x��[{\�W? The Overall Rating is a weighted combination of the 3, 5, and 10-year ratings. Dynamic Dividend Fund, Series A was awarded the 2020 Lipper Fund Award in the Canadian Dividend & Income Equity category for the five- and 10-year periods ending July 31, 2020 out of a total of 60 and 50 funds respectively. Dynamic Funds is a leading Canadian Funds in the Canadian Dividend & Income Equity category must have a stated mandate to invest primarily in income-generating securities and must invest at least 70% of their equity holdings in securities domiciled in Canada. Main navigation menu. This principle is consistent across each of the core areas of Dynamic's business model. 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. Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts, including Accumulation Annuities (Insurance GICs), Payout Annuities, and Individual Variable Insurance Contracts (Sun Life GIFs). Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Sun Life Dynamic Equity Income Fund Series A Additional series available $11.2956 CAD Net asset value per security (NAVPS) as of January 15, 2021 $0.0119 | 0.11% Benchmark S&P/TSX Composite Index Fund category Canadian Dividend and Income Equity MorningstarTM Rating ★★★★★ Funds in category 496 Sun Life Dynamic Equity Income Fund The Canadian bond market, as represented by the FTSE Canada Universe Bond Index was up 7.5% for the six month period ending June 30, 2020. 4) The largest of the remaining stocks are assigned to the mid-cap group until cumulative capitalization equals or exceeds 90% of the total capitalization of the style zone. ɵ�-Hj"��z�K�X/�j���UiGU�H��(S�����n�IB]�������@%l|^��`�h�ny�Τ�{��*��G\7�Y��4T�ܖ�Yd��!�0q_�/�����(V�1D�+�x.>R�Lj�pgSR��6�5�KTI��]Q��b�VL��z�Փ�+m__x�Ɗ���gKnl���W��^IǓŶ����!y| 3) The largest of the remaining stocks are assigned to the large-cap group until cumulative capitalization equals or exceeds 70% of the total capitalization of the style zone. Morningstar star ratings are an objective, quantitative measure of a fund's historical risk-adjusted performance relative to other funds in its category, and are calculated from a fund's 3, 5, and 10-year returns measured against 91-day Treasury bill and peer group returns. are comfortable with medium investment risk. The fund's investment objective is to seek to achieve income and long-term capital growth through exposure to primarily equity securities that pay a dividend or distribution by investing primarily in units of Sun Life Dynamic Equity Income fund or its successor fund (the "underlying Trust fund"). This Fund adaptively reallocates between equities and fixed income assets, to maximize your earning potential. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. The Fund … Click this button to collapse it. Sun GIF Solutions Sun Life Dynamic Equity Income Investment Series F invests directly in units of the Sun Life Dynamic Equity Income Fund (the "underlying fund"). Sun Life Dynamic Equity Income Fund invests directly in units of the Dynamic Equity Income Fund (the \"underlying fund\"). *Global Industry Classification Standard (GICS). g�X���8VB��>��z��Qi��p*! ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9�� : �/�� ��I�zx���sҪ3��هƛ?�’d�[�;f Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. � Subject to obtaining all necessary unitholder and regulatory approvals, Sun Life Dynamic Equity Income Class will be merged into Sun Life Dynamic Equity Income Fund. The Fund is designed to provide optimum returns consisting of current income and capital growth through investment in a mix of high quality fixed-income and equity instruments from domestic and … © 2015 Morningstar Research Inc. All Rights Reserved. Fund code(s): ISC: SUN1100 DSC: SUN1200 LL: SUN1300 Date series started: (Series A) August 10, 2015 Total value of the fund on December 31, 2019: $2.9 million Management expense ratio (MER): 2.25% Fund manager: Sun Life Global Investments (Canada) Inc. Please refer to sunlifegifs.com for additional information. Sun GIF Solutions Sun Life Dynamic Equity Income Investment Series A invests directly in units of the Sun Life Dynamic Equity Income Fund (the "underlying fund"). Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Sun Life MFS Canadian Bond I 19.2 Sun Life Real Assets Private Pool I 11.9 Sun Life NWQ Flexible Income I 10.1 Dynamic Equity Income Series O 8.8 Sunlife Granite Tactical Completion Fd I 6.0 RBC Emerging Markets Bd (CAD Hedged) O 5.4 RBC High Yield Bond Fund O 4.9 iShares Core S&P 500 ETF (CAD-Hedged) 4.2 Sun Life MFS Low Vol Global Equity I 2.7 ★★★★★ The Market Capitalization Breakdown at a fund level is a breakdown of the capitalization assignments of the fund's equity holdings. Q: Hello 5i, I’ve invested a portion of my grandmother’s TFSA in CDZ looking for a decent diversified relatively low risk dividend (to be reinvested) payer, which I’ve seen recommended on here a few times. Get quote details and summary for Sun Life Dynamic Equity Income Series A (SUN277). © Sun Life Assurance Company of Canada, and its licensors, 2020. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The stocks in each style zone are ordered in descending order by size, and a cumulative capitalization as a percentage of total sample capitalization is calculated as each stock is added to the list. Sun Life Dynamic Equity Income Fund - Series A. July 21, 2020. The underlying fund information for the Top 10 investments, Investment mix and past performance sections below relate to the Dynamic Equity Income Fund. Navigate into the sub menus with the down arrow, activate a link with the enter key, close the sub menu with the escape key, Sun GIF Solutions Sun Life Dynamic Equity Income Investment Series F, ★★★★★. For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). Only funds with at least a three-year track record are considered, and ratings are calculated only for categories with at least 20 funds. Investment objective The fund's investment objective is to seek to For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. The exemptions and their minimum initial investment amounts for residents in any province or territory in accordance with applicable securities laws are: Morningstar category averages are equal-weighted category returns. %PDF-1.4 If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Performance analysis (as of October 31, 2020) Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Sun Life Dynamic Equity Income Fund is an open-end fund incorporated in Canada. You are about to be redirected to a page that is not optimized for this device. T5c���М7�`~�es:��>���0G���� ;�,�x�;x��%+������e3 �e�F[E� �F��ʨ�;�^��X���q+�IF�c�TQ4��@g�~"kl1�PP����.lv[4�E�)G��V�5�Q���v ����N�� The portfolio analysis section is representative of the underlying Fund. Morningstar Market Capitalization Breakdown Stocks are first divided into seven style zones based on their country of domicile: United States, Latin America, Canada, Europe, Japan, Asia ex-Japan, and Australia/New Zealand. 5 Investment objective. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. The Global Industry Classification Standard ("GICS") was developed by and is the exclusive property and a service mark of MSCI Inc. ("MSCI") and Standard & Poor's Financial Services LLC ("S&P") and is licensed for use by Sun Life Global Investments (Canada) Inc. This change is the result of a review that was conducted as part of Sun Life Global Investments' ongoing fund review process. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. All rights reserved. ^Management Expense Ratio is an estimate in the first year. Portfolio manager: Sun Life Global Investments (Canada) Inc. Sub-advisor(s): 1832 Asset Management L.P. <>stream Sun Life Dynamic Equity Income Class is a open-end Fund incorporated in Canada. The calculation is simply the average of the returns for all the funds in a given category. The Dynamic Equity Income Fund is generally available to investors who can meet certain eligibility requirements under one of two exemptions from the prospectus requirement in order to invest. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- 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. Sun GIF Solutions Sun Life Dynamic Equity Income Estate Series A invests directly in units of the Sun Life Dynamic Equity Income Fund (the "underlying fund"). Sun Life Dynamic Equity Income Fund Series F (SUN477) View SUN477 Profile; View Questions on SUN477; Add to favourite. If approved, the merger will be effective on or about June 5, 2020. 6) The remaining stocks are assigned to the micro-cap group. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the issuer of Sun Life GIFs individual variable annuity contracts. The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. Sun Life Prosperity Philippine Equity Fund reports: Latest Equity Fund fact sheet Fund prospectus. The Morningstar Style BoxTM reveals a fund's investment strategy. Sun GIF Solutions Sun Life Dynamic Equity Income Investment Series A | Sun Life Effective February 22, 2019, the risk rating for Sun Life MFS Dividend Income Fund and Sun Life Dynamic Equity Income Fund will change from "Medium" to "Low to Medium." Detailed price information for Sun Life Dynamic Equity Income Fund Series A Dsc (CADFUNDS: SUN277.CF) from The Globe and Mail including charting and trades Click “Okay” to continue, or click “Cancel” to return to the previous page. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. ��a�=L�A��IQLۇ4Eo*X}�-�qr���.��'��s����Q�D������DjOPyYX����t6�K�+wH�s��B��R��x����8#X9_q������%��j�4�{7���w��`� ��ԋ��T�x�i�5�b��(j*Ǫ�������'��b}�be_+qN�ɯyr)�)�+W����?0E^���]ɷ�M7Oݶ��+Ǐ�8ʱ�*Ê�(*��Rt��U#X=�ɉ���ZE��{�J��#Y��$Ȋ���s�����կ5h-`Nr��eX��cკEO�܃M�ۏL����Lh1��~��Ecc�> �%8Q���;rM����YV�ua剙ˊ~*�[��1�~.���z���:�3�/�+�&��=�����P��+&�W�R!����_�/؉�c��j[���ʉ��yV������QF_��Z���+W�����{���� �ɇiY�:��3ۆR}{��P�5�g�;���a2$���d�/{�炕�)c�j�3����i8�f�.��t�ΰ�.�l Review process peer group arising from any use of this contract is contained in the information folder Morningstar... Canadian investment funds Standards Committee ( CIFSC ) '' ) to investors who have a fee-based account with their.... 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