Private Client investment illustration tool
The Private Client investment illustration tool helps advisors build a model portfolio of funds within our Private Client program and generate a professional quality report for clients.
The report provides important portfolio information to assist advisors with client conversations, such as:
- Historical performance
- Country/sector allocation
- Risk/Return scatterplot
- Correlation matrix
- Estimated total cost (%) of a model portfolio after the management fee reduction
Please note, the Private Client Illustration Tool is currently unavailable due to some required maintenance.
The tool includes Series A, F ,O and T for mutual funds, and A, F and O class for the Sun Life Guaranteed Investment Funds (GIFs).*
Private Client offers a wide range of investment options with highly competitive fees and an exceptional level of service, along with other advantages tailored to the needs of affluent investors.
Investors participating in the Private Client Program benefit from reduced management fees. For Series A, F, and T and class A and F mutual funds, the management fee reduction shown is an estimate which includes an assumed average blended sales tax rate of 10.72%. This assumed tax rate is used for illustrative purposes only and the actual amount of the management fee rebate may include a blended tax rate that is higher or lower than this amount, based on your specific circumstances. This tax rate may change at any time without notice.
*Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value.