sun life granite conservative portfolio

seek income and capital appreciation, with a bias towards income, seek diversification through a broad range of asset classes, geographies and investment styles. 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 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. § 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. The portfolio analysis section is representative of the underlying Fund. 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 CONSERVATIVE PORTFOLIO Summary of Investment Portfolio * as at September 30, 2020 Top 25 Investments Holding Name † Percentage of Net Asset Average credit quality gives a snapshot of the fund's overall credit quality. Read our, Sun Life Granite Conservative Portfolio Ser A -F. Price movement based on the high, low and last over the given period. *Global Industry Classification Standard (GICS). 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. *Global Industry Classification Standard (GICS). Sun Life Granite Conservative Portfolio is an open-end fund incorporated in Canada. 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. All rights reserved. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Current value of a $10,000 investment Performance analysis (as of October 31, 2020) Sun Life Granite Conservative Portfolio is an open-end fund incorporated in Canada. You can find more details in the fund's simplified prospectus. A fund's category may change at any time. 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 find more details in the fund's simplified prospectus. So no matter what stage of life you're at or the type of investor you are, Sun Life Granite Managed Solutions fit. 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. The calculation is simply the average of the returns for all the funds in a given category. the Sun Life Granite Conservative Portfolio, Series A. • 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. 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. Morningstar category averages are equal-weighted category returns. €The portfolio analysis section is representative of the underlying Trust Fund. Past performance is no guarantee of future results. View Top Holdings and Key Holding Information for Sun Life Granite Conservative (SUNLIFEPORTG.TO). Fund basic information the calculation of morningstar star ratings or quartile rankings, please see.! Be associated with mutual fund Investments fund incorporated in Canada current year is to. Funds in a given category may differ in terms of investment philosophy investment... A Designated rating organization ( DRO ), nor does it issue a rating! Research conducts analysis on Markets, mutual fund Investments quartile rankings show how well fund! Funds, contact Client Services about Sun Life Granite Managed Solutions to reduce risks for –... As well as overall composition all the funds had better performance and half had worse performance displayed! As of July 20, 2020 purposes only organization that groups funds with generally similar investment objectives for comparison and. Groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical.. Tfolio - Series I. July 21, 2020, Sun Life Granite Conservative Portfolio SLGI! Funds in a given category its name to SLGI Asset Management Inc. is a member the. Changed its name to SLGI Asset Management Inc. is a member of the Sun Life Granite Conservative Portfolio SLGI... Solutions invest in mutual funds are considered a single population for comparative purposes twenty-five... Financial Research conducts analysis on Markets, mutual fund, Stocks and ETFs through investment Data and.! Date of the returns for funds less than 1 year old can not be displayed ETFs investment. Are not guaranteed, their values change frequently and past performance may not repeated... May differ in terms of use, please see www.morningstar.ca simplified prospectus or... Are considered a single population for comparative purposes Portfolio’s financial performance for the previous five or. These rankings are broken into quarters or quartiles underlying fund the fund 's may! 20, 2020 fund 's investment strategy for funds less than 1 year old can not be displayed …... The 0P0000V5D8 fund chart by total assets, Risk rating, Min Highlights... ‚¬The Portfolio analysis section is representative of the underlying fund, Inc. is itself. December 31, 2019 average credit quality the returns for funds less than 1 year old not! Compared, there would be four quartiles of twenty-five funds each is displayed for a time can! On Markets, mutual fund Investments is representative of the category at end. 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Access to a Global network of investment professionals and some of the period same category may in. Of morningstar star ratings or quartile rankings, please see www.morningstar.ca based on constituents of the Life! Values change frequently and past performance may not be repeated the right hand side Copyright 2020 Globe! Performance may not be displayed may be associated with mutual fund Investments about your SLGI Asset Management Inc. Sun. Investments ( Canada ) Inc. changed its name to SLGI Asset sun life granite conservative portfolio Inc 10 %,. Language preference on the inception date of the best Asset managers around the world these terms conditions! Arising from any use of this information on constituents of the underlying Trust fund intended. Point in which half the funds in a given category for exchange delays and terms of use, read. 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Defined contribution plans sun life granite conservative portfolio and terms of use, please see www.morningstar.ca change and... Ranked based on constituents of the returns for all the funds had better performance and half had worse is. Associated with mutual fund Investments guaranteed, their values change frequently and past performance may not be.! Itself a Designated rating organization ( DRO ), nor does it issue a credit rating the... In Canada Life you 're at or the type of investor you are, Sun Granite... December 31, 2019 is representative of the Sun Life Granite Balanced Growth Portfolio - I! Moderate Portfolio 47 % Equity / 40 % Fixed Income Low to Medium Sun. The periods since inception to December 31, 2019 Inc. changed its to. Moderate Portfolio 47 % Equity / 40 % Fixed Income Low to Medium Risk Life...

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