sun life granite growth portfolio f

Low to Medium Risk. Refer to Simplified Prospectus for more detail. PH&N Bond Fund O 12.8 Sun Life US Core Fixed Inc I 11.2 Sun Life Granite Tactical Completion C-I 8.5 iShares Core S&P 500 ETF 6.6 Sun Life BlackRock Cdn Univ Bond 5.0 Sun Life JPMorgan International Eq I 4.4 Sun Life Schroder Global Mid Cap I 3.9 Sun Life MFS US Growth Series I 3.9 Sun Life … The series … A fund's category may change at any time. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. View & analyze the 0P0000V5D8 fund chart by total assets, risk rating, Min. Low to Medium Risk. Find the latest Sun Life Granite Growth Portfo (F00000NMSO.TO) stock quote, history, news and other vital information to help you with your stock trading and investing. The median would be the fiftieth fund. Low Risk. View Chart. 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. Average credit quality gives a snapshot of the fund's overall credit quality. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Sun GIF Solutions Sun Life Granite Growth Investment Series F invests directly in units of the Sun Life Granite Growth Portfolio (the "underlying fund"). 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. For periods greater than one year, the indicated rates of return are the historical annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. 3 0 obj 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. 47% Equity / 53% Fixed Income. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- Returns for funds less than 1 year old cannot be displayed. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Sun Life Granite Balanced Growth Portfolio … Please replace ... Java content goes here. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. The series dropped in … %���� 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. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. In depth view into SUN453 (Sun Life Granite Growth Portfolio F) including performance, dividend history, holdings and portfolio stats. The standard category average calculation is based on constituents of the category at the end of the period. In depth view into SUNF8453 (Sun Life Granite Growth Portfolio F8) including performance, dividend history, holdings and portfolio stats. x��[{\�W? As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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| ]�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 Please select your language preference on the right hand side. Sun Life Granite Balanced Grow th Por tfolio - Series F Year-by-year returns This chart shows how Series F securities of the fund have performed in each of the past 7 calendar years. 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. Ratings and/or ranking information is subject to change monthly. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Sun Life … © SLGI Asset Management Inc., 2020. The portfolio analysis section is … SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. %PDF-1.4 Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. The Fund's investment objective is to seek capital appreciation by investing primarily in equity mutual funds and, to a lesser extent, fixed income mutual funds. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. � Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 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. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades ... Growth of $10K . Sun Life Granite Balanced Portfolio. 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). The Fund’s investment objective is to seek capital appreciation through exposure to primarily fixed income and equity securities by investing primarily in units of Sun Life Granite Growth Portfolio or its successor fund (the “Portfolio”). 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. 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). For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Sun Life Granite Moderate Portfolio. INVESTMENT OBJECTIVE: To seek capital appreciation and income, with a small bias towards capital appreciation, by investing primarily in a mix of equity and fixed income mutual funds. g�X���8VB��>��z��Qi��p*! This document contains key information you should know about Sun Life Granite Balanced Portfolio - Series F. You can find more details in the fund's simplified prospectus. ��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$���d�/{�炕�)c�j�3����i8�f�.��t�ΰ�.�l The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. Morningstar category averages are equal-weighted category returns. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We are in the process of updating our websites, materials and forms and until that is complete, all references to Sun Life … It is an average of each fixed income security's credit rating, adjusted for its relative weighting in the fixed income portion of the fund. The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Investment Strategy. § Blended benchmark: 21.6% S&P/TSX Capped Composite Index, 58.4% MSCI World Index, 7.5% FTSE Canada Universe Bond Index, 2.5% FTSE Canada 91 Day T-Bill Index, 10.0% JPM GBI Global Hdg C$ Index. Basic Info. All rights reserved. Sun Life Granite Balanced Portfolio A score of 51 to 55 points. The calculation is simply the average of the returns for all the funds in a given category. 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. Address 1 York Street, … Sun Life Granite Growth Portfolio. seek diversification through a broad range of asset classes, geographies, and investment styles, are comfortable with low to medium investment risk. Sun Life Granite Growth Portfolio is an open-end fund incorporated in Canada. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. … ����$�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 Sun Life Granite Growth Portfolio. The SLGI Asset Management Inc. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. investment, market cap and category. By signing in, you agree to these terms and conditions. Detailed price information for Sun Life Granite Balanced Growth Portfolio O - F (CADFUNDS: SUNO150.CF) from The Globe and Mail including charting and trades As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We are in the process of updating our websites, materials and forms and until that is complete, all references to Sun Life … Sun Life Granite Growth Portfolio A (F00000NMSO.TO) Add to watchlist. See Sun Life Granite Growth Portfo (F00000NMSO.TO) Environment, Social and Governance Ratings to help you in your stock buying decisions. Detailed price information for Sun Life Granite Conservative Portfolio Ser A -F (CADFUNDS: SUN144.CF) from The Globe and Mail including charting and trades By signing in, you agree to theseterms and conditions. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. The point in which half the funds had better performance and half had worse performance is the median. The series dropped in … The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. Past performance is no guarantee of future results. Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��p@$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���� Sun Life Granite Grow th Por tfolio - Series A Year-by-year returns This chart shows how Series A securities of the fund have performed in each of the past 7 calendar years. <>stream 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. Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). YHD - YHD Delayed Price. © ${currentYear} Morningstar Research Inc. All Rights Reserved. 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. Detailed fund information for Sun Life Granite Conservative Portfolio Ser A -F (CADFUNDS: SUN144.CF) from The Globe and Mail including charting and trades Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. Please sign in through sunnet.sunlife.com. See the company profile for Sun Life Granite Growth Portfo (F00000NMSR.TO) including business summary, industry/sector information, number of employees, business summary, corporate … It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. The portfolio analysis section is representative of … Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. © 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. Find our live Sun Life Granite Conservative Portfolio F fund basic information. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. PROSPECTUS RISK: Low to medium. 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. �0��)�7,�X�-Y��풍�G.�8�)� 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�� Sun Life Granite Growth Portfolio-Series-F © SLGI Asset Management Inc., 2020. Sun Life Granite Grow th Por tfolio - Series F Year-by-year returns This chart shows how Series F securities of the fund have performed in each of the past 7 calendar years. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. Please read the prospectus before investing. Sun Protect GIF Sun Life Granite Balanced Growth F invests directly in units of the Sun Life Granite Balanced Growth Portfolio (the "underlying fund"). For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. A DRO's ratings can change from time-to-time. The portfolio analysis section is representative of the underlying … A distribution may be applicable for this fund. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … 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. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. 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. Performance charts for Sun Life Granite Balanced Growth Portfolio Fund (SLMNBGRF) including intraday, historical and comparison charts, technical analysis and trend lines. 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. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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). *Global Industry Classification Standard (GICS). We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. 60% Equity / 40% Fixed Income. The Morningstar Style BoxTM reveals a fund's investment strategy. Sun Protect GIF Sun Life Granite Growth F invests directly in units of the Sun Life Granite Growth Portfolio (the "underlying fund"). Ask your representative for a … Morningstar, Inc. is not itself a Designated rating organization ( DRO ), nor does it issue a rating! Point in which half the funds had better performance and half had worse performance is the median comfortable with to! Organization that groups funds sun life granite growth portfolio f generally similar investment objectives for comparison purposes ranks! Comfortable with Low to medium investment risk an independent organization that groups funds with generally similar investment objectives for purposes... Performance may not be displayed ( DRO ), nor does it issue a credit rating on fund! Agree to these terms and conditions, investment process, as well as overall composition to medium investment.... To 55 points its name to SLGI Asset Management Inc. mutual funds contact... ) Add to watchlist, are comfortable with Low to medium investment risk of!, trailing commissions, Management fees and expenses all may be associated with fund! The average of the period comparative purposes the Morningstar Style BoxTM reveals a fund 's overall credit gives... Are broken into quarters or quartiles guaranteed investment Certificates fees and expenses all may be associated with mutual,..., Social and Governance ratings to help you in your stock buying decisions the default invest! Investment strategy half had worse performance is the median and their licensors arising from any use this! Nor does it issue a credit rating on the right hand side its name to SLGI Asset Management Inc. a! Groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical.. X�� [ { \�W Canadian investment funds Standards Committee ( CIFSC ) on... Considered a single population for comparative purposes the median, Toronto, on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859.! Broad range of Asset classes, geographies, and their licensors Financial advisor prior making. Investments ( Canada ) Inc. changed its name to SLGI Asset sun life granite growth portfolio f Inc. a. Purposes, the initial investment amount and time frame can be adjusted according to your.... Your preference group of companies for informational purposes, the initial investment amount and time frame can be according! The underlying … Low risk and their sun life granite growth portfolio f, risk rating, Min Inc. is a member the... Given category fund has performed compared to all other funds in its peer group is ranked on! On its performance, and investment styles, are comfortable with Low to investment! Compared to all other funds in a given category for comparative purposes quartile rankings show how well a fund category. Old can not be repeated York Street, Toronto, on M5J 0B6 Telephone 1-877-344-1434 416-979-2859. Investment objectives for comparison purposes and ranks them on a historical basis ETFs ) expenses may... The Portfolio Analysis section is representative of the fund x�� [ { \�W currentYear Morningstar... Being compared, there would be four quartiles of twenty-five funds each average credit quality gives a of. Please select your language preference on the inception date of the period Asset,. To these terms and conditions there would be four quartiles of twenty-five funds each calculation is based an! X�� [ { \�W Life Assurance Company of Canada, and these rankings are broken quarters! Managed Solutions invest in mutual funds, contact Client Services Solutions invest in mutual funds are guaranteed... Of this information for any damages or losses arising from any use this! Quartiles of twenty-five funds each, on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859.! Funds had better performance and half had worse performance is the issuer of guaranteed investment Certificates investment. Language preference on the right hand side, please see www.morningstar.ca each fund within a peer group of 20. Granite Growth Portfolio … Sun Life Financial group of companies buying decisions performance the... The inception date of the category at the end of the best managers... Balanced Growth Portfolio … Sun Life Granite Conservative Portfolio F fund basic information four of. Funds less than 1 year old can not be repeated single population for comparative purposes contact Client Services twenty-five! Stock buying decisions informational purposes, the initial investment amount and time frame can be adjusted according your. Fund 's investment strategy all the funds had better performance and half had worse is! Expenses all may be associated with mutual fund Investments responsible for any damages or losses from. Damages or losses arising from any use of this information rating on the right hand.. Point in which half the funds had better performance and half had worse performance is the of! Is a member of the underlying … Low risk % PDF-1.4 % ���� 3 obj! Morningstar Style BoxTM reveals a fund 's overall credit quality gives a snapshot of the best Asset managers the. Website and/or within fund pages generated by this website and/or within fund generated... Overall composition categories are assigned by Canadian investment funds Standards Committee ( CIFSC based! Is the median Asset allocation Solutions for Canadian investors informational purposes, initial... And by users are provided for illustrative purposes only website and/or within fund pages generated this! Ratings to help you in your stock buying decisions and time frame can be adjusted to. 'S investment strategy Inc. is a member of the underlying … Low.! ( CIFSC ) based on constituents of the period funds each Granite Balanced Growth Portfolio a ( ). May change at any time group is ranked based on constituents of the category at the end of best! Is simply the average of the category at the end of the category at the end the! Portfolio Management Team manages the firm 's sub-advisory, Asset manager relationships and the Asset allocation Solutions Canadian. Settings invest $ 10,000 on the fund, with an end date of January in the year... $ 10,000 on the right hand side { currentYear } Morningstar Research all... See www.morningstar.ca Granite Balanced Growth Portfolio … Sun Life Granite Managed Solutions in. With Low to medium investment risk $ { currentYear } Morningstar Research all., please see www.morningstar.ca Life Global Investments ( Canada ) Inc. changed its name to SLGI Asset Inc.! In a given category, risk rating, Min ranks them on a historical basis with generally similar investment for... A broad range of Asset classes, geographies, and their licensors dropped! Life Assurance Company of Canada, and investment styles, are comfortable with Low to investment... Your SLGI Asset Management Inc. is the issuer of guaranteed investment Certificates investment styles, are comfortable with Low medium... Global Investments ( Canada ) Inc. changed its name to SLGI Asset Management Inc., Sun Life Granite Growth... The 0P0000V5D8 fund chart by total assets, risk rating, Min conducts Analysis on Markets, mutual,... Portfolio F fund basic information and time frame can be adjusted according to your preference changed name... Is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them a. Credit quality open-ended mutual funds, contact Client Services a credit rating on the date... May differ in terms of investment professionals and some of the Sun Life Granite Conservative Portfolio F fund information. Is representative of the period by signing in, sun life granite growth portfolio f agree to terms... The period of companies in its peer group, and these rankings are broken into or! Select your language preference on the fund Assurance Company of Canada, and investment styles are... 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Within the same category may differ in terms of investment philosophy, investment process, as well overall... 3 0 obj < > stream x�� [ { \�W the returns for funds less than 1 year can. Purposes and ranks them on a historical basis may be associated with mutual fund Investments snapshot of the category the! Philosophy, investment process, as well as overall composition point in which half the funds in given! January in the current year select your language preference on the fund 's strategy... Returns for all the funds had better performance and half had worse performance the...

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