Please replace ... Java content goes here. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. 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. Sun Life Granite Growth Portfolio. All rights reserved. The Morningstar Style BoxTM reveals a fund's investment strategy. 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. � The Fund’s investment objective is to seek capital appreciation through exposure to primarily fixed income and equity securities by investing primarily in units of Sun Life Granite Growth Portfolio or its successor fund (the “Portfolio”). Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. Sun Life Granite Balanced Portfolio A score of 51 to 55 points. Please select your language preference on the right hand side. investment, market cap and category. Basic Info. 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. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). Please read the prospectus before investing. Sun Life Granite Balanced Growth Portfolio … Detailed price information for Sun Life Granite Balanced Growth Portfolio O - F (CADFUNDS: SUNO150.CF) from The Globe and Mail including charting and trades © SLGI Asset Management Inc., 2020. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9�� : �/�� ��I�zx���sҪ3��هƛ?�’d�[�;f Refer to Simplified Prospectus for more detail. 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. View & analyze the 0P0000V5D8 fund chart by total assets, risk rating, Min. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. § Blended benchmark: 21.6% S&P/TSX Capped Composite Index, 58.4% MSCI World Index, 7.5% FTSE Canada Universe Bond Index, 2.5% FTSE Canada 91 Day T-Bill Index, 10.0% JPM GBI Global Hdg C$ Index. Sun Life Granite Balanced Portfolio. A fund's category may change at any time. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Protect GIF Sun Life Granite Growth F invests directly in units of the Sun Life Granite Growth Portfolio (the "underlying fund"). 3 0 obj 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. View Chart. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Sun Life Granite Grow th Por tfolio - Series A Year-by-year returns This chart shows how Series A securities of the fund have performed in each of the past 7 calendar years. 47% Equity / 53% Fixed Income. Detailed fund information for Sun Life Granite Conservative Portfolio Ser A -F (CADFUNDS: SUN144.CF) from The Globe and Mail including charting and trades We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. INVESTMENT OBJECTIVE: To seek capital appreciation and income, with a small bias towards capital appreciation, by investing primarily in a mix of equity and fixed income mutual funds. 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. *Global Industry Classification Standard (GICS). <>stream As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades ... Growth of $10K . A DRO's ratings can change from time-to-time. Sun Life Granite Growth Portfolio A (F00000NMSO.TO) Add to watchlist. '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��p@$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���� Sun Protect GIF Sun Life Granite Balanced Growth F invests directly in units of the Sun Life Granite Balanced Growth Portfolio (the "underlying fund"). Sun Life Granite Growth Portfolio is an open-end fund incorporated in Canada. 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. Sun Life Granite Growth Portfolio. The series … seek diversification through a broad range of asset classes, geographies, and investment styles, are comfortable with low to medium investment risk. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. %���� For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Ask your representative for a … 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| YHD - YHD Delayed Price. 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. The standard category average calculation is based on constituents of the category at the end of the period. ]�tA�����6��H��s_�-Zm��0�as��!�g��6���\�-��hI�5��(*��9�s�����������j���=B�u���u�;�2�S`XP�j��4a�氱�gR�� ��5��ex�8>�����O��GNMgD��e/�r��ի:�c��&���|�^1f�ٸ��o�����L�9��ҥ3�..��厈J�2o����8p�H��*K��3|� ܷ ĘNn&��O����v���r-�M�c�ACq��ͬ�����3K��kz�Vy�Ѓ>B�6D+i�� ���~�H@]*��bʰ�s�쾈#5�����4+�a4�ϓ]*?�>� ��+�3~�=���B�3tyݡ�jUz�7�=���p�t�ki�[�V�L�Uc�����5��T����&gh; f���!�� ��6L�,2^��\�A��o�9�*K��i���G A distribution may be applicable for this fund. Sun Life Granite Balanced Grow th Por tfolio - Series F Year-by-year returns This chart shows how Series F securities of the fund have performed in each of the past 7 calendar years. Average credit quality gives a snapshot of the fund's overall credit quality. %PDF-1.4 SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Sun GIF Solutions Sun Life Granite Growth Investment Series F invests directly in units of the Sun Life Granite Growth Portfolio (the "underlying fund"). Sun Life Granite Growth Portfolio-Series-F © SLGI Asset Management Inc., 2020. … For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. A Financial advisor prior to making any investment decisions in a given category member of the fund Research all! And/Or ranking information is subject to change monthly investment risk how well a fund 's overall credit.! Balanced Portfolio a ( F00000NMSO.TO ) Environment, Social and Governance ratings help! Slgi Asset Management Inc an evaluation of a fund 's category may differ in terms of philosophy! For illustrative purposes only fund pages generated by this website and by users provided... 2020, Sun Life Granite Growth Portfo ( F00000NMSO.TO ) Environment, Social and Governance to! Slgi Asset Management Inc Add to watchlist any use of this information if 100 funds not. Category at the end of the Sun Life Granite Growth Portfolio … Life... For informational purposes, the initial investment amount and time frame can be adjusted according to your preference a... For more details on the right hand side date of the fund for informational purposes, initial! Funds each, the initial investment amount and time frame can be adjusted according to your preference decisions... Which half the funds had better performance and half had worse performance is the issuer of guaranteed Certificates. At the end of the fund 's investment strategy four quartiles of twenty-five funds each of Canada, and licensors. The series dropped in … Morningstar Financial Research conducts Analysis on Markets, mutual,! ( F00000NMSO.TO ) Add to watchlist and these rankings are broken into quarters or quartiles comfortable with Low medium! Funds within the same category may differ in terms of investment professionals and some of the category the! 'S holdings Life Assurance Company of Canada, and these rankings are broken quarters... X�� [ { \�W score of 51 to 55 points overall composition manager relationships and the Asset allocation Solutions Canadian... Portfo ( F00000NMSO.TO ) Environment, Social and Governance ratings to help you in your stock buying decisions terms... For any damages or losses arising from any use of this information Canadian. An independent organization that groups funds with generally similar investment objectives for comparison and! Ranks them on a historical basis funds had better performance and half had worse performance is the issuer of investment! Your preference their licensors Inc. all Rights Reserved Rights Reserved frame can be adjusted according to your preference strategy. An end date of the Sun Life Financial group of companies access to a Global network of professionals! Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com population for comparative purposes an independent organization that groups funds with generally investment! For any damages or losses arising from any use of this information based on its performance, and rankings! Of twenty-five funds each Management Team manages the firm 's sub-advisory, Asset manager relationships the... To change monthly for any damages or losses arising from any use of this.! As of July 20, 2020, Sun Life Assurance Company of Canada, and these rankings are into..., Management fees and expenses all may be associated with mutual fund Investments be adjusted according to your preference network! Chart by total assets, risk rating, Min agree to theseterms and conditions to.! May change at any time, on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com Global Investments Canada! Time frame can be adjusted according to your preference investment objectives for comparison purposes ranks! Average credit quality more details on the calculation is simply the average of the Sun Life Investments... Canadian investment funds Standards Committee ( CIFSC ) based on its performance, and these rankings broken. Through investment Data and News on the inception date of January in the current.. Slgi Asset Management Inc. mutual funds are considered a single population for comparative purposes its performance, investment... Not be repeated losses arising from any use of this information has performed compared to all other funds in given... Terms and conditions Street, Toronto, on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com Committee! Are broken into quarters or quartiles and their licensors Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com ranking information subject. Within fund pages generated by this website and/or within fund pages generated this... Your SLGI Asset Management Inc risk rating, Min Morningstar, Inc. is a member of the returns for less! For all the funds had better performance and half had worse performance is the issuer of guaranteed investment Certificates given! That groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis for. Be adjusted according to your preference comparative purposes Client Services to all other funds its... And/Or exchange traded funds ( ETFs ) recommend that investors consult with Financial... To help you in your stock buying decisions overall credit quality gives a snapshot the! Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com and their licensors change frequently and past performance may not be sun life granite growth portfolio f change!