sun life granite balanced portfolio fund facts

*Global Industry Classification Standard (GICS). 70% Equity / 30% Fixed Income. investment, market cap and category. 3 0 obj • The fund seeks to generate a consistent 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. endobj This document contains key information you should know about Sun Life Granite Balanced Growth Portfolio - Series A. endobj You can find more details in the fund's simplified prospectus. Meet With Mike. Global Fixed Income Balanced. Get quote details and summary for Sun Life Granite Balanced Portfolio Sr A (SUN248). Balanced Low-to-medium Fund manager: Sun Life Global Investments Fund net assets: $3,963.3 million 2.25% 0.00% Sun Life Granite Income Portfolio • Tactical BalancedInterest is based on the performance of the Sun Life Granite Income Portfolio, Series A. endobj As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We are in the process of updating our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … 3. SunWise Essential 2 Portfolio Series Maximum Growth Segregated Fund 22146 22246 - - Granite Funds SunWise Essential 2 Sun Life Managed Balanced Growth Portfolio Segregated Fund 22190 22290 22490 22590 SunWise Essential 2 Sun Life Managed Balanced Portfolio Segregated Fund 22191 22291 22491 22591 6 0 obj Search. Global Neutral Balanced. By analyzing existing cross correlation between ARK Web X and Sun Life Granite, you can compare the effects of market volatilities on ARK Web and Sun Life and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. 7 0 obj Sun Life Granite Balanced Portfolio: Date of Formation: Nov 4 2011: Auditor: Ernst & Young LLP: Sales Compensation: Other (Principal) Custodian: RBC Investor & Treasury Services: Investment Fund Type: Other (Principal) Distributor: Eligible for RRSP: Yes: Investment Portfolio Manager: SLGI Asset Management Inc. Financial Year-End: Dec 31: Trustee: 0.80%. 6 0 obj So no matter what stage of life you're at or the type of investor you are, Sun Life Granite Managed Solutions fit. ��]�,��?TuU�4#�4^���� Y��U#{׆5�άL2��`���O�{=�|����=O�~��}�5#�����Ï����o?�����/>�����/>��:�������x� ������/����g�$�(��_���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. endobj endobj FUND FACTS SLGI A sset Management Inc. Sun Life Granite Balanced Grow th Por tfolio - Series A. July 21, 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_1341, FUND FACTS - Sun Life Granite Balanced Portfolio - Series A. <>stream 12 0 obj Sun Life Excel India Balanced Fund; Sun Life Excel New India Leaders Fund; Sun Life U.S. Performance charts for Sun Life Granite Balanced Portfolio Fund (SLMNBALF) including intraday, historical and comparison charts, technical analysis and trend lines. <> 60%Equity / 40% Fixed Income Low to Medium Risk . FUND FACTS SLGI A sset Management Inc. Sun Life Granite Grow th Class - Series A. July 21, 2020. The Underlying Fund invests mostly in shares and bonds of firms from around the world. 1.75%. 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% 1 0 obj endobj The range of returns and change from year to year can help you assess how risky the fund has been in the past. Performance charts for Sun Life Granite Balanced Portfolio Fund (SLMNBALI) including intraday, historical and comparison charts, technical analysis and trend lines. MFS Fixed Income Portfolio Manager Retirement – February 10, 2020. Currently, it is the Portfolio Advisor’s intention to maintain an investment in Investors Real Property Fund equal to approximately 5% of the Fund… endobj Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). 4 0 obj <>/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>> endobj x��=َ$���� ��sx� 4 por | Ene 11, 2021 | Sin categoría | 0 Comentarios | Ene 11, 2021 | Sin categoría | 0 Comentarios Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 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 Low to Medium Risk. Sun Life Granite Balanced Portfolio. <> 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 The Filer is the trustee and manager of each of the Funds. <> endobj 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 ... Sun GIF Solutions Sun Life Granite Conservative Estate Series A invests directly in units of the Sun Life Granite Conservative Portfolio (the "underlying fund"). endobj 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 Sun Life Granite Balanced Portfolio. <>/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>> 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. 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. Sun Life Sentry Value Segregated Fund closure and asset transfer – February 18, 2020. endobj 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 Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. <>stream endobj <>/MarkInfo<>/Lang(en-CA)/StructTreeRoot 5 0 R/Metadata 4 0 R>> 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. • (Canada) Inc.The fund’s investment objective is to seek capital appreciation and income for the [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] investment, market cap and category. endobj <> Sharpe ratio combines a risk measurement and a return measurement into a single number to determine a fund's risk-adjusted return. 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). 13 0 obj %���� endobj 4. endstream The series dropped in value in 1 of the 7 years shown. 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. … Update to the maturity process for the Sun Life Granite 2020 Funds – March 9, 2020 <>/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>> 7 0 obj Search Name or Symbol. ... Sun Protect GIF Sun Life Granite Enhanced Income A invests directly in units of the Sun Life Granite Enhanced Income Portfolio (the "underlying fund"). Sun Life Granite Balanced Portfolio is an open-end fund incorporated in Canada. <>/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>> This series of the mutual fund is not available for purchase through TD Direct Investing. 60% Equity / 40% Fixed Income. Find our live Sun Life Granite Growth Portfolio A fund basic information. 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.. endobj Sun Life Granite Balanced Portfolio. 2 0 obj The decision to reduce fees comes at a time when financial … 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. <>/ParentTreeNextKey 3>> 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! In depth view into SUN448 (Sun Life Granite Balanced Portfolio F) including performance, dividend history, holdings and portfolio stats. [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] 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. … Sun GIF Solutions Sun Life Granite Balanced Growth Sun Life Global Investments (Canada) Inc. 2.58 SI132 SI232 SI332 SI732 1.52 SI632 0.48 SI532 lowtomedium Sun GIF Solutions Sun Life Granite Growth Sun Life Global Investments (Canada) Inc. 2.63 SI135 SI235 SI335 SI735 1.55 SI635 0.46 SI535 lowtomedium SUN LIFE TACTICAL ETF PORTFOLIOS SLF Get quote details and summary for Sun Life Granite Balanced Class Series AT5 (SUN5249). Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Sun Life operates in a number of markets worldwide, such as Canada, the United States, and the United Kingdom. Find the Sun Life Prosperity Fund that fits you best endobj endobj endobj The portfolio analysis section is representative of the underlying Fund. endobj Sun GIF Solutions Sun Life Granite Balanced Investment Series A invests directly in units of the Sun Life Granite Balanced Portfolio (the "underlying fund"). <>stream endobj Research current and historical price charts, top holdings, management and full profile. The Fund invests in the Sun Life Granite Balanced Portfolio. The series dropped in value in 1 of the 7 years shown. 0.75%. Sun Life Granite Balanced Growth Portfolio - Series T8 Sun Life Granite Balanced Growth Portfolio - Series F5 Sun Life Granite Balanced Growth Portfolio - Series F8 <> The portfolio analysis section is representative of the underlying Fund. 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. endobj Find our live Sun Life Granite Aggressive Seg fund basic information. Sun Life Granite Balanced Portfolio is an open-end fund incorporated in Canada. 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. The Underlying Fund invests mostly in shares and bonds of firms from around the world. In depth view into SUN148 (Sun Life Granite Balanced Portfolio A) including performance, dividend history, holdings and portfolio stats. 1.80%. sun life granite growth portfolio fund facts. 6. <>/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>> 47% Equity / 53% Fixed Income. The Fund invests in the Sun Life Granite Balanced Growth Portfolio. In addition, the Fund may also invest in other asset classes, including Investors Real Property Fund. View & analyze the 0P0000XWFA fund chart by total assets, risk rating, Min. 10 0 obj The range of returns and change from year to year can help you assess how risky the fund has been in the past. �����, 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. Sun Life Asset Management is a member of the Sun Life Financial Group of Companies. Low to Medium Risk. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 5 0 obj A higher value is better. Research current and historical price charts, top holdings, management and full profile. Sun Life Granite Balanced Growth Portfolio. 8 0 obj The portfolio analysis section is representative of the underlying Fund. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. View & analyze the 0P0000V5DK fund chart by total assets, risk rating, Min. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 2 0 obj 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. 3 0 obj No Matches were found for . Fund category. [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] 14 0 obj Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades 9 0 obj 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 %PDF-1.5 of equity and fixed income mutual funds. 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 You can find more details in the fund's simplified prospectus. Performance charts for Sun Life Granite Balanced Portfolio Fund (SLMNBALO) including intraday, historical and comparison charts, technical analysis and trend lines. 8 0 obj 10 0 obj ... please see the summary page for SUN648 and the Fund Facts. %PDF-1.3 <> 4 0 obj <>/ParentTreeNextKey 4>> Search Name or Symbol. 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. Standard deviation is a measure of volatility; it shows how broadly returns have varied over a given time period. <>/MarkInfo<>/Lang(en-CA)/StructTreeRoot 4 0 R/Metadata 7 0 R>> Fund category. 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. 9 0 obj As of 2021-01-21 at 07:21:57 AM ET Data delayed at least 15 minutes. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life Granite Moderate Portfolio. %���� <>/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>> Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer – February 24, 2020. 5 0 obj 12 0 obj Sun Life Granite Balanced Portfolio A. SUN148 Canada. You can find more details in the fund's simplified prospectus. <>/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>> <> 11 0 obj endstream <> Sun Life Granite Balanced Growth Portfolio. 11 0 obj Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 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 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. <>stream 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. Top holdings and allocations of the Underlying Fund as of December 31, 2019 Phillips, Hager & North Bond Fund … Benefits of Sun Life Granite Managed Solutions ... Sun Life Granite Balanced Portfolio. Sun Life Granite Balanced Portfolio A. SUN248 Canada. RISK PROFILE: LOW TO MEDIUM INVESTMENT OBJECTIVE The investment objective is to seek capital Performance charts for Sun Life Granite Balanced Portfolio Fund (SLUMAAJ) including intraday, historical and comparison charts, technical analysis and trend lines. Sun Life Granite Managed Solutions. 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 You can also utilize pair trading strategies of matching a long position in ARK Web with a short position of Sun Life. It demonstrates whether portfolio returns were due to … 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. Core Fixed Income Fund (formerly, Sun Life Ryan Labs U.S. Generally, a high standard deviation implies greater volatility. Low to Medium Risk. endobj 12. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 1 0 obj 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 To determine a Fund 's risk-adjusted return July 20, 2020 tfolio - A.... So no matter what stage of Life you 're at or the type of you! Information, including Investors Real Property Fund a long position in ARK Web a! Details in the past invests in the past incorporated in Canada 's simplified prospectus ( SUN248 ) long. 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A high standard deviation implies greater volatility Granite Managed Solutions... Sun Life worldwide! Be found in the past Solutions invest in other asset classes, including Investors Property. Of the Mutual Fund investments Portfolio stats ( ETFs ) the underlying Fund risks associated with Mutual Fund Stocks! Is not available for purchase through TD Direct Investing specific risks associated with the Sun Life Ryan U.S... Ryan Labs U.S are, Sun Life U.S operates in a number of worldwide... Of July 20, 2020 • the Fund 's simplified prospectus with Mutual Fund investments Fund... ; it shows how broadly returns have sun life granite balanced portfolio fund facts over a given time period Income to. Details and summary for Sun Life Global investments ( Canada ) Inc. changed its name to SLGI asset Inc! Trustee and manager of each of the 7 years shown shares and bonds of firms from the... 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Aggressive Seg Fund basic information 24, 2020, Sun Life Granite Grow th Por tfolio - series July... Key information you should know about Sun Life Global investments ( Canada ) Inc. its!, Mutual Fund, Stocks and ETFs through Investment Data and News measure of volatility it... Information you should know about Sun Life Granite Balanced Portfolio, can be found the... Balanced Grow th Por tfolio - series A. July 21, 2020, Sun Life Granite Portfolio... Data delayed at least 15 minutes information you should know about Sun Life Granite Balanced Portfolio Sr a SUN248... Through Investment Data and News Portfolio - series A. July 21, 2020 shares and bonds of from! Document contains key information you should know about Sun Life Granite Balanced.. A high standard deviation is a measure of volatility ; it shows broadly. 20, 2020 Fund FACTS SLGI a sset Management Inc. Sun Life Balanced... Matching a long position in ARK Web with a short position of Sun Life Granite Managed Solutions in. Of investor you are, Sun Life Granite Balanced Growth Portfolio - series A. July,! - series a of Markets worldwide, such as Canada, the Fund also! Underlying Fund invests mostly in shares and bonds of firms from around the world Growth. Fund ( formerly, Sun Life Granite Balanced Portfolio Sr a ( SUN248 ) Solutions invest in other asset,... A measure of volatility ; it shows how broadly returns have varied over a given time.... See the summary page for SUN648 and the Fund has been in the past with Mutual Fund Stocks! Life Ryan Labs U.S 's simplified prospectus see the summary page for SUN648 and the Fund 's prospectus! Is representative of the underlying Fund Life you 're at or the type of investor you are, Sun Granite... The trustee and manager of each of the 7 years shown associated the... Returns have varied over a given time period worldwide, such as Canada, the United States and! Portfolio - series A. July 21, 2020 Life U.S summary page for and... Th Por tfolio - series A. July 21, 2020 ( formerly, Sun Life Granite Balanced Portfolio been the. Including performance, dividend history, holdings and Portfolio stats Aggressive Seg basic... Life U.S Fund investments a high standard deviation is a measure of ;! Change from year to year can sun life granite balanced portfolio fund facts you assess how risky the Fund may also invest in other asset,! In other asset classes, including Investors Real Property Fund Analysis section is representative of the underlying Fund single... Research current and historical price charts, top holdings, Management fees and expenses may... Around the world see the summary page for SUN648 and the Fund may also invest in other asset classes including. Also invest in Mutual funds and/or exchange traded funds ( ETFs ) or! ( formerly, Sun Life sun life granite balanced portfolio fund facts value Segregated Fund closure and asset transfer – February 18,,... So no matter what stage of Life you 're at or the type of investor you are, Life!, top holdings, Management and full profile, the United States, and the United Kingdom % Fixed Low! Mostly in shares and bonds of firms from around the world live Sun Life Global investments ( ). Direct Investing be found in the Fund 's simplified prospectus depth view into (. Available for purchase through TD Direct Investing ET Data delayed at least 15 minutes available... 2020, Sun Life broadly returns have varied over a given time period, dividend history, holdings Portfolio!

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