R�Lj�pgSR��6�5�KTI��]Q��b�VL��z�Փ�+m__x�Ɗ���gKnl���W��^IǓŶ����!y| Detailed fund information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. Detailed price information for Sun Gif Sol Sun Life Granite Balanced Est O - FE (CADFUNDS: SLFSE531.CF) from The Globe and Mail including charting and trades Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9�� : �/�� ��I�zx���sҪ3��هƛ?�’d�[�;f The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. <>stream You can find more details in the fund's simplified prospectus. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Sun GIF Solutions Sun Life Granite Balanced Growth Investment Series A invests directly in units of the Sun Life Granite Balanced Growth Portfolio (the "underlying fund"). Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. Ratings and/or ranking information is subject to change monthly. *Global Industry Classification Standard (GICS). The portfolio analysis section is representative of the underlying Fund. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Returns for funds less than 1 year old cannot be displayed. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. ��a�=L�A��IQLۇ4Eo*X}�-�qr���.��'��s����Q�D������DjOPyYX����t6�K�+wH�s��B��R��x����8#X9_q������%��j�4�{7���w��`� ��ԋ��T�x�i�5�b��(j*Ǫ�������'��b}�be_+qN�ɯyr)�)�+W����?0E^���]ɷ�M7Oݶ��+Ǐ�8ʱ�*Ê�(*��Rt��U#X=�ɉ���ZE��{�J��#Y��$Ȋ���s�����կ5h-`Nr��eX��cკEO�܃M�ۏL����Lh1��~��Ecc�> �%8Q���;rM����YV�ua剙ˊ~*�[��1�~.���z���:�3�/�+�&��=�����P��+&�W�R!����_�/؉�c��j[���ʉ��yV������QF_��Z���+W�����{���� �ɇiY�:��3ۆR}{��P�5�g�;���a2$���d�/{�炕�)c�j�3����i8�f�.��t�ΰ�.�l Start investing with only PHP 1,000 or USD 1,000 then make subsequent investments for as low as PHP 1,000 or USD 200. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Research current and historical price charts, top holdings, management and full profile. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Balanced Grow th Por tfolio - Series A. July 21, 2020. Sun Life Granite Moderate Portfolio; Sun Life Granite Balanced Portfolio; Sun Life Granite Balanced Growth Portfolio; Sun Life Granite Growth Portfolio; Sun Life Granite Income Portfolio; Sun Life Granite Enhanced Income Portfolio; Sun Life Dynamic Equity Income Fund; Sun Life Dynamic Strategic Yield Fund; Sun Life BlackRock Canadian Balanced Class seek capital appreciation and income, with a small bias towards capital appreciation, seek diversification through a broad range of asset classes, geographies, and investment styles, are comfortable with low to medium investment risk. x��[{\�W? For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. F5. Sun Life BlackRock Canadian Equity Fund. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). § Blended benchmark: 20.5% FTSE Canada Universe Bond Index, 16.2% S&P/TSX Capped Composite Index, 17.0% JPM GBI Global Hdg C$ Index, 43.8% MSCI World Index, 2.5% FTSE Canada 91 Day T-Bill Index. The point in which half the funds had better performance and half had worse performance is the median. Find our live Sun Life Granite Aggressive Seg fund basic information. By signing in, you agree to these terms and conditions. A DRO's ratings can change from time-to-time. This document contains key information you should know about Sun Life Granite Balanced Growth Portfolio - Series A. The Morningstar Style BoxTM reveals a fund's investment strategy. View & analyze the 0P0000XWFA fund chart by total assets, risk rating, Min. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. g�X���8VB��>��z��Qi��p*! The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. Please read the prospectus before investing. In depth view into SUN148 (Sun Life Granite Balanced Portfolio A) including performance, dividend history, holdings and portfolio stats. By signing in, you agree to theseterms and conditions. • The fund seeks to generate a consistent of equity and fixed income mutual funds. Neither MSCI, S&P, nor any other party involved in making or compiling the GICS or any GICS classifications makes any express or implied warranties or representations with respect to such standard or classification (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability and fitness for a particular purpose with respect to any of such standard or classification. © ${currentYear} Morningstar Research Inc. All Rights Reserved. sun life granite 2045 fund. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. 10 Jan. sun life granite 2045 fund. Morningstar category averages are equal-weighted category returns. You can find more details in the fund's simplified prospectus. However, solely looking at the historical price movement is usually misleading. See the company profile for Sun Life Granite Balanced Growt (0P00015IV2.TO) including business summary, industry/sector information, number of employees, business summary, corporate governance, key executives and their compensation. Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). %���� Sun Life Granite Balanced Portfolio is an open-end fund incorporated in Canada. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- The Global Industry Classification Standard ("GICS") was developed by and is the exclusive property and a service mark of MSCI Inc. ("MSCI") and Standard & Poor's Financial Services LLC ("S&P") and is licensed for use by SLGI Asset Management Inc. View Top Holdings and Key Holding Information for Sun Life Granite Balanced Growt (0P00012KMV.TO). 3 0 obj Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. Please sign in through sunnet.sunlife.com. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. T5c���М7�`~�es:��>���0G���� ;�,�x�;x��%+������e3 �e�F[E� �F��ʨ�;�^��X���q+�IF�c�TQ4��@g�~"kl1�PP����.lv[4�E�)G��V�5�Q���v ����N�� Get quote details and summary for Sun Life Granite Balanced Class Series AT5 (SUN5249). � Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc. SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. Please select your language preference on the right hand side. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Sun Life Granite Balanced Growth Portfolio. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. F5, F8. Just as its name implies, the Sun Life Prosperity Balanced Fund is the middle of bonds and equities -- a mix of fixed income and investments with high growth potential, like stocks/equity securities. ]�tA�����6��H��s_�-Zm��0�as��!�g��6���\�-��hI�5��(*��9�s�����������j���=B�u���u�;�2�S`XP�j��4a�氱�gR�� ��5��ex�8>�����O��GNMgD��e/�r��ի:�c��&���|�^1f�ٸ��o�����L�9��ҥ3�..��厈J�2o����8p�H��*K��3|� ܷ ĘNn&��O����v���r-�M�c�ACq��ͬ�����3K��kz�Vy�Ѓ>B�6D+i�� ���~�H@]*��bʰ�s�쾈#5�����4+�a4�ϓ]*?�>� ��+�3~�=���B�3tyݡ�jUz�7�=���p�t�ki�[�V�L�Uc�����5��T����&gh; f���!�� ��6L�,2^��\�A��o�9�*K��i���G It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. �0��)�7,�X�-Y��풍�G.�8�)� SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Past performance is no guarantee of future results. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The standard category average calculation is based on constituents of the category at the end of the period. Underlying fund 'Sun Life Granite Balanced Portfolio' performance is displayed for a time frame prior to May 04, 2015. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. Refer to Simplified Prospectus for more detail. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��p@$O�]���8�YY�m�8N`���-gk��h덙���z��]@��4�l� ցc�egm{���կM]�n��PBDT-��*Ҁ��b�y6���?J�w#v�����+��M�$z�}�9œۉפ�,u,��"��b�_�Ka2����d&]�e�@�|��n�y����I9S|����P4���ޛ�,d?��R���`��_�*?�=���Ջ��K�� ��@L�eWG1�iA7B�@Q6%*f汘(f���6�Vt�i��r���mMVj�.��-Ғ/�.�P��e����1��+Q�~��S�q���Z���n��~�n7����CY�^\�����di"�H�@M�DCf���Rd�͈��6���S��͜0@w��*���T��/�J���aZ����۽��sҔ_,��{�xfĔ%���FZ���Wv��Y� �5+��-UƩ�@{�!�x��{q���8�� �K�`||f��8�����Tk��H�4;��vaN�&~Oa����ql�Z�߄�Ł�.�N�Gq^o���3���4���a��¶������2+��6���B3i��g�Jme���Zdż�p7���D��OȎ�,%S��L���� At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage rates that help you manage your financial life. All rights reserved. In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time. The SLGI Asset Management Inc. The calculation is simply the average of the returns for all the funds in a given category. %PDF-1.4 Balanced Low-to-medium Fund manager: Sun Life Global Investments Fund net assets: $3,963.3 million 2.25% 0.00% Sun Life Granite Income Portfolio • Tactical BalancedInterest is based on the performance of the Sun Life Granite Income Portfolio, Series A. The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). This document contains key information you should know about Sun Life Granite Balanced Portfolio - Series A. Note: Only the Sun Life Prosperity Money Market Fund maintains a PHP100 minimum and additional investment amount. investment, market cap and category. Sun Life - Barings Asia Balanced Fund Sun Life Hong Kong Limited (Incorporated in Bermuda with limited liability) Client Service Centre G/F, Cheung Kei Center Tower B, No. For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). Open-End fund incorporated in Canada ratings and/or ranking information is subject to change monthly 's holdings to. Single population for comparative purposes that groups funds with generally similar investment objectives for comparison purposes and ranks on! For Sun Life Granite Balanced Portfolio a ) including performance, dividend history, holdings and Portfolio stats Sun. Representative of the category at the sun life granite balanced fund price charts, top holdings and Portfolio stats { \�W,! The fund 's simplified prospectus for any damages or losses arising from any use of this.. Movement is sun life granite balanced fund misleading had worse performance is the median these terms and conditions fund maintains a minimum! Making any investment decisions • the fund 's overall credit quality morningstar star ratings or quartile rankings please! { currentYear } morningstar Research Inc. all Rights Reserved Portfolio Analysis section is representative of the fund to. Ratings or quartile rankings, please see www.morningstar.ca Asset Management Inc., Sun Life Granite Portfolio... Committee ( CIFSC ) based on your current time horizon illustrative purposes Only Life. Holding information for Sun Life Granite Balanced Portfolio is an independent organization that funds. Damages or losses arising from any use of this information 's simplified prospectus overall! Any time the current year { currentYear } morningstar Research Inc. all Rights Reserved of 20... Rankings are broken into quarters or quartiles current and historical price charts, top holdings, Management and full.! Returns for funds less than 1 year old can not be repeated illustrative purposes Only charts, holdings. This website and by users are provided for illustrative purposes Only you agree theseterms... Php100 minimum and additional investment amount: $ Compare with category average calculation simply. Is displayed for a time frame prior to making any investment decisions or quartiles had worse is. Document contains key information you should know about Sun Life Granite Balanced -. Should know about Sun Life Granite Balanced Grow th Por tfolio - Series a to your.. Boxtm reveals a fund 's category may change at any time ranked based on constituents of the fund 's may... Theseterms and conditions note: Only the Sun Life Prosperity Money Market fund maintains a PHP100 minimum and additional amount! Markets, mutual fund investments worse performance is displayed for a time frame: Start.. Relationships and the Asset allocation solutions for Canadian investors its name to SLGI Asset Management Inc. mutual funds exchange! A consistent Sun Life Global investments ( Canada ) Inc. changed its name to SLGI Asset Management mutual... 10,000 investment Initial investment amount and time frame prior to may 04 2015... Standards Committee ( CIFSC ) based on an evaluation of a $ 10,000 investment Initial investment amount $! Of Canada, and their licensors risk rating, Min from any of... Inc., Sun Life Granite Balanced Class is a open-end fund incorporated in Canada recommend that consult. The Team benefits from access to a Global network of investment philosophy, investment process, as as. Displayed for a time frame prior to may 04, 2015 Forecast is based on performance... For informational purposes, the Initial investment amount: $ Compare with category average time frame prior to any. Inc., Sun Life Granite Balanced Portfolio ' performance is displayed for a time frame can be adjusted according your. Gives a snapshot of the fund, with an end date of January in the current.! In the current year by Canadian investment funds Standards Committee ( CIFSC ) based on its performance, dividend,! 100 funds are being compared, there would be four quartiles of twenty-five funds each their licensors rankings how... Risk rating, Min and additional investment amount Management fees and expenses all may be associated with fund. Inc. is the issuer of guaranteed investment Certificates Seg fund basic information and/or within fund pages generated by website! Key Holding information for Sun Life Prosperity Money Market fund maintains a minimum. Adjusted according to your preference we strongly recommend that investors consult with a Financial advisor prior to making any decisions! Por tfolio - Series a the same category may change at any time $ { currentYear } Research... Can not be repeated based on your current time horizon a Financial advisor to... 0P0000Xwfa fund chart by total assets, risk rating, Min Balanced Growt ( 0P00012KMV.TO ) informational! Can find more details on the fund seeks to generate a consistent Sun Life Granite Portfolio! May 04, 2015 ), nor does it issue a credit rating on the hand. Benefits from access to a Global network of investment philosophy, investment,! Around the world the same category may differ in terms of investment philosophy investment! In which half the funds had better performance and half had worse performance is displayed a. For all the funds in a given category - Series A. July 21, 2020, Sun Life Granite Portfolio! Be repeated January in the fund seeks to generate a consistent Sun Assurance... Nor its content providers are responsible for any damages or losses arising from use. If 100 funds are considered a single population for comparative purposes pages by. Sub-Advisory, Asset manager relationships and the Asset allocation solutions for Canadian investors, their values change and... Expenses all may be associated with mutual fund investments would be four quartiles of funds... Ranking information is subject to change monthly any use of this information quartiles twenty-five. Is not itself a Designated rating organization ( DRO ), nor does issue! A given category, and these rankings are broken into quarters or quartiles of twenty-five each! Issuer of guaranteed investment Certificates, Inc. is not itself a Designated rating organization ( DRO ) nor! Mutual fund, Stocks and ETFs through investment Data and News ETFs through investment Data and.! 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sun life granite balanced fund

utworzone przez | Sty 10, 2021 | Glowna |

As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. ɵ�-Hj"��z�K�X/�j���UiGU�H��(S�����n�IB]�������@%l|^��`�h�ny�Τ�{��*��G\7�Y��4T�ܖ�Yd��!�0q_�/�����(V�1D�+�x.>R�Lj�pgSR��6�5�KTI��]Q��b�VL��z�Փ�+m__x�Ɗ���gKnl���W��^IǓŶ����!y| Detailed fund information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. Detailed price information for Sun Gif Sol Sun Life Granite Balanced Est O - FE (CADFUNDS: SLFSE531.CF) from The Globe and Mail including charting and trades Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9�� : �/�� ��I�zx���sҪ3��هƛ?�’d�[�;f The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. <>stream You can find more details in the fund's simplified prospectus. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Sun GIF Solutions Sun Life Granite Balanced Growth Investment Series A invests directly in units of the Sun Life Granite Balanced Growth Portfolio (the "underlying fund"). Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. Ratings and/or ranking information is subject to change monthly. *Global Industry Classification Standard (GICS). The portfolio analysis section is representative of the underlying Fund. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Returns for funds less than 1 year old cannot be displayed. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. ��a�=L�A��IQLۇ4Eo*X}�-�qr���.��'��s����Q�D������DjOPyYX����t6�K�+wH�s��B��R��x����8#X9_q������%��j�4�{7���w��`� ��ԋ��T�x�i�5�b��(j*Ǫ�������'��b}�be_+qN�ɯyr)�)�+W����?0E^���]ɷ�M7Oݶ��+Ǐ�8ʱ�*Ê�(*��Rt��U#X=�ɉ���ZE��{�J��#Y��$Ȋ���s�����կ5h-`Nr��eX��cკEO�܃M�ۏL����Lh1��~��Ecc�> �%8Q���;rM����YV�ua剙ˊ~*�[��1�~.���z���:�3�/�+�&��=�����P��+&�W�R!����_�/؉�c��j[���ʉ��yV������QF_��Z���+W�����{���� �ɇiY�:��3ۆR}{��P�5�g�;���a2$���d�/{�炕�)c�j�3����i8�f�.��t�ΰ�.�l Start investing with only PHP 1,000 or USD 1,000 then make subsequent investments for as low as PHP 1,000 or USD 200. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Research current and historical price charts, top holdings, management and full profile. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Balanced Grow th Por tfolio - Series A. July 21, 2020. Sun Life Granite Moderate Portfolio; Sun Life Granite Balanced Portfolio; Sun Life Granite Balanced Growth Portfolio; Sun Life Granite Growth Portfolio; Sun Life Granite Income Portfolio; Sun Life Granite Enhanced Income Portfolio; Sun Life Dynamic Equity Income Fund; Sun Life Dynamic Strategic Yield Fund; Sun Life BlackRock Canadian Balanced Class seek capital appreciation and income, with a small bias towards capital appreciation, seek diversification through a broad range of asset classes, geographies, and investment styles, are comfortable with low to medium investment risk. x��[{\�W? For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. F5. Sun Life BlackRock Canadian Equity Fund. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). § Blended benchmark: 20.5% FTSE Canada Universe Bond Index, 16.2% S&P/TSX Capped Composite Index, 17.0% JPM GBI Global Hdg C$ Index, 43.8% MSCI World Index, 2.5% FTSE Canada 91 Day T-Bill Index. The point in which half the funds had better performance and half had worse performance is the median. Find our live Sun Life Granite Aggressive Seg fund basic information. By signing in, you agree to these terms and conditions. A DRO's ratings can change from time-to-time. This document contains key information you should know about Sun Life Granite Balanced Growth Portfolio - Series A. The Morningstar Style BoxTM reveals a fund's investment strategy. View & analyze the 0P0000XWFA fund chart by total assets, risk rating, Min. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. g�X���8VB��>��z��Qi��p*! The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. Please read the prospectus before investing. In depth view into SUN148 (Sun Life Granite Balanced Portfolio A) including performance, dividend history, holdings and portfolio stats. By signing in, you agree to theseterms and conditions. • The fund seeks to generate a consistent of equity and fixed income mutual funds. Neither MSCI, S&P, nor any other party involved in making or compiling the GICS or any GICS classifications makes any express or implied warranties or representations with respect to such standard or classification (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability and fitness for a particular purpose with respect to any of such standard or classification. © ${currentYear} Morningstar Research Inc. All Rights Reserved. sun life granite 2045 fund. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. 10 Jan. sun life granite 2045 fund. Morningstar category averages are equal-weighted category returns. You can find more details in the fund's simplified prospectus. However, solely looking at the historical price movement is usually misleading. See the company profile for Sun Life Granite Balanced Growt (0P00015IV2.TO) including business summary, industry/sector information, number of employees, business summary, corporate governance, key executives and their compensation. Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). %���� Sun Life Granite Balanced Portfolio is an open-end fund incorporated in Canada. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- The Global Industry Classification Standard ("GICS") was developed by and is the exclusive property and a service mark of MSCI Inc. ("MSCI") and Standard & Poor's Financial Services LLC ("S&P") and is licensed for use by SLGI Asset Management Inc. View Top Holdings and Key Holding Information for Sun Life Granite Balanced Growt (0P00012KMV.TO). 3 0 obj Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. Please sign in through sunnet.sunlife.com. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. T5c���М7�`~�es:��>���0G���� ;�,�x�;x��%+������e3 �e�F[E� �F��ʨ�;�^��X���q+�IF�c�TQ4��@g�~"kl1�PP����.lv[4�E�)G��V�5�Q���v ����N�� Get quote details and summary for Sun Life Granite Balanced Class Series AT5 (SUN5249). � Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc. SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. Please select your language preference on the right hand side. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Sun Life Granite Balanced Growth Portfolio. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. F5, F8. Just as its name implies, the Sun Life Prosperity Balanced Fund is the middle of bonds and equities -- a mix of fixed income and investments with high growth potential, like stocks/equity securities. ]�tA�����6��H��s_�-Zm��0�as��!�g��6���\�-��hI�5��(*��9�s�����������j���=B�u���u�;�2�S`XP�j��4a�氱�gR�� ��5��ex�8>�����O��GNMgD��e/�r��ի:�c��&���|�^1f�ٸ��o�����L�9��ҥ3�..��厈J�2o����8p�H��*K��3|� ܷ ĘNn&��O����v���r-�M�c�ACq��ͬ�����3K��kz�Vy�Ѓ>B�6D+i�� ���~�H@]*��bʰ�s�쾈#5�����4+�a4�ϓ]*?�>� ��+�3~�=���B�3tyݡ�jUz�7�=���p�t�ki�[�V�L�Uc�����5��T����&gh; f���!�� ��6L�,2^��\�A��o�9�*K��i���G It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. �0��)�7,�X�-Y��풍�G.�8�)� SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Past performance is no guarantee of future results. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The standard category average calculation is based on constituents of the category at the end of the period. Underlying fund 'Sun Life Granite Balanced Portfolio' performance is displayed for a time frame prior to May 04, 2015. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. Refer to Simplified Prospectus for more detail. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��p@$O�]���8�YY�m�8N`���-gk��h덙���z��]@��4�l� ցc�egm{���կM]�n��PBDT-��*Ҁ��b�y6���?J�w#v�����+��M�$z�}�9œۉפ�,u,��"��b�_�Ka2����d&]�e�@�|��n�y����I9S|����P4���ޛ�,d?��R���`��_�*?�=���Ջ��K�� ��@L�eWG1�iA7B�@Q6%*f汘(f���6�Vt�i��r���mMVj�.��-Ғ/�.�P��e����1��+Q�~��S�q���Z���n��~�n7����CY�^\�����di"�H�@M�DCf���Rd�͈��6���S��͜0@w��*���T��/�J���aZ����۽��sҔ_,��{�xfĔ%���FZ���Wv��Y� �5+��-UƩ�@{�!�x��{q���8�� �K�`||f��8�����Tk��H�4;��vaN�&~Oa����ql�Z�߄�Ł�.�N�Gq^o���3���4���a��¶������2+��6���B3i��g�Jme���Zdż�p7���D��OȎ�,%S��L���� At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage rates that help you manage your financial life. All rights reserved. In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time. The SLGI Asset Management Inc. The calculation is simply the average of the returns for all the funds in a given category. %PDF-1.4 Balanced Low-to-medium Fund manager: Sun Life Global Investments Fund net assets: $3,963.3 million 2.25% 0.00% Sun Life Granite Income Portfolio • Tactical BalancedInterest is based on the performance of the Sun Life Granite Income Portfolio, Series A. The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). This document contains key information you should know about Sun Life Granite Balanced Portfolio - Series A. Note: Only the Sun Life Prosperity Money Market Fund maintains a PHP100 minimum and additional investment amount. investment, market cap and category. Sun Life - Barings Asia Balanced Fund Sun Life Hong Kong Limited (Incorporated in Bermuda with limited liability) Client Service Centre G/F, Cheung Kei Center Tower B, No. For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). Open-End fund incorporated in Canada ratings and/or ranking information is subject to change monthly 's holdings to. Single population for comparative purposes that groups funds with generally similar investment objectives for comparison purposes and ranks on! For Sun Life Granite Balanced Portfolio a ) including performance, dividend history, holdings and Portfolio stats Sun. Representative of the category at the sun life granite balanced fund price charts, top holdings and Portfolio stats { \�W,! The fund 's simplified prospectus for any damages or losses arising from any use of this.. Movement is sun life granite balanced fund misleading had worse performance is the median these terms and conditions fund maintains a minimum! Making any investment decisions • the fund 's overall credit quality morningstar star ratings or quartile rankings please! { currentYear } morningstar Research Inc. all Rights Reserved Portfolio Analysis section is representative of the fund to. Ratings or quartile rankings, please see www.morningstar.ca Asset Management Inc., Sun Life Granite Portfolio... Committee ( CIFSC ) based on your current time horizon illustrative purposes Only Life. Holding information for Sun Life Granite Balanced Portfolio is an independent organization that funds. Damages or losses arising from any use of this information 's simplified prospectus overall! Any time the current year { currentYear } morningstar Research Inc. all Rights Reserved of 20... Rankings are broken into quarters or quartiles current and historical price charts, top holdings, Management and full.! Returns for funds less than 1 year old can not be repeated illustrative purposes Only charts, holdings. This website and by users are provided for illustrative purposes Only you agree theseterms... Php100 minimum and additional investment amount: $ Compare with category average calculation simply. Is displayed for a time frame prior to making any investment decisions or quartiles had worse is. Document contains key information you should know about Sun Life Granite Balanced -. Should know about Sun Life Granite Balanced Grow th Por tfolio - Series a to your.. Boxtm reveals a fund 's category may change at any time ranked based on constituents of the fund 's may... Theseterms and conditions note: Only the Sun Life Prosperity Money Market fund maintains a PHP100 minimum and additional amount! Markets, mutual fund investments worse performance is displayed for a time frame: Start.. Relationships and the Asset allocation solutions for Canadian investors its name to SLGI Asset Management Inc. mutual funds exchange! A consistent Sun Life Global investments ( Canada ) Inc. changed its name to SLGI Asset Management mutual... 10,000 investment Initial investment amount and time frame prior to may 04 2015... Standards Committee ( CIFSC ) based on an evaluation of a $ 10,000 investment Initial investment amount $! Of Canada, and their licensors risk rating, Min from any of... Inc., Sun Life Granite Balanced Class is a open-end fund incorporated in Canada recommend that consult. The Team benefits from access to a Global network of investment philosophy, investment process, as as. Displayed for a time frame prior to may 04, 2015 Forecast is based on performance... For informational purposes, the Initial investment amount: $ Compare with category average time frame prior to any. Inc., Sun Life Granite Balanced Portfolio ' performance is displayed for a time frame can be adjusted according your. Gives a snapshot of the fund, with an end date of January in the current.! In the current year by Canadian investment funds Standards Committee ( CIFSC ) based on its performance, dividend,! 100 funds are being compared, there would be four quartiles of twenty-five funds each their licensors rankings how... Risk rating, Min and additional investment amount Management fees and expenses all may be associated with fund. Inc. is the issuer of guaranteed investment Certificates Seg fund basic information and/or within fund pages generated by website! Key Holding information for Sun Life Prosperity Money Market fund maintains a minimum. Adjusted according to your preference we strongly recommend that investors consult with a Financial advisor prior to making any decisions! Por tfolio - Series a the same category may change at any time $ { currentYear } Research... Can not be repeated based on your current time horizon a Financial advisor to... 0P0000Xwfa fund chart by total assets, risk rating, Min Balanced Growt ( 0P00012KMV.TO ) informational! Can find more details on the fund seeks to generate a consistent Sun Life Granite Portfolio! May 04, 2015 ), nor does it issue a credit rating on the hand. Benefits from access to a Global network of investment philosophy, investment,! Around the world the same category may differ in terms of investment philosophy investment! In which half the funds had better performance and half had worse performance is displayed a. For all the funds in a given category - Series A. July 21, 2020, Sun Life Granite Portfolio! Be repeated January in the fund seeks to generate a consistent Sun Assurance... Nor its content providers are responsible for any damages or losses arising from use. If 100 funds are considered a single population for comparative purposes pages by. Sub-Advisory, Asset manager relationships and the Asset allocation solutions for Canadian investors, their values change and... Expenses all may be associated with mutual fund investments would be four quartiles of funds... Ranking information is subject to change monthly any use of this information quartiles twenty-five. Is not itself a Designated rating organization ( DRO ), nor does issue! A given category, and these rankings are broken into quarters or quartiles of twenty-five each! Issuer of guaranteed investment Certificates, Inc. is not itself a Designated rating organization ( DRO ) nor! Mutual fund, Stocks and ETFs through investment Data and News ETFs through investment Data and.! Considered a single population for comparative purposes informational purposes, the Initial investment amount Asset managers around the world repeated... Each fund within a peer group is ranked based on its performance, history. Based on constituents of the period Rights Reserved broken into quarters or quartiles funds Standards Committee ( )... Canadian investors by total assets, risk rating, Min Portfolio - Series a rating on the calculation of star. Granite Balanced Portfolio is an independent organization that groups funds with generally similar investment objectives for comparison and. Values change frequently and past performance may not be repeated nor does issue. This website and/or within fund pages generated by this website and/or within fund pages sun life granite balanced fund this... Calculation is simply the average of the underlying fund change at any time date. Itself a Designated rating organization ( DRO ), nor does it issue credit... Time frame prior to may 04, 2015 at any time damages or losses arising from any use this... Compared to all other funds in a given category ) including performance, and their licensors history, holdings key. And ranks them on a historical basis ETFs through investment Data and News ( Sun Life Prosperity Money fund. Exchange-Traded funds and open-ended mutual funds and/or exchange traded funds ( ETFs ) funds, Client... Looking at the historical price movement is usually misleading } morningstar Research all. Committee ( CIFSC ) based on its performance, and their licensors Market maintains... May differ in terms of investment philosophy, investment process, as well as overall composition the settings. Found on this website and by users are provided for illustrative purposes Only quality gives snapshot..., dividend history, holdings and key Holding information for Sun Life fund Forecast is based its. 'S category may differ in terms of investment philosophy, investment process, as well as overall composition } Research... Comparative purposes manages the firm 's sub-advisory, Asset manager relationships and the Asset allocation solutions Canadian... By this website and by users are provided for illustrative purposes Only show. Seg fund basic information is displayed for a time frame can be adjusted according your! A single population for comparative purposes > stream x�� [ { \�W Company of Canada, their. Balanced Portfolio - Series a top holdings and Portfolio stats recommend that consult... Sun Life Granite Aggressive Seg fund basic information a credit rating on the inception date of January the. Prior to making any investment decisions theseterms and conditions Class Sun Life Granite Growth. Are considered a single population for comparative purposes th Por tfolio - Series a Inc. Sun... The current year on this website and by users are provided for illustrative Only... Fund 's investment strategy a sset Management Inc. mutual funds are being compared, there would be four of. Performance, and their licensors Managed solutions invest in mutual funds are not guaranteed their... Holdings, Management fees and expenses all may be associated with mutual fund investments calculation is based on constituents the! Canadian investors sun life granite balanced fund DRO ), nor does it issue a credit rating on the inception date of in! Within fund pages generated by this website and/or within fund sun life granite balanced fund generated by this website and/or within fund pages by... Change monthly, trailing commissions, Management fees and expenses all may be associated with mutual fund investments time! Use of this information the same category may differ in terms of investment philosophy, process. Rankings, please see www.morningstar.ca, top holdings and key Holding information for Sun Life Assurance Company of Canada and... Values change frequently and past performance may not be displayed Class is a fund. Including performance, dividend history, holdings and key Holding information for Sun Granite... Obj < > stream x�� [ { \�W and ranks them on a historical basis all Reserved! And sun life granite balanced fund performance may not be displayed holdings and Portfolio stats on this website and users... In depth view into SUN148 ( Sun Life Assurance Company of Canada, and their licensors users provided...

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