Sun GIF Solutions Sun Life Granite Balanced Investment Series A invests directly in units of the Sun Life Granite Balanced Portfolio (the "underlying fund"). Top holdings and allocations of the Underlying Fund as of December 31, 2019 Phillips, Hager & North Bond Fund … Sun Life Granite Balanced Growth Portfolio | Series A Current value of a $10,000 investment Time frame: Start Feb 2012 End Nov 2020 $17,824 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. %PDF-1.3 Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. 1 0 obj 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 Global Investments (Canada) Inc. … Performance charts for Sun Life Granite Balanced Portfolio Fund (SLUMAAJ) including intraday, historical and comparison charts, technical analysis and trend lines. The portfolio analysis section is representative of the underlying Fund. Generally, a high standard deviation implies greater volatility. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. MFS Fixed Income Portfolio Manager Retirement – February 10, 2020. In depth view into SUN448 (Sun Life Granite Balanced Portfolio F) including performance, dividend history, holdings and portfolio stats. Sharpe ratio combines a risk measurement and a return measurement into a single number to determine a fund's risk-adjusted return. �����, 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. Detailed fund information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades Balanced Low-to-medium Fund manager: Sun Life Global Investments Fund net assets: $3,963.3 million 2.25% 0.00% Sun Life Granite Income Portfolio • Tactical BalancedInterest is based on the performance of the Sun Life Granite Income Portfolio, Series A. investment, market cap and category. TORONTO, July 21, 2020 /CNW/ - SLGI Asset Management Inc. ("Sun Life Global Investments") announced today changes to select mutual funds, including reduced management fees and other business-related changes.. Sun Life Global Investments is reducing the management fees on a majority of its fund series by five basis points. [37 0 R 38 0 R 39 0 R 42 0 R 43 0 R 44 0 R 45 0 R 46 0 R 47 0 R 48 0 R 49 0 R 50 0 R 51 0 R 52 0 R 53 0 R 54 0 R 55 0 R 56 0 R 57 0 R 58 0 R 59 0 R 60 0 R 61 0 R 64 0 R 66 0 R 69 0 R 78 0 R 79 0 R 80 0 R 141 0 R 155 0 R 157 0 R 159 0 R 167 0 R 168 0 R 169 0 R 170 0 R 171 0 R 172 0 R 173 0 R 174 0 R 175 0 R 176 0 R 177 0 R 178 0 R 179 0 R 180 0 R 181 0 R 183 0 R 184 0 R 185 0 R 186 0 R 188 0 R 189 0 R 190 0 R 191 0 R 192 0 R 193 0 R 128 0 R 129 0 R 131 0 R 133 0 R 135 0 R 194 0 R 195 0 R 196 0 R 197 0 R 198 0 R 199 0 R 200 0 R 201 0 R 130 0 R 132 0 R 134 0 R 137 0 R 139 0 R 146 0 R 147 0 R 148 0 R 149 0 R 150 0 R 143 0 R 144 0 R] endobj Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades endobj Find the Sun Life Prosperity Fund that fits you best By analyzing existing cross correlation between ARK Web X and Sun Life Granite, you can compare the effects of market volatilities on ARK Web and Sun Life and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. • (Canada) Inc.The fund’s investment objective is to seek capital appreciation and income for the 1 0 obj <> Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. endstream 14 0 obj endobj ... please see the summary page for SUN648 and the Fund Facts. endobj Performance charts for Sun Life Granite Balanced Portfolio Fund (SLMNBALF) including intraday, historical and comparison charts, technical analysis and trend lines. 4 0 obj In depth view into SUN148 (Sun Life Granite Balanced Portfolio A) including performance, dividend history, holdings and portfolio stats. Sun Life operates in a number of markets worldwide, such as Canada, the United States, and the United Kingdom. endobj FUND FACTS SLGI A sset Management Inc. Sun Life Granite Grow th Class - Series A. July 21, 2020. Core Fixed Income Fund (formerly, Sun Life Ryan Labs U.S. Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). • The fund seeks to generate a consistent endobj So no matter what stage of life you're at or the type of investor you are, Sun Life Granite Managed Solutions fit. 5 0 obj Sun Life Asset Management is a member of the Sun Life Financial Group of Companies. 13 0 obj Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. The portfolio analysis section is representative of the underlying Fund. See the company profile for Sun Life Granite Balanced Growt (0P00015IV2.TO) including business summary, industry/sector information, number of employees, business summary, corporate governance, key executives and their compensation. The Underlying Fund invests mostly in shares and bonds of firms from around the world. Sun Life Granite Balanced 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. 10 0 obj TORONTO, April 16, 2019 /CNW/ - Sun Life Global Investments (Canada) Inc. ("Sun Life Global Investments"), as manager of the funds set out below (the "Funds"), announced today that it will be refiling the Fund Facts for the following Funds to correct certain performance data in the Fund Facts documents: Sun Life Granite Conservative Portfolio The Fund invests in the Sun Life Granite Balanced Growth Portfolio. <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[24 0 R]/Parent 2 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 1>> As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The Manager intends to merge Sun Life Sentry Conservative Balanced Fund into Sun Life Granite Income Portfolio, effective on or about October 27, 2017 (the Merger Date). Sun Life Sentry Value Segregated Fund closure and asset transfer – February 18, 2020. Sun Life Granite Balanced Portfolio. 10 0 obj 70% Equity / 30% Fixed Income. 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 Global Investments (Canada) Inc. … Fund manager: Sun Life Global Investments (Canada) Inc. Fund net assets: $1,713.4 million 2.20% 0.00% Sun Life Granite Balanced Portfolio • Global Neutral Interest is based on the performance of the Sun Life Granite Balanced Portfolio, Series A. 12 0 obj [73 0 R 75 0 R 77 0 R 77 0 R 77 0 R 77 0 R 77 0 R 77 0 R 77 0 R 77 0 R 77 0 R 77 0 R 77 0 R 77 0 R 77 0 R 77 0 R 77 0 R 83 0 R 84 0 R 31 0 R 74 0 R 40 0 R 28 0 R 86 0 R 87 0 R 88 0 R 82 0 R 89 0 R 90 0 R 91 0 R 92 0 R 93 0 R 94 0 R 95 0 R 96 0 R 97 0 R 98 0 R 99 0 R 100 0 R 101 0 R 102 0 R 103 0 R 104 0 R 105 0 R 106 0 R 72 0 R 107 0 R 108 0 R 109 0 R 110 0 R 111 0 R 112 0 R 115 0 R 116 0 R 117 0 R 119 0 R] View & analyze the 0P0000XWFA fund chart by total assets, risk rating, Min. ��]�,��?TuU�4#�4^���� Y��U#{׆5�άL2��`���O�{=�|����=O�~��}�5#�����Ï����o?�����/>�����/>��:�������x� ������/����g�$�(��_���t������x��f��9�VjVZO�燿"B�&�|$� a���0B������3B��@���{�>G�����ȋ��土3�@���W��N��ŏ�Hœ���<9|�� ��/4��I��� p����;�6Bݟ�����p��X����b"3��2��G&fM����!nX������C%��HzP�Svq�D���w�9��@���ҁ��%�P��q��e�i� ��ӫ�|a���?���a�sJ��0�q^>_O�_�u �ť?���X��rLӖ��x\B�p-yY\:\vǍ�Z���?��|���cz^��e�뵏@;�{o�Mw�{� �(�gZ�Y"|�y�=c9�d�ȨL���@5�D�Wqm���`��}ҍ����5#���]�Z�zN��� ڽ�.L��i;��4���h����� ����J4��e0�����}��&z��w��֭�*�I��ܼ�0�(I.�w���#�ĭ]2�툫�D���R}ޠZ�;��k��H@��i�� ���+�mI"8��V��!�҈#����V�ת�0��ˁ� �u6j�l���� vK��LV�c�hs$F#.�;N�ML,`R�g�ʩ.�`U�Fw��$���5�q��|�mϣ���v�0���/������Y���:CF(�\����������O�d��h����/��ߣ�����\�YMJ��.jb�w�ɨY���&�kΞ���B����ƒd�x�JR�CEi]~���x�����O��w.��Yh��o&vj�m�D~gj��O��t�����K�Pbd���&��e, This document contains key information you should know about Sun Life Granite Balanced Portfolio - Series A. 3 0 obj endobj 6 0 obj Top holdings and allocations of the Underlying Fund as of December 31, 2019 iShares Core S&P 500 Index ETF (IVV) 11.0% Phillips, Hager & North Bond Fund 8.7% Fund category. The series dropped in value in 1 of the 7 years shown. Get MUTUAL:SUN249 mutual fund information for Sun-Life-Granite-Balanced-Portfolio-AT5, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more <>/ParentTreeNextKey 3>> Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Research current and historical price charts, top holdings, management and full profile. Sun Life Granite Balanced Portfolio: Date of Formation: Nov 4 2011: Auditor: Ernst & Young LLP: Sales Compensation: Other (Principal) Custodian: RBC Investor & Treasury Services: Investment Fund Type: Other (Principal) Distributor: Eligible for RRSP: Yes: Investment Portfolio Manager: SLGI Asset Management Inc. Financial Year-End: Dec 31: Trustee: 6 0 obj 3 0 obj The Fund invests in the Sun Life Granite Balanced Portfolio. 2 0 obj <> In addition, the Fund may also invest in other asset classes, including Investors Real Property Fund. You can find more details in the fund's simplified prospectus. 8 0 obj Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. This document contains key information you should know about Sun Life Granite Balanced Growth Portfolio - Series A. 0.80%. endobj <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[22 0 R]/Parent 2 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 3>> Global Neutral Balanced. Ask your representative for a copy, contact the manager, SLGI Asset Management Inc., at 1-877-344-1434 or info@sunlifeglobalinvestments.com or visit www.sunlifeglobalinvestments.com.R_87_27_1341FUND FACTS - Sun Life Granite Balanced Portfolio - Series ASLGI Asset Management Inc.2020-07-20T17:15:23-04:00application/pdf1 <>stream 8 0 obj Performance charts for Sun Life Granite Balanced Portfolio Fund (SLMNBALI) including intraday, historical and comparison charts, technical analysis and trend lines. 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. 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