As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The series dropped in … 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. Investment Strategy. The portfolio analysis section is representative of … 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 GIF Solutions Sun Life Granite Growth Investment Series F invests directly in units of the Sun Life Granite Growth Portfolio (the "underlying fund"). 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. 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. Please read the prospectus before investing. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. %���� %PDF-1.4 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. 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. Ratings and/or ranking information is subject to change monthly. 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”). Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 60% Equity / 40% Fixed Income. Low to Medium Risk. Sun Protect GIF Sun Life Granite Balanced Growth F invests directly in units of the Sun Life Granite Balanced Growth Portfolio (the "underlying fund"). By signing in, you agree to these terms and conditions. Sun Life Granite Growth Portfolio is an open-end fund incorporated in Canada. A DRO's ratings can change from time-to-time. 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. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. 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 point in which half the funds had better performance and half had worse performance is the median. PROSPECTUS RISK: Low to medium. … 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. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Detailed price information for Sun Life Granite Conservative Portfolio Ser A -F (CADFUNDS: SUN144.CF) from The Globe and Mail including charting and trades 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 Growth Portfolio A (F00000NMSO.TO) Add to watchlist. 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. 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 … In depth view into SUN453 (Sun Life Granite Growth Portfolio F) including performance, dividend history, holdings and portfolio stats. Sun Life Granite Balanced Portfolio A score of 51 to 55 points. ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9�� : �/�� ��I�zx���sҪ3��هƛ?�’d�[�;f As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. 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. Low to Medium Risk. 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. Sun Life … All rights reserved. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Morningstar category averages are equal-weighted category returns. 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). 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. 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. seek diversification through a broad range of asset classes, geographies, and investment styles, are comfortable with low to medium investment risk. 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. Past performance is no guarantee of future results. 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