#request.oFMSBhv.render(file_name="Product.jpg",file_uuid="3F65E59A-E269-8630-69D5-3A5D6EE81876",file_type="jpg",behaviour="Default",src="/shadomx/apps/fms/fmsdownload.cfm?file_uuid=3F65E59A-E269-8630-69D5-3A5D6EE81876&siteName=international",icon="/shadomx/apps/fms/admin/pics/icon_jpg.gif")#

Products & features

 
 
 

Portfolio rebalancing

Portfolio Rebalancing is a feature that provides for automatic rebalancing of up to eighteen Sub-Accounts in the account on a periodic basis (monthly, quarterly, or annually). The feature is similar to the Asset Allocation Program, but with Portfolio Rebalancing, your client is selecting the Sub-Accounts and percentages to maintain over the course of time.

Portfolio Rebalancing does not assure a profit and does not protect against a loss in declining markets. The value of the Sub-Accounts will fluctuate with market conditions and, when redeemed, may be with more or less than the original value.

 


© 2024 Sun Life Assurance Company of Canada. All Rights Reserved. Legal | Privacy | Security