3 0 obj 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. Sun Protect GIF Sun Life Granite Balanced Growth F invests directly in units of the Sun Life Granite Balanced Growth Portfolio (the "underlying fund"). investment, market cap and category. 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 Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. The series … By signing in, you agree to these terms and conditions. A distribution may be applicable for this fund. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. 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�� © SLGI Asset Management Inc., 2020. 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. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Low to Medium Risk. Please select your language preference on the right hand side. 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. Find the latest Sun Life Granite Growth Portfo (F00000NMSO.TO) stock quote, history, news and other vital information to help you with your stock trading and investing. 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. PROSPECTUS RISK: Low to medium. 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. 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 … Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. g�X���8VB��>��z��Qi��p*! �0��)�7,�X�-Y��풍�G.�8�)� See the company profile for Sun Life Granite Growth Portfo (F00000NMSR.TO) including business summary, industry/sector information, number of employees, business summary, corporate … Find our live Sun Life Granite Conservative Portfolio F fund basic information. %PDF-1.4 A fund's category may change at any time. The point in which half the funds had better performance and half had worse performance is the median. seek diversification through a broad range of asset classes, geographies, and investment styles, are comfortable with low to medium investment risk. 47% Equity / 53% Fixed Income. The Fund's investment objective is to seek capital appreciation by investing primarily in equity mutual funds and, to a lesser extent, fixed income mutual funds. § 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. This document contains key information you should know about Sun Life Granite Balanced Portfolio - Series F. You can find more details in the fund's simplified prospectus. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 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. Low Risk. Sun Life Granite Balanced Growth Portfolio … Sun Life Granite Growth Portfolio. PH&N Bond Fund O 12.8 Sun Life US Core Fixed Inc I 11.2 Sun Life Granite Tactical Completion C-I 8.5 iShares Core S&P 500 ETF 6.6 Sun Life BlackRock Cdn Univ Bond 5.0 Sun Life JPMorgan International Eq I 4.4 Sun Life Schroder Global Mid Cap I 3.9 Sun Life MFS US Growth Series I 3.9 Sun Life … ]�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 Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Sun Life Granite Growth Portfolio A (F00000NMSO.TO) Add to watchlist. � 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. Sun Life Granite Growth Portfolio. 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. Basic Info. 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 … ����$�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 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. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. 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 … Returns for funds less than 1 year old cannot be displayed. The series dropped in … The Morningstar Style BoxTM reveals a fund's investment strategy. The portfolio analysis section is … In depth view into SUN453 (Sun Life Granite Growth Portfolio F) including performance, dividend history, holdings and portfolio stats. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … View & analyze the 0P0000V5D8 fund chart by total assets, risk rating, Min. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life Granite Balanced Portfolio A score of 51 to 55 points. Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). The series dropped in … For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Sun Life Granite Growth Portfolio is an open-end fund incorporated in Canada. 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