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Ibbotson Associates is a leading independent provider of asset allocation, manager selection, and portfolio construction services. The company leverages its innovative academic research to create customized investment advisory solutions that help investors meet their investment goals. Our clients include many of the top brokerage firms, insurance companies, banks, asset managers, and retirement plan providers. Ibbotson Associates was founded in 1977, and is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc.
SCSM Ibbotson Moderate Fund
SCSM Ibbotson Balanced Fund
SCSM Ibbotson Growth Fund
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.
Sun Life Financial Masters variable annuities are issued by Sun Life Assurance Company of Canada (U.S.) (Wellesley Hills, MA) in all states except New York. In New York, the contracts are issued by Sun Life Insurance and Annuity Company of New York (New York, NY). All guarantees are based on the claims paying ability of the issuing company. Variable products are distributed through Sun Life Financial Distributors, Inc. All three companies are members of the Sun Life Financial group of companies.
SLPC 20133 (10/09) (Exp. 04/11)
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