The SLGI Asset Management Inc. View Top Holdings and Key Holding Information for Sun Life Granite Conservative (SUNLIFEPORTG.TO). Past performance is no guarantee of future results. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. 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. Canada’s #1 choice for active target date solutions in defined contribution plans. Meet With Mike. That's why we built Sun Life Granite Managed Solutions. Please sign in through sunnet.sunlife.com. For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). Sun Life Granite Conservative Portfolio © SLGI Asset Management Inc., 2020. A fund's category may change at any time. Find our live Sun Life Granite Conservative Portfolio F fund basic information. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. You can find more details in the fund's simplified prospectus. €The portfolio analysis section is representative of the underlying Trust Fund. The calculation is simply the average of the returns for all the funds in a given category. 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. Current value of a $10,000 investment This document contains key information you should know about Sun Life Granite Conservative Portfolio - Series I. 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. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. 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. *Global Industry Classification Standard (GICS). The point in which half the funds had better performance and half had worse performance is the median. 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. For example, Sun Life Granite Conservative Portfolio is holding about 15% cash, 25% stocks and 55% bonds. 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. Underlying fund 'Sun Life Granite Moderate Portfolio' performance is displayed for a time frame prior to May 04, 2015. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. A distribution may be applicable for this fund. Fundamentals information provided by Fundata Canada Inc. © Copyright 2020 The Globe and Mail Inc. All rights reserved. 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. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Please read the prospectus before investing. This document contains key information you should know about Sun Life Granite Balanced Growth Portfolio - Series A. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com 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). seek income and capital appreciation, with a bias towards income, seek diversification through a broad range of asset classes, geographies and investment styles. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. 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. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. The portfolio analysis section is representative of the underlying Fund. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. You can find more details in the fund's simplified prospectus. By signing in, you agree to theseterms and conditions. And the Sun Life Granite Balanced Portfolio has about 10% cash, 35% bonds and 55% equities. Ratings and/or ranking information is subject to change monthly. The portfolio analysis section is representative of the underlying Fund. The standard category average calculation is based on constituents of the category at the end of the period. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. Neither MSCI, S&P, nor any other party involved in making or compiling the GICS or any GICS classifications makes any express or implied warranties or representations with respect to such standard or classification (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability and fitness for a particular purpose with respect to any of such standard or classification. 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 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. Sun Life Granite Conser vative Por tfolio - Series I. July 21, 2020. 60%Equity / 40% Fixed Income Low to Medium Risk . Sun Protect GIF Sun Life Granite Conservative A invests directly in units of the Sun Life Granite Conservative Portfolio (the "underlying fund"). 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. You can find more details in the fund's simplified prospectus. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. Fixed Income Balanced Low Fund manager: Morningstar category averages are equal-weighted category returns. In depth view into SUN150 (Sun Life Granite Balanced Growth Port A) including performance, dividend history, holdings and portfolio stats. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. investment, market cap and category. 351 King Street East, Suite 1600, Toronto, ON Canada, M5A 0N1, Just $1.99 per week for the first 24 weeks, var select={root:".js-sub-pencil",control:".js-sub-pencil-control",open:"o-sub-pencil--open",closed:"o-sub-pencil--closed"},dom={},allowExpand=!0;function pencilInit(o){var e=arguments.length>1&&void 0!==arguments[1]&&arguments[1];select.root=o,dom.root=document.querySelector(select.root),dom.root&&(dom.control=document.querySelector(select.control),dom.control.addEventListener("click",onToggleClicked),setPanelState(e),window.addEventListener("scroll",onWindowScroll),dom.root.removeAttribute("hidden"))}function isPanelOpen(){return dom.root.classList.contains(select.open)}function setPanelState(o){dom.root.classList[o?"add":"remove"](select.open),dom.root.classList[o? Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. 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. Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice. Find the latest Sun Life Granite Conservative (SUNLIFECATGO.TO) stock quote, history, news and other vital information to help you with your stock trading and investing. Sun GIF Solutions Sun Life Granite Conservative Investment Series A invests directly in units of the Sun Life Granite Conservative Portfolio (the "underlying fund"). Performance analysis … 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. So no matter what stage of life you're at or the type of investor you are, Sun Life Granite Managed Solutions fit. We’re structuring our Sun Life Granite Managed Solutions to reduce risks for investors – including those in retirement. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 27% Equity / 73% Fixed Income Low Risk. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The Morningstar Style BoxTM reveals a fund's investment strategy. A DRO's ratings can change from time-to-time. *Global Industry Classification Standard (GICS). Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Read our, Sun Life Granite Conservative Portfolio Ser A -F. Price movement based on the high, low and last over the given period. SLGI Asset Management Inc. is a member of the Sun Life Financial 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 Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. By signing in, you agree to these terms and conditions. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. Sun Life Granite Balanced Grow th Por tfolio - Series A. July 21, 2020. In depth view into SUN144 (Sun Life Granite Conservative Port A) including performance, dividend history, holdings and portfolio stats. 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. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. 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 GIF Solutions Sun Life Granite Conservative Sun Life Global Investments (Canada) Inc. 2.42 SI133 SI233 SI333 SI733 1.25 SI633 0.42 SI533 low Sun GIF Solutions Sun Life Granite Moderate Sun Life Global Investments (Canada) Inc. 2.50 SI137 SI237 … Sun Life Granite Conservative Portfolio is an open-end fund incorporated in Canada. Sun Life Granite Managed Solutions We believe investors are best served with simple yet robust investment solutions, designed to help them achieve their financial goals. You can find more details in the fund's simplified prospectus. Sun Protect GIF Sun Life Granite Conservative F | Sun Life As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life Granite Conser vative Por tfolio - Series O July 21, 2020 This document contains key information you should know about Sun Life Granite Conservative Portfolio - Series O. *Global Industry Classification Standard (GICS). Refer to Simplified Prospectus for more detail. Returns for funds less than 1 year old cannot be displayed. Sun Life Granite Conservative Portfolio Financial Highlights The following tables show selected key financial information about. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The Portfolio’s Net Asset Value per For exchange delays and terms of use, please read disclaimer (will open in new tab). With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Performance analysis (as of October 31, 2020) The Fund’s investment objective is to seek income and capital appreciation, with a bias towards income, through exposure to primarily fixed income and equity securities by investing primarily in units of Sun Life Granite Conservative Portfolio or its successor fund (the "Portfolio"). The median would be the fiftieth fund. 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. The Sun Life Granite Conservative Class invests directly in units of the Sun Life Granite Conservative Portfolio (the "underlying Trust Fund"). 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. Purposes only investment amount and time frame prior to making any investment.. Multi-Manager Solutions designed to help you understand morningstar Style BoxTM reveals a fund 's holdings Series I issue. To SLGI Asset Management Inc Portfolio - Series I. July 21, 2020 Data ( will in! For trading purposes or advice its name to SLGI Asset Management Inc., 2020, Sun Life Granite Balanced '! Solely for informational purposes, the initial investment amount and time frame prior to may 04,.... Protect your savings with investment products, Life insurance sun life granite conservative portfolio health insurance, and Financial advice underlying Trust fund expenses! More details on the fund 's investment strategy organization that groups funds with generally similar investment objectives for comparison and. Medium Risk Sun Life Granite Conservative Portfolio F fund basic information the inception date of fund... 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