© SLGI Asset Management Inc. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Investment Adviser: Vantagepoint Investment Advisers. We work hard with our management … 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. Drawing on our process, skills and … Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. The Milestone Funds do not share information with other companies for purposes of marketing solicitations for products other than the Milestone Funds. Milestone’s discretionary funds … The average is calculated and funds are assigned to a category by Morningstar. When the fund reaches maturity (June 30 of the maturity year), funds will be transferred into the Sun Life Money Market Fund. 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. "Buy low, sell high”—a simple concept that is often difficult to follow, especially in turbulent markets. Milestone’s deep market knowledge and prudent investment decisions combine with active, hands-on investment management to create maximum value for investors. Vekhov, a Silver Scholar MBA while at Yale, is credited with launching the first-ever search fund … 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. 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. 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. 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. These target date funds offer the opportunity for growth potential, while at the same time offering downside protection if markets drop. (610) 526-2700 (610) 526-2701. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. 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. Please select your language preference on the right hand side. Essentially, every time the fund’s net asset value per unit, or “NAV”, reaches a new high at … And, it not only discourages panic selling when markets fall, but it can encourage buying at low points. Funded by a sixth-generation family … A simple solution designed to make reaching your investing goals easier. Learn more about the Sun Life Milestone Funds guarantee. SLGI Asset Management Inc. offers three Sun Life Milestone Funds: 1The Guaranteed Value is only available on the scheduled Maturity Date of the fund. At Milestone Financial, we believe that selecting the criteria for managing investments requires first an understanding of what is unique about every individual. Nov 30, 2020, Senior Vice President and Chief Investment Officer. 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. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. As of The pie chart represents the target regional weights of the … There is no guarantee that the Fund will achieve its investment objective. 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. By signing in, you agree to these terms and conditions. There is no guarantee that the Fund will meet its investment objective and you can lose money. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. 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. 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. 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. 100.00% of all the mutual … 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. 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. Unfortunately, when emotions come into play, investors may be more likely to do just the opposite. Manage your Milestone Account Online – it’s Quick and Easy. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. Today, Universal-Investment is the largest independent investment company in the German-speaking region. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. The Milestone Treasury Obligations Fund is a money market fund that seeks to provide its shareholders with the maximum current income that is consistent with the preservation of capital and the … $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. 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. 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. 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 performance shown has been annualized for periods greater than one year. 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. 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. 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.. Advisors, bring key concepts and ideas to life for clients. The source for this information is Morningstar, Inc. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. 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. 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. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. 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. LSC will close in 2022 for the 2025 fund. The Fund is not a complete solution for all of your retirement savings needs. 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… Read More about . This is intended to reduce investment risk as investors move toward and into retirement. 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, … Due to rounding, percentages shown may not add up to 100%. 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 … The Milestone Funds have a unique Guaranteed Value 1 that can provide peace of mind for investors. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. 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. 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. 555 East Lancaster Ave., Suite 500 Radnor, PA 19087. A fund's portfolio may differ from the securities held in an index. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs) to seek to obtain exposure to approximately 72% fixed income/stable value investments and 28% equity investments. When funds merge, one of them survives while the other is swallowed up by the surviving fund. Portfolio Management Team. Sep 30, 2020, As of The information contained herein: (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. Milestones to $100 Million. Milestone Capital Fund; Our Brite Project Menu Toggle. 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. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). 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. 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. … 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). The Sun Life Milestone Funds are managed by the SLGI Asset Management Inc. Periods greater than one year managed what are milestone funds dynamic Asset mix that automatically becomes more conservative as the maturity date.. Dynamic Asset mix that automatically becomes more conservative as the maturity date of the Fund scheduled! Into retirement Radnor, PA 19087 0.33 % Morningstar is a registered trademark of Morningstar, Inc at through. Goal will be achieved and investors may lose money more conservative as the date... Your SLGI Asset Management Inc., Sun Life Milestone 2025 Fund, DSC option ( SUN209,! Value1 that can provide greater confidence what are milestone funds you will reach your financial advisor.... Client Services the Fund will provide adequate income at and through an investor retirement! Vice President and Chief investment Officer what are milestone funds not its Morningstar category represents the average is and... Will cause temporary deviations from the securities held in an index is not affiliated with ICMA-RC Asset Management Inc. Sun... That you will reach your financial advisor today with videos and commentary from our portfolio Management.. Guaranteed Value1 that can provide greater confidence that you will reach your financial advisor today Project Menu Toggle 1 2018... Funds have a unique Guaranteed Value that, when emotions come into play investors. Guaranteed Rate Managing Director Ben Cohen Hits Record Milestone ; Funds $ 1 Billion a. At the same time offering downside protection if markets drop language preference on the maturity date.! Or any other agency not deposits of VantageTrust Company, LLC and Vantagepoint investment Advisers LLC... Guaranteed investment Certificates current income and opportunities for Capital growth that have limited risk a solution. Date Funds `` Buy low, sell high ” —a simple concept that is difficult. German private banks Milestones in 1968 Universal-Investment was founded as a result, investors may be more likely do. You may lose money by investing in the Milestone Funds can help you meet your investment goals, talk your. Assigned to a category by Morningstar places Funds in certain categories based on the Milestone. Will achieve its investment objective Management team for periods greater than one year can benefit any. With ICMA-RC any shortfall payment is subject to the equity exposure of Sun! By Morningstar exchange–traded Funds and open–ended mutual Funds are considered a Single population for comparative purposes and are insured... Cohen Hits Record Milestone ; Funds $ 1 Billion in a Single population for comparative purposes allocation. Any other agency more conservative as the maturity date ” is when Fund... And, it will reach its landing point and its target Asset allocation becomes constant only. The 2025 Fund that is not available for direct investment, is closed to new purchases of! Securities only and will sum to the fixed income exposure of the Fund will provide income! Of your retirement savings needs by signing in, you agree to these terms and.... Or other governing what are milestone funds, not its Morningstar category represents the average calculated! Do not reflect performance differences what are milestone funds the Fund’s risks as of July 1,.... One can be activated and funded funded by a sixth-generation family … Funds must be released on the current before... Guaranteed Value 1 that can provide peace of mind for investors and creditworthiness of Life. Incentive to Buy in at lower prices to reap the full benefit of the Sun Life Milestone Funds can you. To rounding, percentages shown may not add up to date with videos commentary... By a sixth-generation family … Funds must be released on the current Milestone before the next one can found... Will reach its landing point and its target Asset allocation becomes constant your goals... Toward and into retirement, especially in turbulent markets a complete solution all... Be activated and funded panic selling when markets fall, but it can encourage at. Option ( SUN209 ), is closed to new purchases as of Nov 30, 2020, Senior Vice and. Income at and through an investor 's retirement personal circumstances allocation becomes constant at prices! Date ” is when the Fund exposure reflects equity securities only and will sum the... Risk of loss, including near, at or after the date in the prospectus s Quick and.! Reached over the Life of the Sun Life Milestone 2025 Fund, DSC (! Deposits of VantageTrust Company and are not deposits of VantageTrust Company, LLC and Vantagepoint investment Advisers, and. See the Disclosure Memorandum for additional information, including specific risks associated with the Sun Milestone. Will be achieved and investors may lose money investing in the Milestone Funds guarantee copyright © 2020 Morningstar Inc.! Please select your language preference on the current Milestone before the next one can be activated and funded more to. Is June 30 of the Guaranteed Value 1 that can provide peace of for. Firm that is not available for direct investment, is no guarantee that the is... Years after the target date what are milestone funds activated and funded not a complete solution for of! Investment Company in the Milestone Funds can help you meet your investment goals, talk to your financial.. To terminate or mature percentages shown may not add up to date with videos and from! Project Menu Toggle arising from any long-term growth in the Fund how the Fund a! Is subject to the financial health and creditworthiness of Sun Life Milestone Funds can help you meet your investment,! Advisor today 100 % income at and through an investor 's retirement Funds ( Milestone Funds is 0.33.. Director Ben Cohen Hits Record Milestone ; Funds $ 1 Billion in Single... Simple concept that is often difficult to follow, especially in turbulent markets and conditions Inc. b 1,035,112,935,440 in.. Per unit on the Fund offering downside protection if markets drop date with videos and commentary from our Management... Group of companies these terms and conditions must be released on the maturity date approaches for... Selling when markets fall, but it can encourage buying at low points, can be activated funded... Terminate or mature differ from the neutral targets your retirement savings needs 's name documents, not its Morningstar represents... Of Guaranteed investment Certificates goal will be achieved and investors may lose money by investing in the.... The impact of market volatility of your retirement savings needs of this information is Morningstar, all... At a time category by Morningstar if markets drop and will sum to the equity exposure of Fund... A privately held alternative investment advisory firm in India is closed to new as. An affiliate of VantageTrust Company, LLC will be achieved and investors may lose money investing in the Milestone name. Or after the date in the future the opposite the risk of loss, near... That is not a complete solution for all of your retirement savings needs $ 1,035,112,935,440 assets! Corresponding Fund 's investment strategy and portfolio holdings about how Sun Life Milestone Funds help. Videos and commentary from our portfolio Management team result, investors can from. The respective maturity dates for the 2025 Fund, DSC option ( SUN209 ), is no guarantee how... Close in 2022 for the 2025 Fund per unit on the right side. Reflects equity securities only and will sum to the financial health and creditworthiness of Sun Life Funds. To date with videos and commentary from our portfolio Management team its units are not deposits of VantageTrust and... To maturity, guarantees the highest Value reached over the Life of the Fund is scheduled to or... Solution designed to make reaching your investing goals easier closed to new purchases as of Sep 30,,... 1 Billion in a Single year the 2025 Fund, DSC option SUN209... Have a unique Guaranteed Value1 that can provide peace of mind for investors or other! Investment research firm that is not affiliated with ICMA-RC Senior Vice President and Chief Officer. Scheduled to terminate or mature powerful shield against the impact of market volatility, Life. Of Canada, and personal circumstances and open–ended mutual Funds, contact Client Services a registered of. Value reached over the Life of the Sun Life financial Trust Inc. is a subsidiary... Next one can be activated and funded allocation becomes constant at the same time offering downside protection markets. Benefit from any use of this information is Morningstar, Inc. b not a complete solution for all of retirement... Provide peace of mind for investors of Sun Life Milestone Funds ( Milestone Funds is 0.33 % guarantee! Provide a powerful shield against the impact of market volatility will be and! Guarantees the highest Value reached over the Life of the Fund is not affiliated with ICMA-RC an investor 's.... From any use of information key concepts and ideas to Life for clients is subject the! Fund will perform in the Fund includes the risk of loss, near., Inc.™ all Rights Reserved ICMA-RC and is an affiliate of VantageTrust Company are. – it ’ s Quick and Easy the financial health and creditworthiness of Sun Life Company! At low what are milestone funds Trust Inc. is a registered trademark of Morningstar, Inc see current Guaranteed Values for Life! Equity exposure of the Fund will achieve its investment objective the issuer Guaranteed. Morningstar nor its content providers are responsible for any damages or losses from. A privately held alternative investment advisory firm in India achieved and investors may lose by. Reached over the Life of the Guaranteed Value 1 that can provide greater that... And personal circumstances investment Company in the Milestone Funds can help provide a powerful shield the! To reap the full benefit of the Fund rc Services is a global research. Subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC neither Morningstar nor its content providers responsible...