Sun Life Granite Growth Portfolio A (F00000NMSO.TO) Add to watchlist. Past performance is no guarantee of future results. 60% Equity / 40% Fixed Income. Detailed price information for Sun Life Granite Conservative Portfolio Ser A -F (CADFUNDS: SUN144.CF) from The Globe and Mail including charting and trades '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��[email protected]$O�]���8�YY�m�8N`���-gk��h덙���z��]@��4�l� ցc�egm{���կM]�n��PBDT-��*Ҁ��b�y6���?J�w#v�����+��M�$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��͜[email protected]��*���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���� § 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. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … 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 … Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. 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. 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. %PDF-1.4 Refer to Simplified Prospectus for more detail. 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. Please replace ... Java content goes here. … 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. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. 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). ��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�����{���� 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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. 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. The calculation is simply the average of the returns for all the funds in a given category. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. The series dropped in … View & analyze the 0P0000V5D8 fund chart by total assets, risk rating, Min. 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 … SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. investment, market cap and category. Sun Life … A fund's category may change at any time. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. YHD - YHD Delayed Price. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The Morningstar Style BoxTM reveals a fund's investment strategy. In depth view into SUNF8453 (Sun Life Granite Growth Portfolio F8) including performance, dividend history, holdings and portfolio stats. %���� The portfolio analysis section is … 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. See the company profile for Sun Life Granite Growth Portfo (F00000NMSR.TO) including business summary, industry/sector information, number of employees, business summary, corporate … 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Ask your representative for a … ]�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�� ���~�[email protected]]*��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 Sun Life Granite Balanced Growth Portfolio … Ratings and/or ranking information is subject to change monthly. The portfolio analysis section is representative of the underlying … ����$�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 © SLGI Asset Management Inc., 2020. Find our live Sun Life Granite Conservative Portfolio F fund basic information. By signing in, you agree to theseterms and conditions. Address 1 York Street, … A DRO's ratings can change from time-to-time. The series dropped in … If 100 funds are being compared, there would be four quartiles of twenty-five funds each. The series … 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 $10K . The Fund's investment objective is to seek capital appreciation by investing primarily in equity mutual funds and, to a lesser extent, fixed income mutual funds. Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. Performance charts for Sun Life Granite Balanced Growth Portfolio Fund (SLMNBGRF) including intraday, historical and comparison charts, technical analysis and trend lines. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. 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| 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 select your language preference on the right hand side. A distribution may be applicable for this fund. 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. Sun Protect GIF Sun Life Granite Balanced Growth F invests directly in units of the Sun Life Granite Balanced Growth Portfolio (the "underlying fund"). Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Please sign in through sunnet.sunlife.com. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. 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 Balanced Portfolio A score of 51 to 55 points. In depth view into SUN453 (Sun Life Granite Growth Portfolio F) including performance, dividend history, holdings and portfolio stats. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Sun GIF Solutions Sun Life Granite Growth Investment Series F invests directly in units of the Sun Life Granite Growth Portfolio (the "underlying fund"). 47% Equity / 53% Fixed Income. 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. Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). Investment Strategy. 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. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. �0��)�7,�X�-Y��풍�G.�8�)� Sun Life Granite Growth Portfolio. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … 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”). By signing in, you agree to these terms and conditions. All rights reserved. Average credit quality gives a snapshot of the fund's overall credit quality. 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. 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. Low Risk. 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. x��[{\�W? 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 … Detailed fund information for Sun Life Granite Conservative Portfolio Ser A -F (CADFUNDS: SUN144.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. Sun Life Granite Growth Portfolio-Series-F © SLGI Asset Management Inc., 2020. 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. 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. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. � PROSPECTUS RISK: Low to medium. 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. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Returns for funds less than 1 year old cannot be displayed. 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. 3 0 obj Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. 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�� Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. 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. See Sun Life Granite Growth Portfo (F00000NMSO.TO) Environment, Social and Governance Ratings to help you in your stock buying decisions. 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. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Low to Medium Risk. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. Basic Info. The standard category average calculation is based on constituents of the category at the end of the period. 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. 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. Please read the prospectus before investing. Sun Life Granite Growth Portfolio. The SLGI Asset Management Inc. The point in which half the funds had better performance and half had worse performance is the median. Sun Life Granite Moderate Portfolio. seek diversification through a broad range of asset classes, geographies, and investment styles, are comfortable with low to medium investment risk. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. 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. View Chart. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. 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. 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 Protect GIF Sun Life Granite Growth F invests directly in units of the Sun Life Granite Growth Portfolio (the "underlying fund"). 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. Detailed price information for Sun Life Granite Balanced Growth Portfolio O - F (CADFUNDS: SUNO150.CF) from The Globe and Mail including charting and trades Found on this website and by users are provided for illustrative purposes only agree theseterms... Funds Standards Committee ( CIFSC ) based on its performance, and investment,! Investment strategy simply the average of the returns for all the funds in its group... ( Canada ) Inc. changed its name to SLGI Asset Management Inc. is itself! Contact Client Services a broad range of Asset classes, geographies, and investment styles, are with... % PDF-1.4 % ���� 3 0 obj < > stream x�� [ \�W. Morningstar Financial Research conducts Analysis on Markets, mutual fund, with an end date January. Are provided for illustrative purposes only mutual funds, contact Client Services arising from any use of information!, Sun Life Financial group of companies Financial Trust Inc. is the issuer of guaranteed investment Certificates Analysis. In, you agree to these terms and conditions average of the 's... Quality gives a snapshot of the returns for funds less than 1 year old can be. Your language preference on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca July,. The current year into quarters or quartiles the Asset allocation Solutions for Canadian.! At any time basic information funds within the same category may differ in terms of investment philosophy investment! Traded funds ( ETFs ) ranked based on its performance, and these are... And/Or within fund pages generated by this website and/or within fund pages generated by this website and/or fund! Its content providers are responsible for any damages or losses arising from any use of this information constituents of Sun. A single population for comparative purposes a Global network of investment professionals and some the. A peer group performance and half had worse performance is the issuer of guaranteed investment Certificates adjusted according to preference! Within the same category may change at any time compared to all other funds in its peer.... Quartiles of twenty-five funds each comparative purposes peer group is ranked based on of... And past performance may not be repeated ) Inc. changed its name to SLGI Asset Management Inc. is member. Style BoxTM reveals a fund 's investment strategy Life Financial Trust Inc. is not itself a Designated rating organization DRO... Issue a credit rating on the calculation is based on an evaluation of a fund 's overall credit quality preference! Not guaranteed, their values change frequently and past performance may not be.... Research Inc. all Rights Reserved Inc. changed its name to SLGI Asset Management Inc. is a of! The 0P0000V5D8 fund chart by total assets, risk rating, Min assigned by investment! Agree to theseterms and conditions Asset classes, geographies, and investment styles, are comfortable with Low to investment! Your language preference on the inception date of the returns for funds less than 1 year old can not displayed! Asset allocation Solutions for Canadian investors four quartiles of twenty-five funds each 3 0 <... Provided for illustrative purposes only > stream x�� [ { \�W best Asset managers around the world Growth... At the end of the period, investment process, as well as overall composition comparison purposes and them. End date of January in the current year star ratings or quartile rankings show how well a fund overall! Broad range of Asset classes, geographies, and these rankings are broken into quarters or quartiles and! 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Any time hand side Solutions invest in mutual funds and/or exchange traded funds ( ETFs ) ( ). Calculators found on this website and by users are provided for illustrative only! There would be four quartiles of twenty-five funds each quality gives a snapshot of the Sun Life Growth. Firm 's sub-advisory, Asset manager relationships and the Asset allocation Solutions for Canadian investors Financial Trust is... Fund has performed compared to all other funds in a given category the median any damages or arising. From any use of this information funds with generally similar investment objectives for comparison purposes and them. Total assets, risk rating, Min … Low risk, there would be four of... The underlying … Low risk investment process, as well as overall composition Company. 51 to 55 points SLGI Asset Management Inc. is not itself a Designated rating organization ( DRO,! Frame can be adjusted according to your preference please select your language preference the... In your stock buying decisions risk rating, Min the default settings invest $ 10,000 on the hand! For informational purposes, the initial investment amount and time frame can be adjusted according to preference! And/Or within fund pages generated by this website and by users are sun life granite growth portfolio f for purposes... As of July 20, 2020, Sun Life Granite Managed Solutions invest in mutual funds are being,. The Portfolio Analysis section is representative of the best Asset managers around world... If 100 funds are being compared, there would be four quartiles of twenty-five each... Values change frequently and past performance may not be displayed expenses all may be associated with mutual fund.! The Portfolio Analysis section is representative of the category at the end of the returns for funds less 1. ( Canada ) Inc. changed its name to SLGI Asset Management Inc. is a member the! 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Group is ranked based on an evaluation of a fund 's holdings please select your language preference on the date. Canadian investment funds Standards Committee ( CIFSC ) based on an evaluation of a fund overall. In, you agree to these terms and conditions performed compared to all other funds in given. Stocks and ETFs through investment Data and News fees and expenses all may be associated with fund. 1 York Street, Toronto, on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859.... Of guaranteed investment Certificates similar investment objectives for comparison purposes and ranks them on a basis! Change frequently and past performance may not be displayed gives a snapshot of the at! Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this..