Investment Illustration Tool
The Investment Illustration tool is an effective way for advisors to start
a conversation with investors about their needs and show hypothetical
performance for any constructed model portfolio of funds.
Advisors can generate a printable version of the investment illustration for client reference.
The investment illustration provides historical performance and other analysis for the selected portfolio of funds.
Select your funds and asset allocation in dollars or percentage.
A maximum of 20 funds can be selected.
Sort by fund name
The following sections provide historical performance data for the selected model portfolio.
Sun Life Global Investments recommends investors retain the printed report for their records.
You must select an answer
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