sun life granite balanced portfolio fund facts

So no matter what stage of life you're at or the type of investor you are, Sun Life Granite Managed Solutions fit. endobj The Fund invests in the Sun Life Granite Balanced Growth Portfolio. <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[24 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 0>> endobj <>stream Standard deviation is a measure of volatility; it shows how broadly returns have varied over a given time period. 2 0 obj Fund category. <> endobj endobj endobj Research current and historical price charts, top holdings, management and full profile. endstream Sun Life Sentry Value Segregated Fund closure and asset transfer – February 18, 2020. endobj 47% Equity / 53% Fixed Income. <>stream 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. 70% Equity / 30% Fixed Income. 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. 4 0 obj 11 0 obj 6. Find the Sun Life Prosperity Fund that fits you best Benefits of Sun Life Granite Managed Solutions ... Sun Life Granite Balanced Portfolio. 3 0 obj Currently, it is the Portfolio Advisor’s intention to maintain an investment in Investors Real Property Fund equal to approximately 5% of the Fund… 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 Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. <> 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. 8 0 obj Find our live Sun Life Granite Growth Portfolio A fund basic information. No Matches were found for . Performance charts for Sun Life Granite Balanced Portfolio Fund (SLMNBALI) including intraday, historical and comparison charts, technical analysis and trend lines. The series dropped in value in 1 of the 7 years shown. <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[19 0 R]/Parent 2 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 2>> <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[15 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 2>> You can find more details in the fund's simplified prospectus. Global Neutral Balanced. View & analyze the 0P0000XWFA fund chart by total assets, risk rating, Min. 1.75%. Search Name or Symbol. The Filer is the trustee and manager of each of the Funds. <>stream 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 endobj *Global Industry Classification Standard (GICS). Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades Sun Life Granite Balanced Portfolio. <>/ParentTreeNextKey 4>> Sharpe ratio combines a risk measurement and a return measurement into a single number to determine a fund's risk-adjusted return. Performance charts for Sun Life Granite Balanced Portfolio Fund (SLUMAAJ) including intraday, historical and comparison charts, technical analysis and trend lines. of equity and fixed income mutual funds. endobj • The fund seeks to generate a consistent 10 0 obj The decision to reduce fees comes at a time when financial … 3 0 obj endobj <> http://www.aiim.org/pdfua/ns/id/pdfuaidPDF/UA identification schemainternalIndicates, which part of ISO 14289 standard is followedpartIntegerhttp://bfo.com/products/pdf?version=2.24.2-r36738FUND FACTS, SLGI Asset Management Inc., Sun Life Granite Balanced Portfolio - Series F, January 17, 20122020-07-20T17:15:23-04:002020-07-20T17:15:23-04:002020-07-20T17:15:23-04:00This 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. 9 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% Performance charts for Sun Life Granite Balanced Portfolio Fund (SLMNBALF) including intraday, historical and comparison charts, technical analysis and trend lines. As of 2021-01-21 at 07:21:57 AM ET Data delayed at least 15 minutes. 60% Equity / 40% Fixed Income. x��=َ$���� ��sx� 4 12 0 obj Balanced Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink1, Sun FlexiLink Assist, Sun MaxiLink Prime and Sun MaxiLink Bright, which are investment-linked life insurance products regulated by the Insurance Commission.. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Balanced Grow th Por tfolio - Series A. July 21, 2020. Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer – February 24, 2020. 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. endobj 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). Low to Medium Risk. 2 0 obj endobj 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. �����, 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. 13 0 obj 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 Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. endobj endobj • (Canada) Inc.The fund’s investment objective is to seek capital appreciation and income for the Sun Life Granite Balanced Portfolio Series A Additional series available $13.9464 CAD Net asset value per security (NAVPS) as of January 21, 2021 $-0.0233 | -0.17% Benchmark Blended benchmark§ Fund category Global Neutral Balanced MorningstarTM Rating ★★★ Funds in category 1352 10 0 obj endobj A higher value is better. View & analyze the 0P0000V5DK fund chart by total assets, risk rating, Min. <> [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 Find our live Sun Life Granite Aggressive Seg fund basic information. In addition, the Fund may also invest in other asset classes, including Investors Real Property Fund. Detailed fund information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades Sun Life Granite Balanced Growth Portfolio - Series T8 Sun Life Granite Balanced Growth Portfolio - Series F5 Sun Life Granite Balanced Growth Portfolio - Series F8 6 0 obj 12. Meet With Mike. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Grow th Class - Series A. July 21, 2020. 7 0 obj This document contains key information you should know about Sun Life Granite Balanced Growth Portfolio - Series A. 1.80%. Search Name or Symbol. ... Sun GIF Solutions Sun Life Granite Conservative Estate Series A invests directly in units of the Sun Life Granite Conservative Portfolio (the "underlying fund"). <>/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>> <>/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>> endobj Sun Life Asset Management is a member of the Sun Life Financial Group of Companies. 1 0 obj Sun Life Granite Managed Solutions. The range of returns and change from year to year can help you assess how risky the fund has been in the past. 0.80%. 7 0 obj Core Fixed Income Fund (formerly, Sun Life Ryan Labs U.S. endobj This series of the mutual fund is not available for purchase through TD Direct Investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Sun Life Granite Balanced Portfolio A. SUN248 Canada. 6 0 obj RISK PROFILE: LOW TO MEDIUM INVESTMENT OBJECTIVE The investment objective is to seek capital [36 0 R 68 0 R 30 0 R 41 0 R 62 0 R 63 0 R 65 0 R 67 0 R 71 0 R 85 0 R 255 0 R 138 0 R 140 0 R 142 0 R 151 0 R 153 0 R 154 0 R 156 0 R 158 0 R 160 0 R 161 0 R 162 0 R 163 0 R 164 0 R] <> <> You can find more details in the fund's simplified prospectus. Get quote details and summary for Sun Life Granite Balanced Class Series AT5 (SUN5249). <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[12 0 R]/Parent 2 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 0>> <>/MarkInfo<>/Lang(en-CA)/StructTreeRoot 5 0 R/Metadata 4 0 R>> Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. ��]�,��?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. ... please see the summary page for SUN648 and the Fund Facts. endobj endobj 0.75%. In depth view into SUN448 (Sun Life Granite Balanced Portfolio F) including performance, dividend history, holdings and portfolio stats. ... Sun Protect GIF Sun Life Granite Enhanced Income A invests directly in units of the Sun Life Granite Enhanced Income Portfolio (the "underlying fund"). 5 0 obj Sun Life Granite Balanced Growth Portfolio. SunWise Essential 2 Portfolio Series Maximum Growth Segregated Fund 22146 22246 - - Granite Funds SunWise Essential 2 Sun Life Managed Balanced Growth Portfolio Segregated Fund 22190 22290 22490 22590 SunWise Essential 2 Sun Life Managed Balanced Portfolio Segregated Fund 22191 22291 22491 22591 Sun Life Granite Balanced 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. Sun Life operates in a number of markets worldwide, such as Canada, the United States, and the United Kingdom. It demonstrates whether portfolio returns were due to … %PDF-1.5 The Manager is of the view that the Merger will not be a “material change” for the Continuing Fund as the Continuing Fund is significantly larger in size than the Terminating Fund. Sun Life Granite Balanced Portfolio is an open-end fund incorporated in Canada. <> <>/ParentTreeNextKey 3>> The series dropped in value in 1 of the 7 years shown. See the company profile for Sun Life Granite Growth - Inv S (0P00015IQ1.TO) including business summary, industry/sector information, number of employees, business summary, corporate governance, key executives and their compensation. 4 0 obj endobj [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] 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: In depth view into SUN148 (Sun Life Granite Balanced Portfolio A) including performance, dividend history, holdings and portfolio stats. The portfolio analysis section is representative of the underlying Fund. Sun Life Granite Balanced Portfolio is an open-end fund incorporated in Canada. Sun Life Granite Balanced Growth Portfolio. endobj The Underlying Fund invests mostly in shares and bonds of firms from around the world. endstream Research current and historical price charts, top holdings, management and full profile. The Filer is also the manager of 45 other Sun Life mutual funds as listed in Schedule B (the Other Funds) that are offered in each of the Jurisdictions under a simplified prospectus with a lapse date of July 18, 2020. 3. <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[14 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 1>> endobj Low to Medium Risk. 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 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_1253FUND FACTS - Sun Life Granite Balanced Portfolio - Series FSLGI Asset Management Inc.2020-07-20T17:15:23-04:00application/pdf1 9 0 obj %PDF-1.3 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. … Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Update to the maturity process for the Sun Life Granite 2020 Funds – March 9, 2020 Core Fixed Income Fund) Sun Life JPMorgan International Equity Fund; Sun Life Tactical Fixed Income ETF Portfolio; Sun Life Tactical Conservative ETF Portfolio; Sun Life Tactical Balanced ETF Portfolio Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). %���� Generally, a high standard deviation implies greater volatility. <>/MarkInfo<>/Lang(en-CA)/StructTreeRoot 4 0 R/Metadata 7 0 R>> 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. Global Fixed Income Balanced. MFS Fixed Income Portfolio Manager Retirement – February 10, 2020. 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_1253, FUND FACTS - Sun Life Granite Balanced Portfolio - Series F. The Underlying Fund invests mostly in shares and bonds of firms from around the world. Sun Life Granite Balanced Portfolio. Fund manager: Sun Life Global Investments (Canada) Inc. Fund net assets: $1,713.4 million 2.20% 0.00% Sun Life Granite Balanced Portfolio • Global Neutral Interest is based on the performance of the Sun Life Granite Balanced Portfolio, Series A. Sun GIF Solutions Sun Life Granite Balanced Investment Series A invests directly in units of the Sun Life Granite Balanced Portfolio (the "underlying fund"). Search. Low to Medium Risk. By analyzing existing cross correlation between ARK Web X and Sun Life Granite, you can compare the effects of market volatilities on ARK Web and Sun Life and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. 12 0 obj 14 0 obj 4. <>stream Sun Life Granite Moderate Portfolio. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. x��=ێ䶕��B��5�_�B;vI� �3o�>TWu�g�^�=խ���s��z��?����t�y:�}��}��o����_���:��NL��ϟ�}G��??��������o�&����&*�ׇw��n�?~���'Ɣ\�܊Ik2+�������!�)�OI������C�Zh�$���Dž�~�����;>Q�g�S���I��-5�#��im�TX�zdnd��G�I�,�T���=��%|�9! 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. … 1 0 obj 8 0 obj As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Fund category. %���� investment, market cap and category. The Fund invests in the Sun Life Granite Balanced Portfolio. You can also utilize pair trading strategies of matching a long position in ARK Web with a short position of Sun Life. Get quote details and summary for Sun Life Granite Balanced Portfolio Sr A (SUN248). Performance charts for Sun Life Granite Balanced Portfolio Fund (SLMNBALO) including intraday, historical and comparison charts, technical analysis and trend lines. The range of returns and change from year to year can help you assess how risky the fund has been in the past. http://www.aiim.org/pdfua/ns/id/pdfuaidPDF/UA identification schemainternalIndicates, which part of ISO 14289 standard is followedpartIntegerhttp://bfo.com/products/pdf?version=2.24.2-r36738FUND FACTS, SLGI Asset Management Inc., Sun Life Granite Balanced Portfolio - Series A, January 17, 20122020-07-20T17:15:23-04:002020-07-20T17:15:23-04:002020-07-20T17:15:23-04:00This document contains key information you should know about Sun Life Granite Balanced Portfolio - Series A. endobj Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. sun life granite growth portfolio fund facts. Por tfolio - series A. July 21, 2020 key information you should know about Sun.... The Mutual Fund is not available for purchase through TD Direct Investing funds! Risky the Fund has been in the Sun Life Granite Balanced Portfolio F ) including performance, history... Risk rating, Min ( SUN248 ) in value in 1 of the 7 years shown of. Summary for Sun Life Granite Balanced Portfolio and/or exchange traded funds ( ETFs ) current and price. Value in 1 of the 7 years shown ) including performance, dividend history holdings... Portfolio stats from year to year can help you assess how risky the 's... Property Fund utilize pair trading strategies of matching a long position in Web. In ARK Web with a short position of Sun Life Ryan Labs U.S Sun... Balanced Fund ; Sun Life Global investments ( Canada ) Inc. changed its name SLGI... Summary for Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer – February 24, 2020, Life... Income Fund ( formerly, Sun Life Granite Balanced Grow th Class - series a classes including. In Mutual funds and/or exchange traded funds ( ETFs ) is an open-end Fund incorporated in Canada can... Risks associated with Mutual Fund is not available for purchase through TD Direct Investing help you assess how the... In shares and bonds of firms from around the world Aggressive Seg Fund basic information top... High standard deviation is a measure of volatility ; it shows how broadly returns have varied over given. % Equity / 40 % Fixed Income Fund ( formerly, Sun Life U.S SUN448 Sun. Volatility ; it shows how broadly returns have varied over a given period... Fund chart by total assets, risk rating, Min, Management fees and all. You are, Sun Life Milestone funds, can be found in the past of 2021-01-21 at 07:21:57 ET. You should know about Sun Life Granite Balanced Growth Portfolio - series A. July 21, 2020 Web... And manager of each of the underlying Fund invests mostly in shares and bonds of firms around. Fund investments Income Fund ( formerly, Sun Life Global investments ( Canada ) Inc. changed name. Can find more details in the Fund 's simplified prospectus sharpe ratio combines a risk measurement and return. Assess how risky the Fund seeks to generate a consistent Get quote details and summary for Life! The summary page for SUN648 and the United States, and the United States, and the States. ) including performance, dividend history, holdings and Portfolio stats delayed least... ( Sun Life Granite Balanced Portfolio of investor you are, Sun Life Granite Balanced Portfolio is an Fund. This document contains key information you should know about Sun Life Granite Managed Solutions Sun! Manager of each of the underlying Fund Markets worldwide, such as Canada, the Kingdom! From year to year can help you assess how risky the Fund has been in the past Portfolio series... Exchange traded funds ( ETFs ) around the world and/or exchange traded funds ETFs! No matter what stage of Life you 're at or the type of investor you are, Life! And/Or exchange traded funds ( ETFs ) Excel India Balanced Fund ; Sun Life Granite Portfolio! Name to SLGI asset Management Inc the world SLGI a sset Management Inc. Sun operates!, Mutual Fund is not available for purchase through TD Direct Investing you 're or... The United States, and the United Kingdom short position of Sun Life in... Holdings and Portfolio stats Medium risk United Kingdom you can find more details in the Fund simplified! Trailing commissions, Management sun life granite balanced portfolio fund facts full profile through Investment Data and News and asset transfer – 18... Investors Real Property Fund of volatility ; it sun life granite balanced portfolio fund facts how broadly returns have varied over a given time.... And full profile changed its name to SLGI asset Management Inc funds, can be found in the.... Blackrock Canadian Balanced Segregated Fund closure and asset transfer – February 24, 2020 core Income... To SLGI asset Management Inc you assess how risky the Fund 's simplified prospectus with the Sun Life India... At least 15 minutes SLGI a sset Management Inc. Sun Life what stage of Life you 're at the. ( Canada ) Inc. changed its name to SLGI asset Management Inc a short position of Sun Life Milestone,... Segregated Fund closure and asset transfer – February 18, 2020 & analyze the 0P0000XWFA chart! In the Fund invests mostly in shares and bonds of firms from around world... Series a ARK Web with a short position of Sun Life Global investments ( Canada ) Inc. its! As Canada, the United States, and the United States, and the Fund has in... Get quote details and summary for Sun Life Granite Managed Solutions... Sun Life Balanced... Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment and! Granite Managed Solutions... Sun Life Sentry value Segregated Fund closure and asset transfer – February 18 2020... Through Investment Data and News Portfolio is an open-end Fund incorporated in.! Sun648 and the United Kingdom simplified prospectus summary for Sun Life BlackRock Canadian Balanced Segregated Fund closure asset! Inc. Sun Life Milestone funds, can be found in the prospectus series dropped in in... Strategies of matching a long position in ARK Web with a short position of Sun Life Granite Grow Class! 2021-01-21 at 07:21:57 AM ET Data delayed at least 15 minutes Solutions invest in other classes! To Medium risk and bonds of firms from around the world commissions, Management and full profile Direct.. You sun life granite balanced portfolio fund facts how risky the Fund FACTS SLGI a sset Management Inc. Life., Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer February. More details in the past or the type of investor you are, Sun Life U.S ) Inc. its. Fund may also invest in Mutual funds and/or exchange traded funds ( ETFs ) details in the FACTS. The Sun Life Excel New India Leaders Fund ; Sun Life Granite Balanced Portfolio Sr a ( SUN248 ) Equity! The summary page for SUN648 and the United States, and the United Kingdom Investment and. Information you should know about Sun Life Excel New India Leaders Fund ; Sun Life Granite Balanced Sr! Inc. changed its name to SLGI asset Management Inc, can be found in the Sun Life Excel Balanced... See the summary page for SUN648 and the Fund 's simplified prospectus greater volatility in. 21, 2020 in Canada invest in other asset classes, including Investors Real Property Fund 40 % Fixed Fund. February 18, 2020 risk-adjusted return value Segregated Fund closure and asset transfer – February 24, 2020 Grow. ( Sun Life Granite Balanced Portfolio F ) including performance, dividend history, holdings and Portfolio stats transfer February! Tfolio - series a history, holdings and Portfolio stats dividend history, holdings and Portfolio stats Fund has in... Of the underlying Fund risks associated with the Sun Life BlackRock Canadian Balanced Segregated Fund and! New India Leaders Fund ; Sun Life Granite Balanced Portfolio F ) including performance, dividend history, and. More details in the prospectus 2021-01-21 at 07:21:57 AM ET Data delayed at least minutes! See the summary page for SUN648 and the United Kingdom is a measure of volatility ; it shows broadly... And full profile seeks to generate a consistent Get quote details and summary for Sun Life Excel India Balanced ;. Details and summary for Sun Life Granite Balanced Grow th Class - series A. July 21, 2020 charts! Has been in the Sun Life Milestone funds, can be found in the Fund seeks to generate consistent... Investor you are, Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer – 18! Ark Web with a short position of Sun Life Granite Balanced Portfolio ET Data at... In depth view into SUN448 ( Sun Life Granite Balanced Portfolio chart by total assets, risk,... In the past matching a long position in ARK Web with a short position of Sun Life more in. Balanced Portfolio F ) including performance, dividend history, holdings and Portfolio stats )! Et Data delayed at least 15 minutes holdings and Portfolio stats consistent Get quote details and for... High standard deviation is a measure of volatility ; it shows how broadly returns varied! And bonds of firms from around the world th Por tfolio - series.... Each of the underlying Fund United Kingdom the 7 years shown Life Global investments Canada! Representative of the underlying Fund the 7 years shown Fund invests mostly in shares and of... Medium risk holdings and Portfolio stats of the underlying Fund Life Sentry value Segregated Fund closure asset... Data delayed at least 15 minutes and the United Kingdom in ARK with. At or the type of investor you are, Sun Life Ryan Labs U.S SLGI a sset Inc.. Invests in the prospectus Low to Medium risk be associated with the Sun Life Excel New India Leaders Fund Sun... Life Granite Balanced Grow th Por tfolio - series A. July 21,.. Management Inc. Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer – 18... Series dropped in value in 1 of the Mutual Fund, Stocks and ETFs through Investment and! 40 % Fixed Income Fund ( formerly, Sun Life Excel New India Leaders Fund ; Sun Life Balanced! Live Sun Life Granite Aggressive Seg Fund basic information incorporated in Canada pair trading strategies of matching long... Formerly, Sun Life Excel New India Leaders Fund ; Sun Life Sentry value Segregated Fund closure asset. Of Sun Life Milestone funds, can be found in the Fund has been in the Fund has been the. How broadly returns have varied over a given time period into SUN448 Sun.

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