SunINsight

Q4  2018

2060 fund added to the BlackRock LifePath® Index Target Date Fund suite – November 5, 2018

Addition of Two New Multi-Manager Funds to the Core Investment Platform – October 29, 2018

Revised Statement of Investment Policies and Guidelines for Greystone Balanced Fund – October 22, 2018

Organizational Changes at Invesco – October 15, 2018

Revised benchmark returns for Granite Target Date Funds – October 15, 2018

SLGI closing the Sun Life Sionna Canadian Small Cap Equity Class – October 15, 2018

 

Q3 2018

TDAM to acquire Greystone – September 3, 2018

SLF Milestone 2020 Fund designated as no longer marketed – September 3, 2018

Organizational Changes at CI Institutional Asset Management – August 27, 2018

Addition of Sun Life Core Fixed Income Plus and Sun Life Long Term Core Fixed Income Plus to the Core Investment Platform – August 27, 2018

Sun Life Institutional Investments (Canada) Inc. funds Offering Memorandum Update – August 27, 2018

Introducing Target Income Plan™, hands-free investing for the retirement income your employees want – August 8, 2018

Changes to Sun Life Financial's Core investment platform – Re-Opening of MFS Global Equity Segregated Fund – July 30, 2018

Fidelity Expands Target Date Suite with ClearPath 2060 Portfolio – July 30, 2018

Invesco Fund Name Changes July 30, 2018

Revised Segregated Fund Returns for the Sun Life Multi-Strategy Target Return Fund July 3, 2018

 

Q2 2018

New Sun Life Daily Accumulation Fund June 11, 2018

Organizational Changes at Invesco June 4, 2018

Organizational Changes at Jarislowsky Fraser June 4, 2018

Changes to the Step Up fund lineup – timing update May 14, 2018

Revised benchmark returns for Invesco Funds – April 30, 2018

Fidelity ClearPath Enhancements – April 23, 2018

Organizational Changes at MFS – April 23, 2018

Jarislowsky Fraser - Revised Investment Policy Guidelines for the Balanced Funds – April 16, 2018

Scotiabank to Acquire Jarislowsky Fraser – April 16, 2018

 

Q1 2018

Organizational Changes at Invesco March 29, 2018

Organizational Changes at Hexavest March 29, 2018

Revised benchmark returns for the MFS Balanced Value Fund March 29, 2018

Revised SIP&Ps for the BG Canadian Small Cap, BG Income, and BG Balanced Funds March 29, 2018

Sun Advantage & Future finder plans: important client service changes (Small Business Centre) February 8, 2018

Sun Advantage & Future finder plans: important client service changes (Sponsor Care Centre) February 8, 2018

Granite Target Date, Granite Multi-Risk Target Date, Granite Target Risk and Sun Life Managed Income Fund Updates February 1, 2018

MFS Balanced Value Fund Revised Benchmark and Offering Memorandum February 1, 2018

Changes to the Core investment platform – adding CI funds – January 29, 2018