sun life granite moderate portfolio

/P 163 0 R 62 0 obj << 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. 67 0 R 68 0 R 69 0 R 70 0 R 71 0 R 72 0 R 73 0 R 74 0 R 75 0 R 76 0 R When you redeem, you will pay a fee of $0-$55 on ever y $1,000 of the original cost of your investment. /Type /StructElem 58 0 obj /S /TD << /Pg 6 0 R /Subtype /Type1 /Type /StructElem /Names [(10) 103 0 R (11) 105 0 R (12) 107 0 R (BodySMP_EDqV) 125 0 R (BodySMP_ntqq) 126 0 R /Type /StructElem /S /TD Detailed price information for Sun Life Granite Moderate Portfolio Series A - L (CADFUNDS: SUN346.CF) from The Globe and Mail including charting and trades >> << 444 278 222 278 600 0 0 0 0 0 /Type /StructElem << /Type /StructElem endobj << 90 0 obj /S /TD /P 133 0 R 49 0 obj /Type /StructElem endobj /K 62 endobj >> 56 0 obj 102 0 obj x�3T0 BC0��U�ehl�gh f�`A#K=sS ��F�3�@�%�+� m�A >> /S /H1 << endobj /Pg 6 0 R << << *Global Industry Classification Standard (GICS). /ID (zfzQJWdKQUcb9O) 20 0 obj /K 35 endobj /A [130 0 R] /Pg 6 0 R endobj 39 0 obj 24 0 obj /Type /StructElem /Pg 6 0 R /Pg 6 0 R 556 600 278 333 278 278 556 556 556 556 >> >> endobj endobj /Pg 6 0 R Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. /Pg 6 0 R /P 137 0 R 57 0 obj /K 11 >> /K 84 >> /P 138 0 R *Global Industry Classification Standard (GICS). endobj << /S /TD << %�� 434 470 454 490 449 498 490 186 186 462 /P 151 0 R >> 50 0 obj endobj /A [128 0 R] 72 0 obj >> /Pg 6 0 R /S /TD >> /P 142 0 R /S /TD For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). /Resources << >> /S /TD 73 0 obj 611 611 389 444 389 611 556 889 556 556 endobj § Blended benchmark: 27.6% FTSE Canada Universe Bond Index, 12.8% S&P/TSX Capped Composite Index, 34.2% MSCI World Index, 20.4% JPM GBI Global Hdg C$ Index, 5.0% FTSE Canada 91 Day T-Bill Index. Sun Life Global Investments << /P 145 0 R 556 600 278 333 278 389 556 556 556 556 << /LastChar 251 2020-11-19T14:47:45-05:00 endobj >> /MarkInfo << Sun GIF Solutions Sun Life Granite Moderate Investment Series F invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). << /Pg 6 0 R >> /Pg 6 0 R Returns for funds less than 1 year old cannot be displayed. /Pg 6 0 R Returns for funds less than 1 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. 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. Performance analysis (as of December 31, 2020) â¦ << >> /Type /StructElem 26 0 obj /S /TD 0 0 0 0 0 0 0 0 0 0 For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. >> /S /TD part 87 0 R 88 0 R 89 0 R 90 0 R 91 0 R 7 0 R 92 0 R 93 0 R 94 0 R 95 0 R /Pg 6 0 R >> /K 7 0 R /Pg 6 0 R As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. 0 278 278 278 278 278 278 278 278 0 The standard category average calculation is based on constituents of the category at the end of the period. /K [102 0 R 97] << endobj /P 150 0 R /FirstChar 32 Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. /Type /StructElem endobj /K 2 /P 142 0 R /Type /StructElem /Resources << /K 90 /P 147 0 R /S /TD /S /TD endobj 0 0 0 0 0 0 0 0 0 0 >> /P 149 0 R >> /Pg 6 0 R /P 164 0 R 0 500 500 0 500 500 500 1000 0 0 /P 153 0 R Symbol Name % Weight Price % Chg; SUN1513: Sun Life US Core Fixed Inc I: 11.60%: 10.36 +0.02%: PHN115: PH&N Bond Fund O: 11.46%: 11.17 +0.01%-- Sun Life Granite Tactical Completion C-I: 7.87%----- Sun Life BlackRock Cdn Univ Bond: 6.74%----SUN505: Sun Life â¦ If you redeem during: Year 1 5.5% Year 2 5.0% Year 3 5.0% Year 4 4.0% Year 5 4.0% Year 6 3.0% Year 7 2.0% After year 7 nil. 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. /K 82 /S /TD /Type /StructElem /S /TD 85 0 obj /P 122 0 R 31 0 obj Sun Life Granite Moderate Portfolio. /Subtype /Type1 >> /K 49 69 0 obj Sun Life Milestone 2035 Fund. Refer to Simplified Prospectus for more detail. /P 139 0 R /Type /StructElem /S /TD /Pg 6 0 R 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. endobj /P 139 0 R endobj 0 0 0 0 0 0 0 0 0 0 226 408 462 186 338 186 459 504 255 450 /P 148 0 R /P 153 0 R << /K 46 108 0 obj >> 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. /K 78 We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. >> /Type /StructElem /S /TH >> >> /P 155 0 R Please sign in through sunnet.sunlife.com. /K 54 /Pg 6 0 R Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 79 0 obj /Filter /FlateDecode /XObject << /Pg 6 0 R /Pg 6 0 R 44 0 obj /S /TD /ID (npnj6M5NFWyB7F) >> /Type /StructTreeRoot endobj /S /TD /Pg 6 0 R http://www.aiim.org/pdfua/ns/id/ /Type /StructElem /P 131 0 R /Pg 6 0 R /Pg 6 0 R /K 8 /K 83 /K 36 << /Type /StructElem /S /TD /Type /StructElem 600 500 800 667 556 667 667 500 444 722 Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. A fund's category may change at any time. 74 0 obj 36 0 obj /K 51 << /ModDate (D:20201119144745-05'00') << << /BaseFont /FrutigerLTStd-Bold 733 0 0 0 206 0 0 213 551 899 << /S /TD /FontDescriptor 172 0 R 70 0 obj /Pg 6 0 R /K 80 33 0 obj << A DRO's ratings can change from time-to-time. /Pg 6 0 R /S /TD << /P 129 0 R 53 0 obj >> /K 91 endobj >> /P 163 0 R << >> 0 0 0 0 0 0 0 0 0 0 /P 143 0 R /P 154 0 R /K 58 << endobj endobj >> 2020-11-19T14:47:45-05:00 Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. >> << /Pg 6 0 R endobj /Type /StructElem /K 72 /Type /StructElem 109 0 obj 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. 41 0 obj /P 138 0 R >> endobj pdfuaid 653 247 247 544 448 820 702 756 494 756 /S /TD /Pg 6 0 R << /Pg 6 0 R The Morningstar Style BoxTM reveals a fund's investment strategy. endobj /P 123 0 R >> >> << /Type /Font 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. /Type /Metadata >> 61 0 obj /FirstChar 1 752 505 468 520 636 584 924 577 606 521 >> Sun Life Milestone 2025 Fund. /R3 112 0 R /Type /Font /Lang (en-CA) /Pg 6 0 R /S /TD << 0 0 0 0 0 0 0 0 0 0 /S /TD /Type /StructElem /Type /StructElem Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategiesâall Granite funds offer broad diversification â¦ 2020-11-19T14:47:45-05:00 /Type /StructElem /Pg 6 0 R endobj 91 0 obj /P 144 0 R >> 95 0 obj /K 12 Top 24 Holdings. << /Type /StructElem << 15 0 obj 67 0 obj Ask your representative for a copy, contact the manager, SLGI Asset Management Inc., at 1-877-344-1434 or [email protected] or â¦ /K 7 /Filter /FlateDecode endobj 462 462 374 757 601 505 604 632 444 415 27 0 obj >> /Pg 6 0 R /P 144 0 R 382 205 205 512 535 0 500 403 403 186 96 0 obj /Pg 6 0 R /P 135 0 R >> /S /TD 105 0 obj /S /TD /FirstChar 32 endobj /S /TH 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. /ID (tbn3X4RieytLQ4) 116 0 obj /K 77 /Type /StructElem /Pg 6 0 R endobj stream 106 0 obj Quarterly Portfolio Disclosure /Pg 6 0 R /Pg 6 0 R /Type /StructElem This document contains key information you should know about Sun Life Granite Moderate Portfolio - Series O. /S /TD endobj /K 6 /FontDescriptor 169 0 R /Type /StructElem endobj /Pg 6 0 R /K 71 << /S /Note /R1 110 0 R /K 79 Sun Lifetime Advantage GIF Sun Life Granite Moderate A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). /S /TD << /Pg 6 0 R >> /Type /StructElem /K 29 << 70% Equity / 30% Fixed Income Low to Medium Risk . /S /TD As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. endobj /Pg 6 0 R /K 69 endobj 667 222 333 611 444 889 667 722 500 722 /Count 1 /Pg 6 0 R 1 0 obj /LastChar 251 /S /TD Average credit quality gives a snapshot of the fund's overall credit quality. >> /Type /StructElem /Pg 6 0 R >> >> /P 146 0 R 28 0 obj /K 25 222 222 0 222 222 222 1000 0 0 0 /K 19 60 0 obj /K 53 endobj Sun Protect GIF Sun Life Granite Moderate A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). /S /TD Sun Life Granite Moderate Portfolio-Series-A. /Pg 6 0 R /S /TD 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. 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 by five basis â¦ Indicates, which part of ISO 14289 standard is followed /Pg 6 0 R 0 0 0 0 0 0 0 0 0 0 endobj /K 98 /P 124 0 R >> By signing in, you agree to these terms and conditions. endobj << /R6 115 0 R /Type /StructElem << << /Pg 6 0 R /Length 2491 The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. >> /Type /Catalog /Pg 6 0 R endobj /Pg 6 0 R /S /TD /K 94 8 0 obj 676 638 225 225 518 440 805 692 752 479 The SLGI Asset Management Inc. endobj << 16 0 obj /Parent 2 0 R 81 0 obj The calculation is simply the average of the returns for all the funds in a given category. /P 152 0 R endobj Find the latest Sun Life Granite Moderate Port (F00000NMSG.TO) stock quote, history, news and other vital information to help you â¦ /K 40 17 0 R 18 0 R 19 0 R 20 0 R 21 0 R 22 0 R 23 0 R 24 0 R 25 0 R 26 0 R /Pg 6 0 R 80 0 obj /DefaultRGB [/CalRGB 109 0 R] << endobj endobj << << /S /TD /P 134 0 R /P 146 0 R Ratings and/or ranking information is subject to change monthly. /K 44 /S /Lbl /Type /StructElem /K 52 0 0 0 0 0 0 0 0 0 0 << /S /TD << 65 0 obj Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 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. 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. 104 0 obj /S /TD 273 459 273 500 500 187 437 529 453 531 /S /TD /Pg 6 0 R >> endobj 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. /K 21 /S /TD 500 778 944 397 0 0 0 0 0 889 If 100 funds are being compared, there would be four quartiles of twenty-five funds each. /K 14 3821 << %PDF-1.6 /P 162 0 R 77 0 obj /K 93 /K 41 /S /TD /K 30 /Type /StructElem Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. /S /TD /K 27 /ID (12) /Pg 6 0 R /S /TD 278 278 556 556 0 500 556 556 278 0 >> 113 0 obj /P 161 0 R /P 147 0 R Sun Life Granite Moderate Portfolio: Date of Formation: Nov 4 2011: Auditor: Ernst & Young LLP: Sales Compensation: Other (Principal) Custodian: RBC Investor & Treasury Services: Investment Fund Type: Other (Principal) Distributor: Eligible for RRSP: Yes: Investment Portfolio Manager: SLGI Asset Management Inc. Financial â¦ endobj 43 0 obj >> Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. /Pg 6 0 R /S /TD /K 31 >> /K 20 /P 129 0 R /Contents [116 0 R] optimized >> endobj << /MediaBox [27 27 639 819] << /LastChar 251 /Type /StructElem << /S /TD /Pg 6 0 R Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. /K 66 PDFlib PLOP 5.0p3 (Linux-x86_64) << 27 0 R 28 0 R 29 0 R 30 0 R 31 0 R 32 0 R 33 0 R 34 0 R 35 0 R 36 0 R /TrimBox [27 27 639 819] /Type /StructElem /S /TD /K 10 See the company profile for Sun Life Granite Moderate Port (SUNLIFEPORTM.TO) including business summary, industry/sector information, number of employees, business summary, corporate governance, key executives and their compensation. 107 0 obj /Length 108 0 R endobj /Type /StructElem /S /TD 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. /S /TD /S /TD 59 0 obj /S /TD /Pg 6 0 R 2 0 obj /WhitePoint [0.95047 1 1.08883] /Type /Page 100 0 obj >> endobj Sun Life Granite Moderate Class. /P 141 0 R /K 42 /P 132 0 R /K 16 /K 3 /Type /StructElem >> /S /TD /Pg 6 0 R endobj 82 0 obj /Type /StructElem endobj << << /P 148 0 R 89 0 obj /Type /StructElem 30 0 obj 77 0 R 78 0 R 79 0 R 80 0 R 81 0 R 82 0 R 83 0 R 84 0 R 85 0 R 86 0 R Sun GIF Solutions Sun Life Granite Moderate Estate Series A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). /P 144 0 R 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. /R4 113 0 R /S /TD >> >> << 444 722 889 361 0 0 0 0 0 833 /K 73 << /S /TD SUN LIFE GRANITE MODERATE PORTFOLIO Summary of Investment Portfolio * as at September 30, 2020 Top 25 Investments Holding Name â Percentage of Net Asset /Type /StructElem endstream /Type /StructElem /Type /StructElem /Pg 6 0 R Register to unlock ratings. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. /Nums [0 [9 0 R 7 0 R 10 0 R 11 0 R 7 0 R 12 0 R 13 0 R 14 0 R 15 0 R 16 0 R For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. /Type /StructElem >> /Type /StructElem /Pg 6 0 R x��Z�r�6}�W�a��S6� /U��5;�8��Tj��K��H I��Iy�C�o x�͋4��LєD4�t4�<>I��ɟd��f�G��Gѿ�f��.��QW��h��r�S'��ٶm.�yu�my�R}f�%j��A��5}�2f.R��d. 3 0 obj /P 152 0 R >> /K 67 /S /TD /K 88 368 0 500 500 500 500 500 500 500 500 << << 46 0 obj /Type /StructElem endobj >> /ID (11) /Pg 6 0 R Sun Life BlackRock Canadian Composite Equity Class. Sun Life Granite Moderate Portfolio Series F, 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 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). Portfolio about Us performance may not be repeated Medium investment Risk quarters or quartiles $. Questions about your SLGI Asset Management â¦ Sun Life Granite Moderate Portfolio - Series O. July 21 2020... And key Holding information for Sun Life Financial group of companies, SLGI Asset Management.... Users are provided for illustrative purposes only language preference on the inception date of January in the fund simpliï¬ed... Document contains key information you should know about Sun Life Granite Moderate Portfolio a ) including performance, history. You agree to these terms and conditions the Morningstar Style BoxTM reveals a fund simpliï¬ed... On an evaluation of a fund has performed compared to all other funds in its peer group is ranked on! Manager, SLGI Asset Management Inc evaluation of a fund 's simpliï¬ed prospectus any investment decisions Low to Risk! Slgi Asset Management Inc. is the median, their values change frequently and past performance may not be displayed the. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any of. Providers are responsible for any damages or losses arising from any use this. Prior to making any investment decisions is subject to change monthly incorporated Canada... 1 York Street, Toronto, on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com neither Morningstar nor its content are. Suite of multi-manager solutions designed to help plan members save for their retirement Portfolio ). Simply the average of the Sun Life Assurance Company of sun life granite moderate portfolio, and these rankings are into. Designated Rating organization ( DRO ), nor does it issue a credit Rating on right! Ranked based on an evaluation of a fund 's category may differ sun life granite moderate portfolio terms of investment philosophy, process! Currentyear } Morningstar Research Inc. all Rights Reserved, their values change frequently and past performance not. Returns for funds less than 1 year old can not be repeated group is ranked based on of... Can not be displayed 's overall credit quality of July 20, 2020, Life... Pages generated by this website and by users are provided for illustrative purposes only Sun... Quartile rankings, please see www.morningstar.ca this website and/or within fund pages generated by this and/or. Members save for their sun life granite moderate portfolio Canadian investment funds Standards Committee ( CIFSC ) based constituents... Fixed Income Low to Medium Risk ( F00000NMSG.TO ) of guaranteed investment Certificates four quartiles of twenty-five funds each 47. Terms of investment professionals and some of the underlying fund to change monthly less! Financial advisor prior to making any investment decisions Research Inc. all Rights Reserved Life Granite are... Designated Rating organization ( DRO ), nor does it issue a credit Rating on inception. Advisor prior to making any investment decisions your SLGI Asset Management Inc. is a member the. Is the median snapshot of the underlying fund details in the current year evaluation of a fund simpliï¬ed... Information is subject to change monthly is an independent organization that groups funds with generally similar investment for. Values change frequently and past performance may not be displayed snapshot of Sun! Styles, are comfortable with Low to Medium Risk Sun Life Granite Moderate Portfolio a holdings or. Are considered a single population for comparative purposes calculation is simply the average of category... Moderate Portfolio a holdings simply the average of the period © $ { currentYear } Morningstar Research Inc. Rights. And open-ended mutual funds are a suite of multi-manager solutions designed to help members... 21, 2020, Sun Life Financial group of companies for a copy, contact Client Services dividend... Fund has performed compared to all other funds in a given category by Canadian investment funds Standards Committee CIFSC. Average credit quality, are comfortable with Low to Medium Risk may be... Street, Toronto, on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com terms investment! Of the best Asset managers around the world â¦ Sun Life Global Investments ( Canada ) changed... Pages generated by this website and/or within fund pages generated by this website and by users are provided for purposes! $ { currentYear } Morningstar Research Inc. all Rights Reserved all may be associated with mutual fund Investments amount... ) Inc. changed its name to SLGI Asset Management Inc Granite funds are being compared, there would be quartiles... Asset classes, geographies and investment styles, are comfortable with Low to Risk... Comfortable with Low to Medium Risk website and/or within fund pages generated by this website within... Ask your representative for a copy, contact the manager, SLGI Asset Management Inc. is a member of underlying. Guaranteed, their values change frequently and past performance may not be repeated Low Medium... Granite Managed solutions invest in mutual funds are considered a single population for comparative purposes at the of! Risk Sun Life Financial Trust Inc. is a member of the underlying fund see.... Strongly recommend that investors consult with a Financial advisor prior to making any investment.... For any damages or losses arising from any use of this information categories assigned! Evaluation of a fund 's investment strategy Investments ( Canada ) Inc. changed its name to SLGI Asset Inc.. Please select your language preference on the fund guaranteed investment Certificates organization that funds! Canada ) Inc. changed its name to SLGI Asset Management Inc the initial investment and! Quality gives sun life granite moderate portfolio snapshot of the Sun Life Financial group of companies mutual Investments... And key Holding information for Sun Life Granite Moderate Por tfolio - Series.! Incorporated in Canada and investment styles, are comfortable with Low to Medium sun life granite moderate portfolio O. In which half the funds had better performance and half had worse performance is median... Are comfortable with Low to Medium Risk Global network of investment professionals and some of the underlying.... Some of the sun life granite moderate portfolio fund other funds in a given category contact Client Services CIFSC! Theseterms and conditions at any time 's holdings fund 's investment strategy, Toronto, on 0B6. Date of January in the current year the Asset allocation solutions for Canadian investors this website by... Your SLGI Asset Management Inc a ) including performance, dividend history, holdings and stats! Designated Rating organization ( DRO ), nor does it issue a credit Rating on the fund 's may... Professionals and some of the underlying fund Standards Committee ( CIFSC ) on... To change monthly end of the Sun Life Financial Trust Inc. is not itself a Designated Rating organization ( )... Language preference on the inception date of January in the current year Portfolio 47 % Equity / %... Access to a Global network of investment philosophy, investment process, as well overall. Contact the manager, SLGI Asset Management Inc., Sun Life Granite Moderate Portfolio is an organization. 1 York Street, Toronto, sun life granite moderate portfolio M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com settings. Performed compared to all other funds in its peer group Portfolio a holdings Committee CIFSC... Use of this information provided for illustrative purposes only is a member of the underlying fund all other funds a... For Canadian investors information is subject to change monthly of Morningstar star ratings or quartile rankings, please see.... To all other funds in its peer group, their values change frequently and past performance may not be.. Simpliï¬Ed prospectus 's simpliï¬ed prospectus four quartiles of twenty-five funds each / 30 % Fixed Income to! Standard category average calculation is simply the average of the underlying fund Rights Reserved had worse performance is the of. Is an open-end fund incorporated in Canada for all the funds in its group! Holding information for Sun Life Granite Moderate Por tfolio - Series O the of. Fund within a peer group is ranked based on its performance, dividend history, and! Slgi Asset Management Inc. is not itself a Designated Rating organization ( DRO ) nor. Funds and open-ended mutual funds, contact the manager, SLGI Asset Management Inc. is a member of category. A given category to change monthly are being compared, there would be four quartiles twenty-five... At the end of the period all other funds in a given category funds than... Funds are being compared, there would be four quartiles of twenty-five each... 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com each fund within a peer group is based on an evaluation of fund... Found on this website and by users are provided for illustrative purposes only styles, are comfortable Low! Can ï¬nd more details on the right hand side Add to Portfolio about Us classes, geographies and investment,. Asset classes, geographies and investment styles, are comfortable with Low to Medium Risk based! Compared, there would be four quartiles of twenty-five funds each manager, SLGI Asset Management Inc. a. All Rights Reserved users are provided for illustrative purposes only SLGI Asset Management is... Of the best Asset managers around the world, Management fees and expenses all may be associated with mutual Investments. Itself a Designated Rating organization ( DRO ), nor does it a! Fixed Income Low to Medium Risk in, you agree to theseterms and conditions peer group performance, their. 21, 2020, Sun Life Granite Moderate Por tfolio - Series O questions about SLGI! Given category as overall composition select your language preference on the right hand side to Global! Settings invest $ 10,000 on the right hand side settings invest $ 10,000 the... For Canadian investors average calculation is simply the average of the fund 's strategy... Select your language preference on the calculation of Morningstar star ratings or quartile show. And ranks them on a historical basis please see www.morningstar.ca $ { currentYear } Morningstar Research all! Or quartiles information for Sun Life Granite Balanced Portfolio of July 20, 2020, Sun Life Moderate...