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Sun Life Milestone 2020 Fund A – MUTUAL:SUN208 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
11.80 CAD-0.01 (-0.06%)11.69 - 11.90--

Market data as of 12:00AM 07/25/16. Quotes are delayed by at least 15 min.

Overview - MUTUAL:SUN208

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.

Growth of $10,000 (10 Years)

Total Return3.02%
Yield (Trailing 12 Mo.)0.00%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$500.00
Management Tenure4 Years
Fund Inception10/01/2010

Trailing Total Returns - MUTUAL:SUN208

as of 03/31/2016
TimeframeMUTUAL:SUN208S&P 5002020 Target Date Portfolio
1 Month0.15%0.26%-0.19%
3 Month-0.18%2.46%0.55%
1 Year-0.75%3.99%-0.95%
3 Year2.21%11.66%3.43%
5 Year4.00%12.10%3.68%
10 Year--7.42%3.85%
Since Inception3.02%10.45%--

Sector Allocation - MUTUAL:SUN208

as of 03/31/2016
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - MUTUAL:SUN208

as of 03/31/2016
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$87.30M
Total Stock Holdings0
Total Bond Holdings44

Bond Credit Quality - MUTUAL:SUN208

as of 03/31/2016
Below B0.00%
Not Rated3.18%

Top Ten Holdings - MUTUAL:SUN208

as of 03/31/2016
CompanyYTD Return% of Assets
Canada Govt Ctf Dep Book-Entry--20.17%
Canada Govt Ctf Dep Book-Entry--18.05%
Hydro Que Ctf Dep Bk Entry Cds--5.16%
Quebec Prov Cda Ctf Dep Be Cds--4.65%
British Columbia Prov Cda CTF--4.07%
Newfoundland & Lab Prov Cda Ctf Dep--3.91%
British Columbia Prov Cda CDS--3.80%
Ontario Hydro Ctf Dep Be Cds---3.73%
Ontario Prov Cda Ctf Dep Bk-Entry--3.31%
Sunlife Milestone Global Equity--3.04%

Valuation & Growth - MUTUAL:SUN208

as of 03/31/2016
ValuationMUTUAL:SUN208Category Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - MUTUAL:SUN208, 3 Year

Rate Sensitivity
Ratingvs Category
RiskBelow Avg
ReturnBelow Avg
Key:  Lo 

Tax Analysis - MUTUAL:SUN208, 3 Year Avg

Pretax Return2.21%
Tax-adjusted Return2.21%
Tax Cost Ratio0.00%
Potential Cap Gains--

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