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Ibbotson Associates, Inc. is a leading authority on asset allocation with expertise in capital market expectations and portfolio implementation. Approaching portfolio construction from the top down, and by using a research-based investment process, its experienced consultants and portfolio managers serve mutual fund firms, banks, broker-dealers, and insurance companies worldwide. Ibbotson Associates' methodologies and services address all investment phases, from accumulation to retirement and the transition between the two. Ibbotson was founded in 1977 and is a Morningstar company.
View below to learn more about these particular investment options.
SCSM Ibbotson Moderate Fund1
SCSM Ibbotson Balanced Fund1
SCSM Ibbotson Growth Fund1
1. The SCSM Ibbotson asset allocation funds are managed by Sun Capital Advisers LLC and are subadvised by Ibbotson Associates. Ibbotson is a registered investment adviser and a wholly owned subsidiary of Morningstar, Inc. The Ibbotson name and logo are the property of Ibbotson. Ibbotson and its affiliates are not affiliated with Sun Life Financial and its affiliates.
Investing in variable annuity portfolios involves risks; variable annuity accumulation units, when redeemed, could be worth more or less than their original cost.
The investment objectives and policies of certain funds may be similar to those of other funds managed by the same investment advisor. No representation is made, and there can be no assurance given, that any fund's investment results will be comparable to the investment results of any other fund, including another fund with the same investment advisor or manager. The fund's investment results may be expected to differ and may be higher or lower than the investment results of other such funds. Differences in portfolio size, investment holdings, contract and fund expenses, and other factors are all expected to contribute to differences in fund performance.
You should carefully consider the investment objectives, risks, charges and expenses of an investment in a variable annuity. The prospectus contains this and other important information. Prospectuses for Sun Life Financial Masters® variable annuities are available by clicking here. Please read all prospectuses carefully before investing or sending money.
SLPC 19342 (09/08) (Exp. 10/09)
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