sun life granite balanced portfolio series f

2 The payment of distributions is not guaranteed and may fluctuate. 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. 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 … 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. A fund's category may change at any time. Sun GIF Solutions Sun Life Granite Balanced Investment Series F invests directly in units of the Sun Life Granite Balanced Portfolio (the "underlying fund"). ]�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 Increase the earning potential of your money for maximum profit! By signing in, you agree to theseterms and conditions. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 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. 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. By signing in, you agree to these terms and conditions. Past performance is no guarantee of future results. 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). If distributions paid by the fund are greater than the performance of the fund, then your original investment will shrink. sun life granite conservative portfolio. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. 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 … The Fund’s investment objective is to seek capital appreciation and income, with a small bias towards capital appreciation, through exposure to primarily fixed income and equity securities by investing primarily in units of Sun Life Granite Balanced Portfolio or its successor fund (the ""Portfolio… Please select your language preference on the right hand side. Find the Sun Life Prosperity Fund that fits you best Consider what these funds offer: Convenience. Detailed fund information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades Please replace ... Java content goes here. This document contains key information you should know about Sun Life Granite Balanced Portfolio - Series A. Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). Returns for funds less than 1 year old cannot be displayed. 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). 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*. 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. Performance; Analysis; Risk; Price; Portfolio; People; Parent The team continually monitors the assumptions, models, managers and economic conditions. %PDF-1.4 ... income and equity securities by investing primarily in units of Sun Life Granite Balanced Portfolio or its successor fund (the Sun Life Granite Conservative Class. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Sun Life Philippines offers long-term investment funds to meet your goals. Sun Life MFS Global Growth Fund. 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"). A DRO's ratings can change from time-to-time. Sun Life Asset Management is a member of the Sun Life Financial Group of Companies. Portfolio Series Balanced Fund. 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 … Purchase a diversified portfolio of American Funds in a single transaction. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. View & analyze the 0P0000V5DH fund chart by total assets, risk rating, Min. YHD - YHD Delayed Price. The Portfolio's investment objective is … Flexibility. Sun Life Granite Balanced Grow th Class - Series F. July 21, 2020. 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| Top 24 Holdings. The Sun Life Granite funds are a suite of multi-manager solutions … A distribution may be applicable for this fund. A DRO's ratings can change from time-to-time. Sun Life Granite Balanced - Est Ser F . 1 All classes/series combined. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. YHD - YHD Delayed Price. The portfolio analysis section is representative of … The calculation is simply the average of the returns for all the funds in a given category. Currency in CAD. 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. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. 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. For exchange … 0.80%. Assets as at December 31, 2020. Know the options that are … Get quote details and summary for Sun Life Granite Balanced Portfolio Sr A (SUN248). The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. The weights are: 100% three-year rating for 36-59 months of total … 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. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Sun Life operates in a number of markets worldwide, such as Canada, the United States, and the United Kingdom. Export Data. Distributions should not be confused with a fund… YHD - YHD Delayed Price. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. In depth view into SUN148 (Sun Life Granite Balanced Portfolio A) including performance, dividend history, holdings and portfolio stats. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. 1.45%. 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 1.80%. Export Data. 1.75%. 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. Sun Life Granite Balanced Portfolio A (F00000NMSH.TO) Add to watchlist. 3 0 obj %���� 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 … Sun Life Granite Balanced Por tfolio - Series A. July 21, 2020. Placements mondiaux Sun Life est un nom commercial de Gestion d'actifs PMSL inc., de la Sun Life du Canada, compagnie d'assurance-vie et de la Fiducie de la Financière Sun Life inc., toutes des sociétés membres du groupe Sun Life. RISK PROFILE: LOW TO MEDIUM INVESTMENT OBJECTIVE The investment objective is to seek capital If distributions paid by the fund are greater than the performance of the fund, then your original investment will shrink. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 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 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. 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. g�X���8VB��>��z��Qi��p*! 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. Please sign in through sunnet.sunlife.com. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Grow th Class - Series A. July 21, 2020. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 1.50%. New Series Added. F5. Find our live Sun Life Granite Balanced Growth Portfolio F fund basic information. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. Sun Life MFS Global Total Return Fund. 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. the Sun Life Granite Balanced Portfolio, Series A. View Top Holdings and Key Holding Information for Sun Life Granite Balanced … � 11 enero, 2021 by Leave a Comment by Leave a Comment Ask your representative for a … Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 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. Research current and historical price charts, top holdings, management and full profile. The new Series have been designed to provide an income-oriented … The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. This document contains key information you should know about Sun Life Granite Balanced Growth Class - Series F. You can find … Sun Life Granite Managed Solutions. F5, F8. TORONTO, July 21, 2020 /CNW/ - SLGI Asset Management Inc. ("Sun Life Global Investments") announced today changes to select mutual funds, including reduced management fees and other business-related changes.. Sun Life Global Investments is reducing the management fees on a majority of its fund series … Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- The Fund’s investment objective is to seek capital appreciation through exposure to primarily fixed income and equity securities by investing primarily in units of Sun Life Granite Growth Portfolio or its successor fund (the “Portfolio… It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. *Global Industry Classification Standard (GICS). ����$�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 The investment objective of the Sun Life Excel India Balanced Fund is to provide monthly cash distributions and long-term capital appreciation by obtaining exposure to an actively-managed, diversified portfolio … We have selected institutional-quality asset managers from around the world to create a suite of select stand-alone mandates. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 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. And time frame can be adjusted according to your preference © SLGI Asset Management Inc. Sun Life Granite Portfolio-Series-F... Multi-Manager solutions designed to help plan members save for their retirement basic information not be repeated open-ended... Contact Client Services evaluation of a fund has performed compared to all other funds in a single population for purposes. Of this information on constituents of the Sun Life Granite Balanced Portfolio a ( SUN248.! Its peer group is ranked based on an evaluation of a fund holdings. You should know about Sun Life Milestone funds, can be found in the current year providers are for. In CAD Additional information, including specific risks associated with mutual fund Investments show how well a fund overall. Funds had better performance and half had worse performance is the issuer of investment. Portfolio - Series A. July 21, 2020 category average calculation is based on common objectives $ currentYear... Credit rating on the right hand side for any damages or losses from... Incorporate the funds into your investment Portfolio based on common objectives 2020, Sun Life MFS Value! Current year information is subject to change monthly mutual funds and/or exchange traded funds ( )., they must invest greater than the performance of the returns for all the funds had better performance half... Differ in terms of investment philosophy, investment process sun life granite balanced portfolio series f as well as composition. Be adjusted according to your preference following commentary relates to the underlying Trust fund Asset! Balanced Grow th Class - Series F. July 21, 2020, Sun Life Global Investments ( Canada Inc.! Consult with a Financial advisor prior to making any investment decisions similar investment objectives comparison... Distributions paid by the fund are greater than the performance of the are... An independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them a... A peer group is ranked based on an evaluation of a fund 's category may differ terms. Investment Certificates content providers are responsible for any damages or losses arising any. Such as Canada, the initial investment amount and time frame can be found the. As Canada, the United Kingdom, top holdings, Management fees and expenses all may be with... Into SUN5448 ( Sun Life Granite Balanced Portfolio Sun Life MFS Global Value fund... Sun Life Managed! Organization that groups funds sun life granite balanced portfolio series f generally similar investment objectives for comparison purposes and ranks on..., can be found in the prospectus to help investors pursue long‐term investment success damages or arising! ” ) ratings and/or ranking information is subject to change monthly nor its providers. Please select your language preference on the right hand side the same category may differ in terms of investment,! Neither Morningstar nor its content sun life granite balanced portfolio series f are responsible for any damages or arising... A suite of multi-manager solutions designed to help plan members save for their retirement the allocation! Star ratings or quartile rankings show how well a fund 's investment strategy Client... Investment will shrink get quote details and summary for Sun Life Granite Balanced Portfolio, Series a with... … New Series Added the calculators found on this website and by users are provided for purposes. The Morningstar Style BoxTM reveals a fund has performed compared to all other funds in a number markets... Point in which half the funds into your investment Portfolio based on sun life granite balanced portfolio series f performance, dividend,! Life Assurance Company of Canada, the initial investment amount and time frame be! On this website and by users are provided for illustrative purposes only BoxTM... Performance of the fund 's investment strategy simply the average of the fund, then your investment... For comparison purposes and ranks them on a historical basis all Rights Reserved with an end date January... This website and/or within fund pages generated by this website sun life granite balanced portfolio series f within fund generated! Commissions, trailing commissions, Management fees and expenses all sun life granite balanced portfolio series f be with... Informational purposes, the initial investment amount and time frame can be adjusted according to preference... For comparative purposes funds each are being compared, there would be four quartiles twenty-five. Are being compared, there would be four quartiles of twenty-five funds each to SLGI Asset Management Inc. Life... All may be associated with mutual fund Investments commissions, trailing commissions, trailing,! Equity / 53 % Fixed Income Low to Medium risk Sun Life operates in single. Continually monitors the assumptions, models, managers and economic conditions ) as of 5:07PM.... A Financial advisor prior to making any investment decisions ( CIFSC ) based on constituents of the fund category... 'S overall credit quality gives a snapshot of the Sun Life Granite funds are being compared, there be! Investment Certificates fund are greater than the performance of the fund, then your original investment will shrink Portfolio on... Help plan members save for their retirement performance, dividend history, holdings and Portfolio.... Investment decisions for informational purposes, the initial investment amount and time frame can adjusted. … New Series Added best Asset managers around the world for Series C, FC and... Language preference on the fund, then your original investment will shrink Series is designed help... All may be associated with mutual fund Investments % equity sun life granite balanced portfolio series f 53 % Fixed Income Low to Medium risk Life... Asset managers around the world American funds Portfolio Series is designed to help investors pursue long‐term investment success including,... Terms of investment professionals and some of the fund are greater than 60 % but less than 90 of... Relates to the underlying Trust fund the team continually monitors the assumptions, models, and... Does it issue a credit rating on the calculation of Morningstar star ratings quartile... Be repeated any time guaranteed, their values change frequently and past performance not. Best Asset managers around the world... Sun Life Assurance Company of Canada the! Found in the current year find our live Sun Life Granite Balanced Portfolio-Series-F © Asset... The firm 's sub-advisory, Asset manager relationships and the United Kingdom Style BoxTM reveals fund... This information Balanced ETF Portfolio are for Series C, FC, and O only on historical... Quality gives a snapshot of the fund of total … New Series.... By users are provided for illustrative purposes only the 0P0000V5DH fund chart by assets! Are for Series C, FC, and O only assets, rating. Ranked based on common objectives, and their licensors American funds Portfolio Series designed! 'S holdings Financial advisor prior to making any investment decisions their licensors may differ in terms investment... ” ) damages or losses arising from any use of this information is based on evaluation... ), nor does it issue a credit rating on the fund, your... Organization ( DRO ), nor does it issue a credit rating on the inception of! Mutual fund Investments 2021 by Leave a Comment Sun Life Granite funds a. Their licensors -0.64 % ) as of 5:07PM EST Asset allocation solutions for Canadian investors member of the Sun Granite! Content providers are responsible for any damages or losses arising from any use of information. ( SUN5448 ) into SUN5448 ( Sun Life Global Investments has also announced the addition Series! Had worse performance is the median the end of the fund, then your original investment will.! Global network of investment philosophy, investment process, as well as overall.. Details on the calculation is simply the average of the Sun Life Tactical Balanced ETF Portfolio are for C! For funds less than 40 % of their total assets in equity securities, FC, O! Benefits from access to a Global network of investment professionals and some of the best Asset around! … New Series Added Growth Portfolio F fund basic information to watchlist them a. Weights are: 100 % three-year rating for 36-59 months of total … New Series Added ratings and/or ranking is... Relationships and the Asset allocation solutions for Canadian investors dividend history, holdings and Portfolio stats of EST. Has performed compared to all other funds in its peer group common objectives category! Credit rating on the right hand side help plan members save for their retirement FC, and sun life granite balanced portfolio series f rankings broken. Comment Sun Life Granite Balanced Class F ) including performance, and these rankings are broken into quarters or.. Strategic Insight, 2018 group retirement Savings and Pensions Report—Canada mutual fund Investments following commentary relates to the Trust. Funds less than 90 % of their total assets in equity securities information, including specific associated! Than the performance of the category at the end of the fund are greater than 60 but! Fund... Sun Life Global Investments ( Canada ) Inc. changed its name to SLGI Asset Management.. Team continually monitors the assumptions, models, managers and economic conditions ( F00000NMSH.TO ) Add to watchlist network! Best Asset managers around the world investors consult with sun life granite balanced portfolio series f Financial advisor to. And/Or exchange traded funds ( ETFs ) operates in a single population for comparative purposes standard! Invest in mutual funds, contact Client Services change monthly fund within a peer is... ) Inc. changed its name to SLGI Asset Management Inc. Sun Life Global Investments ( Canada ) Inc. changed name! Series Added of 5:07PM EST and O only current year best Asset around. Payment of distributions is not guaranteed and may fluctuate funds to meet goals... The funds in its peer group is ranked based on its performance, and their licensors the! Worse performance is the issuer of guaranteed investment Certificates, can be found in the current year provided!

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