Average credit quality gives a snapshot of the fund's overall credit quality. Sun Life Granite Moderate Portfolio 47% Equity / 53% Fixed Income Low to Medium Risk Sun Life Granite Balanced Portfolio. The SLGI Asset Management Inc. 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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. 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. Find our live Sun Life Granite Conservative Portfolio F fund basic information. View Top Holdings and Key Holding Information for Sun Life Granite Conservative (SUNLIFEPORTG.TO). Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 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. Sun Protect GIF Sun Life Granite Conservative A invests directly in units of the Sun Life Granite Conservative Portfolio (the "underlying fund"). Sun Life Granite Conservative Portfolio. 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. 60%Equity / 40% Fixed Income Low to Medium Risk . 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. SUN LIFE GRANITE CONSERVATIVE PORTFOLIO Summary of Investment Portfolio * as at September 30, 2020 Top 25 Investments Holding Name † Percentage of Net Asset SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). Please select your language preference on the right hand side. A DRO's ratings can change from time-to-time. Sun GIF Solutions Sun Life Granite Conservative Sun Life Global Investments (Canada) Inc. 2.42 SI133 SI233 SI333 SI733 1.25 SI633 0.42 SI533 low Sun GIF Solutions Sun Life Granite Moderate Sun Life Global Investments (Canada) Inc. 2.50 SI137 SI237 … Sun Life Granite Conservative Portfolio is an open-end fund incorporated in Canada. All rights reserved. The portfolio analysis section is representative of the underlying Fund. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Underlying fund 'Sun Life Granite Balanced Portfolio' performance is displayed for a time frame prior to May 04, 2015. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. 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. Performance analysis … 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. 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. The calculation is simply the average of the returns for all the funds in a given category. 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. Please read the prospectus before investing. You can find more details in the fund's simplified prospectus. Refer to Simplified Prospectus for more detail. Sun Life Financial My savings Investment Options Data As Of Oct 31 2020 Help me do it Target Date With a Guarantee Select from this group of funds if you would like to invest in a help me do it portfolio that matches your investment time horizon. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. You can find more details in the fund's simplified prospectus. View & analyze the 0P0000V5D8 fund chart by total assets, risk rating, Min. Performance analysis (as of October 31, 2020) Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. For exchange delays and terms of use, please read disclaimer (will open in new tab). 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. 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. The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. The point in which half the funds had better performance and half had worse performance is the median. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Fixed Income Balanced Low Fund manager: By signing in, you agree to theseterms and conditions. The Fund’s 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"). Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. This document contains key information you should know about Sun Life Granite Conservative Portfolio - Series I. Download a comprehensive report detailing quantitative analytics of this fund. The Fund's investment objective is to seek income and capital appreciation, with a bias towards income, by investing primarily in fixed income mutual funds and, to a lesser extent, equity mutual funds. The Morningstar Style BoxTM reveals a fund's investment strategy. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Copyright © 2020. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The Fund’s 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. 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. Sun GIF Solutions Sun Life Granite Conservative Investment Series A invests directly in units of the Sun Life Granite Conservative Portfolio (the "underlying fund"). Returns for funds less than 1 year old cannot be displayed. The portfolio analysis section is representative of the underlying Fund. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Read our, Sun Life Granite Conservative Portfolio Ser A -F. Price movement based on the high, low and last over the given period. © ${currentYear} Morningstar Research Inc. All Rights Reserved. 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. *Global Industry Classification Standard (GICS). As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 351 King Street East, Suite 1600, Toronto, ON Canada, M5A 0N1, Just $1.99 per week for the first 24 weeks, var select={root:".js-sub-pencil",control:".js-sub-pencil-control",open:"o-sub-pencil--open",closed:"o-sub-pencil--closed"},dom={},allowExpand=!0;function pencilInit(o){var e=arguments.length>1&&void 0!==arguments[1]&&arguments[1];select.root=o,dom.root=document.querySelector(select.root),dom.root&&(dom.control=document.querySelector(select.control),dom.control.addEventListener("click",onToggleClicked),setPanelState(e),window.addEventListener("scroll",onWindowScroll),dom.root.removeAttribute("hidden"))}function isPanelOpen(){return dom.root.classList.contains(select.open)}function setPanelState(o){dom.root.classList[o?"add":"remove"](select.open),dom.root.classList[o? You can find more details in the fund's simplified prospectus. the Portfolio and are intended to help you understand . In depth view into SUN150 (Sun Life Granite Balanced Growth Port A) including performance, dividend history, holdings and portfolio stats. Sun Life Granite Conservative Portfolio © SLGI Asset Management Inc., 2020. Current value of a $10,000 investment For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Underlying fund 'Sun Life Granite Moderate Portfolio' performance is displayed for a time frame prior to May 04, 2015. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. 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. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. 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. Detailed price information for Sun Life Granite Conservative Portfolio Ser A -F (CADFUNDS: SUN144.CF) from The Globe and Mail including charting and trades *Global Industry Classification Standard (GICS). Current value of a $10,000 investment In depth view into SUN444 (Sun Life Granite Conservative Port F) including performance, dividend history, holdings and portfolio stats. We’re structuring our Sun Life Granite Managed Solutions to reduce risks for investors – including those in retirement. Sun Life Granite Conser vative Por tfolio - Series O July 21, 2020 This document contains key information you should know about Sun Life Granite Conservative Portfolio - Series O. 27% Equity / 73% Fixed Income Low Risk. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Sun Life Granite Conservative Portfolio is an open-end fund incorporated in Canada. § Blended benchmark: 43.5% FTSE Canada Universe Bond Index, 7.3% S&P/TSX Capped Composite Index, 24.5% JPM GBI Global Hdg C$ Index, 5.0% FTSE Canada 91 Day T-Bill Index, 19.7% MSCI World Index. 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. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. All market data (will open in new tab) is provided by Barchart Solutions. 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. 10,000 on the calculation of morningstar star ratings or quartile rankings, please see www.morningstar.ca of morningstar star ratings quartile! Copyright 2020 the Globe and Mail Inc. all Rights Reserved Risk rating Min... ( SUNLIFEPORTG.TO ) / 40 % Fixed Income Low to Medium Risk a given.... Rankings are broken into quarters or quartiles process, as well as overall composition F fund basic information 's,... For funds less than 1 year old can not be displayed can be adjusted according to preference. 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