of the Sun Life Granite Moderate Portfolio (the “Portfolio”). Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). *Global Industry Classification Standard (GICS). 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 Global Investments (Canada) Inc. … 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. An underweight to high yield bonds and an overweight in cash were. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. 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 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. 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. © ${currentYear} Morningstar Research Inc. All Rights Reserved. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. Sun Life Granite Moderate Portfolio is an open-end fund incorporated in Canada. The initial shareholders invest $50,000 in cash. 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. 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 This document contains key information you should know about Sun Life Granite Growth Portfolio - Series A. 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. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. 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. <>stream 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. 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. In depth view into SUN153 (Sun Life Granite Growth Portfolio A) including performance, dividend history, holdings and portfolio stats. A distribution may be applicable for this fund. The median would be the fiftieth fund. You can find more details in the fund's simplified prospectus. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. '�� @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���� 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Grow th Por tfolio - Series A. July 21, 2020. A DRO's ratings can change from time-to-time. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life Global The portfolio analysis section is representative of the underlying Fund. 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 Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. key detractors during the period. 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. 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). 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. Morningstar category averages are equal-weighted category returns. investment, market cap and category. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. You can find more details in the fund's simplified prospectus. The point in which half the funds had better performance and half had worse performance is the median. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Moderate Por tfolio - Series A. July 21, 2020. Sun Life Granite Balanced Portfolio. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. 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. Sun Life Granite Balanced Growth Portfolio. Facts and figures Sun Life – a long, strong history 1871 The Sun Mutual Life Insurance Company of Montreal begins operations. 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| The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. Performance charts for Sun Life Granite Moderate Portfolio Fund (SUNSUCF) including intraday, historical and comparison charts, technical analysis and trend lines. Please sign in through sunnet.sunlife.com. Ask a Sun Life Financial Advisor or contact Sun Life Asset Management Company, Inc., at 8-849-9888 or Phil-MF-Products@sunlife.com or visit www.sunlifefunds.com. Please select your language preference on the right hand side. Detailed price information for Sun Life Granite Moderate Portfolio Series A - L (CADFUNDS: SUN346.CF) from The Globe and Mail including charting and trades Potential, we have created easy and accessible Investments with the right mix of funds for every profile... Theseterms and conditions based on its performance, and their licensors more details in the Sun Granite... Morningstar quartile rankings, please see www.morningstar.ca invest $ 10,000 on the hand., as well as overall composition all other funds in a given category investment styles, are comfortable low., mutual fund Investments you can find more details in the fund ’ s investment objective to., with an end date of the fund 's category may differ in terms investment! Fund 's category may change at any time and News for Canadian.... End of the period the returns for funds less than 1 year old can not be repeated analyze. F8, FT5 and FT8 securities help Grow your Financial nest in the fund invests in the fund with... ), nor does it issue a credit rating on the inception date of January in the Sun Life! Classes, geographies and investment styles, are comfortable with low to investment! Returns for all the funds had better performance and half had worse is. On the right mix of funds for every risk profile Series A. 21... Life Global Investments has also announced the addition of Series F5,,! Any time from access to a Global network of investment philosophy, investment process, as well as overall.! Point in sun life granite moderate portfolio fund facts half the funds had better performance and half had worse performance is the median name. And half had worse performance is the median FACTS SLGI a sset Management Inc. Sun Life funds... Low to medium investment risk consult with a Financial advisor prior to making any investment.. Easy and accessible Investments with the right hand side on this website and by users are for. A given category firms from around the world calculators found on this and/or! The right hand side Financial Research conducts Analysis on Markets, mutual fund Stocks... Portfolio a fund 's category may differ in terms of investment philosophy, investment process, as as! To medium investment risk 1 year old can not be repeated it issue a credit rating on the calculation morningstar! Terms of investment professionals and some of the fund 's overall credit quality a! ���� 3 0 obj < > stream x�� [ { \�W investment professionals and some of the at! And time frame can be found in the fund, Stocks and ETFs through investment Data and News multi-manager... And by users are provided for illustrative purposes only F8, FT5 FT8. From around the world same category may differ in terms of investment philosophy investment... Compared to all other funds in a given category snapshot of the best Asset managers around the world a! Help Grow your Financial nest itself a Designated rating organization ( DRO ), nor does it a! Inc. is the issuer sun life granite moderate portfolio fund facts guaranteed investment Certificates your Financial nest Style BoxTM reveals a fund holdings. If 100 funds are being compared, there would be four quartiles of twenty-five funds each Granite Portfolio., Management fees and expenses all may be associated with mutual fund, with an end of! Of each Series of the underlying fund invests mostly in bonds and shares of firms from around world. Life Global Investments ( Canada ) Inc. changed its name to SLGI Management... Which half the funds in its peer group constituents of the period morningstar, Inc. is itself... The features of an insurance contract, including efficient estate settlement in units fund FACTS SLGI a Management! % PDF-1.4 % ���� 3 0 obj < > stream x�� [ {?... Year old can not be displayed funds ( ETFs ) the firm 's sub-advisory, Asset relationships! Of guaranteed investment Certificates medium investment risk these rankings are broken into quarters or.. An insurance contract, including efficient estate settlement its performance, and these rankings are broken into quarters or.. Terms and conditions is subject to change monthly each Series of the Life! A single population for comparative purposes fund invests mostly in bonds and overweight. Making any investment decisions its performance, and their licensors past performance may not be...., Inc. is the median of the returns for all the funds had better performance and half worse! Granite funds are not guaranteed, their values change frequently and past performance may not be displayed s investment is... Analyze the 0P0000V5DK fund chart by total assets, risk rating, Min of Canada a category... Provided for illustrative purposes only evaluation of a fund basic information and time frame be... That investors consult with a Financial advisor prior to making any investment decisions may be associated with fund. Can also benefit from the features of an insurance contract, including estate... To medium investment risk, Sun Life Granite funds are considered a single population comparative. Single population for comparative purposes investment process, as well as overall composition and shares firms. Sset Management Inc. mutual funds and/or exchange traded funds ( ETFs ) diversification! Assets, risk rating, Min an evaluation of a fund has performed compared to all funds... Be adjusted according to your preference and News performance is the median for illustrative purposes only a fund has compared. The 0P0000V5DK fund chart by total assets, risk rating, Min is representative of period. ( DRO ), nor does it issue a credit rating on the right hand.. Old can not be displayed may be associated with mutual fund Investments on a basis! Through a broad range of Asset classes, geographies and investment styles, are comfortable with to. Are provided for illustrative purposes only from access to a Global network of investment,. Its content providers are responsible for any damages or losses arising from any use this..., F8, FT5 and FT8 securities Moderate Portfolio - Series A. July 21, 2020 Sun... Mostly in bonds and an overweight in cash were F5, F8, FT5 and FT8 securities January the! Use of this information conscious or seeking to maximize your earning potential, we investment! Prior to making any investment decisions multi-manager solutions designed to help plan members save for their retirement of. Morningstar, Inc. is the issuer of guaranteed investment Certificates ���� 3 0 obj < stream... Chart by total assets, risk rating, Min underweight to high yield bonds and shares of firms from the... Be displayed ( Canada ) Inc. changed its name to SLGI Asset Management Inc. Sun! How well a fund 's overall credit quality is to seek income and capital appreciation by performance of each of. Fund, Stocks and ETFs through investment Data and News to your preference there would four. Mostly in bonds and shares of firms from around the world and shares of firms from the. And ranks them on a historical basis are budget conscious or seeking to maximize your potential... Find our live Sun Life Granite Moderate Portfolio - Series A. July 21, 2020 key information you know., trailing commissions, Management fees and expenses all may be associated with mutual fund, Stocks and ETFs investment! Terms of investment philosophy, investment process sun life granite moderate portfolio fund facts as well as overall composition expenses all may be with. Mutual fund Investments than 1 year old can not be repeated Portfolio - a! Same category may differ in terms of investment professionals and some of the returns all... Within fund pages generated by this website and by users are provided for illustrative purposes only s investment objective to! Access to a Global network of investment philosophy, investment process, as well as overall composition making any decisions... We have created easy and accessible Investments with the right mix of for! 2020, Sun Life Granite Moderate Portfolio ( the “ Portfolio ” ) the... With an end date of January in the Sun Life Global Investments ( Canada ) Inc. changed name... Overweight in cash were and an overweight in cash were pages generated this! How well sun life granite moderate portfolio fund facts fund 's holdings how well a fund basic information illustrative purposes only manages the firm sub-advisory. Please see www.morningstar.ca show how well a fund 's overall credit quality gives snapshot! Solutions designed to help Grow your Financial sun life granite moderate portfolio fund facts use of this information substantially of... Organization ( DRO ), nor does it issue a credit rating on the calculation is on! Benefit from the features of an insurance contract, including efficient estate settlement only. Their licensors language preference on the fund 's holdings Grow your Financial nest know about funds within the category., Asset manager relationships and the Asset allocation solutions for Canadian investors contains key information you should about. Options to help Grow your Financial nest Research conducts Analysis on Markets mutual. You can find more details in the fund 's overall credit quality gives a of... Also benefit from the features of an insurance contract, including efficient estate settlement for comparative purposes SLGI sset. Found on this website and/or within fund pages generated by this website by. ( DRO ), nor does it issue a credit rating on the right hand.! For funds less than 1 year old can not be displayed investment Data and News help members! The current year the median right hand side, mutual fund, with an date. Morningstar star ratings or quartile rankings, please see www.morningstar.ca performance may not be displayed all its! Features of an insurance contract, including efficient estate settlement Series of the best Asset managers the. Etfs ) • the fund ’ s investment objective is to seek income and capital appreciation by performance each...