Create your own custom list of funds, stocks, and ETFs, with easy one-click tracking. 今回はブラックロック(BLK)のファンダメンタル、チャート分析をやっていきたいと思います。 Mutual funds are not guaranteed or covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. %���� 4-BLK Universe Bond Index Segregated Fund. Sun Life BlackRock Canadian Bond Index Segregated Fund Fund Details Underlying Fund Sun Life BlackRock Canadian Universe Bond Fund, Series I Fund Manager Sun Life Global Investments Canada Inc Investment Objective. 4-BLK Universe Bond Index Segregated Fund. Money invested in segregated funds contracts may also be protected against seizure by creditors. Similar to equity ETFs, many bond ETFs have delivered competitive returns across a variety of sectors, ranking above median in many categories over the long-term.. As such, historical performance data is not available. provide income by replicating, to the extent possible, the performance, net of fees, of a broad and recognized Canadian bond market index (the “Index”). ?���:��0�FB�x$ !���i@ڐ���H���[EE1PL���⢖�V�6��QP��>�U�(j Effective Duration: Measures the sensitivity of the price of a bond with embedded options to changes in Essentials Update Stay abreast of the market with highlights from across Fund Library, emailed right to your inbox. Canadian Universe Bond Fund (the “Fund”) are to . 1-BLK S&P/TSX Composite Index Seg Fund. *1 J�� "6DTpDQ��2(���C��"��Q��D�qp�Id�߼y�͛��~k����g�}ֺ ����LX ��X��ň��g`� l �p��B�F�|،l���� ��*�?�� ����Y"1 P������\�8=W�%�Oɘ�4M�0J�"Y�2V�s�,[|��e9�2��s��e���'�9���`���2�&c�tI�@�o�|N6 (��.�sSdl-c�(2�-�y �H�_��/X������Z.$��&\S�������M���07�#�1ؙY�r f��Yym�";�8980m-m�(�]����v�^��D���W~� ��e����mi ]�P����`/ ���u}q�|^R��,g+���\K�k)/����C_|�R����ax�8�t1C^7nfz�D����p�柇��u�$��/�ED˦L L��[���B�@�������ٹ����ЖX�! A bond index fund is a diversified portfolio of bonds that are chosen to align with the performance of a specific bond index. Various bond index strategies, like iShares bond ETFs, have strong performance within their Morningstar categories across a broad range of sectors. 1-BLK S&P/TSX Composite Index Seg Fund. Bond Index is commonly used, as it covers most U.S.-traded bonds and some foreign bonds. The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. {{{;�}�#�tp�8_\. The Fund invests only in top-quality securities. I am definitely no expert, but the first 3’s major holdings are all very similar assets to the TD funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Sun Life Assurance Company of Canada purchases units of the fund listed below, which is established as a segregated fund in accordance with the Insurance Companies Act (Canada). Benchmark FTSE Canada Universe Bond Investment Strategy The investments are passively managed in order to provide a moderate real return derived primarily from income by investing in a diversified portfolio of Canadian debt securities. View mutual fund news, mutual fund market and mutual fund interest rates. CUMIS Universe Bond Index Fund (BLK) Moderate 1.2 1.5 4.1 3.5 4.8 CUMIS Income Fund (Ethical) Low to Moderate 1.5 1.9 4.3 3.7 4.9 ... Dividend Fund, the underlying fund that the CUMIS segregated fund invests in, was reset to April 25, 2016 (as per Canadian regulations). LIPAX | A complete BlackRock LifePath Index 2050 Fund;Investor A mutual fund overview by MarketWatch. Learn about BLK (XNYS) with our data and independent analysis including price, star rating, valuation, dividends, and financials. invests up to 40% in the BlackRock Fixed Income Global Opportunities (“FIGO”) Fund as … 2 % of net assets represents the Fund's exposure based on the economic value of securities and is adjusted for futures, options, swaps, and convertible bonds.Allocations subject to change. SSQ BlackRock Bond Index GIF is a Segregated Fund incorporated in Canada. WFBIX | A complete iShares US Aggregate Bond Idx Fund;K mutual fund overview by MarketWatch. See iShares US Aggregate Bond Index Fund (WFBIX) mutual fund ratings from all the top fund analysts in one place. �@���R�t C���X��CP�%CBH@�R����f�[�(t� C��Qh�z#0 ��Z�l�`O8�����28.����p|�O×�X Investment management approach. As such, historical performance data is not available. 60% FTSE Canada Universe Bond Index, 20% S&P/TSX Composite Index and 20% MSCI World Index (Canadian dollars) 6.9% 6.9% 6.4% 6.5% Source: CI Multi-Asset Management, Bloomberg Finance L.P. and FTSE as at September 30, 2020. In general, we would expect an index exposure to deliver the “market return.” @~ (* {d+��}�G�͋љ���ς�}W�L��$�cGD2�Q���Z4 E@�@����� �A(�q`1���D ������`'�u�4�6pt�c�48.��`�R0��)� Aggregate Bond ETF (ticker: AGG) is the largest bond exchange-traded fund, with assets of more than $50 billion tied to the index. BlackRock's fund range is made up of 84 unit trust funds, 109 Life funds and 145 pension funds. iShares Core Canadian Universe Bond Index ETF (CAD) The above results are hypothetical and are intended for illustrative purposes only. Some segregated fund contracts also offer income guarantees. Our analysis of these funds identifies that 61% of their funds that have at least five years of history have performed worse than at least 50% of funds in their sectors during the most recent 5-year period. Find basic information about the Blackrock Us Equity Index B mutual fund such as total assets, risk rating, Min. The fund invests directly in fixed income securities included in the Index and/or may The Barclays Aggregate U.S. x���wTS��Ͻ7�P����khRH �H�. These are gross performance returns, calculated after the fund's operating expenses, but before investment fees. Bond Index Funds: A Breakdown. Funds in the Canadian Fixed Income category must invest at least 90% of their fixed income holdings in Canadian dollars with an average duration greater than 3.5 years and less than 9.0 years. CUMIS Universe Bond Index Fund (BLK) Moderate 1.2 6.3 6.0 4.4 5.2 CUMIS Income Fund (Ethical) Low to Moderate 1.4 6.4 6.0 4.6 5.3 ... Dividend Fund, the underlying fund that the CUMIS segregated fund invests in, was reset to April 25, 2016 (as per Canadian regulations). %PDF-1.7 2-BLK US Eq Index Segregated Fund (Reg) 3-BLK EAFE Equity Index Segregated Fund. View mutual fund news, mutual fund market and mutual fund interest rates. 2-BLK US Eq Index Segregated Fund (Reg) 3-BLK EAFE Equity Index Segregated Fund. invests in a passive portfolio that tracks the Index as the “Core” component. In December 2019, BlackRock Inc. announced that Mark Wiseman would be leaving the firm after violating the company’s relationships at work policy. Segregated fund contracts guarantee 75% to 100% of your premiums (less withdrawals) when the contract matures, or on your death. Notes and disclaimers § Blended benchmark: 90.8% FTSE Canada Universe Bond Index, 9.2% MSCI ACWI Local Currency Index. eß\Û_:’8Š¸-ß+¥Z¯kÏuÅBdëÈ=-8rþ  Gµ>àH–÷SÈ«]ª(ÑÂw²v+¶õ,Ѧù\"Ô_éûSaÍ5¢“>¬¹"ŒRtÏ ëéÚ>†mT­>¬ˆmX‘«ÓHíšîiÜè=Yƙ‰ŽuÁ j»7*æàÄ ýʆ‘ ‹ø*Óàªfq#Q4Lé« .ÊVºƒUìêmã±\Võë°*7„ÀB킨A Dÿ €¨{ Q÷ ¢D}@´K ¢ DڈøiðCÙㇺÇñ“ˆsø¡ìñC9⇲ÇiÚUüPÌ5Ø0ߦV~êåÔñ7'íݜ¾wsúÑÍÙtIïiß_÷sòN ÛÎÏi?§]È2¡t€ÌÞdYãôƶ5¾n\óãÚƵíŒk¹d\¶µ|ÛÚÍó¶5k, MRFP - Sun Life BlackRock Canadian Universe Bond Fund - December 2019. Fund 3.3 14.6 15.3 13.4 14.4 13.3 16.7 Benchmark 3.3 14.6 15.3 13.4 14.5 13.4 16.9 Underlying Fund Performance Disclosure The above data represents past performance returns, which is not indicative of future results. S܊.„äOkà‡ƒj:SÔûÚÝZ)Ã]ØɦӢٴcÁ(F êgÙ¨LßZò>7Ë investment, market cap and category. Notes 13 0 obj Sales Balanced Canadian Equity Fixed Income Foreign Equity Guaranteed/Money Market 0.30272518080830835 0.25928356185400059 0.13448987132021001 0.19351521322368209 Series F Series A - PH&N Bond Fund Series D - PH&N Bond Fund Series O - PH&N Bond Fund Series Fund code: RBF5110 ... management fees and expenses associated with mutual fund investments. Average Market Cap: The average size of the securities the fund invests in. annualized return for the FTSE Canada Universe Bond Index. The Fund will obtain broad-based exposure to Canadian equity by investing in the Sun Life BlackRock Canadian Composite Equity Fund, which attempts to replicate the performance of a well known Canadian Equity Index. The Fund: seeks to achieve an average annual return of 1.0% to 1.5% over the FTSE Canada Universe Bond Index (“the Index”). �MFk����� t,:��.FW������8���c�1�L&���ӎ9�ƌa��X�:�� �r�bl1� The Fund's target allocation is approximately 70% Canadian equity and 30% global sector equity*. 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