BLK LP Index 2035 Fund: 0.26 %: BLK LP Index 2045 Fund: 0.26 %: BLK LP Index 2050 Fund: 0.26 %: BG Fundamental Cdn Equity: ... (BLK) life cycle funds are a quite good choice. The Manager Research Group evaluates funds based on five key pillars, which are process, performance, people, parent, and price. Performance for other share classes will vary. BlackRock funds are also available through certain brokerage accounts. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. For brokers (navigate into the submenu with the down arrow key, activate a link with the enter key or space bar, close the submenu with the escape key) Visit your brokerage today to see how you can get started. Mr. Mason is a member of the EII ExCo, Americas ExCo and Global Human Capital Committees. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. For standardized performance, please see the Performance section above. Prior to BGI, Mr. Savage worked at Pacific Investment Management Company (PIMCO) from 1997 to 1999 in various roles. MSCI has established an information barrier between equity index research and certain Information. Sun Life NWQ Flexible Income Fund. Language selection is English. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. Lisa O'Connor, Managing Director, is the Global Head of Model Portfolio Solutions and the Deputy CIO for Solutions. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. Forgot your password? Prior to BGI, she worked in the Institutional Derivatives Sales group at Goldman Sachs. The fund utilized both proprietary quantitative and fundamental strategies for alpha generation. Please refer to the fund’s prospectus for more information. Create a list of the investments you want to track. For actively managed strategies, people and process each receive a 45% weighting in their analysis, while parent receives a 10% weighting. 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. Join Fund Library today! LifePath Index 2035 Fund ($) Cum. By using this site you agree to the ‡The Morningstar Analyst Rating™ is not a credit or risk rating. BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Sign in/Register. Intraday data delayed at least 15 minutes or per exchange requirements. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. The level of the rating relates to the level of expected net alpha relative to Morningstar category peers for passive funds. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. These are gross performance returns, calculated after the fund's operating expenses, but before investment fees. Fauci says Johnson & Johnson COVID-19 vaccine may get approval in two weeks, Stock-market bulls brace for major gut check as earnings, Fed and GDP loom, 3,000 arrested in Russia protests demanding Navalny’s release, Gamers threaten to defect to PlayStation after Xbox Live price hikes, 3 ways President Biden’s proposed stimulus checks will be different from Trump’s payments, iShares Russell 1000 Large-Cap Index Fund Cl K, iShares Core MSCI Total International Stock ETF, iShares U.S. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. SSQ, Life Insurance Company. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. USR-9694. Fixed income risks include interest-rate and credit risk. SUN LIFE 2035 TARGET DATE SEGREGATED FUND 4 Top Holdings % Assets Sun Life BlackRock Cdn Univ Bond 26.0 Sun Life BlackRock Cdn Composite Equity 22.6 BlackRock CDN US Equity Index Class D 22.5 BlackRock CDN MSCI EAFE Equity Index D 17.0 Blackrock Cdn MSCI Emerging Markets Indx 4.6 BlackRock CDN Glbl Infras Eq Idx Cl D 3.6 This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. To reach a different BlackRock site directly, please update your user type. The Fund is designed to take age-appropriate risk for If you are not in agreement with them, do not sign in. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Investing involves risk, including possible loss of principal. Review the MSCI methodology behind Sustainability Characteristics, using links below. Before SSGA - Ms. O'Connor was at Mellon Capital Management for fourteen years where she worked extensively in the development and management of quantitative investment strategies. Amy Whitelaw, Managing Director, is the Head of the U.S. & Canadian iShares Equity ETF Portfolio Engineering within BlackRock's Index Equity team. Page 2 of 8 C0OIC.01 RSP 570-004 NREG E-05-20 A2 3 Your application for Retirement Savings Plan (RSP) I apply for a RSP (the “Plan”), to be established under the terms of the Sun Life Financial Trust Inc. Group Retirement Savings Plan 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. … Fund 3.3 14.6 15.3 13.4 14.4 13.3 16.7 Benchmark 3.3 14.6 15.3 13.4 14.5 13.4 16.9 Underlying Fund Performance Disclosure The above data represents past performance returns, which is not indicative of future results. Sun Life Milestone 2035 Fund. As a Senior Portfolio Manager within the Multi-Asset Strategies & Solutions (MASS) group Mr. Chung is responsible for the design, implementation, and oversight of multi-asset Defined Contribution and 529 strategies. 00041500 | BlackRock CDN LifePath 2040 Index Fund | BlackRock Asset Management Canada Limited A professionally managed portfolio of diversified investments that adjusts over time. Previous Next. LifePath Index 2035 Fund seeks to provide for retirement outcomes by investing in broadly diversified global asset classes with asset allocations becoming more conservative over time. Sun Life Multi-Strategy Bond Fund. Those distributions temporarily cause extraordinarily high yields. For advisors associated with a Sun Life Financial centre. Mr. Mason's investment team is responsible for Index Equity, iShares Equity, Alternative Beta and Asset Allocation portfolios. Learn about LIJKX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. For newly launched funds, sustainability characteristics are typically available 6 months after launch. You are on the Sun Life Financial Canada website. Sun Life Schroder Global Mid Cap Fund. BLK LP Index 2035 Fund 0.32 % (10%)MFS Intl Equity 0.91 % BLK LP Index 2045 Fund 0.31 % BLK LP Index 2050 Fund 0.32 % BLK LP Index 2055 Fund 0.33 % CC&L Grp Cdn Equity Fnd 0.58 % SLF Money Market 0.30 % ... (Sun Life is actually not a bad platform for tools like this). * Please read the Terms and conditions before signing in. ... Beutel Goodman Canadian Equity Plus Fund Beutel Goodman Canadian Intrinsic Fund. 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. Head of Asset Allocation and Custom Strategies for LifePath, Head of Americas ETF and Index Investment, Global Head of Model Portfolio Solutions and the Deputy CIO for Solutions, Head of Americas iShares Equity Portfolio Management, There are many ways to access BlackRock Funds, learn how you can add them to your portfolio. ©2020 BlackRock, Inc. All rights reserved. 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