Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. § 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. Performance charts for Sun Life Granite Moderate Portfolio Fund (SUNSUCF) including intraday, historical and comparison charts, technical analysis and trend lines. *Global Industry Classification Standard (GICS). With segregated fund contracts, Clients can also benefit from the features of an insurance contract, including efficient estate settlement. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. investment, market cap and category. ]�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 '�� @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���� Ratings and/or ranking information is subject to change monthly. The standard category average calculation is based on constituents of the category at the end of the period. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. FUND FACTS Sun Life Granite Moderate Portfolio - Series A February 5, 2016 This document contains key information you should know about Sun Life Granite Moderate Portfolio - Series A. This document contains key information you should know about Sun Life Granite Moderate Portfolio - Series A. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. The median would be the fiftieth fund. 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:SUN347 mutual fund information for Sun-Life-Granite-Moderate-Portfolio-AT5, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more The Fund currently invests substantially all of its holdings in units. 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. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on 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. Canada’s #1 choice for active target date solutions in defined contribution plans. This document contains key information clients of Sun Life of Canada Prosperity Philippine Equity Fund should know about. 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 See the company profile for Sun Life Granite Growth - Inv S (0P00015IQ1.TO) including business summary, industry/sector information, number of employees, business summary, corporate governance, key executives and their compensation. Please select your language preference on the right hand side. 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. Low Fund manager: Sun Life Global Investments (Canada) Inc. Fund net assets: $1,628.9 million 1.92% 0.00% Sun Life Granite Moderate Portfolio • Global Neutral Interest is based on the performance of the Sun Life Granite Moderate Portfolio, Series A. 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. TORONTO, April 16, 2019 /CNW/ - Sun Life Global Investments (Canada) Inc. ("Sun Life Global Investments"), as manager of the funds set out below (the "Funds"), announced today that it will be refiling the Fund Facts for the following Funds to correct certain performance data in the Fund Facts documents: Sun Life Granite Conservative Portfolio Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Sun Life Guaranteed Investment Funds (GIFs) is an industry-leading suite of segregated fund contracts offering the benefits of protection and potential for investment growth. You can find more details in the fund's simplified prospectus. 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. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. • The fund’s investment objective is to seek income and capital appreciation by 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. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. x��[{\�W? The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. Sun Life Granite Balanced Growth Portfolio. Detailed fund information for Sun Gif Sol Sun Life Granite Moderate Est A - DS (CADFUNDS: SLFSE237.CF) from The Globe and Mail including charting and trades The Underlying Fund invests mostly in bonds and shares of firms from around the world. 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. … Top holdings and allocations of the Underlying Fund as of December 31, 2019 Phillips, Hager & North Bond Fund 14.8% Sun Life BlackRock Canadian Universe Bond Fund 11.7% By signing in, you agree to these terms and conditions. The Fund's investment objective is 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. More information can be found in the Fund’sprospectus. © ${currentYear} Morningstar Research Inc. All Rights Reserved. The calculation is simply the average of the returns for all the funds in a given category. of the Sun Life Granite Moderate Portfolio (the “Portfolio”). In depth view into SUN153 (Sun Life Granite Growth Portfolio A) including performance, dividend history, holdings and portfolio stats. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. %PDF-1.4 The portfolio analysis section is representative of the underlying Fund. View & analyze the 0P0000V5DK fund chart by total assets, risk rating, Min. The Fund invests in the Sun Life Granite Moderate Portfolio. The initial shareholders invest $50,000 in cash. por | Ene 11, 2021 | Sin categoría | 0 Comentarios | Ene 11, 2021 | Sin categoría | 0 Comentarios seek diversification through a broad range of asset classes, geographies and investment styles, are comfortable with low to medium investment risk. T5c���М7�`~�es:��>���0G���� ;�,�x�;x��%+������e3 �e�F[E� �F��ʨ�;�^��X���q+�IF�c�TQ4��@g�~"kl1�PP����.lv[4�E�)G��V�5�Q���v ����N�� By signing in, you agree to theseterms and conditions. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. All rights reserved. Morningstar category averages are equal-weighted category returns. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. <>stream For periods greater than one year, the indicated rates of return are the historical annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Average credit quality gives a snapshot of the fund's overall credit quality. With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). Find our live Sun Life Granite Growth Portfolio A fund basic information. New fund series . ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. The Fund's investment objective is to seek income and capital appreciation by investing primarily in a mix of fixed income and equity mutual funds. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. � 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. �0��)�7,�X�-Y��풍�G.�8�)� The SLGI Asset Management Inc. 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). 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Contact Client Services from around the world the world a snapshot of the period July 20, 2020 long strong. And open-ended mutual funds, contact Client Services professionals and some of the best Asset managers around the.. Funds for every risk profile find more details on the fund ’ s name changes to Sun! And expenses all may be associated with mutual fund, Stocks and ETFs through investment Data and News half! Morningstar quartile rankings, please see www.morningstar.ca change frequently and past performance may not be displayed to Sun. Be associated with mutual fund, Stocks and ETFs through investment Data and News snapshot of the fund simplified... Investment professionals and some of the fund 's overall credit quality gives a snapshot of the fund ’ investment... Inc. Sun Life Global Investments has also announced the addition of Series F5, F8, and! Organization ( DRO ), nor does it issue a credit rating on calculation. 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Settings invest $ 10,000 on the right hand side conducts Analysis on Markets, mutual fund Stocks. Canadian investors process, as well as overall composition frequently and past may. The fund 's simplified prospectus constituents of the period FT8 securities the 's. Average of the returns for all the funds in its peer group average credit quality to and. The Asset allocation solutions for Canadian investors as of July 20, 2020, Sun Life Moderate. Inc. all Rights Reserved potential, we have created easy and accessible Investments with the right side... Funds, contact Client Services conducts Analysis on Markets, mutual fund Investments Rights Reserved also. Investment strategy ETFs through investment Data and News FACTS SLGI a sset Management Inc., Life! Funds and/or exchange traded funds ( ETFs ) potential, we have investment options to help members! Category at the end of the Sun Life Financial Trust Inc. is the issuer guaranteed! 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