A professionally managed portfolio of diversified investments that adjusts over time. Investing involves risk, including possible loss of principal.Fund details, holdings and characteristics are as of the date noted and subject to change. This analysis can provide insight into the effective management and long-term financial prospects of a fund. Create a list of the investments you want to track. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. 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. US | EN. There is no assurance that a fund will repeat that yield in the future. Essentials Update. Forgot your password? Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. Had sales charge been included, returns would have been lower. Previous Next. Read the prospectus carefully before investing. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal 0.60% and for Oil Sands 0.35%. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. USR-9694. The Fund will invests its assets in securities that are components of ⦠The target date in the funds name is the approximate date an investor plans to start withdrawing money. At BGI, Mr. Mason served as head of portfolio management and strategy for U.S. transitions, strategist for the Global Index and Markets Group, head of U.S. Asset Allocation, and most recently as head of Global Portfolio Management, Client Solutions. The Fund seeks to provide for retirement outcomes based on quantitatively measured risk. Alan Mason, Managing Director, is Head of Americas ETF & Index Investments. BlackRock LifePath Index 2035 Custom Benchmark, Best 3-Month Return Over the Last 3 Years, Worst 3-Month Return Over the Last 3 Years, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. This site is best viewed with minimum resolution of 1024 X 768 using Microsoft Internet Explorer 6.0. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The MFS LFEAX MFS ® Lifetime ® 2035 Fund summary. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. See LFEAX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. Mr. Chung's service dates back to 2008, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. This information should not be used to produce comprehensive lists of companies without involvement. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Performance information shown without sales charge would have been lower if the applicable sales charge had been included. Mr.Chung started his career as a research professional at the Center for Interuniversity Research and Analysis of Organizations (CIRANO) in Montreal, Canada. The Fund is designed to take age-appropriate risk for Review the MSCI methodology behind the Business Involvement metrics, using links below. Weâre here to support you through COVID-19. Paying a tiny bit more in MER for the convenience of having everything in one account is worthwhile for many people. At BGI he was a senior portfolio manager and team leader in the iShares Index Equity Portfolio Management Group and was previously a transition manager in the Transition Management Group. Learn about LIJKX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. MASS constructs active asset allocation strategies and whole portfolio solutions across a wide spectrum of commingled funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels. All other marks are the property of their respective owners. Something went wrong while loading Watchlist. Interactive chart displaying fund performance. 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) Performance results reflect past performance and are no guarantee of future results. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. Learn about a low-cost approach to balance diversification, risk and return. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. As the target date fund pioneer, LifePath has helped millions of people save andinvest for retirement more than 25 years. Mr. Mason earned a BA degree in music from Baylor University in 1983, summa cum laude, an MA degree in musicology from the University of Louisville in 1989, with honors, and an MA degree in ethnomusicology from University of California Berkeley in 1991. BlackRock funds are also available through certain brokerage accounts. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. Log in to see them here or sign up to get started. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. The $10,000 Hypothetical Over Time chart reflects a hypothetical $10,000 investment in the investor class of shares noted and does not assume the max sales charge. Fund of funds are subject to the risks associated with the underlying BlackRock funds in which it invests. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. ⦠Have Watchlists? Typically, when interest rates rise, there is a corresponding decline in bond values. All data is from MSCI ESG Fund Ratings as of Jan 07, 2021, based on holdings as of Sep 30, 2020. View mutual fund news, mutual fund market and mutual fund interest rates. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). I consult or invest on behalf of a financial institution. Share this fund with your financial planner to find out how it can fit in your portfolio. Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management. LifePath Index 2035 Fund ($) Cum. Sun Life Opportunistic Fixed Income Private Pool. The metrics below have been provided for transparency and informational purposes only. They consider quantitative and qualitative factors in their research. https://shareholders.morningstar.com/investor-relations/governance/Compliance--Disclosure/default.aspx. For example, the Sun Life Financial Milestone series of Segregated Funds. Access ID: Password: Save your access ID Help. The Fund seeks to provide for retirement outcomes based on quantitatively measured risk. Intraday data delayed at least 15 minutes or per exchange requirements. The fund utilized both proprietary quantitative and fundamental strategies for alpha generation. Sun Life Multi-Strategy Bond Fund. Sun Life Milestone 2035 Fund. She is a member of the LifePath Executive Committee and serves as a member of the U.S. & Canada Defined Contribution Operating Committee. Learn about BLK (XNYS) with our data and independent analysis including price, star rating, valuation, dividends, and financials. MASS draws on the full toolkit of BlackRock's index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and cutting-edge alpha insights. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. Amy Whitelaw, Managing Director, is the Head of the U.S. & Canadian iShares Equity ETF Portfolio Engineering within BlackRock's Index Equity team. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. The fund may use derivatives to hedge its investments or to seek to enhance returns. For actively managed strategies, people and process each receive a 45% weighting in their analysis, while parent receives a 10% weighting. Source: Lipper. Performance is expected to track the performance of the Fund's custom benchmark. This browser is no longer supported at MarketWatch. By using this site you agree to the
Discuss with your financial planner today. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Cookie Notice. Sun Life Tactical Balanced ETF Portfolio. 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. ⦠Sun Life Schroder Global Mid Cap Fund. Mr. Mason is a member of the EII ExCo, Americas ExCo and Global Human Capital Committees. Copyright © 2021 MarketWatch, Inc. All rights reserved. Also for assistants, long term care specialists, managers and staff. Language selection is English. Prior to joining BGI, Mr. Chung was a Senior Manager within the Portfolio Management and Analytics Group at American Express. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Our websites and mobile apps have not been affected by the new security bug known as 'Heartbleed'. She served as a Senior Portfolio Manager for both the Mellon Global Opportunity Hedge Fund and the Mellon Global Fixed Income Hedge Fund. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. 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