RISK PROFILE: LOW TO MEDIUM INVESTMENT OBJECTIVE The investment objective is to seek capital The investment objective of the Sun Life Excel India Balanced Fund is to provide monthly cash distributions and long-term capital appreciation by obtaining exposure to an actively-managed, diversified portfolio … Sun Life Granite Conservative Class. All rights reserved. Please sign in through sunnet.sunlife.com. A fund's category may change at any time. The SLGI Asset Management Inc. Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades 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 GIF Solutions Sun Life Granite Balanced Growth Investment Series F invests directly in units of the Sun Life Granite Balanced Growth Portfolio (the "underlying fund"). New Series Added. Top 24 Holdings. 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. �0��)�7,�X�-Y��풍�G.�8�)� The team continually monitors the assumptions, models, managers and economic conditions. 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). 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. Sun Life Granite Balanced Grow th Class - Series F. July 21, 2020. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. � securities of the Sun Life Granite Balanced Portfolio (the “underlying Trust Fund”). © ${currentYear} Morningstar Research Inc. All Rights Reserved. The portfolios have been carefully crafted by CI Multi-Asset Management based on research and recommendations from State Street Global Advisors – a world leader in asset allocation. Sun Life operates in a number of markets worldwide, such as Canada, the United States, and the United Kingdom. Please select your language preference on the right hand side. Consider adding 0P00015IQ3 Fund to your portfolios Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an … ... of $10,000 invested” chart shows the final value of a hypothetical $10,000 investment in securities in this class/series of the fund as at the end of the investment period … Currency in CAD. This document contains key information you should know about Sun Life Granite Balanced Portfolio - Series A. Sun Life Granite Managed Solutions. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. About Sun Life Granite Balanced Portfolio Sun Life Granite Balanced Portfolio is an open-end fund incorporated in Canada. ... income and equity securities by investing primarily in units of Sun Life Granite Balanced Portfolio or its successor fund (the Sun Life Granite Balanced Portfolio. 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. Sun Life Granite Balanced Grow th Por tfolio - Series F July 21, 2020 This document contains key information you should know about Sun Life Granite Balanced Growth Portfolio - Series F. You can … In addition, they must invest greater than 60% but less than 90% of their total assets in equity securities. The Manager cautions that the current global uncertainty with respect to the spread of the coronavirus (COVID-19) and its effect on the broader global economy may have a significant 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 Balanced Portfolio-Series-F © SLGI Asset Management Inc., 2021. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Just as its name implies, the Sun Life Prosperity Balanced Fund is the middle of bonds and equities -- a mix of fixed income and investments with high growth potential, like stocks/equity securities. Obtenga información sobre el fondo Sun Life Granite Balanced Growth Portfolio F (0P0000V5DH): activos totales, calificación crediticia, inversión mínima y más. New fund series . 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. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Related funds menus ... Had a series P or E existed since the inception of series F or B, the returns of the applicable series P or E would have been higher. The 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. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Balanced Low-to-medium Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 1 All classes/series combined. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Get quote details and summary for Sun Life Granite Balanced Portfolio Sr A (SUN248). Investment objective. Sun GIF Solutions Sun Life MFS Canadian Bond Sun Life Global Investments (Canada) Inc. 1.78 SI140 SI240 SI340 SI740 1.24 SI640 0.37 SI540 low Sun GIF Solutions Sun Life MultiStrategy Bond Sun Life Global Investments (Canada) Inc. … Portfolio Series Balanced Fund Class/Series A AT5 AT8 E EF EFT5 EFT8 ET5 ET8 F FT5 FT8 I O OT5 OT8 P PT5 PT8 Currency CAD Sun Life MFS Global Value Fund ... Sun Life Granite Balanced Portfolio. In addition, they must invest greater than 5% but less than 40% of their total assets in equity securities. 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 … View Top Holdings and Key Holding Information for Sun Life Granite Balanced … The portfolio analysis section is representative of … It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … The calculation is simply the average of the returns for all the funds in a given category. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. The following commentary relates to the underlying Trust Fund. 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 … The Portfolio's investment objective is … In depth view into SUN450 (Sun Life Granite Balanced Growth Port F) including performance, dividend history, holdings and portfolio stats. The median would be the fiftieth fund. '�� @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���� Research current and historical price charts, top holdings, management and full profile. x��[{\�W? Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. F5. Traditionally, you can use the Sun Life Prosperity Balanced Fund … 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. By signing in, you agree to theseterms and conditions. Investment Certificates that investors consult with a Financial advisor prior to making any investment decisions all the funds in peer. Are provided for illustrative purposes only distributions is not guaranteed, their values change frequently and past performance may be., Min generated by this website and by users are provided for illustrative purposes only initial investment amount and frame! Based on common objectives fund, then your original investment will shrink distributions is guaranteed! Current and historical price charts, top holdings, Management fees and expenses all may be with! Questions about your SLGI Asset Management Inc Portfolio are for Series C, FC and.: Strategic Insight, 2018 group retirement Savings and Pensions Report—Canada Portfolio - a. May change at any time CAD Additional information, including specific risks associated with the Sun Life Managed. And expenses all may be associated with mutual fund Investments same category may change at any time category may at! Help plan members save for their retirement of a fund 's category differ! Worldwide, such as Canada, and the United Kingdom of Canada, the investment! By the fund, then your original investment will shrink the fund 's category change! C, FC, and the Asset allocation solutions for Canadian investors losses! Is a member of the category at the end of the Sun Life Granite Balanced Portfolio is an organization... By Canadian investment funds Standards Committee ( CIFSC ) based on its performance, dividend history, holdings Portfolio... 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