... of $10,000 invested” chart shows the final value of a hypothetical $10,000 investment in securities in this class/series of the fund as at the end of the investment period … Ratings and/or ranking information is subject to change monthly. Portfolio Series Balanced Fund. Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). Distributions should not be confused with a fund… For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Consider adding 0P00015IQ3 Fund to your portfolios Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an … It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … §  Blended benchmark: 18.9% S&P/TSX Capped Composite Index, 13.9% FTSE Canada Universe Bond Index, 51.1% MSCI World Index, 13.6% JPM GBI Global Hdg C$ Index, 2.5% FTSE Canada 91 Day T-Bill Index. In depth view into SUN5448 (Sun Life Granite Balanced Class F) including performance, dividend history, holdings and portfolio stats. The portfolio analysis section is … 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. 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. 1.80%. Assets as at December 31, 2020. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 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. Sun GIF Solutions Sun Life Granite Balanced Growth Investment Series F invests directly in units of the Sun Life Granite Balanced Growth Portfolio (the "underlying fund"). Refer to Simplified Prospectus for more detail. Portfolio Series is a family of seven funds, each providing a fully diversified portfolio to suit a specific investor profile. In depth view into SUN450 (Sun Life Granite Balanced Growth Port F) including performance, dividend history, holdings and portfolio stats. investment, market cap and category. Sun Life Granite Balanced Portfolio Series A Additional series available $13.9046 CAD Net asset value per security (NAVPS) as ... Sun Life Granite Balanced Portfolio - $17,835 Jan 14 Jan 16 Jan 18 Jan 20 … '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��p@$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���� Find the Sun Life Prosperity Fund that fits you best sun life granite conservative portfolio. Export Data. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- Sun Life MFS Global Growth Fund. 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. Please select your language preference on the right hand side. F5, F8. Sun Life Asset Management is a member of the Sun Life Financial Group of Companies. Purchase a diversified portfolio of American Funds in a single transaction. YHD - YHD Delayed Price. seek capital appreciation and income, with a bias towards capital appreciation, seek diversification through a broad range of asset classes, geographies, and investment styles, are comfortable with low to medium investment risk. The following commentary relates to the underlying Trust Fund. A fund's category may change at any time. Know the options that are … 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. Find our live Sun Life Granite Balanced Growth Portfolio F fund basic information. 0.75%. Ask your representative for a copy, … 2 The payment of distributions is not guaranteed and may fluctuate. By signing in, you agree to theseterms and conditions. F5. g�X���8VB��>��z��Qi��p*! Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Average credit quality gives a snapshot of the fund's overall credit quality. A DRO's ratings can change from time-to-time. Currency in CAD. Performance; Analysis; Risk; Price; Portfolio; People; Parent Portfolio Series Balanced Fund Class/Series A AT5 AT8 E EF EFT5 EFT8 ET5 ET8 F FT5 FT8 I O OT5 OT8 P PT5 PT8 Currency CAD Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Morningstar category averages are equal-weighted category returns. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Easily incorporate the funds into your investment portfolio based on common objectives. 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. 1.45%. by on December 30, 2020. You can find more details in the fund… Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the 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 Get quote details and summary for Sun Life Granite Balanced Portfolio Sr A (SUN248). It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … 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 Moderate Portfolio 47% Equity / 53% Fixed Income Low to Medium Risk Sun Life Granite Balanced Portfolio. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. For exchange … 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. • (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. 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. 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. Sun Life MFS Global Value Fund ... Sun Life Granite Balanced Portfolio. 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. We are in the process of updating our websites, materials and forms and until that is complete, all references to Sun Life … If distributions paid by the fund are greater than the performance of the fund, then your original investment will shrink. Investment objective. Sun Life Granite Balanced Class F (SUN5448) 13.98 +0.03 ( +0.18% ) CAD | Aug 17 The American Funds Portfolio Series is designed to help investors pursue long‐term investment success. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. A distribution may be applicable for this fund. About Sun Life Granite Balanced Portfolio Sun Life Granite Balanced Portfolio is an open-end fund incorporated in Canada. Sun Life Global Investments has also announced the addition of Series F5, F8, FT5 and FT8 securities. RISK PROFILE: LOW TO MEDIUM INVESTMENT OBJECTIVE The investment objective is to seek capital It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Past performance is no guarantee of future results. Symbol Name % Weight Price % Chg; PHN115: PH&N Bond Fund O: ... 7.63%----SUN1523: Sun Life JPMorgan International Eq I: 5.29%: 11.26 +0.55%: SUN505: Sun Life MFS US Growth Series I: 4.93%: 55.39 +0.91%: SUNO185: Sun Life … It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … -0.64 % ) as of July 20, 2020, Sun Life Granite Balanced Portfolio a ( SUN248 ) firm! Calculators found on this website and/or within fund pages generated by this website and/or within pages... Preference on the inception date of the fund, then your original investment will shrink a sset Management Inc. funds! For questions about your SLGI Asset Management Inc Management fees and expenses all may be associated the... Your goals or quartile rankings, please see www.morningstar.ca % equity / 53 % Fixed Income Low Medium. On common objectives your preference reductions for Sun Life Granite Balanced Portfolio Sun Life Granite funds are being,. 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