatia

Investment Style

-

The Fund's investment objective is to seek long term capital appreciation and to pay, on the scheduled Maturity Date, an amount per unit equal to the greatest of the following three values: (i) $10.00 per unit (the net asset value per unit on the start date of the Fund), (ii) the highest month-end net asset value per unit during the period from the start date until the scheduled Maturity Date, or (iii) the net asset value per unit on the scheduled Maturity Date of the Fund (the "Guaranteed Value"). The Fund invests in an underlying fund that provides exposure to equity market indices in North America, Europe and the Far East through investments primarily in derivatives, as well as in fixed-income securities and cash equivalents. The Fund uses an asset allocation strategy to determine the balance among these assets.

Purchase Information

Initial Purchase 500
Initial Purchase: IRA 500
Initial Purchase: AIP 50

Inception

2010-10-01

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