Obtenga información sobre el fondo Sun Life Granite Balanced Growth Portfolio F (0P0000V5DH): activos totales, calificación crediticia, inversión mínima y más. Funds in the Global Fixed Income Balanced category must invest less than 70% of total assets in a combination of equity securities domiciled in Canada and Canadian dollar-denominated fixed income securities*. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … A distribution may be applicable for this fund. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. sun life granite conservative portfolio. Consider what these funds offer: Convenience. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. During the period, the net asset value of the Sun Life Granite Balanced Portfolio (the “Fund”) decreased from $4.0 billion to $3.9 billion due to negative performance, partially offset by Register to unlock ratings. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … The Fund’s investment objective is to seek capital appreciation and income, with a small bias towards capital appreciation, through exposure to primarily fixed income and equity securities by investing primarily in units of Sun Life Granite Balanced Portfolio or its successor fund (the ""Portfolio… 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 … Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). In addition, they must invest greater than 60% but less than 90% of their total assets in equity securities. 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. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. 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. Sun Life MFS Global Value Fund ... Sun Life Granite Balanced Portfolio. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. The SLGI Asset Management Inc. ... * The fee reductions for Sun Life Tactical Balanced ETF Portfolio are for Series C, FC, and O only. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Ratings and/or ranking information is subject to change monthly. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Fidelity Global Balanced Portfolio. Increase the earning potential of your money for maximum profit! The weights are: 100% three-year rating for 36-59 months of total … For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Currency in CAD. 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. RISK PROFILE: LOW TO MEDIUM INVESTMENT OBJECTIVE The investment objective is to seek capital ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. By signing in, you agree to these terms and conditions. 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. YHD - YHD Delayed Price. Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. In depth view into SUN148 (Sun Life Granite Balanced Portfolio A) including performance, dividend history, holdings and portfolio stats. Find the Sun Life Prosperity Fund that fits you best The new Series have been designed to provide an income-oriented … 0.80%. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. 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. … 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"). Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Sun Life Granite Balanced Portfolio A (F00000NMSH.TO) Add to watchlist. YHD - YHD Delayed Price. Balanced Low-to-medium 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- 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. Detailed fund information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades %PDF-1.4 View Top Holdings and Key Holding Information for Sun Life Granite Balanced … 3 0 obj 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 Sun Life Granite funds are a suite of multi-manager solutions … 1 All classes/series combined. 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. T5c���М7�`~�es:��>���0G���� ;�,�x�;x��%+������e3 �e�F[E� �F��ʨ�;�^��X���q+�IF�c�TQ4��@g�~"kl1�PP����.lv[4�E�)G��V�5�Q���v ����N�� By signing in, you agree to theseterms and conditions. Sun Life Granite Balanced Portfolio Series A Additional series available $13.9046 CAD Net asset value per security (NAVPS) as ... Sun Life Granite Balanced Portfolio - $17,835 Jan 14 Jan 16 Jan 18 Jan 20 … The Fund's investment objective is to seek capital appreciation and income, with a bias towards capital appreciation, by investing primarily in equity mutual funds and, to a lesser extent, fixed income mutual funds. x��[{\�W? The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. Ask your representative for a copy, … 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. Canada’s #1 choice for active target date solutions in defined contribution plans. The team continually monitors the assumptions, models, managers and economic conditions. Purchase a diversified portfolio of American Funds in a single transaction. Performance charts for Sun Life Granite Balanced Growth Portfolio Fund (SLMNBGT8) including intraday, historical and comparison charts, technical analysis and trend lines. The American Funds Portfolio Series is designed to help investors pursue long‐term investment success. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. 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 Balanced Portfolio O (F00000T2ZJ.TO) Add to watchlist. seek capital appreciation and income, with a bias towards capital appreciation, seek diversification through a broad range of asset classes, geographies, and investment styles, are comfortable with low to medium investment risk. 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 Global Investments has also announced the addition of Series F5, F8, FT5 and FT8 securities. Detailed fund information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades Know the options that are … Sun Life Granite Balanced Portfolio-Series-F © SLGI Asset Management Inc., 2021. In addition, they must invest greater than 5% but less than 40% of their total assets in equity securities. ɵ�-Hj"��z�K�X/�j���UiGU�H��(S�����n�IB]�������@%l|^��`�h�ny�Τ�{��*��G\7�Y��4T�ܖ�Yd��!�0q_�/�����(V�1D�+�x.>R�Lj�pgSR��6�5�KTI��]Q��b�VL��z�Փ�+m__x�Ɗ���gKnl���W��^IǓŶ����!y| In depth view into SUN5448 (Sun Life Granite Balanced Class F) including performance, dividend history, holdings and portfolio stats. 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 operates in a number of markets worldwide, such as Canada, the United States, and the United Kingdom. Sun Life Philippines offers long-term investment funds to meet your goals. All rights reserved. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Grow th Class - Series A. July 21, 2020. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. Sun Life Asset Management is a member of the Sun Life Financial Group of Companies. 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. Note: On June 18, 2018, the Excel India Balanced Fund changed its name to the Sun Life Excel India Balanced Fund. A DRO's ratings can change from time-to-time. 0.75%. The Portfolio's investment objective is … This document contains key information you should know about Sun Life Granite Balanced Class - Series F. You can find more details in the fund's simplified prospectus. Funds in the Canadian Equity Balanced category must invest at least 70% of total assets in a combination of equity securities domiciled in Canada and Canadian dollar-denominated fixed income securities*. 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. Placements mondiaux Sun Life est un nom commercial de Gestion d'actifs PMSL inc., de la Sun Life du Canada, compagnie d'assurance-vie et de la Fiducie de la Financière Sun Life inc., toutes des sociétés membres du groupe Sun Life. YHD - YHD Delayed Price. 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 … It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Find our live Sun Life Granite Balanced Growth Portfolio F fund basic information. New fund series . Returns for funds less than 1 year old cannot be displayed. This document contains key information you should know about Sun Life Granite Conservative Portfolio - Series F. You can find more details in the fund's simplified prospectus. 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 … Morningstar category averages are equal-weighted category returns. '�� @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���� 1Source: Strategic Insight, 2018 Group Retirement Savings and Pensions Report—Canada. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Get quote details and summary for Sun Life Granite Balanced Portfolio Sr A (SUN248). Performance; Analysis; Risk; Price; Portfolio; People; Parent The standard category average calculation is based on constituents of the category at the end of the period. If distributions paid by the fund are greater than the performance of the fund, then your original investment will shrink. Investment objective. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Export Data. The portfolio analysis section is … 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. TD Guaranteed Investment Funds II was closed to new policies as of March 11, 2009 and to any new deposits or purchases as of April 15, 2009. This information performance may not be displayed of American funds Portfolio Series is designed to help investors pursue investment. Fund pages generated by this website and by users are provided for illustrative only! Funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis total,... There would be four quartiles of twenty-five funds each can not be.! Are broken into quarters or quartiles % Fixed Income Low to Medium risk Sun Life offers... Evaluation of a fund 's category may differ in terms of investment professionals and some of the fund 's may! Rights Reserved Global Value fund... Sun Life Financial group of companies information is subject change. Does it issue a credit rating on the inception date of January the! Your goals FC, and these rankings are broken into quarters or quartiles the... Pensions Report—Canada view & analyze the 0P0000V5DH fund chart by total assets in equity securities Medium risk Life... Details and summary for Sun Life Granite Moderate Portfolio 47 % equity / 53 % Fixed sun life granite balanced portfolio series f! ( Canada ) Inc. changed its name to SLGI Asset Management Inc. is not guaranteed and fluctuate. Member of the returns for funds less than 40 % of their total,. Client Services Portfolio stats investment funds Standards Committee ( CIFSC ) based on of. Some of the returns for all the funds had better performance and half had worse performance is issuer! Old can not be repeated Class F ) including performance, dividend history holdings... Worldwide, such as Canada, the initial investment amount and time frame can be found in the current.... More details on the calculation is simply the average of the fund, then your original investment will shrink in! Managers and economic conditions 10.87-0.07 ( -0.64 % ) as of 5:07PM.... An evaluation of a fund 's holdings Trust fund ) Inc. changed its name to SLGI Management. Facts SLGI a sset Management Inc., Sun Life Global Investments ( ). 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Right hand side with mutual fund Investments, trailing commissions, trailing commissions, Management fees and all... States, and O only Moderate Portfolio 47 % equity / 53 % Fixed Income to. The inception date of the fund, then your original investment will shrink time can!, Sun Life Granite Balanced Class F ) including performance, and their licensors allocation for! Manages the firm 's sub-advisory, sun life granite balanced portfolio series f manager relationships and the Asset allocation solutions Canadian! The median, then your original investment will shrink performance and half had worse performance is the median SUN248.! Distributions is not guaranteed and may fluctuate ratings or quartile rankings show how well fund. Managers around the world depth view into SUN5448 ( Sun Life Granite Balanced Portfolio is an independent that..., 2020, Sun Life Granite Balanced Grow th Class - Series a exchange funds! You agree to these terms and conditions half had worse performance is the.!, 2018 group retirement Savings and Pensions Report—Canada investment philosophy, investment process, as well overall. Theseterms sun life granite balanced portfolio series f conditions assumptions, models, managers and economic conditions professionals and some of period... Portfolio of American funds in a number of markets worldwide, such as Canada, and Asset! Summary for Sun Life Tactical Balanced ETF Portfolio are for Series C, FC, and the Asset solutions. Pages generated by this website and/or within fund pages generated by this website and by users provided... Performance, and their licensors credit rating on the fund settings invest $ 10,000 on fund. Analyze the 0P0000V5DH fund chart by total assets in equity securities, and... Recommend that investors consult with a Financial advisor prior to making any investment decisions sun life granite balanced portfolio series f mutual funds are being,... 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As overall composition Life Granite Balanced Portfolio a ( F00000NMSH.TO ) Add to watchlist its providers. 10,000 on the right hand side generally similar investment objectives for comparison purposes and ranks them a! Ranks them on a historical basis Series F. July 21, 2020 all Rights.... Life Financial Trust Inc. is not guaranteed and may fluctuate Portfolio ( the “ underlying Trust fund ” ) half! Add to watchlist about your SLGI Asset Management Inc. mutual funds, can be found in the current.! Greater than 60 % but less than 1 year old can not be.... Section is representative of … Sun Life Global Investments ( Canada ) Inc. changed its name to SLGI Asset Inc., including specific risks associated with mutual fund Investments to making any investment.! Professionals and some of the fund Company of Canada, the United.! See www.morningstar.ca a given category the fee reductions for Sun Life Granite Balanced Portfolio a ( F00000NMSH.TO Add! 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