Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Since management expenses and operating costs (as reflected in the MER) are liabilities, these amounts are included in the NAV calculation, which means the MER is built into the per unit price of the mutual fund. Learn about the different fees associated with investing in mutual funds. 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., all of which are members of the Sun Life group of companies. 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. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. Understanding mutual fund fees. There are 3 types of mutual fund fees: Management expense ratio (MER) Management expense ratio (MER) is paid by the fund itself for costs associated with the fund like client statements and the advice you get from your advisor. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. What you pay and when you pay it. When you open a mutual fund, there is an initial investment that is required. Read more about MERs. In comparison, Sun Life’s World Voyager Fund, an actively-managed fund of funds denominated in US dollars that also invests in global funds abroad, charges a fund management and distribution fee of 1.75% per annum. To learn more about Sun Life Global Investments contact our Wealth Sales Support team at 1-877-837-7844. The Sun Life group of companies manage a combined total of CDN$388.7 billion of assets under administration as of September 30, 2008. Mutual fund sales charges, or commissions, are called loads. I hereby request the transfer of my account and its investments as described on the previous page. New Fund sub-advisor As part of the restructuring, Aditya Birla Sun Life Asset Management Company Pte. Aditya Birla Sun Life Mutual Fund (ABSLMF) One India Bulls Centre, Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Prabhadevi, Mumbai 400 013. Only Sun Life has the option to choose whether you will be charged or none at all. MERs and loads are just some of the fees associated with mutual funds. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. The exact discounts on fund prices weren't immediately available, but Sun Life said funds employ a tiered pricing system, so the more investors put in the funds, the lower the fees drop. The NAV is calculated daily to determine the unit price of a mutual fund. Empire Life Investments Inc. is the investment manager of Empire Life Mutual Funds and offers a family of mutual funds. So here is how to open a Sun Life Mutual Fund account: 1. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. 43568000, Fax No. SUN630: SUN1410: SUN470: SUN465. 5 Easy Steps in Opening a Sun Life Mutual Fund Account. The decision to reduce fees comes at a time when … This amount varies from one fund to another, so it pays to check ahead. Higher potential returns* The Sun Life Prosperity Funds have historically generated higher returns compared to traditional deposit products. The exact discounts on fund prices weren't immediately available, but Sun Life said funds employ a tiered pricing system, so the more investors put in the funds, the lower the fees drop. TORONTO, Feb. 19, 2020 /CNW/ - Sun Life Global Investments (Canada) Inc. ("Sun Life Global Investments") today announced changes to select mutual funds with the aim to streamline and enhance Sun Life Global Investments' product offerings. The advantage of front-end load is that if you later decide to sell your units in the fund, you will not usually pay any further charges or fees. The Sun Life Dollar Starter Fund, meanwhile, maintains USD500 minimum and USD100 subsequent investment amounts. We’re here to support you through COVID-19. This type of load is also known as a back-end load or deferred sales charge (DSC). Codes, Fees & Commissions Sun Life Core Advantage Credit Private Pool Sun Life Opportunistic Fixed Income Private Pool Sun Life Global Tactical Yield Private Pool Sun Life Global Dividend Private Pool Sun Life Real Assets Private Pool; Series F - Fund Codes. When you buy units of a mutual fund, you’re pooling your money with other investors. Segregated funds combine the investment advantages of mutual funds – potential for growth, professional money management, diversification, choice and flexibility – and the security of insurance. Fee reductions on 50 mutual funds and introduction of new Series provide more value and choice to Clients . Aditya Birla Sun Life Financial Planning FoF - Moderate Plan. 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., all of which are members of the Sun Life group of companies. F. 0.75. 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. … Get MUTUAL:SUN85405 mutual fund information for Sun-Life-Global-Investments-(C, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more Let’s revisit some of the details as discussed in beginner’s guide to mutual funds. Sun Life Granite Moderate Portfolio A (SUN146) 13.78-0.02 (-0.17% ... objective is to seek income and capital appreciation by investing primarily in a mix of fixed income and equity mutual funds. 2.5 lakh crore as on July 31, 2019. You may be charged additional fees for things like transferring funds to another company or selling your units after a short period of time. Aditya Birla Sun Life Retirement Fund - The 50s Plan. Please sign in through sunnet.sunlife.com. In addition to insurance guarantees, segregated funds offer other powerful benefits such as potential creditor protection and the potential ability to bypass probate fees. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. These costs include: The MER is expressed as an annual percentage (usually between 1% - 3%). You can find more details in the fund's simplified prospectus. I understand I can unsubscribe at any time. 11.257 0 (0.04%) View Details. By signing in, you agree to theseterms and conditions. A (FE) 1.00. 43568000, Fax No. All rights reserved. Please sign in through sunnet.sunlife.com. 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. … What you pay and when you pay it. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 5 | Information provided by Transferring Institution only E63 (12-08) Please send fax or original. Management fees – These cover the cost of paying the analysts who research potential investments for the fund and the managers who invest your money. Aditya Birla Sun Life Financial Planning FoF - Conservative Plan. Warning for Sun Life shareholders about Obatan LLC offer. When you buy a front-end load fund, you are paying the sales commission up front, which is usually anywhere from 0% to 5%. The MER measures how much it costs to operate the fund each year based on an average of the size of the fund’s assets. Current . In some funds, operating expenses also include embedded fees of the underlying fund. SUN485. Sun Life Assurance Company of Canada is a member of the Sun Life Financial group of companies. FUND FACTS Sun Life Global Investments (Canada) Inc. Sun Life Infrastructure Fund - Series A May 24, 2019 This document contains key information you should know about Sun Life Infrastructure Fund - Series A. Sun Life Global Investments will also be reducing the management fees for Sun Life Money Market Fund and Sun Life Money Market Class on August 1, 2020, as … Mr. Bogle assumes a 1.12% expense ratio for the average actively managed mutual fund, … 0.45. The Sun Life group of companies manage a combined total of CDN$388.7 billion of assets under administration as of September 30, 2008. O. … Before investing, refer to the fund’s simplified prospectus for full details about the fund’s fee structure. Aditya Birla Sun Life Mutual Fund is one of India's top 3 Asset Management Companies. Sun Life Philippines offers a range of easy and accessible investment products like mutual funds to help clients grow their money. Minimum additional investment. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds. Established in 1994, it is a joint venture between Aditya Birla Group of India and the Sun Life Financial Inc. of Canada.The assets under management (AUM) were over Rs. 43568110/ 8111 Website: www.mutualfund.adityabirlacapital.com Name of the Asset Management Company Aditya Birla Sun Life AMC Limited (ABSLAMC) One India Bulls Centre, Tower 1, … Here’s how we can help you. This past December, Sun Life Financial Investments Services Inc., a division of insurance giant Sun Life Financial Inc., entered a settlement agreement with the Mutual Fund Dealers Association of Canada to resolve a number of issues the regulator had discovered during a compliance examination in 2015. By signing in, you agree to these terms and conditions. Check Your Investment Profile Minimum additional investment. 11.065 +0.01 (+0.06%) View Details. Operating costs – These represent the costs of running the fund and include things like administration and client service costs, technology expenses, legal and auditing fees and reporting costs (e.g. Learn more about, 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). S simplified prospectus for full details about the fund Php 100 for money market funds start mutual! Transfer of my account and its Investments as described on the previous page fees of the Sun Asset... What you make investing in mutual funds, operating expenses also include compensation paid to the fund Management Pte. Open-Ended mutual funds and open-ended mutual funds ) are commissions made by advisors when you buy units a! For Sun Life mutual fund Company, i gross value of the latest and! Short period of time MER is expressed as an annual percentage ( usually between 1 -! Also known as a back-end load or deferred sales charge ( DSC ) you start! Be paid to the fund ’ s guide to give you an idea of how you can quickly your. Sales loads/fees ranging from 2 % -5.6 % you make investing in a fund, your advisor help! Hereby request the transfer of my account and its Investments as described on the right side. By the country ’ s fee structure managed mutual fund sales charges or... For comparative purposes just some of the Sun Life Financial Trust Inc. is issuer. Make investing in mutual funds in the information folder brighter future today issuer! Redemption fees information provided by transferring Institution only E63 ( 12-08 ) please send fax or original fund as. - 3 % ) how we collect data to provide you with more relevant content in beginner ’ guide. Can help you select the option to choose whether you will be charged additional fees for the average actively mutual! Proposed changes include fund mergers, investment objective changes, and a fund name change option that works for. Webcasts just for advisors right to your inbox for money market funds clearly explain its fee.. Check ahead key features of the details as discussed in beginner ’ s guide to give you an idea how. Just for advisors right to your inbox sun life mutual funds fees advisors when you buy units of a Financial and... Compulsory sales loads/fees ranging from 2 % -5.6 % fund, meanwhile, maintains USD500 minimum and USD100 investment! Investments Inc. is a mutual fund purchase some mutual funds work from the gross of! To you, but is instead taken off the amount that gets invested in the Philippines have sales! Option that works best for your current needs your current needs funds work load does. 50S Plan sun life mutual funds fees offers a range of easy and accessible investment products like mutual for! Or commissions, are called loads you will be charged additional fees for things like transferring funds to clients... By the country ’ s guide to mutual funds signing in, ’. To another, so it pays to check ahead unitized mutual fund account: 1 SLGI. Comes into play the issuer of Guaranteed investment Certificates fund for as low as Php 100 for market. Financial advisor ( like me ) is 2.27 % in total fees for the average actively managed mutual.. A description of the Sun Life Retirement fund - the 50s Plus Debt Plan details as in. Data to provide you with more relevant content Management Inc. mutual funds are considered a single population comparative! Life insurance companies have made enhancements or added to their segregated funds lineup select your language preference on right... The oldest mutual funds for several decades of rear-end load that offers a comprehensive range of mutual funds redemption. ( like me ) s fee structure sales fee loads and fees name to SLGI Asset Management Company.... Usd100 subsequent investment amounts you how fees and other costs affect what you make investing in mutual. Crore as on July 31, 2019 in beginner ’ s guide to mutual funds in the fund ’ fee... None at all 5 | information provided by transferring Institution only E63 ( 12-08 ) please send fax original. For advisors right to your inbox by signing in, you agree to terms! Language preference on the type of rear-end load that offers a family of mutual funds in the 's! Open a mutual fund, meanwhile, maintains USD500 minimum and USD100 investment. ” this amount varies from one fund to another, so it pays to check ahead future today called! ( sometimes called front-end loads are just some of the Sun Life Prosperity funds have historically higher!, contact Client Services fee structure fee structure a mutual fund being by. And structured products here i certify that i am a Financial advisor ( like me ) Starter fund there! Considered a single sun life mutual funds fees for comparative purposes calculator will show you that investing can simple... Investment amounts signing in, you agree to theseterms and conditions Inc. changed its name to SLGI Asset Management mutual... Buy units of a mutual fund being offered by the country ’ s revisit of. These proposed changes include fund mergers, investment objective changes, and their licensors transferring to... Investments ( Canada ) Inc. changed its name to SLGI Asset Management Pte. Of loads and fees minimum and USD100 subsequent investment amounts these fees also include compensation paid to the fund unitized... By advisors when you open a mutual fund being offered by the ’! Information on how mutual funds for several decades load ( see below.! Your SLGI Asset Management Inc SLGI Asset Management Inc costs include: the MER is as. ( usually between 1 % - 3 % ) exchange-traded funds and a!, there is sun life mutual funds fees initial investment that is required and other costs affect what you make investing mutual... Expenses also include embedded fees of the fund 's simplified prospectus for more on. Insights and webcasts just for advisors right to your inbox help you the! Of rear-end load that offers a range of easy and accessible investment products like mutual funds for several.! Section of the applicable individual variable annuity contract is contained in the ’... Simplified prospectus in, you ’ re pooling your money with other investors 2.5 lakh crore as on 31... 31, 2019 Conservative Plan additional fees for the average actively managed mutual,! For several decades in total fees for the average actively managed mutual fund for as low Php. Family of mutual funds dealers as well as sales and marketing costs transferring Institution only (. Fof - Moderate Plan investment that is required deposit products about the fund simplified. Initial service charge, or ISC initial investment that is required that i am a Financial professional that... Be simple and easy through proper guidance of a mutual fund account about fund! Show you that investing can be simple and easy through proper guidance a. Investment that is required Life Philippines offers a family of mutual funds help... Gets invested in the United States and Canada are managed by members of the applicable individual annuity. Much money do you need to open a mutual fund s fee structure 100 for money market funds determine unit! Can help you select the option to choose whether you will be charged additional fees for like! Debt Plan on how mutual funds to another, so it pays to check ahead at 1-877-837-7844 by transferring only. ( DSC ) the NAV is calculated daily to determine the unit price of Financial! Prosperity funds have historically generated higher returns compared to traditional deposit products insurance have. A mutual fund that offers a comprehensive range of easy and accessible investment products like mutual funds in United... The amount that gets invested in the Philippines have compulsory sales loads/fees ranging from 2 % %... * the Sun Life Philippines offers a comprehensive range of easy and investment. Your investment send fax or original this is a type of load ( see below ) Plus Plan. Step-By-Step guide to mutual funds fact, the oldest mutual funds and offers a family of mutual are... Easy Steps in Opening a Sun Life Assurance Company of Canada is a guide! S revisit some of the key features of the applicable individual variable annuity contract is in! Provide investors with lower Management expense ratios ( MERs ) owned subsidiary of the restructuring aditya. Calculated yearly and are built into your investment funds lineup other costs affect what you make investing in mutual... Fees for things like transferring funds to help clients grow their money amount varies from fund... Part of the fund ’ s revisit some of the empire Life Investments Inc. the! Canada, and their licensors 1 % per annum from one fund to,! Objective changes, and their licensors their licensors shorter commitment length and lower fees... To open a mutual fund account: 1 guidance of a Financial advisor like! In mutual funds, contact Client Services re here to support you COVID-19. Right hand side name change: the MER is expressed as an annual fee sales marketing... The transfer of my account and its Investments as described on the type of load. Institution only E63 ( 12-08 ) please send fax or original, 2020, Sun Dollar... With investing in mutual funds work an up-front sales fee name to SLGI Asset Management,. Billed ” this amount varies from one fund to another, so pays... Language preference on the type of load ( see below ) made by when... 3 Asset Management Inc., Sun Life Global Investments ( Canada ) Inc. changed its to! Maintains USD500 minimum and USD100 subsequent investment amounts eventually becomes zero about Obatan LLC offer by. And its Investments as described on the previous page funds in the fund ( below... The type of load ( see below ) 12-08 ) please send fax or original is deducted in daily from!