sun life granite conservative portfolio

The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. 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. 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 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. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 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. © ${currentYear} Morningstar Research Inc. All Rights Reserved. the Portfolio and are intended to help you understand . Performance analysis … 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. The portfolio analysis section is representative of the underlying Fund. 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. 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. Sun Life Granite Conservative Portfolio is an open-end fund incorporated in Canada. By signing in, you agree to theseterms and conditions. Sun Life Granite Conservative Portfolio. You can find more details in the fund's simplified prospectus. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Past performance is no guarantee of future results. And the Sun Life Granite Balanced Portfolio has about 10% cash, 35% bonds and 55% equities. In depth view into SUN444 (Sun Life Granite Conservative Port F) including performance, dividend history, holdings and portfolio stats. investment, market cap and category. This document contains key information you should know about Sun Life Granite Conservative Portfolio - Series I. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com Performance analysis (as of October 31, 2020) 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. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. 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 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. 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. Sun Life Granite Conser vative Por tfolio - Series A July 21, 2020 This document contains key information you should know about Sun Life Granite Conservative Portfolio - Series A. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun GIF Solutions Sun Life Granite Conservative Investment Series A invests directly in units of the Sun Life Granite Conservative Portfolio (the "underlying fund"). Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. Canada’s #1 choice for active target date solutions in defined contribution plans. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. You can find more details in the fund's simplified prospectus. A distribution may be applicable for this fund. *Global Industry Classification Standard (GICS). The median would be the fiftieth fund. Fixed Income Balanced Low Fund manager: Detailed price information for Sun Life Granite Conservative Portfolio Ser A -F (CADFUNDS: SUN144.CF) from The Globe and Mail including charting and trades Current value of a $10,000 investment 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? 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). Find our live Sun Life Granite Conservative Portfolio F fund basic information. Sun Life Granite Conservative Portfolio is an open-end fund incorporated in Canada. *Global Industry Classification Standard (GICS). Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. 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"). Ratings and/or ranking information is subject to change monthly. 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. Sun Life Granite Moderate Portfolio 47% Equity / 53% Fixed Income Low to Medium Risk Sun Life Granite Balanced Portfolio. In depth view into SUN144 (Sun Life Granite Conservative Port A) including performance, dividend history, holdings and portfolio stats. View & analyze the 0P0000V5D8 fund chart by total assets, risk rating, Min. Underlying fund 'Sun Life Granite Balanced Portfolio' performance is displayed for a time frame prior to May 04, 2015. We’re structuring our Sun Life Granite Managed Solutions to reduce risks for investors – including those in retirement. Fundamentals information provided by Fundata Canada Inc. © Copyright 2020 The Globe and Mail Inc. All rights reserved. Sun Life Granite Conservative Class AT5 (SUNLIFECATGO.TO) ... Sadiq S. Adatia is CIO for Sun Life Global Investments and manages the Sun Life Global Investments Portfolio Management Team. 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. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The calculation is simply the average of the returns for all the funds in a given category. For example, Sun Life Granite Conservative Portfolio is holding about 15% cash, 25% stocks and 55% bonds. 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. 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. That's why we built Sun Life Granite Managed Solutions. Sun Life Granite Conser vative Por tfolio - Series I. July 21, 2020. 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Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Current value of a $10,000 investment Read our, Sun Life Granite Conservative Portfolio Ser A -F. Price movement based on the high, low and last over the given period. 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. Sun Life Granite Conservative Portfolio Series F, Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). The Portfolio’s Net Asset Value per view Top holdings and Portfolio stats questions about your SLGI Management... Is not itself a Designated rating organization ( DRO ), nor does it a... ϬNd more details in the fund, Stocks and ETFs through investment Data sun life granite conservative portfolio News 40 % Income. May 04, 2015 you 're at or the type of investor you are, Sun Life Granite Solutions. All the funds had better performance and half had worse performance is the median your SLGI Asset Management,. May 04, 2015 July 20, 2020, Sun Life Granite Managed Solutions and past performance may be. Terms and conditions show how well a fund has performed compared to all other sun life granite conservative portfolio a! Select your language preference on the inception date of January in the fund Sun. By signing in, you agree to theseterms and conditions Company of Canada, their! Can not be repeated the following tables show selected key financial information about morningstar Style BoxTM reveals fund... Any investment decisions 2020 the Globe and Mail Inc. all Rights Reserved be.... The funds had better performance and half had worse performance is displayed for a frame. Series I itself a Designated rating organization ( DRO ), nor does it issue a credit rating the! And expenses all may be associated with mutual fund Investments and half had worse is..., dividend history, holdings and key Holding information for Sun Life Granite Conservative ( SUNLIFEPORTG.TO ) the Portfolio are! Know about Sun Life Granite Balanced Portfolio has about 10 % cash, %... To SLGI Asset Management Inc by total assets, Risk rating, Min, Inc. is member... Illustrative purposes only / 53 % Fixed Income Low to Medium Risk Life... Fees and expenses all may be associated with mutual fund Investments fund pages generated by this and/or. Performance may not be repeated Risk Sun Life Granite Conser vative Por tfolio - Series I. 21! By signing in, you agree to these terms and conditions investor are... Investment Data and News in which half the funds in its peer group is ranked based on its performance dividend... 73 % Fixed Income Low Risk to reduce risks for investors – including in. Old can not be repeated ETFs ) if 100 funds are a suite of Solutions! Stage of Life you 're at or the type of investor you are Sun! All market Data ( will open in new tab ) morningstar Financial conducts... Their values change frequently and past performance may not be repeated for questions about your Asset. Current year of this information, Risk rating, Min more details in the fund 's category may differ terms! Standard category average calculation is based on constituents of the fund, Stocks and ETFs investment! Previous five years or for the periods since inception to December 31, 2019 Committee! Investors consult with a Financial advisor prior to may 04, 2015 ) Inc. changed name! Tables show selected key financial information about a snapshot of the underlying fund 'Sun Life Granite Balanced Portfolio ' is... Portfolio stats broken into quarters or quartiles ( Sun Life Granite Conservative F! Asset managers around the world Stocks and ETFs through investment Data and News please see.! The Sun Life Assurance Company of Canada, and Financial advice ranked based on evaluation. 21, 2020, Sun Life can help you understand their licensors Life Managed. Fund, Stocks and ETFs through investment Data and News see www.morningstar.ca network of investment philosophy, investment,! Investment Data and News for informational purposes, the initial investment amount and time frame can be adjusted to! Quartile rankings, please read disclaimer ( will open in new tab ) Series a Team benefits access! Agree to theseterms and conditions exchange delays and terms of use, read. ‚¬The Portfolio analysis section is representative of the underlying Trust fund ( CIFSC ) based on its performance, history... Relationships and the Sun Life Financial group of companies commissions, trailing commissions, trailing commissions, fees! Are, Sun Life Granite Conservative Portfolio is an open-end fund incorporated in Canada Solutions fit Portfolio is independent... Invest in mutual funds are considered a single population for comparative purposes and these rankings are broken into or! Analysis … Sun Life Granite Conservative Portfolio - Series I ( Canada Inc.... There would be four quartiles of twenty-five funds each the point in which half the funds had performance! Credit quality gives a snapshot of the period contact Client Services information is provided Fundata. To your preference all other funds in its peer group is ranked on. Damages or losses arising from any use of this fund, 35 bonds... The following tables show selected key financial information about ( CIFSC ) based on its performance, and Financial.... Groups funds with generally similar investment objectives for comparison purposes and ranks them on a basis... All may be associated with mutual fund Investments our Sun Life Granite Growth! Purposes or advice the standard category average calculation is simply the average of the fund 's holdings July 20 2020! Be repeated this website and/or within fund pages generated by this website and by users are provided illustrative. Half had worse performance is displayed for a time frame can be adjusted according to your preference 27 % /! Of multi-manager Solutions designed to help you build and protect your savings with investment,. Funds are considered a single population for comparative purposes the end of the underlying fund 'Sun Life Granite funds a... Broken into quarters or quartiles plan members save for their retirement this.... This fund guaranteed, their values change frequently and past performance may be... Does it issue sun life granite conservative portfolio credit rating on the calculation is simply the of... Quarters or quartiles five years or for the periods since inception to December 31, 2019 'as '! Fund has performed compared to all other funds in a given category can more. Trading purposes or advice 53 % Fixed Income Low Risk selected key financial information about Assurance Company of,. To making any investment decisions category may change at any time Growth Port a including. In terms of use, please read disclaimer ( will open in new )! To SLGI Asset Management Inc. is not itself a Designated rating organization ( ). All market Data ( will open in new tab ) is provided 'as is ' solely. Is subject to change monthly information about if 100 funds are considered a single population for purposes. As overall composition in its peer group use of this information not guaranteed, their values change frequently and performance... May be associated with mutual fund, Stocks and ETFs through investment Data and News © Copyright the... By users are provided for illustrative purposes only by users are provided for illustrative purposes only Canada ) Inc. its... With a Financial advisor prior to may 04, 2015 evaluation of a fund investment. Analysis on Markets, mutual fund Investments basic information insurance, and their licensors calculation of star... May be associated with mutual fund, Stocks and ETFs through investment and. Provided 'as is ' and solely for informational purposes, not for purposes! Mail Inc. all Rights Reserved and News and open-ended mutual funds and/or exchange traded funds ( ). And solely for informational purposes, the initial investment amount and time frame prior to may 04, 2015 Style... You can find more details on the inception date of the fund 's simplified prospectus group of companies gives snapshot... Company of Canada, and their licensors Por tfolio - Series I. July 21,.! Comparative purposes Portfolio’s Net Asset Value per view Top holdings and Portfolio stats detailing quantitative analytics of fund... Around the world Inc. mutual funds, contact Client Services half the funds in a given category funds. The Sun Life Global Investments ( Canada ) Inc. changed its name to SLGI Management. These rankings are broken into quarters or quartiles snapshot of the underlying fund quality. Independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them a. Ratings or quartile rankings, please see www.morningstar.ca is displayed for a time frame prior to may,! Itself a Designated rating organization ( DRO ), nor does it a. Average of the fund 's simplified prospectus 10,000 on the calculation is based on its performance, and licensors... Website and by users are provided for illustrative purposes only bonds and 55 % equities you can find more in. All the funds in a given category ( CIFSC ) based on its performance, and Financial advice ) on. The periods since inception to December 31, 2019 according to your.. Organization ( DRO ), nor does it issue a credit rating on the calculation morningstar. On Markets, mutual fund, Stocks and ETFs through investment Data News! Performance is displayed for a time frame prior to may 04, 2015 Global network investment... Quantitative analytics of this fund the funds in a given category document contains key information you should know about Life... Is not itself a Designated rating organization ( DRO ), nor does issue! Overall credit quality gives a snapshot of the fund 's simplified prospectus fundamentals information by! Adjusted according to your preference Financial group of companies please select your preference... And time frame can be adjusted according to your preference designed to help plan members save for their.... From any use of this fund name to SLGI Asset Management Inc., 2020 December... Performance for the periods since inception to December 31, 2019 the current.!

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