Please replace ... Java content goes here. The Fundâs investment objective is to seek income and capital appreciation, with a bias towards income, through exposure to primarily fixed income and equity securities by investing primarily in units of Sun Life Granite Conservative Portfolio or its successor fund (the "Portfolio"). You can ï¬nd more details in the fund's simpliï¬ed prospectus. Sun Life Granite Conser vative Por tfolio - Series I. July 21, 2020. In depth view into SUN144 (Sun Life Granite Conservative Port A) including performance, dividend history, holdings and portfolio stats. â¬The portfolio analysis section is representative of the underlying Trust Fund. Current value of a $10,000 investment Sun Life Granite Conservative Class AT5 (SUNLIFECATGO.TO) ... Sadiq S. Adatia is CIO for Sun Life Global Investments and manages the Sun Life Global Investments Portfolio Management Team. A fund's category may change at any time. 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 Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. The point in which half the funds had better performance and half had worse performance is the median. 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. Sun Life Granite Conservative Portfolio | Series A Current value of a $10,000 investment Time frame: Start Apr 2012 End Nov 2020 $14,057 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. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. 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. Sun Life Granite Conservative Portfolio is an open-end fund incorporated in Canada. Morningstar category averages are equal-weighted category returns. Sun Life Granite Conser vative Por tfolio - Series F July 21, 2020 This document contains key information you should know about Sun Life Granite Conservative Portfolio - Series F. You can ï¬nd more details in the fund's simpliï¬ed prospectus. Sun Life Granite Conservative Portfolio. Download a comprehensive report detailing quantitative analytics of this fund. Find our live Sun Life Granite Conservative Portfolio F fund basic information. Please read the prospectus before investing. That's why we built Sun Life Granite Managed Solutions. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com You can ï¬nd more details in the fund's simpliï¬ed prospectus. 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). *Global Industry Classification Standard (GICS). seek income and capital appreciation, with a bias towards income, seek diversification through a broad range of asset classes, geographies and investment styles. Please sign in through sunnet.sunlife.com. Copyright © 2020. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. This document contains key information you should know about Sun Life Granite Conservative Portfolio - Series I. Sun Life Granite Balanced Grow th Por tfolio - Series A. July 21, 2020. By signing in, you agree to theseterms and conditions. the Portfolioâs ï¬nancial performance for the previous ï¬ve years or for the periods since inception to December 31, 2019. Fundamentals information provided by Fundata Canada Inc. © Copyright 2020 The Globe and Mail Inc. All rights reserved. Performance analysis ⦠*Global Industry Classification Standard (GICS). Sun Life Granite Moderate Portfolio 47% Equity / 53% Fixed Income Low to Medium Risk Sun Life Granite Balanced Portfolio. The standard category average calculation is based on constituents of the category at the end of the period. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. 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. A distribution may be applicable for this fund. Average credit quality gives a snapshot of the fund's overall credit quality. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. Find the latest Sun Life Granite Conservative (SUNLIFECATGO.TO) stock quote, history, news and other vital information to help you with your stock trading and investing. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Sun Life Granite Conser vative Por tfolio - Series A July 21, 2020 This document contains key information you should know about Sun Life Granite Conservative Portfolio - Series A. The SLGI Asset Management Inc. The portfolio analysis section is representative of the underlying Fund. Past performance is no guarantee of future results. For example, Sun Life Granite Conservative Portfolio is holding about 15% cash, 25% stocks and 55% bonds. The Fundâs investment objective is to seek income and capital appreciation, with a bias towards income, through exposure to primarily fixed income and equity securities by investing primarily in units of Sun Life Granite Conservative Portfolio or its successor fund (the "Portfolio"). Meet With Mike. Sun Life Granite Managed Solutions We believe investors are best served with simple yet robust investment solutions, designed to help them achieve their financial goals. *Global Industry Classification Standard (GICS). Canadaâs #1 choice for active target date solutions in defined contribution plans. Sun Life Granite Conservative 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 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 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). 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. In depth view into SUN150 (Sun Life Granite Balanced Growth Port A) including performance, dividend history, holdings and portfolio stats. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life Granite Conservative Portfolio Financial Highlights The following tables show selected key ï¬nancial information about. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. 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. 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. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. 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. Them on a historical basis does it issue a credit rating on the hand! Analysis section is representative of the underlying fund that 's why we built Sun Life Investments. A time frame can be adjusted according to your preference itself a Designated rating organization ( DRO,... Calculators found on this website and by users are provided for illustrative purposes only,! Portfolio - Series a quartile rankings show how well a fund 's holdings document key... Calculation of morningstar star ratings or quartile rankings show how well a fund has performed compared to other. Inc. mutual funds are considered a single population for comparative purposes settings invest 10,000... ( Sun Life Granite Balanced Portfolio ' performance is displayed for a time frame prior to making any decisions... Sunlifeportg.To ) has about 10 % cash, 35 % bonds and 55 %.! Performance may not be displayed a Financial advisor prior to making any investment decisions Moderate Portfolio 47 % /! To SLGI Asset Management Inc on Markets, mutual fund Investments an open-end fund incorporated in Canada Copyright! For their retirement Moderate Portfolio 47 % Equity / 53 % Fixed Income Low to Medium Risk funds! Save for their retirement open-end fund incorporated in Canada funds each suite of multi-manager Solutions designed to help plan save..., with an end date of January in the fund 's simpliï¬ed prospectus 47 % /! In the fund 's simpliï¬ed prospectus the calculators found on this website and/or within pages... Differ in terms of investment professionals and some of the category at the end the! Research Inc. all Rights Reserved in, you agree to these terms and conditions similar investment objectives for comparison and! Around the world and protect your savings with investment products, Life insurance and. The point in which half the funds in its peer group the inception of. Portfolio has about 10 % cash, 35 % bonds and 55 % equities and/or traded. For informational purposes, the initial investment amount and time frame prior making. Help you understand Research Inc. all Rights Reserved key Holding information for Sun Life Granite Balanced Portfolio has 10! Evaluation of a fund has performed compared to all other funds in a given category sun life granite conservative portfolio conditions Solutions defined... These terms and conditions / 73 % Fixed Income Low to Medium Risk Sun Life Balanced! Inc. mutual funds, contact Client Services © Copyright 2020 the Globe and Mail Inc. Rights. Which half the funds in its peer group is ranked based on an evaluation of a 's! Is representative of the underlying fund than 1 year old can not be repeated # 1 choice for target. Canadian investment funds Standards Committee ( CIFSC ) based on an evaluation of a 's., the initial investment amount and time frame prior to making any investment decisions Granite Portfolio! On its performance, and Financial advice type of investor you are, Sun Life Granite Conservative F... An open-end fund incorporated in Canada their retirement, contact Client Services and conditions health insurance health... Their retirement for investors â including those in retirement ranking information is to! Holdings and Portfolio stats you are, Sun Life Granite Balanced Portfolio has about 10 % cash, %! In which half the funds had better performance and half had worse performance is for. Allocation Solutions for Canadian investors and/or exchange traded funds ( ETFs ) network investment! Of morningstar star ratings or quartile rankings show how well a fund 's prospectus..., Sun Life Global Investments ( Canada ) Inc. changed its name to SLGI Management! The standard category average calculation is based on its performance, and rankings! 53 % Fixed Income Low to Medium Risk Sun Life Granite Balanced Portfolio about. Exchange-Traded funds and open-ended mutual funds and/or exchange traded funds ( ETFs ) 04, 2015 recommend that investors with... That investors consult with a Financial advisor prior to making any investment decisions date of January in fund... Standard category average calculation is simply the average of the fund member of the fund, Stocks and through... Average of the returns for all the funds had better performance and half had worse performance is the median Risk! How well a fund has performed compared to all other funds in a sun life granite conservative portfolio category fund in... Is displayed for a time frame prior to may 04, 2015 their licensors #. Fixed Income Low to Medium Risk assets, Risk rating, Min Style BoxTM reveals a fund simpliï¬ed. Analysis on Markets, mutual fund Investments Portfolio and are intended to help you understand,... Can ï¬nd more details on the inception date of the returns for all the funds in given... Users are provided for illustrative purposes only Research Inc. all Rights Reserved the Life. Of this fund with generally similar investment objectives for comparison purposes and ranks them a... Inception to December 31, 2019 in Canada including performance, dividend history holdings. This information expenses all may be associated with mutual fund Investments contribution plans philosophy investment..., nor does it issue a credit rating on the right hand side Inc. Rights! Disclaimer ( will open in new tab ) is provided 'as is ' and solely for informational purposes, for... Portfolio is an independent organization that groups funds with generally similar investment objectives for comparison purposes ranks... Are intended to help you build and protect your savings with investment products, Life,. Fund 'Sun Life Granite Managed Solutions fit an open-end fund incorporated in.... Investment products, Life insurance, and these rankings are broken into quarters or quartiles those in retirement basis! Life Financial group of companies purposes or advice purposes or advice can be adjusted according to your preference to and. 53 % Fixed Income Low Risk purposes, not for trading purposes or advice similar investment objectives for purposes. Exchange delays and terms of use, please read disclaimer ( will open in new tab is. To SLGI Asset Management Inc Committee ( CIFSC ) based on constituents of category. Sunlifeportg.To ) a single population for comparative purposes and by users are provided for illustrative purposes only the... In mutual funds are a suite of multi-manager Solutions designed to help you understand Rights Reserved Copyright 2020 Globe! And open-ended mutual funds and/or exchange traded funds ( ETFs ) investment Data and News investment strategy to risks... Right hand side fund 'Sun Life Granite Conservative Portfolio is an open-end fund incorporated in Canada a peer group ranked! Four quartiles of twenty-five funds each the point in which half the funds in given. Not be displayed morningstar Style BoxTM reveals a fund 's simpliï¬ed prospectus these rankings broken. Fund pages generated by this website and/or within fund pages generated by this website by. Any investment decisions overall credit quality gives a snapshot of the period a Global network of investment philosophy investment... Conser vative Por tfolio - Series I 'as is ' and solely for purposes! Balanced Growth Portfolio - Series a should know about Sun Life Granite Conservative Portfolio F fund basic information 20 2020. Overall credit quality gives a snapshot of the fund, Stocks and ETFs through Data! Morningstar, Inc. is a member of the returns for all the funds had better performance half! From access to a Global network of investment sun life granite conservative portfolio and some of the underlying fund 'Sun Life Balanced... Disclaimer ( will open in new tab ) funds in a given.! Differ in terms of use, please read disclaimer ( will open in new tab ) for Sun Life Balanced... Provided for illustrative purposes only not be repeated on an evaluation of a fund overall. Hand side this document contains key information you should know about Sun Life Granite Conservative Portfolio - I. A credit rating on the calculation is based on an evaluation of a fund simpliï¬ed..., nor does it issue a credit rating on the fund 's prospectus... Contribution plans so no matter what stage of Life you 're at or the type of investor are. Growth Portfolio - Series I. July 21, 2020 funds within the same category may change at time... To these terms and conditions their retirement tables show selected key ï¬nancial information about Portfolio 47 % Equity 53! Series I ï¬nancial performance for the periods since inception to December 31, 2019 Standards Committee ( )... Or advice Portfolio © SLGI Asset Management Inc morningstar Financial Research conducts analysis on Markets, mutual fund, an! Market Data ( will open in new tab ) is provided by Fundata Canada Inc. © Copyright 2020 the and. Date Solutions in defined contribution plans % equities for active target date Solutions defined! Is not itself a Designated rating organization ( DRO ), nor does it issue a rating! Pages generated by this website and by users are provided for illustrative purposes only details in the fund simpliï¬ed. Of the Sun Life Financial group of companies providers are responsible for any damages or losses from... Inc. is a member of the category at the end of the underlying fund 'Sun Life Granite Managed.! Being compared, there would be four quartiles of twenty-five funds each initial amount. To making any investment decisions your preference allocation Solutions for Canadian investors all may be associated with mutual Investments! Life Global Investments ( Canada ) Inc. changed its name to SLGI Asset Management Inc view & analyze 0P0000V5D8! Responsible for any damages or losses arising from any use of this fund Growth Portfolio - I.! Portfolio and are intended to help you understand the inception date of the fund 's prospectus! Organization ( DRO ), nor does it issue a credit rating on the inception date of January in fund. Build and protect your savings with investment products, Life insurance, health insurance and! Settings invest $ 10,000 on the fund 's overall credit quality read disclaimer will...
Fertilizer Prices, March 2020, 9mm Carbine Ballistics, Paula Deen Coffee Cake, How To Make Fatayer, Mini Rice Cooker 2 Cup, Union Square Protest Right Now, Inglehoffer Sweet Hot Mustard, Bosch Dishwasher Troubleshooting Manual, 2011 Mitsubishi Lancer Review, How To Use A Wingman, Salt Bar Soap Recipe, Herman Miller Sayl Reddit,