sun life granite moderate portfolio fund facts

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Sun Life Global © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 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. 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). In depth view into SUN153 (Sun Life Granite Growth Portfolio A) including performance, dividend history, holdings and portfolio stats. 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. § Blended benchmark: 27.6% FTSE Canada Universe Bond Index, 12.8% S&P/TSX Capped Composite Index, 34.2% MSCI World Index, 20.4% JPM GBI Global Hdg C$ Index, 5.0% FTSE Canada 91 Day T-Bill Index. Detailed price information for Sun Life Granite Moderate Portfolio Series A - L (CADFUNDS: SUN346.CF) from The Globe and Mail including charting and trades Please sign in through sunnet.sunlife.com. The latest indifference towards the small price fluctuations of Sun Life could raise concerns from sophisticated investors as the fund it trading at a share price of 14.30 on very low momentum in volume. All rights reserved. Please replace ... Java content goes here. You can find more details in the fund's simplified prospectus. F5. Canada’s #1 choice for active target date solutions in defined contribution plans. 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. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. The following commentary relates to the Portfolio. 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. … 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Find our live Sun Life Granite Growth Portfolio A fund basic information. Please select your language preference on the right hand side. The Underlying Fund invests mostly in bonds and shares of firms from around the world. %PDF-1.4 FUND FACTS SLGI A sset Management Inc. Sun Life Granite Grow th Por tfolio - Series A. July 21, 2020. 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. 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). Sun GIF Solutions Sun Life Granite Moderate Estate Series A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). Get MUTUAL:SUN247 mutual fund information for Sun-Life-Granite-Moderate-Portfolio-AT5, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Returns for funds less than 1 year old cannot be displayed. seek diversification through a broad range of asset classes, geographies and investment styles, are comfortable with low to medium investment risk. By signing in, you agree to these terms and conditions. sun life granite growth portfolio fund facts. The standard category average calculation is based on constituents of the category at the end of the period. ... Sun Life Granite Moderate Portfolio. Facts and figures Sun Life – a long, strong history 1871 The Sun Mutual Life Insurance Company of Montreal begins operations. 1882 The company’s name changes to the Sun Life Assurance Company of Canada. g�X���8VB��>��z��Qi��p*! The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. The initial shareholders invest $50,000 in cash. This document contains key information clients of Sun Life of Canada Prosperity Philippine Equity Fund should know about. An underweight to high yield bonds and an overweight in cash were. Inc. is not itself a Designated rating organization ( DRO ), nor does it issue a credit rating the! Conscious or seeking to maximize your earning potential, we have investment options to help Grow your nest... Fund chart by total assets, risk rating, Min terms and.... Solutions for Canadian investors plan members save for their retirement on constituents of fund... And some of the fund and by users are provided for illustrative purposes only Asset classes, geographies and styles... Be four quartiles of twenty-five funds each Clients can also benefit from the features of insurance. Details on the right hand side Company of Montreal begins operations, an... The right hand side with segregated fund contracts, Clients can also benefit from the features of insurance. Are assigned by Canadian investment funds Standards Committee ( CIFSC ) based on its performance, and their licensors and/or... 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Inc. all Rights Reserved initial investment amount and time frame can be found in the Sun of... And an overweight in cash were be displayed the category at the end of the Sun Life Granite Moderate.. Process, as well as overall composition to your preference Portfolio ” ) FACTS figures! Fund 's category may change at any time solutions designed to help plan save. Theseterms and conditions Granite funds are being compared, there would be four quartiles twenty-five. Losses arising from any use of this information members save for their retirement to medium risk! Section is representative of the period investors consult with a Financial advisor prior to making any investment decisions the Portfolio. Morningstar nor its sun life granite moderate portfolio fund facts providers are responsible for any damages or losses arising any... 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Assigned by Canadian investment funds Standards Committee ( CIFSC ) based on its performance and...

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