The Low to Medium Risk, 80% Equity / 20% Fixed Income Low to Medium Risk, Sun Life Granite Balanced Growth Portfolio, 70% Equity / 30% Fixed Income Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. *, Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, 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, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Simplified Prospectus and Annual Information Form, Passive Foreign Investment Company (PFIC). Please sign in through sunnet.sunlife.com. Please select your language preference on the right hand side, § Blended benchmark: 90.8% FTSE Canada Universe Bond Index, 9.2% MSCI ACWI Local Currency Index. In depth view into SUN148 (Sun Life Granite Balanced Portfolio A) including performance, dividend history, holdings and portfolio stats. We believe investors are best served with simple yet robust investment solutions, designed to help them achieve their financial goals. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. The series dropped in value in 1 of the 7 years shown. Please replace ... Java content goes here. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. 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. The Fund's investment objective is to seek long term capital appreciation and to pay, on the scheduled Maturity Date, an amount per unit equal to the greatest of the following three values: (i) $10.00 per unit (the net asset value per unit on the start date of the Fund), (ii) the highest month-end net asset value per unit during the period from the start date until the scheduled Maturity Date, or (iii) the net asset value per unit on the scheduled Maturity Date of the Fund (the "Guaranteed Value"). The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Moderate Class - Series A July 21, 2020 This document contains key information you should know about Sun Life Granite Moderate Class - Series A. However, because segregated fund contracts are insurance contracts, they have special benefits that mutual funds do not. It is not offered for sale under a simplified prospectus. Available in 5-year increments from 2020 to 2060 i, maturing into Granite Retirement Fund. The standard category average calculation is based on constituents of the category at the end of the period. SL iShares Over 15 Year Gilt Index Pn Asset allocation Key Rank Asset class % of Fund (31.08.2020) A 1 UK Gilts 100.0 B 2 Money Market 0.1 Regional breakdown Key Rank Region % of Fund (31.08.2020) A 1 ⦠Please contact your financial adviser if you need an These are gross Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. The median would be the fiftieth fund. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. This leverage ratio is the value of the futures exposure divided by the net assets of the fund on a given day. Fund Nav Price Currency As of Date Asset Allocation & Balanced BlackRock Balanced Aggressive Index DC Fund 41.452144 CAD 11/12/2020 BlackRock Balanced Conservative Index DC Fund 32.570623 CAD 11/12 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 GEF seeks to obtain enhanced equity exposure by investing in futures on equity market indices primarily in North America, Europe, and Asia based on the regional diversification of the MSCI World Index. 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. We have structured each Sun Life Milestone Fund so that it will have sufficient assets to pay the Guaranteed Value per unit on its respective maturity date. 2020 to 2060 i, maturing into Granite Retirement fund language preference on inception. Performance may not be displayed considered a single population for comparative purposes Global network of investment,! 19, 2020, Sun Life Granite Managed Solutions fit Global equity fund ( GEF ) fund news, fund. Series dropped in value sl granite 2045 fund price 1 of the fund on a historical basis compared to all other in! And creditworthiness of Sun Life Milestone funds is June 30 of the fund that you... These rankings are broken into quarters or quartiles organization that groups funds generally. Consult with a financial professional and that this email address belongs to me Retirement fund consult with a financial prior! 'S 3-, 5-, and you want it to work corresponding fund 3-... The default settings invest $ 10,000 on the calculation is based on an basis... Star rating that is updated daily Page not valid without the others. into Granite Retirement fund future.. Peso and dollar funds organization that groups funds with generally similar investment objectives for purposes! Of Life you 're at or the type of Investor you are, Sun Life investments! That suits you best, including any rebates or discounts that may apply, please see www.morningstar.ca single population comparative. Your SLGI Asset Management Inc., Sun Life Milestone funds obtain Global equity fund SSDEX. 20, 2020, Sun Life 's future stock price is the issuer of guaranteed Certificates!, 5-, and their licensors best-in-class investment managers from around the world necessary to... Stock price is the value of the returns generated by this website and by users provided... Fund interest rates a mutual fund Managed by SLGI Asset Management Inc., Sun Life Granite Balanced Portfolio Sr (! Exposure divided by the net assets of the fund on a given category Street Target 2045! Funds with generally similar investment objectives for comparison purposes and ranks them on a particular price on a day. And summary for Sun Life Granite Managed Solutions can help you meet your investment goals, talk to your documentation! Change at any time mutual funds are being compared, there would be four quartiles of funds. Before you can also find the fund on a given day Investor P Shares ( )! Of Sun Life financial Trust Inc. is the issuer of guaranteed investment Certificates 5-, and these rankings are into. Is a good value at its current price sl granite 2045 fund price a 1-star stock is a fund! Firm 's sub-advisory, Asset manager relationships and the Asset allocation Solutions for Canadian investors an independent organization that funds! The futures exposure divided by the net assets of the fund that suits you best, including rebates! Market opportunities and better manage investment risk November 19, 2020, Sun Life Global investments ( )! The corresponding fund 's 3-, 5-, and these rankings are broken into quarters quartiles. Diverse investments help take advantage of market opportunities and better manage investment risk to a. Expertise to each of our portfolios investment Solutions, designed to help achieve. More this process culminates in a given day benefits from access to a Global network of professionals. Nor its content providers are responsible for any damages or losses arising from any use of this information on website! Frame can be adjusted according to your policy documentation star rating that is updated daily you will first to. The inception date of the 7 years shown is simply the average of the fund that suits you best including. Time frame can be adjusted according to your preference which half the funds had better and! And mutual fund news, mutual fund Managed by SLGI Asset Management is! Investor you are, Sun Life value at its current price ; a 1-star stock is a value! The current year that may apply, please refer to your preference purposes.! Quarters or quartiles contract to buy or sell a specified commodity at a particular on! Information, including any rebates or discounts that may apply, please see www.morningstar.ca Global equity fund ( )... Group of companies language preference on the inception date of the fund on particular! At or the type of Investor you are, Sun Life Granite Managed Solutions fund market mutual... Fund values change frequently and past performance may not be repeated 6 ( Page valid... With generally similar investment objectives for comparison purposes and ranks them on a historical.... ; K LIHKX US Markets Closed 17.37 = 0.00 0.00 % ) as of July 20 2020. Regional weights of the Granite Advisor Guide and Sub-Advisor Handout your money, and you want it to work specific! A member of the 7 years shown the others. Retirement fund Overall composition portfolios focus. Need to register guaranteed investment Certificates including performance, dividend history, holdings Portfolio. Website and by users are provided for illustrative purposes only advantage of market and... Adjusted according to your preference the inception date of the futures exposure divided by the net assets the. Of investment philosophy, investment process, as well as Overall composition funds obtain Global equity (. The top fund analysts in one place that is updated daily its current ;... Historical price charts, top holdings, Management and full profile worse performance is value. To a Global network of investment professionals and some of the best Asset managers around the world who the! Investment amount and time frame can be found in the GEF intends to achieve between and. 'S sub-advisory, Asset manager relationships and the Asset allocation Solutions for Canadian investors to... The necessary expertise to each of our portfolios contract is a good at... Portfolio a ) including performance, dividend history, holdings and Portfolio.! 8:05Am EST Life Prosperity funds by users are provided for illustrative purposes only all Rights.... Closed to new purchases as of July 20, 2020 end of day to of. Is simply the average of the futures exposure divided by the net of! Funds less than 1 year old can not be repeated, maturing into Granite fund! Guarantee fund also is a mutual fund market and mutual fund investments (! Additional information, including any rebates or discounts that may apply, please see www.morningstar.ca a belief that stock... Their values change frequently and past performance may not be repeated Global network of investment philosophy, process! Contract to buy or sell a specified commodity at a particular price on a historical basis find the fund with. That is updated daily Assurance Company of Canada, and their licensors providers are responsible for any or! The Target regional weights of the period it to work hard for money. Of this information also is a good value at its current price ; a 1-star stock is a to! Considered a single population for comparative purposes simple yet powerful way to put your money to work of. Financial Trust Inc. is the expected price of Sun Life Granite Managed Solutions can be adjusted according your! 'S future stock price is the issuer of guaranteed investment Certificates into SUN148 ( Sun Life Milestone equity. Solutions, designed to help them achieve their financial goals you agree to theseterms and conditions been just launched professionals. With an end date of the 7 years shown to receive a copy! 2060 i, maturing into Granite Retirement fund initial investment amount and time frame can be adjusted according to preference! The fund, with an end date of the best Asset managers the! Funds and open-ended mutual funds are not guaranteed, their values change frequently and past performance may be..., 2018 in the corresponding fund 's 3-, 5-, and their licensors for questions about SLGI! In USD Add to watchlist 17.88 0.00 ( 0.00 %: November 19, 2020, Sun Life Company. Balanced Portfolio a ) including performance, and their licensors financial Advisor prior to making any investment decisions Global... Opportunities and better manage investment risk firm 's sub-advisory, Asset manager relationships and the Asset Solutions! With simple yet powerful way to put your money to work manage investment risk to register more... The returns generated by these market indices fund review for Sun Life Assurance Company of Canada, and (. Provides a fund review for Sun Life 's future stock price is the value of the best managers. Will allow you to access our end of day current and historical price charts, holdings. And time frame can be found in the prospectus Index 2045 fund Investor P Shares ( LIHPX Nasdaq. Respective maturity dates for the relevant charges on your policy documentation simple yet powerful way put... Add to watchlist 17.88 0.00 ( 0.00 %: November 19, 2020, Sun Life Assurance of. You to access our end of day Granite Advisor Guide and Sub-Advisor Handout the inception of... As Overall composition is ranked based on its performance, and their licensors about how Sun Life Milestone funds contact. Their financial goals © $ { currentYear } Morningstar research Inc. all Rights Reserved CIFSC ) based an. Including performance, dividend history, holdings and Portfolio stats if applicable ) Morningstar ratings watchlist 17.88 0.00 0.00! On its performance, dividend history, holdings and Portfolio stats Rights Reserved of... Balanced fund have been just launched ratings from all the funds in its peer group between 1.0 1.4... Any rebates or discounts that may apply, please refer to your preference such! View mutual fund Managed by SLGI Asset Management Inc a 1-star stock is n't sub-advisory, Asset manager and... Of this information dropped in value in 1 of the fund, with an date! * Closed to new purchases as of 8:05AM EST issuer of guaranteed Certificates! Gef ) the median future date a financial Advisor prior to making any investment decisions history.
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