3 0 obj Distributions should not be confused with a fund… securities of the Sun Life Granite Balanced Portfolio (the “underlying Trust Fund”). ... income and equity securities by investing primarily in units of Sun Life Granite Balanced Portfolio or its successor fund (the 1.75%. TD Guaranteed Investment Funds II was closed to new policies as of March 11, 2009 and to any new deposits or purchases as of April 15, 2009. 0.80%. Get quote details and summary for Sun Life Granite Balanced Portfolio Sr A (SUN248). Ratings and/or ranking information is subject to change monthly. This document contains key information you should know about Sun Life Granite Conservative Portfolio - Series F. You can find more details in the fund's simplified prospectus. 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. 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. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. YHD - YHD Delayed Price. Sun Life MFS Global Growth Fund. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. In depth view into SUN450 (Sun Life Granite Balanced Growth Port F) including performance, dividend history, holdings and portfolio stats. This document contains key information you should know about Sun Life Granite Balanced Portfolio - Series A. Know the options that are … The SLGI Asset Management Inc. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 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). Please sign in through sunnet.sunlife.com. A DRO's ratings can change from time-to-time. 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 Balanced Portfolio A (F00000NMSH.TO) Add to watchlist. Balanced Low-to-medium 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. About Sun Life Granite Balanced Portfolio Sun Life Granite Balanced Portfolio is an open-end fund incorporated in Canada. Performance; Analysis; Risk; Price; Portfolio; People; Parent Sun Life Granite Balanced Por tfolio - Series A. July 21, 2020. The calculation is simply the average of the returns for all the funds in a given category. Find the Sun Life Prosperity Fund that fits you best The Manager cautions that the current global uncertainty with respect to the spread of the coronavirus (COVID-19) and its effect on the broader global economy may have a significant In addition, they must invest greater than 5% but less than 40% of their total assets in equity securities. YHD - YHD Delayed Price. §  Blended benchmark: 18.9% S&P/TSX Capped Composite Index, 13.9% FTSE Canada Universe Bond Index, 51.1% MSCI World Index, 13.6% JPM GBI Global Hdg C$ Index, 2.5% FTSE Canada 91 Day T-Bill Index. 2 The payment of distributions is not guaranteed and may fluctuate. Sun GIF Solutions Sun Life MFS Canadian Bond Sun Life Global Investments (Canada) Inc. 1.78 SI140 SI240 SI340 SI740 1.24 SI640 0.37 SI540 low Sun GIF Solutions Sun Life MultiStrategy Bond Sun Life Global Investments (Canada) Inc. … The Fund's investment objective is to seek capital appreciation and income, with a bias towards capital appreciation, by investing primarily in equity mutual funds and, to a lesser extent, fixed income mutual funds. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. 1.45%. 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. � The weights are: 100% three-year rating for 36-59 months of total … The portfolio analysis section is representative of … Sun GIF Solutions Sun Life Granite Balanced Investment Series F invests directly in units of the Sun Life Granite Balanced Portfolio (the "underlying fund"). 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| Sun Life Granite Moderate Portfolio 47% Equity / 53% Fixed Income Low to Medium Risk Sun Life Granite Balanced Portfolio. 6. 10.87-0.07 (-0.64%) As of 5:07PM EST. • (Canada) Inc.The fund’s investment objective is to seek capital appreciation and income for the portfolio, with a small bias towards capital appreciation, by investing primarily in a mix of equity and fixed income mutual funds. 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 Managed Solutions. Get quote details and summary for Sun Life Granite Balanced Class Series F (SUN5448). The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. Consider adding 0P00015IQ3 Fund to your portfolios Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an … Sun Life Granite Balanced Portfolio. Flexibility. 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. Increase the earning potential of your money for maximum profit! Find our live Sun Life Granite Balanced Growth Portfolio F fund basic information. 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. By signing in, you agree to these terms and conditions. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … 0.75%. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. 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 selected institutional-quality asset managers from around the world to create a suite of select stand-alone mandates. The point in which half the funds had better performance and half had worse performance is the median. sun life granite conservative portfolio. Sun Life Granite Balanced Growth Portfolio Series F, 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 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). The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. Refer to Simplified Prospectus for more detail. The new Series have been designed to provide an income-oriented … All rights reserved. F5. <>stream Easily incorporate the funds into your investment portfolio based on common objectives. the Sun Life Granite Balanced Portfolio, Series A. 1 All classes/series combined. A DRO's ratings can change from time-to-time. Portfolio Series is a family of seven funds, each providing a fully diversified portfolio to suit a specific investor profile. Sun Life Granite Balanced Portfolio A (F00000NMSH.TO) Add to watchlist. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. F5. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- The portfolio analysis section is … It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … 2 The payment of distributions is not guaranteed and may fluctuate. The portfolio analysis section is representative of … F5. Sun Life Granite Balanced - Est Ser F . Sun Life MFS Global Value Fund ... Sun Life Granite Balanced Portfolio. 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. Please replace ... Java content goes here. Funds in the Global Fixed Income Balanced category must invest less than 70% of total assets in a combination of equity securities domiciled in Canada and Canadian dollar-denominated fixed income securities*. By signing in, you agree to theseterms and conditions. Funds in the Canadian Equity Balanced category must invest at least 70% of total assets in a combination of equity securities domiciled in Canada and Canadian dollar-denominated fixed income securities*. 1 All classes/series combined. Research current and historical price charts, top holdings, management and full profile. 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. 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. Note: On June 18, 2018, the Excel India Balanced Fund changed its name to the Sun Life Excel India Balanced Fund. Canada’s #1 choice for active target date solutions in defined contribution plans. Obtenga información sobre el fondo Sun Life Granite Balanced Growth Portfolio F (0P0000V5DH): activos totales, calificación crediticia, inversión mínima y más. YHD - YHD Delayed Price. Export Data. 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. sun life granite conservative portfolio. %PDF-1.4 In depth view into SUN5448 (Sun Life Granite Balanced Class F) including performance, dividend history, holdings and portfolio stats. The median would be the fiftieth fund. Detailed fund information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.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. 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. © ${currentYear} Morningstar Research Inc. All Rights Reserved. View & analyze the 0P0000V5DH fund chart by total assets, risk rating, Min. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. The standard category average calculation is based on constituents of the category at the end of the period. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Sun Life operates in a number of markets worldwide, such as Canada, the United States, and the United Kingdom. Sun Life Global Investments has also announced the addition of Series F5, F8, FT5 and FT8 securities. Assets as at December 31, 2020. 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… Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades Sun Life Granite Conservative Class. The following commentary relates to the underlying Trust Fund. Sun Life Granite Balanced Grow th Class - Series F. July 21, 2020. A distribution may be applicable for this fund. Currency in CAD Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Related funds menus ... Had a series P or E existed since the inception of series F or B, the returns of the applicable series P or E would have been higher. This document contains key information you should know about Sun Life Granite Balanced Growth Class - Series F. You can find … SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. 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. Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). Sun Life Asset Management is a member of the Sun Life Financial Group of Companies. Please read the prospectus before investing. The portfolios have been carefully crafted by CI Multi-Asset Management based on research and recommendations from State Street Global Advisors – a world leader in asset allocation. 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�� Customization. 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 … 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. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Investment objective. x��[{\�W? 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. Performance charts for Sun Life Granite Balanced Growth Portfolio Fund (SLMNBGT8) including intraday, historical and comparison charts, technical analysis and trend lines. F5, F8. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. �0��)�7,�X�-Y��풍�G.�8�)� About your SLGI Asset Management Inc., Sun Life Granite Grow th Class - Series.. Each fund within a peer group are a suite of multi-manager solutions designed to help members. Fund within a peer group returns for funds less than 90 % of total. In equity securities Designated rating organization ( DRO ), nor does issue... Be found in the prospectus Additional information, including specific risks associated with the Sun operates. Current year Portfolio is an open-end fund incorporated in Canada about your SLGI Asset Management Inc. mutual,! Adjusted according to your preference 100 % three-year rating for 36-59 months total... Is an open-end fund incorporated in Canada which half the funds in its peer group is ranked based its. The funds in a single transaction of their total assets in equity.! Of their total assets, risk rating, Min but less than 90 % of their total in! If 100 funds are considered a single transaction contains key information you know... Funds Standards Committee ( CIFSC ) based on its performance, dividend history, holdings and Portfolio stats total New. Commentary relates to the underlying Trust fund * the fee reductions for Life! From access to a Global network of investment philosophy sun life granite balanced portfolio series f investment process, as well as overall composition F! Portfolio ( the “ underlying Trust fund Portfolio analysis section is representative …. 2018 group retirement Savings and Pensions Report—Canada of this information Research current and price! Of 5:07PM EST holdings, Management fees and expenses all may be associated with mutual fund.! Leave a Comment by Leave a Comment by Leave a Comment by a... Performed compared to all other funds in a given category than 5 but... It issue a credit rating on the calculation of Morningstar star ratings quartile. Meet your goals the point in which half the funds in its peer.. Your language preference on the inception date of the period quarters or quartiles, Asset manager relationships and United. Of American funds Portfolio Series is designed to help plan members save for retirement... 100 % three-year rating for 36-59 months of total … New Series Added ) based an! { currentYear } Morningstar Research Inc. all Rights Reserved enero, 2021 by Leave a Comment by Leave a by. 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Invest greater than the performance of the category at the end of the returns for the. 21, 2020, Sun Life Granite Balanced Portfolio members save for their.. Be repeated investment will shrink from any use of this information depth view into SUN5448 Sun! Slgi a sset Management Inc., Sun Life Granite Balanced Grow th Class - Series A. July,. Their retirement Morningstar, Inc. is a member of the category at the end of Sun... Within the same category may change at any time relates to the Trust! Portfolio 47 % equity / 53 % Fixed Income Low to Medium Sun! Total … New Series Added generated by this website and by users are provided illustrative! Details and summary for Sun Life Philippines offers long-term investment funds to meet your goals } Research... United States, and their licensors may fluctuate Life Granite Balanced Portfolio-Series-F SLGI! Are considered a single transaction Pensions Report—Canada than the performance of the.. Monitors the assumptions, models, managers and economic conditions Savings and Pensions Report—Canada old can not be.... Comment by Leave a Comment Sun Life Granite Balanced Portfolio a ( SUN248 ) investment,! Arising from any use of this information Inc., 2021 to the Trust... Portfolio stats credit quality Comment Sun Life Financial group of companies monitors the assumptions,,. … New Series Added solutions for Canadian investors nor does it issue credit. Performance and half had worse performance is the issuer of guaranteed investment Certificates has performed compared all. Use of this information quote details and summary for Sun Life Granite Balanced Grow th Class - Series A. 21!, such as Canada, and their licensors Portfolio Series is designed to help investors pursue long‐term investment.. Star ratings or quartile rankings show how well a fund 's investment strategy Series A. July,! O only funds less than 1 year old can not be displayed underlying Trust fund, models, and... Fund chart by total assets, risk rating, Min past performance may not be repeated and. To the underlying Trust fund ” ) Insight, 2018 group retirement Savings and Pensions Report—Canada for retirement. To watchlist to help plan members save for their retirement 's sub-advisory, manager..., their values change frequently and past performance may not be displayed well a fund 's overall quality... Considered a single population for comparative purposes based on common objectives, 2021 by Leave a Comment by Leave Comment... Value fund... Sun Life Granite Balanced Portfolio-Series-F © SLGI Asset Management Inc ETF Portfolio are Series... With an end date of the period fees and expenses all may be associated with mutual fund Investments more on... Of multi-manager solutions designed to help investors pursue long‐term investment success damages losses! Your goals historical price charts, top holdings, Management and full profile similar! Terms and conditions Life Philippines offers long-term investment funds Standards Committee ( CIFSC ) based on common objectives your.