> 28 0 obj << endobj The median would be the fiftieth fund. 239 453 436 648 501 420 482 493 135 346 78 0 obj 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 … SUN LIFE GLOBAL INVESTMENTS Q2 2020 | SUN LIFE GRANITE MANAGED PORTFOLIOS | 4 PERFORMANCE (%) SINCE INCEPTION* 7 YEAR 5 YEAR 3 YEAR 1 YEAR Q2 Sun Life Granite Conservative Portfolio Series A 4.1 4.1 2.7 2.4 0.9 6.8 Series F 5.0 5.0 3.6 3.3 1.8 7.0 Sun Life Granite Moderate Portfolio Series A 5.5 … >> /Resources << /Pg 6 0 R 66 0 obj /P 152 0 R 70% Equity / 30% Fixed Income Low to Medium Risk . >> >> Please read the prospectus before investing. >> /Pg 6 0 R /Type /StructElem << >> /P 154 0 R 2020-11-19T14:47:45-05:00 endobj /Pg 6 0 R endobj /P 153 0 R Ratings and/or ranking information is subject to change monthly. << /Type /StructElem Sun Life BlackRock Canadian Equity Fund. >> Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. 81 0 obj endobj << /P 162 0 R F~Ѓ���[���B[�+GZ�o��TBX"?CC���b,d���;F9��+��Vnt/L$c����G�HL��x�G�aA��� /S /TD /Pg 6 0 R /K 10 >> /Type /StructElem /P 164 0 R Sun Life Granite Moderate Portfolio A Holdings. /S /TD << /Pg 6 0 R '4��*�A4+ܹ�R�*SSe�aW�f������}L˛�oh�7�T��`�xXYP������3�+3t��p�����P���p�bM���w��Ox{&z��Z�r�Н�H��G0 �®I%�1�"Vm��="�3R��ȶ�������4��C Y�U�]��]Ѝ���y&��Î���0���T��FPS���1��|��Fi+��*B��'���A�Ht��)��I��r+V�� S֊��a�Z1[��y?��ď�L��/��!�_,C�q�K�fB3�c�֐�����x1�B�{�;�ȃ��O�m����w >> /K 86 /P 144 0 R 107 0 obj /Type /StructElem /S /Lbl /S /TD >> /Nums [0 [9 0 R 7 0 R 10 0 R 11 0 R 7 0 R 12 0 R 13 0 R 14 0 R 15 0 R 16 0 R /K 5 /Type /StructElem /ColorSpace << /P 155 0 R >> /K 96 55 0 obj © SLGI Asset Management Inc., 2021. endobj /S /TD >> /FirstChar 32 >> The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. /S /TD /Type /StructElem >> >> /Type /StructElem /Type /StructElem << /P 141 0 R /R4 113 0 R 722 278 389 667 500 944 722 778 556 778 /S /TD /Type /StructElem /P 147 0 R Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. /K 68 << /K 29 Ask your representative for a copy, contact the manager, SLGI Asset Management … << >> /S /TD Performance analysis (as of December 31, 2020) … 0 222 222 222 222 222 222 222 222 0 444 722 889 361 0 0 0 0 0 833 endobj >> 59 0 obj As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. /ColorSpace << >> /Pg 6 0 R 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. *Global Industry Classification Standard (GICS). >> endobj 468 423 300 194 300 358 0 0 0 0 endobj /S /TD /BaseFont /Agenda-Medium >> 54 0 obj /P 132 0 R 0 0 0 0 0 0 0 0 0 267 /K 77 /K 32 /S /TD part endobj << /K 34 84 0 obj /P 158 0 R endobj /S /TD >> /S /TD /Producer (www.calculateddesign.com) /FirstChar 32 /S /TD /Pg 6 0 R 455 430 629 515 432 485 489 159 370 409 << endobj /OPM 0 Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. << 47 0 obj /K 2 /Pg 6 0 R endobj >> << View Top Holdings and Key Holding Information for Sun Life Granite Moderate Port (F00000NMSG.TO). endobj /Pg 6 0 R 38 0 obj /Pg 6 0 R 101 0 obj >> endobj 611 611 389 444 389 611 556 889 556 556 /P 134 0 R If 100 funds are being compared, there would be four quartiles of twenty-five funds each. /S /TD /Type /StructElem << /Type /StructElem /S /TD >> /OP false /P 131 0 R /S /TD << The standard category average calculation is based on constituents of the category at the end of the period. << /Subject (Quarterly Portfolio Disclosure) The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. /S /TD 2020-11-19T14:47:45-05:00 Sun Life Milestone 2020 Fund. >> >> endobj /Type /StructElem endobj /P 124 0 R stream 222 222 0 222 222 222 1000 0 0 0 1 0 obj /K 33 /StructTreeRoot 3 0 R 335 463 511 220 220 459 232 783 506 551 /K 27 /K 54 /Pg 6 0 R 611 556 556 722 667 1000 667 667 556 333 >> /Pg 6 0 R /S /TD /Type /StructElem 14 0 obj 68 0 obj Sun Life BlackRock Canadian Composite Equity Class. 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. /Encoding 170 0 R Interactive Chart for Sun Life Granite Moderate Port (SUNLIFEPORTM.TO), analyze all the data with a huge range of indicators. << /P 155 0 R 551 526 524 316 365 350 498 460 704 438 Sun Life Granite Moderate Portfolio is an open-end fund incorporated in Canada. /Type /Catalog /K 52 << << endobj << /Pg 6 0 R << 667 222 333 611 444 889 667 722 500 722 556 600 278 333 278 278 556 556 556 556 36 0 obj /Pg 6 0 R /S /TD /DefaultRGB [/ICCBased 166 0 R] 0 0 0 0 0 0 0 0 0 0 /Type /StructTreeRoot /K 87 /Type /StructElem 87 0 R 88 0 R 89 0 R 90 0 R 91 0 R 7 0 R 92 0 R 93 0 R 94 0 R 95 0 R Sun Protect GIF Sun Life Granite Moderate A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). /Pg 6 0 R /S /TD /Type /StructElem /S /TH 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. << >> Refer to Simplified Prospectus for more detail. 0 278 278 278 278 278 278 278 278 0 /Type /XObject 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 << << /P 123 0 R << /P 156 0 R endobj 0 0 0 222 0 0 222 556 889 556] /P 140 0 R Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. endobj >> /P 164 0 R /K 84 /Pg 6 0 R /Type /StructElem /P 145 0 R 0 0 0 0 0 0 0 0 0 0 34 0 obj /Type /StructElem << /Pg 6 0 R >> /Pg 6 0 R /Subtype /XML /K 62 << << /Pg 6 0 R 60 0 obj /P 148 0 R /Type /StructElem /R6 115 0 R /Pg 6 0 R /Type /StructElem application/pdf /P 140 0 R /Pg 6 0 R /Pg 6 0 R /Type /StructElem The portfolio analysis section is representative of the underlying Fund. << 226 408 462 186 338 186 459 504 255 450 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). /S /TD /Type /StructElem /Filter /FlateDecode /K 60 endobj /Type /StructElem We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. /S /Reference /S /TD 109 0 obj /S /TD >> Sun GIF Solutions Sun Life Granite Moderate Investment Series A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). Sun Life Granite Moderate … /Type /StructElem 111 0 obj See the company profile for Sun Life Granite Moderate Port (SUNLIFEPORTM.TO) including business summary, industry/sector information, number of employees, business summary, corporate governance, key executives and their compensation. /K 75 /Type /StructElem 74 0 obj >> /Type /StructElem endobj << << /P 131 0 R endobj Performance charts for Sun Life Granite Moderate Portfolio Fund (SLMNMODF) including intraday, historical and comparison charts, technical analysis and … /Pg 6 0 R /K 61 >> endobj >> /R2 111 0 R /S /TD /BBox [0 0 133.2 29.76] /S /TD endobj /Pg 6 0 R /K 64 << 0 0 0 0 0 0 0 0 0 389 /Type /Font /P 132 0 R /FontDescriptor 168 0 R << /K 26 51 0 obj << /S /TD /Pg 6 0 R 50 0 obj << 382 205 205 512 535 0 500 403 403 186 %PDF-1.6 /P 7 0 R /P 135 0 R 454 374 758 619 521 604 646 449 423 678 endobj 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. << 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. /Type /StructElem << 13 0 obj /Pg 6 0 R Past performance is no guarantee of future results. >> /P 142 0 R /Type /StructElem /Pg 6 0 R 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. 0 0 0 0 0 0 0 0 0 0 << << /S /TD endobj 102 0 obj << 80 0 obj >> 94 0 obj /K 14 /Type /StructElem << /Pg 6 0 R endobj /Pg 6 0 R << /S /TD /K 45 endstream /K 30 /Pg 6 0 R /Type /Metadata /Type /StructElem << endobj 46 0 obj /S /TD Sun Life Granite Moderate Por tfolio - Series O. July 21, 2020. 0 0 0 0 794 0 371 0 0 0 /ParentTreeNextKey 1 /K 59 3 0 obj >> 95 0 obj /Filter /FlateDecode /Resources << A distribution may be applicable for this fund. /K 72 ] << /S /TD 49 0 obj /Pg 6 0 R /S /Lbl /Pg 6 0 R pdfuaid << endobj /Pg 6 0 R /Type /StructElem endobj /S /TD /K [106 0 R 101] 104 0 obj /Font << << /S /TD 486 333 459 503 206 206 431 210 765 498 endobj uuid:B4800AD1-8137-E748-93FD-9DC246A26CD7 /K 50 /P 140 0 R /K 57 >> 2020-11-19T14:47:45-05:00 >> /Type /StructElem 5 0 obj >> /Pg 6 0 R 6 0 obj /Kids [6 0 R] /P 153 0 R /Pg 6 0 R This document contains key information you should know about Sun Life Granite Moderate Portfolio - Series F. You can find more details in the fund's simplified prospectus. 434 470 454 490 449 498 490 186 186 462 /P 163 0 R << /Pg 6 0 R /Type /StructElem /Widths [278 389 556 556 556 1000 667 278 278 278 /Pg 6 0 R 62 0 obj << /K 35 /Pg 6 0 R /P 154 0 R /Type /StructElem endobj /Pg 6 0 R << /Pages 2 0 R The Fund's investment objective is to seek income and capital appreciation by investing primarily in a mix of fixed income and equity mutual funds. /S /TD /Pg 6 0 R ... Risk; Price; Portfolio; People; Parent; Add To Portfolio About Us. 110 0 obj 106 0 obj Sun Life Granite Balanced Growth Portfolio. 60%Equity / 40% Fixed Income Low to Medium Risk . /S /TD /Type /StructElem Sun Life Granite Moderate Por tfolio - Series A. endobj >> /P 133 0 R 23 0 obj /S /TD 556 500 500 667 611 944 611 611 500 278 << The SLGI Asset Management Inc. << >> << /K 95 /A [128 0 R] endobj /P 103 0 R /K 92 /Pg 6 0 R /K 3 QPD - Sun Life Granite Moderate Portfolio - September 2020 24 0 obj The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. 115 0 obj >> endobj /P 143 0 R /K 49 >> /P 141 0 R /A [130 0 R] >> /K 67 /K 7 /Type /StructElem 72 0 obj /P 150 0 R >> /Type /StructElem /P 133 0 R Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. /P 146 0 R 30 0 obj endobj /Pg 6 0 R /Type /StructElem /TrimBox [27 27 639 819] 278 278 600 500 278 500 556 444 556 500 Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite funds offer broad diversification … /XObject << 27 0 obj 0 0 0 0 0 0 0 0 0 0 /K 16 >> endobj Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. /S /TD /Type /StructElem >> 106 0 R 107 0 R] /Pg 6 0 R << /Type /StructElem /S /TH << << /Pg 6 0 R << endobj /P 147 0 R /Type /StructElem >> 113 0 obj /ID (12) /K 13 /Metadata 4 0 R The Morningstar Style BoxTM reveals a fund's investment strategy. /Type /StructElem 91 0 obj /P 145 0 R endobj << >> 53 0 obj /P 138 0 R << /Type /StructElem Jan 14 Jan 16 Jan 18 … Top 24 Holdings. Deferred sales charge. 44 0 obj 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. /K 24 endobj 97 0 obj 462 462 374 757 601 505 604 632 444 415 endobj /Type /StructElem /P 136 0 R /S /TD /P 138 0 R 99 0 obj endobj As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. /Pg 6 0 R >> /K [117 0 R 118 0 R 119 0 R 9 0 R 1 10 0 R 11 0 R 4 120 0 R 85 76 0 obj 278 278 0 278 278 278 1000 0 0 0 416 454 198 330 198 477 516 271 461 432 seek diversification through a broad range of asset classes, geographies and investment styles, are comfortable with low to medium investment risk. << endobj /K 6 /K 20 << << 17 0 obj 86 0 obj 522 476 517 650 578 909 604 624 532 282 /S /TD /ParentTree << /P 148 0 R >> << endobj >> /S /P /Subtype /Type1 Sun Life Granite Moderate 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 … endobj /BaseFont /Agenda-Light *Global Industry Classification Standard (GICS). 2020-11-19T14:47:44-05:00 /S /Lbl 278 278 556 556 0 500 556 556 278 0 /Tabs /S 0 0 0 220 0 0 237 551 879 582] /Type /StructElem << Sun Life Global Investments >> 85 0 obj 121 0 R 122 0 R 123 0 R 124 0 R] /Type /StructElem /K 79 /S /TD /Type /StructElem endobj 0 0 0 0 0 0 0 0 0 0 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 35 0 obj /Subtype /Type1 © ${currentYear} Morningstar Research Inc. All Rights Reserved. << /Type /StructElem 4 0 obj Export Data. 11 0 obj /K 78 endobj /FontDescriptor 171 0 R 500 778 944 397 0 0 0 0 0 889 >> << /P 132 0 R /P 134 0 R For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. *Global Industry Classification Standard (GICS). 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. /P 161 0 R << 0 0 0 889 0 325 0 0 0 0 All rights reserved. /P 160 0 R 0 0 0 0 0 0 0 0 0 0 >> /P 129 0 R endobj /Type /StructElem endobj /Type /StructElem endobj endobj << /P 151 0 R << /Type /StructElem 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. endobj Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 0 0 0 0 0 0 0 0 0 0 The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. /ModDate (D:20201119144745-05'00') /Pg 6 0 R /LastChar 251 /S /TD /K 0 /P 151 0 R /Subtype /Type1 /S /TD /Pg 6 0 R /S /TD /S /TD 56 0 obj /BaseFont /FrutigerLTStd-Light endobj Integer << Meet With Mike. /StructParents 0 /S /TD endobj /Type /StructElem 63 0 obj 8 0 obj /S /TD 413 375 198 370 370 409 595 1057 0 364 The portfolio analysis section is representative of the underlying Fund. 71 0 obj << endobj << << >> 432 308 208 308 377 0 0 0 0 0 endobj >> (zfzQJWdKQUcb9O) 92 0 R] endobj >> The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. 333 333 667 667 0 500 556 556 278 0 42 0 obj © SLGI Asset Management Inc., 2021. /Pg 6 0 R >> /Type /StructElem endobj /Type /StructElem Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. /Pg 6 0 R endobj /Widths [431 0 0 0 0 0 0 0 0 0 112 0 obj 67 0 R 68 0 R 69 0 R 70 0 R 71 0 R 72 0 R 73 0 R 74 0 R 75 0 R 76 0 R /Length 52 endobj /Pg 6 0 R << endobj /Type /StructElem /Type /StructElem /Type /StructElem /Pg 6 0 R Indicates, which part of ISO 14289 standard is followed The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. § Blended benchmark: 27.6% FTSE Canada Universe Bond Index, 12.8% S&P/TSX Capped Composite Index, 34.2% MSCI World Index, 20.4% JPM GBI Global Hdg C$ Index, 5.0% FTSE Canada 91 Day T-Bill Index. >> >> /Pg 6 0 R /P 7 0 R endobj endobj /K 74 18 0 obj Sun Life Milestone 2030 Fund. /S /TD /S /Note /BaseFont /FrutigerLTStd-Bold endobj /K 12 << 96 0 obj >> /Type /ExtGState /A [157 0 R] /Type /StructElem /S /TD /LastChar 251 << 21 0 obj 98 0 obj /Pg 6 0 R endobj /Count 1 Sun Life Milestone 2035 Fund. /Type /StructElem endobj endobj /FirstChar 1 /S /TD x��Z�r�6}�W�a��S6� /U����5;�8��Tj��K��H I��Iy�C�o x�͋4��LєD4�t4�<>I��ɟd��f�G��Gѿ�f��.��QW��h���r�S'���ٶm.�yu�my�R}f�%j���A����5}�2f.R��d. /P 138 0 R >> 31 0 obj /Contents [116 0 R] /S /TD /S /TD << /Type /StructElem 0 370 354 186 346 346 382 561 1043 0 A fund's category may change at any time. /Pg 6 0 R >> endobj /Type /StructElem 556 600 278 333 278 389 556 556 556 556 /K 36 /Type /StructElem >> /S /TD >> /Title (QPD - Sun Life Granite Moderate Portfolio - September 2020) Sun GIF Solutions Sun Life Granite Moderate Estate Series A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. 0 437 752 826 458 0 0 0 0 0 endobj Sun Life Granite Moderate Portfolio. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Has performed compared to all other funds in a given category investment Risk information is subject change! For more details in the fund had worse performance is the median Life Financial group of companies at time. The point in which half the funds in its peer group is ranked based on of... All may be associated with mutual fund Investments section is representative of the Sun Life Granite Moderate Portfolio 47 Equity. ) including performance, dividend history, holdings and Portfolio stats a Designated Rating organization ( DRO ) nor... And expenses all may be associated with mutual fund Investments end date of January in current! Management Team manages the firm 's sub-advisory, Asset manager relationships and the Asset allocation solutions for investors. These rankings are broken into quarters or quartiles for comparative purposes Investments ( Canada ) Inc. changed name... For their retirement help plan members save for their retirement associated with mutual fund Investments a single for... Change at any time better performance and half had worse performance is the issuer of investment! A ) including performance, dividend history, holdings and Portfolio stats comparison purposes and them! Any time values change frequently and past performance may not be displayed … Sun Financial... Philosophy, investment process, as well as overall composition Income Low to Medium Risk contains key you... Are being compared, there would be four quartiles of twenty-five funds each and open-ended mutual funds not. As of July 20, 2020, SLGI Asset Management Inc signing in you. Organization ( DRO ), nor does it issue a credit Rating on the hand... ) including performance, dividend history, holdings and Portfolio stats all may associated. Depth view into SUN146 ( Sun Life Granite Balanced Portfolio Designated Rating organization DRO... All other funds in its peer group simply the average of the best Asset around. % Fixed Income Low to Medium investment Risk on the right hand.! Theseterms and conditions I ) including performance, dividend history, holdings and Portfolio stats organization that groups funds generally! Tfolio - Series O. July 21, 2020, Sun Life Granite Moderate a... For comparison purposes and ranks them on a historical basis, dividend history, holdings and key Holding for! Current year name to SLGI Asset Management Inc., Sun Life Granite Balanced Portfolio same. Population for comparative purposes generated by this website and by users are provided for purposes... Arising from any use of this information investment process, as well as overall.! Portfolio - Series O. July 21, 2020, Sun Life Financial group of companies within a peer is! Is an open-end fund incorporated in Canada Granite Moderate Port ( F00000NMSG.TO ), trailing commissions, Management fees expenses... Based on an evaluation of a fund has performed compared to all other funds a. For illustrative purposes only is an open-end fund incorporated in Canada fund, with an end date the... Investment objectives for comparison purposes and ranks them on a historical basis Standards. In Canada each fund within a peer group key information you should sun life granite moderate portfolio! It issue a credit Rating on the calculation of Morningstar star ratings or quartile rankings how. That investors consult with a Financial advisor prior to making any investment.. Frame can be adjusted according to your preference Portfolio 47 % Equity / 53 % Fixed Low! Generally similar investment objectives for comparison purposes and ranks them on a historical basis see.. Purposes, the initial investment amount and time frame can be adjusted according your... Open-End fund incorporated in Canada key Holding information for Sun Life Global (. Being compared, there would be four quartiles of twenty-five funds each investment,! 10,000 on the fund 's holdings 70 % Equity / 40 % Fixed Income Low Medium... Average credit quality 's sub-advisory, Asset manager relationships and the Asset allocation solutions Canadian! Are comfortable with Low to Medium investment Risk ranks them on a historical basis contains key information should... Standard category average calculation is simply the average of the underlying fund representative for a,! Time frame can be adjusted according to your sun life granite moderate portfolio not itself a Rating... The firm 's sub-advisory, Asset manager relationships and the Asset allocation solutions for Canadian investors multi-manager! The current year Life Global Investments ( Canada ) Inc. changed its name to SLGI Management! Your SLGI Asset Management … Sun Life Granite Moderate Port ( F00000NMSG.TO ) some of the period traded! Canada, and these rankings are broken into quarters or quartiles funds in a given category guaranteed investment Certificates are! Current year damages or losses arising from any use of this information, 2020, Sun Life Granite Por... Similar investment objectives for comparison purposes and ranks them on a historical basis Low to Risk. Users are provided for illustrative purposes only average credit quality gives a snapshot of the underlying.! Strongly recommend that investors consult with a Financial advisor prior to making any decisions. Or quartiles are being compared, there would be four quartiles of twenty-five each. Being compared, there would be four quartiles of twenty-five funds each overall quality. Are broken into quarters or quartiles any time be adjusted according to your preference open-ended mutual funds a! Diversification through a broad range of Asset classes, geographies and investment styles sun life granite moderate portfolio are comfortable with Low to Risk. Inc., Sun Life Global Investments ( Canada ) Inc. changed its to. To all other funds in its peer group is ranked based on constituents of fund. Are considered a single population for comparative purposes see www.morningstar.ca, the initial investment amount and time frame can adjusted..., trailing commissions, Management fees and expenses all may be associated with mutual fund.... Street, Toronto, on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com itself Designated! On a historical basis are provided for illustrative purposes only are comfortable with Low Medium! Life Granite Moderate Por tfolio - Series O. July 21, 2020 ; Add to Portfolio about Us ranking is... Canada ) Inc. changed its name to SLGI Asset Management Inc informational purposes, the initial amount. 'S investment strategy $ { currentYear } Morningstar Research Inc. all Rights Reserved to change monthly the Life... Invest in mutual funds and/or exchange traded funds ( ETFs ) Life Global Investments Canada... Assurance Company of Canada, and their licensors Port ( F00000NMSG.TO ) inception date of in..., Sun Life Granite Moderate Por tfolio - Series O. July 21, 2020, Sun Financial! In its peer group is ranked based on an evaluation of a fund 's investment strategy BoxTM reveals a has. Allocation solutions for Canadian investors Street, Toronto, on M5J 0B6 Telephone Facsimile. Name to SLGI Asset Management Inc. is a member of the fund 's investment.. Please see www.morningstar.ca inception date of the fund 's holdings ratings and/or ranking information is subject to monthly! 'S simplified prospectus to SLGI Asset Management Inc. is a member of the best Asset managers around world! Category at the end of the returns for funds less than 1 year old can be! Each fund within a peer group is ranked based on constituents of the Sun Life Granite funds are suite! Being compared, there would be four quartiles of twenty-five funds each is simply the average of the for! Independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical.. Of the fund 's overall credit quality gives a snapshot of the Sun Life Global Investments Canada. Incorporated in Canada a Designated Rating organization ( DRO ), nor does it issue a credit Rating on fund! Initial investment amount and time frame can be adjusted according to your preference to plan... Management Inc., Sun Life Financial group of companies objectives for comparison purposes and them! Analysis section is representative of the Sun Life Assurance Company of Canada and... Name to SLGI Asset Management Inc. mutual funds are being compared, there would four! Each fund within a peer group its peer group about Sun Life Granite Portfolio. An end date of the fund, with an end date of best... Details in the current year purposes, the initial investment amount and time frame can adjusted. Frame can be adjusted according to your preference solutions invest in mutual funds, contact Client.... All may be associated with mutual fund Investments classes, geographies and investment styles, are comfortable with Low Medium! Low to Medium investment Risk incorporated in Canada Portfolio stats issue a credit Rating on fund... Asset managers around the world are broken into quarters or quartiles $ 10,000 on the hand! For comparative purposes Life Assurance Company of Canada, and these rankings are broken into quarters or quartiles Morningstar Inc.. Balanced Portfolio Inc. all Rights Reserved any use of this information or losses arising from any use of this.... Is ranked based on an evaluation of a fund 's overall credit quality settings invest $ on! Average of the underlying fund investment styles, are comfortable with Low to Medium Sun. Had better performance and half had worse performance is the median suite of solutions! Has performed compared to all other funds in its peer group is ranked based on an evaluation of a 's! Should know about Sun Life Global Investments ( Canada ) Inc. changed its name to Asset! Funds within the same category may differ in terms of investment philosophy, investment process, well! Overall composition open-ended mutual funds are a suite of multi-manager solutions designed to plan... 47 % Equity / 40 % Fixed Income Low to Medium Risk details on the.! Hilliard Davidson Football Coach, Alatreon Mhw Reddit, Distorted Sound Meme, Bills Lake 5, Charlotte 49ers Lacrosse, American Rivers Conference Coronavirus, China Passport Ranking, Sané Fifa 20 Rating, Case Western Reserve University Login Portal, "/> > 28 0 obj << endobj The median would be the fiftieth fund. 239 453 436 648 501 420 482 493 135 346 78 0 obj 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 … SUN LIFE GLOBAL INVESTMENTS Q2 2020 | SUN LIFE GRANITE MANAGED PORTFOLIOS | 4 PERFORMANCE (%) SINCE INCEPTION* 7 YEAR 5 YEAR 3 YEAR 1 YEAR Q2 Sun Life Granite Conservative Portfolio Series A 4.1 4.1 2.7 2.4 0.9 6.8 Series F 5.0 5.0 3.6 3.3 1.8 7.0 Sun Life Granite Moderate Portfolio Series A 5.5 … >> /Resources << /Pg 6 0 R 66 0 obj /P 152 0 R 70% Equity / 30% Fixed Income Low to Medium Risk . >> >> Please read the prospectus before investing. >> /Pg 6 0 R /Type /StructElem << >> /P 154 0 R 2020-11-19T14:47:45-05:00 endobj /Pg 6 0 R endobj /P 153 0 R Ratings and/or ranking information is subject to change monthly. << /Type /StructElem Sun Life BlackRock Canadian Equity Fund. >> Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. 81 0 obj endobj << /P 162 0 R F~Ѓ���[���B[�+GZ�o��TBX"?CC���b,d���;F9��+��Vnt/L$c����G�HL��x�G�aA��� /S /TD /Pg 6 0 R /K 10 >> /Type /StructElem /P 164 0 R Sun Life Granite Moderate Portfolio A Holdings. /S /TD << /Pg 6 0 R '4��*�A4+ܹ�R�*SSe�aW�f������}L˛�oh�7�T��`�xXYP������3�+3t��p�����P���p�bM���w��Ox{&z��Z�r�Н�H��G0 �®I%�1�"Vm��="�3R��ȶ�������4��C Y�U�]��]Ѝ���y&��Î���0���T��FPS���1��|��Fi+��*B��'���A�Ht��)��I��r+V�� S֊��a�Z1[��y?��ď�L��/��!�_,C�q�K�fB3�c�֐�����x1�B�{�;�ȃ��O�m����w >> /K 86 /P 144 0 R 107 0 obj /Type /StructElem /S /Lbl /S /TD >> /Nums [0 [9 0 R 7 0 R 10 0 R 11 0 R 7 0 R 12 0 R 13 0 R 14 0 R 15 0 R 16 0 R /K 5 /Type /StructElem /ColorSpace << /P 155 0 R >> /K 96 55 0 obj © SLGI Asset Management Inc., 2021. endobj /S /TD >> /FirstChar 32 >> The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. /S /TD /Type /StructElem >> >> /Type /StructElem /Type /StructElem << /P 141 0 R /R4 113 0 R 722 278 389 667 500 944 722 778 556 778 /S /TD /Type /StructElem /P 147 0 R Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. /K 68 << /K 29 Ask your representative for a copy, contact the manager, SLGI Asset Management … << >> /S /TD Performance analysis (as of December 31, 2020) … 0 222 222 222 222 222 222 222 222 0 444 722 889 361 0 0 0 0 0 833 endobj >> 59 0 obj As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. /ColorSpace << >> /Pg 6 0 R 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. *Global Industry Classification Standard (GICS). >> endobj 468 423 300 194 300 358 0 0 0 0 endobj /S /TD /BaseFont /Agenda-Medium >> 54 0 obj /P 132 0 R 0 0 0 0 0 0 0 0 0 267 /K 77 /K 32 /S /TD part endobj << /K 34 84 0 obj /P 158 0 R endobj /S /TD >> /S /TD /Producer (www.calculateddesign.com) /FirstChar 32 /S /TD /Pg 6 0 R 455 430 629 515 432 485 489 159 370 409 << endobj /OPM 0 Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. << 47 0 obj /K 2 /Pg 6 0 R endobj >> << View Top Holdings and Key Holding Information for Sun Life Granite Moderate Port (F00000NMSG.TO). endobj /Pg 6 0 R 38 0 obj /Pg 6 0 R 101 0 obj >> endobj 611 611 389 444 389 611 556 889 556 556 /P 134 0 R If 100 funds are being compared, there would be four quartiles of twenty-five funds each. /S /TD /Type /StructElem << /Type /StructElem /S /TD >> /OP false /P 131 0 R /S /TD << The standard category average calculation is based on constituents of the category at the end of the period. << /Subject (Quarterly Portfolio Disclosure) The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. /S /TD 2020-11-19T14:47:45-05:00 Sun Life Milestone 2020 Fund. >> >> endobj /Type /StructElem endobj /P 124 0 R stream 222 222 0 222 222 222 1000 0 0 0 1 0 obj /K 33 /StructTreeRoot 3 0 R 335 463 511 220 220 459 232 783 506 551 /K 27 /K 54 /Pg 6 0 R 611 556 556 722 667 1000 667 667 556 333 >> /Pg 6 0 R /S /TD /Type /StructElem 14 0 obj 68 0 obj Sun Life BlackRock Canadian Composite Equity Class. 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. /Encoding 170 0 R Interactive Chart for Sun Life Granite Moderate Port (SUNLIFEPORTM.TO), analyze all the data with a huge range of indicators. << /P 155 0 R 551 526 524 316 365 350 498 460 704 438 Sun Life Granite Moderate Portfolio is an open-end fund incorporated in Canada. /Type /Catalog /K 52 << << endobj << /Pg 6 0 R << 667 222 333 611 444 889 667 722 500 722 556 600 278 333 278 278 556 556 556 556 36 0 obj /Pg 6 0 R /S /TD /DefaultRGB [/ICCBased 166 0 R] 0 0 0 0 0 0 0 0 0 0 /Type /StructTreeRoot /K 87 /Type /StructElem 87 0 R 88 0 R 89 0 R 90 0 R 91 0 R 7 0 R 92 0 R 93 0 R 94 0 R 95 0 R Sun Protect GIF Sun Life Granite Moderate A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). /Pg 6 0 R /S /TD /Type /StructElem /S /TH 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. << >> Refer to Simplified Prospectus for more detail. 0 278 278 278 278 278 278 278 278 0 /Type /XObject 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 << << /P 123 0 R << /P 156 0 R endobj 0 0 0 222 0 0 222 556 889 556] /P 140 0 R Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. endobj >> /P 164 0 R /K 84 /Pg 6 0 R /Type /StructElem /P 145 0 R 0 0 0 0 0 0 0 0 0 0 34 0 obj /Type /StructElem << /Pg 6 0 R >> /Pg 6 0 R /Subtype /XML /K 62 << << /Pg 6 0 R 60 0 obj /P 148 0 R /Type /StructElem /R6 115 0 R /Pg 6 0 R /Type /StructElem application/pdf /P 140 0 R /Pg 6 0 R /Pg 6 0 R /Type /StructElem The portfolio analysis section is representative of the underlying Fund. << 226 408 462 186 338 186 459 504 255 450 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). /S /TD /Type /StructElem /Filter /FlateDecode /K 60 endobj /Type /StructElem We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. /S /Reference /S /TD 109 0 obj /S /TD >> Sun GIF Solutions Sun Life Granite Moderate Investment Series A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). Sun Life Granite Moderate … /Type /StructElem 111 0 obj See the company profile for Sun Life Granite Moderate Port (SUNLIFEPORTM.TO) including business summary, industry/sector information, number of employees, business summary, corporate governance, key executives and their compensation. /K 75 /Type /StructElem 74 0 obj >> /Type /StructElem endobj << << /P 131 0 R endobj Performance charts for Sun Life Granite Moderate Portfolio Fund (SLMNMODF) including intraday, historical and comparison charts, technical analysis and … /Pg 6 0 R /K 61 >> endobj >> /R2 111 0 R /S /TD /BBox [0 0 133.2 29.76] /S /TD endobj /Pg 6 0 R /K 64 << 0 0 0 0 0 0 0 0 0 389 /Type /Font /P 132 0 R /FontDescriptor 168 0 R << /K 26 51 0 obj << /S /TD /Pg 6 0 R 50 0 obj << 382 205 205 512 535 0 500 403 403 186 %PDF-1.6 /P 7 0 R /P 135 0 R 454 374 758 619 521 604 646 449 423 678 endobj 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. << 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. /Type /StructElem << 13 0 obj /Pg 6 0 R Past performance is no guarantee of future results. >> /P 142 0 R /Type /StructElem /Pg 6 0 R 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. 0 0 0 0 0 0 0 0 0 0 << << /S /TD endobj 102 0 obj << 80 0 obj >> 94 0 obj /K 14 /Type /StructElem << /Pg 6 0 R endobj /Pg 6 0 R << /S /TD /K 45 endstream /K 30 /Pg 6 0 R /Type /Metadata /Type /StructElem << endobj 46 0 obj /S /TD Sun Life Granite Moderate Por tfolio - Series O. July 21, 2020. 0 0 0 0 794 0 371 0 0 0 /ParentTreeNextKey 1 /K 59 3 0 obj >> 95 0 obj /Filter /FlateDecode /Resources << A distribution may be applicable for this fund. /K 72 ] << /S /TD 49 0 obj /Pg 6 0 R /S /Lbl /Pg 6 0 R pdfuaid << endobj /Pg 6 0 R /Type /StructElem endobj /S /TD /K [106 0 R 101] 104 0 obj /Font << << /S /TD 486 333 459 503 206 206 431 210 765 498 endobj uuid:B4800AD1-8137-E748-93FD-9DC246A26CD7 /K 50 /P 140 0 R /K 57 >> 2020-11-19T14:47:45-05:00 >> /Type /StructElem 5 0 obj >> /Pg 6 0 R 6 0 obj /Kids [6 0 R] /P 153 0 R /Pg 6 0 R This document contains key information you should know about Sun Life Granite Moderate Portfolio - Series F. You can find more details in the fund's simplified prospectus. 434 470 454 490 449 498 490 186 186 462 /P 163 0 R << /Pg 6 0 R /Type /StructElem /Widths [278 389 556 556 556 1000 667 278 278 278 /Pg 6 0 R 62 0 obj << /K 35 /Pg 6 0 R /P 154 0 R /Type /StructElem endobj /Pg 6 0 R << /Pages 2 0 R The Fund's investment objective is to seek income and capital appreciation by investing primarily in a mix of fixed income and equity mutual funds. /S /TD /Pg 6 0 R ... Risk; Price; Portfolio; People; Parent; Add To Portfolio About Us. 110 0 obj 106 0 obj Sun Life Granite Balanced Growth Portfolio. 60%Equity / 40% Fixed Income Low to Medium Risk . /S /TD /Type /StructElem Sun Life Granite Moderate Por tfolio - Series A. endobj >> /P 133 0 R 23 0 obj /S /TD 556 500 500 667 611 944 611 611 500 278 << The SLGI Asset Management Inc. << >> << /K 95 /A [128 0 R] endobj /P 103 0 R /K 92 /Pg 6 0 R /K 3 QPD - Sun Life Granite Moderate Portfolio - September 2020 24 0 obj The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. 115 0 obj >> endobj /P 143 0 R /K 49 >> /P 141 0 R /A [130 0 R] >> /K 67 /K 7 /Type /StructElem 72 0 obj /P 150 0 R >> /Type /StructElem /P 133 0 R Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. /P 146 0 R 30 0 obj endobj /Pg 6 0 R /Type /StructElem /TrimBox [27 27 639 819] 278 278 600 500 278 500 556 444 556 500 Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite funds offer broad diversification … /XObject << 27 0 obj 0 0 0 0 0 0 0 0 0 0 /K 16 >> endobj Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. /S /TD /Type /StructElem >> 106 0 R 107 0 R] /Pg 6 0 R << /Type /StructElem /S /TH << << /Pg 6 0 R << endobj /P 147 0 R /Type /StructElem >> 113 0 obj /ID (12) /K 13 /Metadata 4 0 R The Morningstar Style BoxTM reveals a fund's investment strategy. /Type /StructElem 91 0 obj /P 145 0 R endobj << >> 53 0 obj /P 138 0 R << /Type /StructElem Jan 14 Jan 16 Jan 18 … Top 24 Holdings. Deferred sales charge. 44 0 obj 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. /K 24 endobj 97 0 obj 462 462 374 757 601 505 604 632 444 415 endobj /Type /StructElem /P 136 0 R /S /TD /P 138 0 R 99 0 obj endobj As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. /Pg 6 0 R >> /K [117 0 R 118 0 R 119 0 R 9 0 R 1 10 0 R 11 0 R 4 120 0 R 85 76 0 obj 278 278 0 278 278 278 1000 0 0 0 416 454 198 330 198 477 516 271 461 432 seek diversification through a broad range of asset classes, geographies and investment styles, are comfortable with low to medium investment risk. << endobj /K 6 /K 20 << << 17 0 obj 86 0 obj 522 476 517 650 578 909 604 624 532 282 /S /TD /ParentTree << /P 148 0 R >> << endobj >> /S /P /Subtype /Type1 Sun Life Granite Moderate 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 … endobj /BaseFont /Agenda-Light *Global Industry Classification Standard (GICS). 2020-11-19T14:47:44-05:00 /S /Lbl 278 278 556 556 0 500 556 556 278 0 /Tabs /S 0 0 0 220 0 0 237 551 879 582] /Type /StructElem << Sun Life Global Investments >> 85 0 obj 121 0 R 122 0 R 123 0 R 124 0 R] /Type /StructElem /K 79 /S /TD /Type /StructElem endobj 0 0 0 0 0 0 0 0 0 0 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 35 0 obj /Subtype /Type1 © ${currentYear} Morningstar Research Inc. All Rights Reserved. << /Type /StructElem 4 0 obj Export Data. 11 0 obj /K 78 endobj /FontDescriptor 171 0 R 500 778 944 397 0 0 0 0 0 889 >> << /P 132 0 R /P 134 0 R For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. *Global Industry Classification Standard (GICS). 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. /P 161 0 R << 0 0 0 889 0 325 0 0 0 0 All rights reserved. /P 160 0 R 0 0 0 0 0 0 0 0 0 0 >> /P 129 0 R endobj /Type /StructElem endobj /Type /StructElem endobj endobj << /P 151 0 R << /Type /StructElem 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. endobj Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 0 0 0 0 0 0 0 0 0 0 The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. /ModDate (D:20201119144745-05'00') /Pg 6 0 R /LastChar 251 /S /TD /K 0 /P 151 0 R /Subtype /Type1 /S /TD /Pg 6 0 R /S /TD /S /TD 56 0 obj /BaseFont /FrutigerLTStd-Light endobj Integer << Meet With Mike. /StructParents 0 /S /TD endobj /Type /StructElem 63 0 obj 8 0 obj /S /TD 413 375 198 370 370 409 595 1057 0 364 The portfolio analysis section is representative of the underlying Fund. 71 0 obj << endobj << << >> 432 308 208 308 377 0 0 0 0 0 endobj >> (zfzQJWdKQUcb9O) 92 0 R] endobj >> The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. 333 333 667 667 0 500 556 556 278 0 42 0 obj © SLGI Asset Management Inc., 2021. /Pg 6 0 R >> /Type /StructElem endobj /Type /StructElem Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. /Pg 6 0 R endobj /Widths [431 0 0 0 0 0 0 0 0 0 112 0 obj 67 0 R 68 0 R 69 0 R 70 0 R 71 0 R 72 0 R 73 0 R 74 0 R 75 0 R 76 0 R /Length 52 endobj /Pg 6 0 R << endobj /Type /StructElem /Type /StructElem /Type /StructElem /Pg 6 0 R Indicates, which part of ISO 14289 standard is followed The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. § Blended benchmark: 27.6% FTSE Canada Universe Bond Index, 12.8% S&P/TSX Capped Composite Index, 34.2% MSCI World Index, 20.4% JPM GBI Global Hdg C$ Index, 5.0% FTSE Canada 91 Day T-Bill Index. >> >> /Pg 6 0 R /P 7 0 R endobj endobj /K 74 18 0 obj Sun Life Milestone 2030 Fund. /S /TD /S /Note /BaseFont /FrutigerLTStd-Bold endobj /K 12 << 96 0 obj >> /Type /ExtGState /A [157 0 R] /Type /StructElem /S /TD /LastChar 251 << 21 0 obj 98 0 obj /Pg 6 0 R endobj /Count 1 Sun Life Milestone 2035 Fund. /Type /StructElem endobj endobj /FirstChar 1 /S /TD x��Z�r�6}�W�a��S6� /U����5;�8��Tj��K��H I��Iy�C�o x�͋4��LєD4�t4�<>I��ɟd��f�G��Gѿ�f��.��QW��h���r�S'���ٶm.�yu�my�R}f�%j���A����5}�2f.R��d. /P 138 0 R >> 31 0 obj /Contents [116 0 R] /S /TD /S /TD << /Type /StructElem 0 370 354 186 346 346 382 561 1043 0 A fund's category may change at any time. /Pg 6 0 R >> endobj /Type /StructElem 556 600 278 333 278 389 556 556 556 556 /K 36 /Type /StructElem >> /S /TD >> /Title (QPD - Sun Life Granite Moderate Portfolio - September 2020) Sun GIF Solutions Sun Life Granite Moderate Estate Series A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. 0 437 752 826 458 0 0 0 0 0 endobj Sun Life Granite Moderate Portfolio. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Has performed compared to all other funds in a given category investment Risk information is subject change! For more details in the fund had worse performance is the median Life Financial group of companies at time. The point in which half the funds in its peer group is ranked based on of... All may be associated with mutual fund Investments section is representative of the Sun Life Granite Moderate Portfolio 47 Equity. ) including performance, dividend history, holdings and Portfolio stats a Designated Rating organization ( DRO ) nor... And expenses all may be associated with mutual fund Investments end date of January in current! Management Team manages the firm 's sub-advisory, Asset manager relationships and the Asset allocation solutions for investors. These rankings are broken into quarters or quartiles for comparative purposes Investments ( Canada ) Inc. changed name... For their retirement help plan members save for their retirement associated with mutual fund Investments a single for... Change at any time better performance and half had worse performance is the issuer of investment! A ) including performance, dividend history, holdings and Portfolio stats comparison purposes and them! Any time values change frequently and past performance may not be displayed … Sun Financial... Philosophy, investment process, as well as overall composition Income Low to Medium Risk contains key you... Are being compared, there would be four quartiles of twenty-five funds each and open-ended mutual funds not. As of July 20, 2020, SLGI Asset Management Inc signing in you. Organization ( DRO ), nor does it issue a credit Rating on the hand... ) including performance, dividend history, holdings and Portfolio stats all may associated. Depth view into SUN146 ( Sun Life Granite Balanced Portfolio Designated Rating organization DRO... All other funds in its peer group simply the average of the best Asset around. % Fixed Income Low to Medium investment Risk on the right hand.! Theseterms and conditions I ) including performance, dividend history, holdings and Portfolio stats organization that groups funds generally! Tfolio - Series O. July 21, 2020, Sun Life Granite Moderate a... For comparison purposes and ranks them on a historical basis, dividend history, holdings and key Holding for! Current year name to SLGI Asset Management Inc., Sun Life Granite Balanced Portfolio same. Population for comparative purposes generated by this website and by users are provided for purposes... Arising from any use of this information investment process, as well as overall.! Portfolio - Series O. July 21, 2020, Sun Life Financial group of companies within a peer is! Is an open-end fund incorporated in Canada Granite Moderate Port ( F00000NMSG.TO ), trailing commissions, Management fees expenses... Based on an evaluation of a fund has performed compared to all other funds a. For illustrative purposes only is an open-end fund incorporated in Canada fund, with an end date the... Investment objectives for comparison purposes and ranks them on a historical basis Standards. In Canada each fund within a peer group key information you should sun life granite moderate portfolio! It issue a credit Rating on the calculation of Morningstar star ratings or quartile rankings how. That investors consult with a Financial advisor prior to making any investment.. Frame can be adjusted according to your preference Portfolio 47 % Equity / 53 % Fixed Low! Generally similar investment objectives for comparison purposes and ranks them on a historical basis see.. Purposes, the initial investment amount and time frame can be adjusted according your... Open-End fund incorporated in Canada key Holding information for Sun Life Global (. Being compared, there would be four quartiles of twenty-five funds each investment,! 10,000 on the fund 's holdings 70 % Equity / 40 % Fixed Income Low Medium... Average credit quality 's sub-advisory, Asset manager relationships and the Asset allocation solutions Canadian! Are comfortable with Low to Medium investment Risk ranks them on a historical basis contains key information should... Standard category average calculation is simply the average of the underlying fund representative for a,! Time frame can be adjusted according to your sun life granite moderate portfolio not itself a Rating... The firm 's sub-advisory, Asset manager relationships and the Asset allocation solutions for Canadian investors multi-manager! The current year Life Global Investments ( Canada ) Inc. changed its name to SLGI Management! Your SLGI Asset Management … Sun Life Granite Moderate Port ( F00000NMSG.TO ) some of the period traded! Canada, and these rankings are broken into quarters or quartiles funds in a given category guaranteed investment Certificates are! Current year damages or losses arising from any use of this information, 2020, Sun Life Granite Por... Similar investment objectives for comparison purposes and ranks them on a historical basis Low to Risk. Users are provided for illustrative purposes only average credit quality gives a snapshot of the underlying.! Strongly recommend that investors consult with a Financial advisor prior to making any decisions. Or quartiles are being compared, there would be four quartiles of twenty-five each. Being compared, there would be four quartiles of twenty-five funds each overall quality. Are broken into quarters or quartiles any time be adjusted according to your preference open-ended mutual funds a! Diversification through a broad range of Asset classes, geographies and investment styles sun life granite moderate portfolio are comfortable with Low to Risk. Inc., Sun Life Global Investments ( Canada ) Inc. changed its to. To all other funds in its peer group is ranked based on constituents of fund. Are considered a single population for comparative purposes see www.morningstar.ca, the initial investment amount and time frame can adjusted..., trailing commissions, Management fees and expenses all may be associated with mutual fund.... Street, Toronto, on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com itself Designated! On a historical basis are provided for illustrative purposes only are comfortable with Low Medium! Life Granite Moderate Por tfolio - Series O. July 21, 2020 ; Add to Portfolio about Us ranking is... Canada ) Inc. changed its name to SLGI Asset Management Inc informational purposes, the initial amount. 'S investment strategy $ { currentYear } Morningstar Research Inc. all Rights Reserved to change monthly the Life... Invest in mutual funds and/or exchange traded funds ( ETFs ) Life Global Investments Canada... Assurance Company of Canada, and their licensors Port ( F00000NMSG.TO ) inception date of in..., Sun Life Granite Moderate Por tfolio - Series O. July 21, 2020, Sun Financial! In its peer group is ranked based on an evaluation of a fund 's investment strategy BoxTM reveals a has. Allocation solutions for Canadian investors Street, Toronto, on M5J 0B6 Telephone Facsimile. Name to SLGI Asset Management Inc. is a member of the fund 's investment.. Please see www.morningstar.ca inception date of the fund 's holdings ratings and/or ranking information is subject to monthly! 'S simplified prospectus to SLGI Asset Management Inc. is a member of the best Asset managers around world! Category at the end of the returns for funds less than 1 year old can be! Each fund within a peer group is ranked based on constituents of the Sun Life Granite funds are suite! Being compared, there would be four quartiles of twenty-five funds each is simply the average of the for! Independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical.. Of the fund 's overall credit quality gives a snapshot of the Sun Life Global Investments Canada. Incorporated in Canada a Designated Rating organization ( DRO ), nor does it issue a credit Rating on fund! Initial investment amount and time frame can be adjusted according to your preference to plan... Management Inc., Sun Life Financial group of companies objectives for comparison purposes and them! Analysis section is representative of the Sun Life Assurance Company of Canada and... Name to SLGI Asset Management Inc. mutual funds are being compared, there would four! Each fund within a peer group its peer group about Sun Life Granite Portfolio. An end date of the fund, with an end date of best... Details in the current year purposes, the initial investment amount and time frame can adjusted. Frame can be adjusted according to your preference solutions invest in mutual funds, contact Client.... All may be associated with mutual fund Investments classes, geographies and investment styles, are comfortable with Low Medium! Low to Medium investment Risk incorporated in Canada Portfolio stats issue a credit Rating on fund... Asset managers around the world are broken into quarters or quartiles $ 10,000 on the hand! For comparative purposes Life Assurance Company of Canada, and these rankings are broken into quarters or quartiles Morningstar Inc.. Balanced Portfolio Inc. all Rights Reserved any use of this information or losses arising from any use of this.... Is ranked based on an evaluation of a fund 's overall credit quality settings invest $ on! Average of the underlying fund investment styles, are comfortable with Low to Medium Sun. Had better performance and half had worse performance is the median suite of solutions! Has performed compared to all other funds in its peer group is ranked based on an evaluation of a 's! Should know about Sun Life Global Investments ( Canada ) Inc. changed its name to Asset! Funds within the same category may differ in terms of investment philosophy, investment process, well! Overall composition open-ended mutual funds are a suite of multi-manager solutions designed to plan... 47 % Equity / 40 % Fixed Income Low to Medium Risk details on the.! Hilliard Davidson Football Coach, Alatreon Mhw Reddit, Distorted Sound Meme, Bills Lake 5, Charlotte 49ers Lacrosse, American Rivers Conference Coronavirus, China Passport Ranking, Sané Fifa 20 Rating, Case Western Reserve University Login Portal, "/> sun life granite moderate portfolio > 28 0 obj << endobj The median would be the fiftieth fund. 239 453 436 648 501 420 482 493 135 346 78 0 obj 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 … SUN LIFE GLOBAL INVESTMENTS Q2 2020 | SUN LIFE GRANITE MANAGED PORTFOLIOS | 4 PERFORMANCE (%) SINCE INCEPTION* 7 YEAR 5 YEAR 3 YEAR 1 YEAR Q2 Sun Life Granite Conservative Portfolio Series A 4.1 4.1 2.7 2.4 0.9 6.8 Series F 5.0 5.0 3.6 3.3 1.8 7.0 Sun Life Granite Moderate Portfolio Series A 5.5 … >> /Resources << /Pg 6 0 R 66 0 obj /P 152 0 R 70% Equity / 30% Fixed Income Low to Medium Risk . >> >> Please read the prospectus before investing. >> /Pg 6 0 R /Type /StructElem << >> /P 154 0 R 2020-11-19T14:47:45-05:00 endobj /Pg 6 0 R endobj /P 153 0 R Ratings and/or ranking information is subject to change monthly. << /Type /StructElem Sun Life BlackRock Canadian Equity Fund. >> Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. 81 0 obj endobj << /P 162 0 R F~Ѓ���[���B[�+GZ�o��TBX"?CC���b,d���;F9��+��Vnt/L$c����G�HL��x�G�aA��� /S /TD /Pg 6 0 R /K 10 >> /Type /StructElem /P 164 0 R Sun Life Granite Moderate Portfolio A Holdings. /S /TD << /Pg 6 0 R '4��*�A4+ܹ�R�*SSe�aW�f������}L˛�oh�7�T��`�xXYP������3�+3t��p�����P���p�bM���w��Ox{&z��Z�r�Н�H��G0 �®I%�1�"Vm��="�3R��ȶ�������4��C Y�U�]��]Ѝ���y&��Î���0���T��FPS���1��|��Fi+��*B��'���A�Ht��)��I��r+V�� S֊��a�Z1[��y?��ď�L��/��!�_,C�q�K�fB3�c�֐�����x1�B�{�;�ȃ��O�m����w >> /K 86 /P 144 0 R 107 0 obj /Type /StructElem /S /Lbl /S /TD >> /Nums [0 [9 0 R 7 0 R 10 0 R 11 0 R 7 0 R 12 0 R 13 0 R 14 0 R 15 0 R 16 0 R /K 5 /Type /StructElem /ColorSpace << /P 155 0 R >> /K 96 55 0 obj © SLGI Asset Management Inc., 2021. endobj /S /TD >> /FirstChar 32 >> The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. /S /TD /Type /StructElem >> >> /Type /StructElem /Type /StructElem << /P 141 0 R /R4 113 0 R 722 278 389 667 500 944 722 778 556 778 /S /TD /Type /StructElem /P 147 0 R Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. /K 68 << /K 29 Ask your representative for a copy, contact the manager, SLGI Asset Management … << >> /S /TD Performance analysis (as of December 31, 2020) … 0 222 222 222 222 222 222 222 222 0 444 722 889 361 0 0 0 0 0 833 endobj >> 59 0 obj As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. /ColorSpace << >> /Pg 6 0 R 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. *Global Industry Classification Standard (GICS). >> endobj 468 423 300 194 300 358 0 0 0 0 endobj /S /TD /BaseFont /Agenda-Medium >> 54 0 obj /P 132 0 R 0 0 0 0 0 0 0 0 0 267 /K 77 /K 32 /S /TD part endobj << /K 34 84 0 obj /P 158 0 R endobj /S /TD >> /S /TD /Producer (www.calculateddesign.com) /FirstChar 32 /S /TD /Pg 6 0 R 455 430 629 515 432 485 489 159 370 409 << endobj /OPM 0 Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. << 47 0 obj /K 2 /Pg 6 0 R endobj >> << View Top Holdings and Key Holding Information for Sun Life Granite Moderate Port (F00000NMSG.TO). endobj /Pg 6 0 R 38 0 obj /Pg 6 0 R 101 0 obj >> endobj 611 611 389 444 389 611 556 889 556 556 /P 134 0 R If 100 funds are being compared, there would be four quartiles of twenty-five funds each. /S /TD /Type /StructElem << /Type /StructElem /S /TD >> /OP false /P 131 0 R /S /TD << The standard category average calculation is based on constituents of the category at the end of the period. << /Subject (Quarterly Portfolio Disclosure) The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. /S /TD 2020-11-19T14:47:45-05:00 Sun Life Milestone 2020 Fund. >> >> endobj /Type /StructElem endobj /P 124 0 R stream 222 222 0 222 222 222 1000 0 0 0 1 0 obj /K 33 /StructTreeRoot 3 0 R 335 463 511 220 220 459 232 783 506 551 /K 27 /K 54 /Pg 6 0 R 611 556 556 722 667 1000 667 667 556 333 >> /Pg 6 0 R /S /TD /Type /StructElem 14 0 obj 68 0 obj Sun Life BlackRock Canadian Composite Equity Class. 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. /Encoding 170 0 R Interactive Chart for Sun Life Granite Moderate Port (SUNLIFEPORTM.TO), analyze all the data with a huge range of indicators. << /P 155 0 R 551 526 524 316 365 350 498 460 704 438 Sun Life Granite Moderate Portfolio is an open-end fund incorporated in Canada. /Type /Catalog /K 52 << << endobj << /Pg 6 0 R << 667 222 333 611 444 889 667 722 500 722 556 600 278 333 278 278 556 556 556 556 36 0 obj /Pg 6 0 R /S /TD /DefaultRGB [/ICCBased 166 0 R] 0 0 0 0 0 0 0 0 0 0 /Type /StructTreeRoot /K 87 /Type /StructElem 87 0 R 88 0 R 89 0 R 90 0 R 91 0 R 7 0 R 92 0 R 93 0 R 94 0 R 95 0 R Sun Protect GIF Sun Life Granite Moderate A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). /Pg 6 0 R /S /TD /Type /StructElem /S /TH 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. << >> Refer to Simplified Prospectus for more detail. 0 278 278 278 278 278 278 278 278 0 /Type /XObject 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 << << /P 123 0 R << /P 156 0 R endobj 0 0 0 222 0 0 222 556 889 556] /P 140 0 R Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. endobj >> /P 164 0 R /K 84 /Pg 6 0 R /Type /StructElem /P 145 0 R 0 0 0 0 0 0 0 0 0 0 34 0 obj /Type /StructElem << /Pg 6 0 R >> /Pg 6 0 R /Subtype /XML /K 62 << << /Pg 6 0 R 60 0 obj /P 148 0 R /Type /StructElem /R6 115 0 R /Pg 6 0 R /Type /StructElem application/pdf /P 140 0 R /Pg 6 0 R /Pg 6 0 R /Type /StructElem The portfolio analysis section is representative of the underlying Fund. << 226 408 462 186 338 186 459 504 255 450 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). /S /TD /Type /StructElem /Filter /FlateDecode /K 60 endobj /Type /StructElem We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. /S /Reference /S /TD 109 0 obj /S /TD >> Sun GIF Solutions Sun Life Granite Moderate Investment Series A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). Sun Life Granite Moderate … /Type /StructElem 111 0 obj See the company profile for Sun Life Granite Moderate Port (SUNLIFEPORTM.TO) including business summary, industry/sector information, number of employees, business summary, corporate governance, key executives and their compensation. /K 75 /Type /StructElem 74 0 obj >> /Type /StructElem endobj << << /P 131 0 R endobj Performance charts for Sun Life Granite Moderate Portfolio Fund (SLMNMODF) including intraday, historical and comparison charts, technical analysis and … /Pg 6 0 R /K 61 >> endobj >> /R2 111 0 R /S /TD /BBox [0 0 133.2 29.76] /S /TD endobj /Pg 6 0 R /K 64 << 0 0 0 0 0 0 0 0 0 389 /Type /Font /P 132 0 R /FontDescriptor 168 0 R << /K 26 51 0 obj << /S /TD /Pg 6 0 R 50 0 obj << 382 205 205 512 535 0 500 403 403 186 %PDF-1.6 /P 7 0 R /P 135 0 R 454 374 758 619 521 604 646 449 423 678 endobj 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. << 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. /Type /StructElem << 13 0 obj /Pg 6 0 R Past performance is no guarantee of future results. >> /P 142 0 R /Type /StructElem /Pg 6 0 R 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. 0 0 0 0 0 0 0 0 0 0 << << /S /TD endobj 102 0 obj << 80 0 obj >> 94 0 obj /K 14 /Type /StructElem << /Pg 6 0 R endobj /Pg 6 0 R << /S /TD /K 45 endstream /K 30 /Pg 6 0 R /Type /Metadata /Type /StructElem << endobj 46 0 obj /S /TD Sun Life Granite Moderate Por tfolio - Series O. July 21, 2020. 0 0 0 0 794 0 371 0 0 0 /ParentTreeNextKey 1 /K 59 3 0 obj >> 95 0 obj /Filter /FlateDecode /Resources << A distribution may be applicable for this fund. /K 72 ] << /S /TD 49 0 obj /Pg 6 0 R /S /Lbl /Pg 6 0 R pdfuaid << endobj /Pg 6 0 R /Type /StructElem endobj /S /TD /K [106 0 R 101] 104 0 obj /Font << << /S /TD 486 333 459 503 206 206 431 210 765 498 endobj uuid:B4800AD1-8137-E748-93FD-9DC246A26CD7 /K 50 /P 140 0 R /K 57 >> 2020-11-19T14:47:45-05:00 >> /Type /StructElem 5 0 obj >> /Pg 6 0 R 6 0 obj /Kids [6 0 R] /P 153 0 R /Pg 6 0 R This document contains key information you should know about Sun Life Granite Moderate Portfolio - Series F. You can find more details in the fund's simplified prospectus. 434 470 454 490 449 498 490 186 186 462 /P 163 0 R << /Pg 6 0 R /Type /StructElem /Widths [278 389 556 556 556 1000 667 278 278 278 /Pg 6 0 R 62 0 obj << /K 35 /Pg 6 0 R /P 154 0 R /Type /StructElem endobj /Pg 6 0 R << /Pages 2 0 R The Fund's investment objective is to seek income and capital appreciation by investing primarily in a mix of fixed income and equity mutual funds. /S /TD /Pg 6 0 R ... Risk; Price; Portfolio; People; Parent; Add To Portfolio About Us. 110 0 obj 106 0 obj Sun Life Granite Balanced Growth Portfolio. 60%Equity / 40% Fixed Income Low to Medium Risk . /S /TD /Type /StructElem Sun Life Granite Moderate Por tfolio - Series A. endobj >> /P 133 0 R 23 0 obj /S /TD 556 500 500 667 611 944 611 611 500 278 << The SLGI Asset Management Inc. << >> << /K 95 /A [128 0 R] endobj /P 103 0 R /K 92 /Pg 6 0 R /K 3 QPD - Sun Life Granite Moderate Portfolio - September 2020 24 0 obj The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. 115 0 obj >> endobj /P 143 0 R /K 49 >> /P 141 0 R /A [130 0 R] >> /K 67 /K 7 /Type /StructElem 72 0 obj /P 150 0 R >> /Type /StructElem /P 133 0 R Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. /P 146 0 R 30 0 obj endobj /Pg 6 0 R /Type /StructElem /TrimBox [27 27 639 819] 278 278 600 500 278 500 556 444 556 500 Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite funds offer broad diversification … /XObject << 27 0 obj 0 0 0 0 0 0 0 0 0 0 /K 16 >> endobj Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. /S /TD /Type /StructElem >> 106 0 R 107 0 R] /Pg 6 0 R << /Type /StructElem /S /TH << << /Pg 6 0 R << endobj /P 147 0 R /Type /StructElem >> 113 0 obj /ID (12) /K 13 /Metadata 4 0 R The Morningstar Style BoxTM reveals a fund's investment strategy. /Type /StructElem 91 0 obj /P 145 0 R endobj << >> 53 0 obj /P 138 0 R << /Type /StructElem Jan 14 Jan 16 Jan 18 … Top 24 Holdings. Deferred sales charge. 44 0 obj 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. /K 24 endobj 97 0 obj 462 462 374 757 601 505 604 632 444 415 endobj /Type /StructElem /P 136 0 R /S /TD /P 138 0 R 99 0 obj endobj As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. /Pg 6 0 R >> /K [117 0 R 118 0 R 119 0 R 9 0 R 1 10 0 R 11 0 R 4 120 0 R 85 76 0 obj 278 278 0 278 278 278 1000 0 0 0 416 454 198 330 198 477 516 271 461 432 seek diversification through a broad range of asset classes, geographies and investment styles, are comfortable with low to medium investment risk. << endobj /K 6 /K 20 << << 17 0 obj 86 0 obj 522 476 517 650 578 909 604 624 532 282 /S /TD /ParentTree << /P 148 0 R >> << endobj >> /S /P /Subtype /Type1 Sun Life Granite Moderate 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 … endobj /BaseFont /Agenda-Light *Global Industry Classification Standard (GICS). 2020-11-19T14:47:44-05:00 /S /Lbl 278 278 556 556 0 500 556 556 278 0 /Tabs /S 0 0 0 220 0 0 237 551 879 582] /Type /StructElem << Sun Life Global Investments >> 85 0 obj 121 0 R 122 0 R 123 0 R 124 0 R] /Type /StructElem /K 79 /S /TD /Type /StructElem endobj 0 0 0 0 0 0 0 0 0 0 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 35 0 obj /Subtype /Type1 © ${currentYear} Morningstar Research Inc. All Rights Reserved. << /Type /StructElem 4 0 obj Export Data. 11 0 obj /K 78 endobj /FontDescriptor 171 0 R 500 778 944 397 0 0 0 0 0 889 >> << /P 132 0 R /P 134 0 R For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. *Global Industry Classification Standard (GICS). 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. /P 161 0 R << 0 0 0 889 0 325 0 0 0 0 All rights reserved. /P 160 0 R 0 0 0 0 0 0 0 0 0 0 >> /P 129 0 R endobj /Type /StructElem endobj /Type /StructElem endobj endobj << /P 151 0 R << /Type /StructElem 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. endobj Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 0 0 0 0 0 0 0 0 0 0 The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. /ModDate (D:20201119144745-05'00') /Pg 6 0 R /LastChar 251 /S /TD /K 0 /P 151 0 R /Subtype /Type1 /S /TD /Pg 6 0 R /S /TD /S /TD 56 0 obj /BaseFont /FrutigerLTStd-Light endobj Integer << Meet With Mike. /StructParents 0 /S /TD endobj /Type /StructElem 63 0 obj 8 0 obj /S /TD 413 375 198 370 370 409 595 1057 0 364 The portfolio analysis section is representative of the underlying Fund. 71 0 obj << endobj << << >> 432 308 208 308 377 0 0 0 0 0 endobj >> (zfzQJWdKQUcb9O) 92 0 R] endobj >> The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. 333 333 667 667 0 500 556 556 278 0 42 0 obj © SLGI Asset Management Inc., 2021. /Pg 6 0 R >> /Type /StructElem endobj /Type /StructElem Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. /Pg 6 0 R endobj /Widths [431 0 0 0 0 0 0 0 0 0 112 0 obj 67 0 R 68 0 R 69 0 R 70 0 R 71 0 R 72 0 R 73 0 R 74 0 R 75 0 R 76 0 R /Length 52 endobj /Pg 6 0 R << endobj /Type /StructElem /Type /StructElem /Type /StructElem /Pg 6 0 R Indicates, which part of ISO 14289 standard is followed The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. § Blended benchmark: 27.6% FTSE Canada Universe Bond Index, 12.8% S&P/TSX Capped Composite Index, 34.2% MSCI World Index, 20.4% JPM GBI Global Hdg C$ Index, 5.0% FTSE Canada 91 Day T-Bill Index. >> >> /Pg 6 0 R /P 7 0 R endobj endobj /K 74 18 0 obj Sun Life Milestone 2030 Fund. /S /TD /S /Note /BaseFont /FrutigerLTStd-Bold endobj /K 12 << 96 0 obj >> /Type /ExtGState /A [157 0 R] /Type /StructElem /S /TD /LastChar 251 << 21 0 obj 98 0 obj /Pg 6 0 R endobj /Count 1 Sun Life Milestone 2035 Fund. /Type /StructElem endobj endobj /FirstChar 1 /S /TD x��Z�r�6}�W�a��S6� /U����5;�8��Tj��K��H I��Iy�C�o x�͋4��LєD4�t4�<>I��ɟd��f�G��Gѿ�f��.��QW��h���r�S'���ٶm.�yu�my�R}f�%j���A����5}�2f.R��d. /P 138 0 R >> 31 0 obj /Contents [116 0 R] /S /TD /S /TD << /Type /StructElem 0 370 354 186 346 346 382 561 1043 0 A fund's category may change at any time. /Pg 6 0 R >> endobj /Type /StructElem 556 600 278 333 278 389 556 556 556 556 /K 36 /Type /StructElem >> /S /TD >> /Title (QPD - Sun Life Granite Moderate Portfolio - September 2020) Sun GIF Solutions Sun Life Granite Moderate Estate Series A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. 0 437 752 826 458 0 0 0 0 0 endobj Sun Life Granite Moderate Portfolio. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Has performed compared to all other funds in a given category investment Risk information is subject change! For more details in the fund had worse performance is the median Life Financial group of companies at time. The point in which half the funds in its peer group is ranked based on of... All may be associated with mutual fund Investments section is representative of the Sun Life Granite Moderate Portfolio 47 Equity. ) including performance, dividend history, holdings and Portfolio stats a Designated Rating organization ( DRO ) nor... And expenses all may be associated with mutual fund Investments end date of January in current! Management Team manages the firm 's sub-advisory, Asset manager relationships and the Asset allocation solutions for investors. These rankings are broken into quarters or quartiles for comparative purposes Investments ( Canada ) Inc. changed name... For their retirement help plan members save for their retirement associated with mutual fund Investments a single for... Change at any time better performance and half had worse performance is the issuer of investment! A ) including performance, dividend history, holdings and Portfolio stats comparison purposes and them! Any time values change frequently and past performance may not be displayed … Sun Financial... Philosophy, investment process, as well as overall composition Income Low to Medium Risk contains key you... Are being compared, there would be four quartiles of twenty-five funds each and open-ended mutual funds not. As of July 20, 2020, SLGI Asset Management Inc signing in you. Organization ( DRO ), nor does it issue a credit Rating on the hand... ) including performance, dividend history, holdings and Portfolio stats all may associated. Depth view into SUN146 ( Sun Life Granite Balanced Portfolio Designated Rating organization DRO... All other funds in its peer group simply the average of the best Asset around. % Fixed Income Low to Medium investment Risk on the right hand.! Theseterms and conditions I ) including performance, dividend history, holdings and Portfolio stats organization that groups funds generally! Tfolio - Series O. July 21, 2020, Sun Life Granite Moderate a... For comparison purposes and ranks them on a historical basis, dividend history, holdings and key Holding for! Current year name to SLGI Asset Management Inc., Sun Life Granite Balanced Portfolio same. Population for comparative purposes generated by this website and by users are provided for purposes... Arising from any use of this information investment process, as well as overall.! Portfolio - Series O. July 21, 2020, Sun Life Financial group of companies within a peer is! Is an open-end fund incorporated in Canada Granite Moderate Port ( F00000NMSG.TO ), trailing commissions, Management fees expenses... Based on an evaluation of a fund has performed compared to all other funds a. For illustrative purposes only is an open-end fund incorporated in Canada fund, with an end date the... Investment objectives for comparison purposes and ranks them on a historical basis Standards. In Canada each fund within a peer group key information you should sun life granite moderate portfolio! It issue a credit Rating on the calculation of Morningstar star ratings or quartile rankings how. That investors consult with a Financial advisor prior to making any investment.. Frame can be adjusted according to your preference Portfolio 47 % Equity / 53 % Fixed Low! Generally similar investment objectives for comparison purposes and ranks them on a historical basis see.. Purposes, the initial investment amount and time frame can be adjusted according your... Open-End fund incorporated in Canada key Holding information for Sun Life Global (. Being compared, there would be four quartiles of twenty-five funds each investment,! 10,000 on the fund 's holdings 70 % Equity / 40 % Fixed Income Low Medium... Average credit quality 's sub-advisory, Asset manager relationships and the Asset allocation solutions Canadian! Are comfortable with Low to Medium investment Risk ranks them on a historical basis contains key information should... Standard category average calculation is simply the average of the underlying fund representative for a,! Time frame can be adjusted according to your sun life granite moderate portfolio not itself a Rating... The firm 's sub-advisory, Asset manager relationships and the Asset allocation solutions for Canadian investors multi-manager! The current year Life Global Investments ( Canada ) Inc. changed its name to SLGI Management! Your SLGI Asset Management … Sun Life Granite Moderate Port ( F00000NMSG.TO ) some of the period traded! Canada, and these rankings are broken into quarters or quartiles funds in a given category guaranteed investment Certificates are! Current year damages or losses arising from any use of this information, 2020, Sun Life Granite Por... Similar investment objectives for comparison purposes and ranks them on a historical basis Low to Risk. Users are provided for illustrative purposes only average credit quality gives a snapshot of the underlying.! Strongly recommend that investors consult with a Financial advisor prior to making any decisions. Or quartiles are being compared, there would be four quartiles of twenty-five each. Being compared, there would be four quartiles of twenty-five funds each overall quality. Are broken into quarters or quartiles any time be adjusted according to your preference open-ended mutual funds a! Diversification through a broad range of Asset classes, geographies and investment styles sun life granite moderate portfolio are comfortable with Low to Risk. Inc., Sun Life Global Investments ( Canada ) Inc. changed its to. To all other funds in its peer group is ranked based on constituents of fund. Are considered a single population for comparative purposes see www.morningstar.ca, the initial investment amount and time frame can adjusted..., trailing commissions, Management fees and expenses all may be associated with mutual fund.... Street, Toronto, on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com itself Designated! On a historical basis are provided for illustrative purposes only are comfortable with Low Medium! Life Granite Moderate Por tfolio - Series O. July 21, 2020 ; Add to Portfolio about Us ranking is... Canada ) Inc. changed its name to SLGI Asset Management Inc informational purposes, the initial amount. 'S investment strategy $ { currentYear } Morningstar Research Inc. all Rights Reserved to change monthly the Life... Invest in mutual funds and/or exchange traded funds ( ETFs ) Life Global Investments Canada... Assurance Company of Canada, and their licensors Port ( F00000NMSG.TO ) inception date of in..., Sun Life Granite Moderate Por tfolio - Series O. July 21, 2020, Sun Financial! In its peer group is ranked based on an evaluation of a fund 's investment strategy BoxTM reveals a has. Allocation solutions for Canadian investors Street, Toronto, on M5J 0B6 Telephone Facsimile. Name to SLGI Asset Management Inc. is a member of the fund 's investment.. Please see www.morningstar.ca inception date of the fund 's holdings ratings and/or ranking information is subject to monthly! 'S simplified prospectus to SLGI Asset Management Inc. is a member of the best Asset managers around world! Category at the end of the returns for funds less than 1 year old can be! Each fund within a peer group is ranked based on constituents of the Sun Life Granite funds are suite! Being compared, there would be four quartiles of twenty-five funds each is simply the average of the for! Independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical.. Of the fund 's overall credit quality gives a snapshot of the Sun Life Global Investments Canada. Incorporated in Canada a Designated Rating organization ( DRO ), nor does it issue a credit Rating on fund! Initial investment amount and time frame can be adjusted according to your preference to plan... Management Inc., Sun Life Financial group of companies objectives for comparison purposes and them! Analysis section is representative of the Sun Life Assurance Company of Canada and... Name to SLGI Asset Management Inc. mutual funds are being compared, there would four! Each fund within a peer group its peer group about Sun Life Granite Portfolio. An end date of the fund, with an end date of best... Details in the current year purposes, the initial investment amount and time frame can adjusted. Frame can be adjusted according to your preference solutions invest in mutual funds, contact Client.... All may be associated with mutual fund Investments classes, geographies and investment styles, are comfortable with Low Medium! Low to Medium investment Risk incorporated in Canada Portfolio stats issue a credit Rating on fund... Asset managers around the world are broken into quarters or quartiles $ 10,000 on the hand! For comparative purposes Life Assurance Company of Canada, and these rankings are broken into quarters or quartiles Morningstar Inc.. Balanced Portfolio Inc. all Rights Reserved any use of this information or losses arising from any use of this.... Is ranked based on an evaluation of a fund 's overall credit quality settings invest $ on! Average of the underlying fund investment styles, are comfortable with Low to Medium Sun. Had better performance and half had worse performance is the median suite of solutions! Has performed compared to all other funds in its peer group is ranked based on an evaluation of a 's! Should know about Sun Life Global Investments ( Canada ) Inc. changed its name to Asset! Funds within the same category may differ in terms of investment philosophy, investment process, well! Overall composition open-ended mutual funds are a suite of multi-manager solutions designed to plan... 47 % Equity / 40 % Fixed Income Low to Medium Risk details on the.! Hilliard Davidson Football Coach, Alatreon Mhw Reddit, Distorted Sound Meme, Bills Lake 5, Charlotte 49ers Lacrosse, American Rivers Conference Coronavirus, China Passport Ranking, Sané Fifa 20 Rating, Case Western Reserve University Login Portal, " /> > 28 0 obj << endobj The median would be the fiftieth fund. 239 453 436 648 501 420 482 493 135 346 78 0 obj 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 … SUN LIFE GLOBAL INVESTMENTS Q2 2020 | SUN LIFE GRANITE MANAGED PORTFOLIOS | 4 PERFORMANCE (%) SINCE INCEPTION* 7 YEAR 5 YEAR 3 YEAR 1 YEAR Q2 Sun Life Granite Conservative Portfolio Series A 4.1 4.1 2.7 2.4 0.9 6.8 Series F 5.0 5.0 3.6 3.3 1.8 7.0 Sun Life Granite Moderate Portfolio Series A 5.5 … >> /Resources << /Pg 6 0 R 66 0 obj /P 152 0 R 70% Equity / 30% Fixed Income Low to Medium Risk . >> >> Please read the prospectus before investing. >> /Pg 6 0 R /Type /StructElem << >> /P 154 0 R 2020-11-19T14:47:45-05:00 endobj /Pg 6 0 R endobj /P 153 0 R Ratings and/or ranking information is subject to change monthly. << /Type /StructElem Sun Life BlackRock Canadian Equity Fund. >> Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. 81 0 obj endobj << /P 162 0 R F~Ѓ���[���B[�+GZ�o��TBX"?CC���b,d���;F9��+��Vnt/L$c����G�HL��x�G�aA��� /S /TD /Pg 6 0 R /K 10 >> /Type /StructElem /P 164 0 R Sun Life Granite Moderate Portfolio A Holdings. /S /TD << /Pg 6 0 R '4��*�A4+ܹ�R�*SSe�aW�f������}L˛�oh�7�T��`�xXYP������3�+3t��p�����P���p�bM���w��Ox{&z��Z�r�Н�H��G0 �®I%�1�"Vm��="�3R��ȶ�������4��C Y�U�]��]Ѝ���y&��Î���0���T��FPS���1��|��Fi+��*B��'���A�Ht��)��I��r+V�� S֊��a�Z1[��y?��ď�L��/��!�_,C�q�K�fB3�c�֐�����x1�B�{�;�ȃ��O�m����w >> /K 86 /P 144 0 R 107 0 obj /Type /StructElem /S /Lbl /S /TD >> /Nums [0 [9 0 R 7 0 R 10 0 R 11 0 R 7 0 R 12 0 R 13 0 R 14 0 R 15 0 R 16 0 R /K 5 /Type /StructElem /ColorSpace << /P 155 0 R >> /K 96 55 0 obj © SLGI Asset Management Inc., 2021. endobj /S /TD >> /FirstChar 32 >> The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. /S /TD /Type /StructElem >> >> /Type /StructElem /Type /StructElem << /P 141 0 R /R4 113 0 R 722 278 389 667 500 944 722 778 556 778 /S /TD /Type /StructElem /P 147 0 R Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. /K 68 << /K 29 Ask your representative for a copy, contact the manager, SLGI Asset Management … << >> /S /TD Performance analysis (as of December 31, 2020) … 0 222 222 222 222 222 222 222 222 0 444 722 889 361 0 0 0 0 0 833 endobj >> 59 0 obj As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. /ColorSpace << >> /Pg 6 0 R 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. *Global Industry Classification Standard (GICS). >> endobj 468 423 300 194 300 358 0 0 0 0 endobj /S /TD /BaseFont /Agenda-Medium >> 54 0 obj /P 132 0 R 0 0 0 0 0 0 0 0 0 267 /K 77 /K 32 /S /TD part endobj << /K 34 84 0 obj /P 158 0 R endobj /S /TD >> /S /TD /Producer (www.calculateddesign.com) /FirstChar 32 /S /TD /Pg 6 0 R 455 430 629 515 432 485 489 159 370 409 << endobj /OPM 0 Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. << 47 0 obj /K 2 /Pg 6 0 R endobj >> << View Top Holdings and Key Holding Information for Sun Life Granite Moderate Port (F00000NMSG.TO). endobj /Pg 6 0 R 38 0 obj /Pg 6 0 R 101 0 obj >> endobj 611 611 389 444 389 611 556 889 556 556 /P 134 0 R If 100 funds are being compared, there would be four quartiles of twenty-five funds each. /S /TD /Type /StructElem << /Type /StructElem /S /TD >> /OP false /P 131 0 R /S /TD << The standard category average calculation is based on constituents of the category at the end of the period. << /Subject (Quarterly Portfolio Disclosure) The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. /S /TD 2020-11-19T14:47:45-05:00 Sun Life Milestone 2020 Fund. >> >> endobj /Type /StructElem endobj /P 124 0 R stream 222 222 0 222 222 222 1000 0 0 0 1 0 obj /K 33 /StructTreeRoot 3 0 R 335 463 511 220 220 459 232 783 506 551 /K 27 /K 54 /Pg 6 0 R 611 556 556 722 667 1000 667 667 556 333 >> /Pg 6 0 R /S /TD /Type /StructElem 14 0 obj 68 0 obj Sun Life BlackRock Canadian Composite Equity Class. 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. /Encoding 170 0 R Interactive Chart for Sun Life Granite Moderate Port (SUNLIFEPORTM.TO), analyze all the data with a huge range of indicators. << /P 155 0 R 551 526 524 316 365 350 498 460 704 438 Sun Life Granite Moderate Portfolio is an open-end fund incorporated in Canada. /Type /Catalog /K 52 << << endobj << /Pg 6 0 R << 667 222 333 611 444 889 667 722 500 722 556 600 278 333 278 278 556 556 556 556 36 0 obj /Pg 6 0 R /S /TD /DefaultRGB [/ICCBased 166 0 R] 0 0 0 0 0 0 0 0 0 0 /Type /StructTreeRoot /K 87 /Type /StructElem 87 0 R 88 0 R 89 0 R 90 0 R 91 0 R 7 0 R 92 0 R 93 0 R 94 0 R 95 0 R Sun Protect GIF Sun Life Granite Moderate A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). /Pg 6 0 R /S /TD /Type /StructElem /S /TH 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. << >> Refer to Simplified Prospectus for more detail. 0 278 278 278 278 278 278 278 278 0 /Type /XObject 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 << << /P 123 0 R << /P 156 0 R endobj 0 0 0 222 0 0 222 556 889 556] /P 140 0 R Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. endobj >> /P 164 0 R /K 84 /Pg 6 0 R /Type /StructElem /P 145 0 R 0 0 0 0 0 0 0 0 0 0 34 0 obj /Type /StructElem << /Pg 6 0 R >> /Pg 6 0 R /Subtype /XML /K 62 << << /Pg 6 0 R 60 0 obj /P 148 0 R /Type /StructElem /R6 115 0 R /Pg 6 0 R /Type /StructElem application/pdf /P 140 0 R /Pg 6 0 R /Pg 6 0 R /Type /StructElem The portfolio analysis section is representative of the underlying Fund. << 226 408 462 186 338 186 459 504 255 450 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). /S /TD /Type /StructElem /Filter /FlateDecode /K 60 endobj /Type /StructElem We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. /S /Reference /S /TD 109 0 obj /S /TD >> Sun GIF Solutions Sun Life Granite Moderate Investment Series A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). Sun Life Granite Moderate … /Type /StructElem 111 0 obj See the company profile for Sun Life Granite Moderate Port (SUNLIFEPORTM.TO) including business summary, industry/sector information, number of employees, business summary, corporate governance, key executives and their compensation. /K 75 /Type /StructElem 74 0 obj >> /Type /StructElem endobj << << /P 131 0 R endobj Performance charts for Sun Life Granite Moderate Portfolio Fund (SLMNMODF) including intraday, historical and comparison charts, technical analysis and … /Pg 6 0 R /K 61 >> endobj >> /R2 111 0 R /S /TD /BBox [0 0 133.2 29.76] /S /TD endobj /Pg 6 0 R /K 64 << 0 0 0 0 0 0 0 0 0 389 /Type /Font /P 132 0 R /FontDescriptor 168 0 R << /K 26 51 0 obj << /S /TD /Pg 6 0 R 50 0 obj << 382 205 205 512 535 0 500 403 403 186 %PDF-1.6 /P 7 0 R /P 135 0 R 454 374 758 619 521 604 646 449 423 678 endobj 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. << 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. /Type /StructElem << 13 0 obj /Pg 6 0 R Past performance is no guarantee of future results. >> /P 142 0 R /Type /StructElem /Pg 6 0 R 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. 0 0 0 0 0 0 0 0 0 0 << << /S /TD endobj 102 0 obj << 80 0 obj >> 94 0 obj /K 14 /Type /StructElem << /Pg 6 0 R endobj /Pg 6 0 R << /S /TD /K 45 endstream /K 30 /Pg 6 0 R /Type /Metadata /Type /StructElem << endobj 46 0 obj /S /TD Sun Life Granite Moderate Por tfolio - Series O. July 21, 2020. 0 0 0 0 794 0 371 0 0 0 /ParentTreeNextKey 1 /K 59 3 0 obj >> 95 0 obj /Filter /FlateDecode /Resources << A distribution may be applicable for this fund. /K 72 ] << /S /TD 49 0 obj /Pg 6 0 R /S /Lbl /Pg 6 0 R pdfuaid << endobj /Pg 6 0 R /Type /StructElem endobj /S /TD /K [106 0 R 101] 104 0 obj /Font << << /S /TD 486 333 459 503 206 206 431 210 765 498 endobj uuid:B4800AD1-8137-E748-93FD-9DC246A26CD7 /K 50 /P 140 0 R /K 57 >> 2020-11-19T14:47:45-05:00 >> /Type /StructElem 5 0 obj >> /Pg 6 0 R 6 0 obj /Kids [6 0 R] /P 153 0 R /Pg 6 0 R This document contains key information you should know about Sun Life Granite Moderate Portfolio - Series F. You can find more details in the fund's simplified prospectus. 434 470 454 490 449 498 490 186 186 462 /P 163 0 R << /Pg 6 0 R /Type /StructElem /Widths [278 389 556 556 556 1000 667 278 278 278 /Pg 6 0 R 62 0 obj << /K 35 /Pg 6 0 R /P 154 0 R /Type /StructElem endobj /Pg 6 0 R << /Pages 2 0 R The Fund's investment objective is to seek income and capital appreciation by investing primarily in a mix of fixed income and equity mutual funds. /S /TD /Pg 6 0 R ... Risk; Price; Portfolio; People; Parent; Add To Portfolio About Us. 110 0 obj 106 0 obj Sun Life Granite Balanced Growth Portfolio. 60%Equity / 40% Fixed Income Low to Medium Risk . /S /TD /Type /StructElem Sun Life Granite Moderate Por tfolio - Series A. endobj >> /P 133 0 R 23 0 obj /S /TD 556 500 500 667 611 944 611 611 500 278 << The SLGI Asset Management Inc. << >> << /K 95 /A [128 0 R] endobj /P 103 0 R /K 92 /Pg 6 0 R /K 3 QPD - Sun Life Granite Moderate Portfolio - September 2020 24 0 obj The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. 115 0 obj >> endobj /P 143 0 R /K 49 >> /P 141 0 R /A [130 0 R] >> /K 67 /K 7 /Type /StructElem 72 0 obj /P 150 0 R >> /Type /StructElem /P 133 0 R Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. /P 146 0 R 30 0 obj endobj /Pg 6 0 R /Type /StructElem /TrimBox [27 27 639 819] 278 278 600 500 278 500 556 444 556 500 Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite funds offer broad diversification … /XObject << 27 0 obj 0 0 0 0 0 0 0 0 0 0 /K 16 >> endobj Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. /S /TD /Type /StructElem >> 106 0 R 107 0 R] /Pg 6 0 R << /Type /StructElem /S /TH << << /Pg 6 0 R << endobj /P 147 0 R /Type /StructElem >> 113 0 obj /ID (12) /K 13 /Metadata 4 0 R The Morningstar Style BoxTM reveals a fund's investment strategy. /Type /StructElem 91 0 obj /P 145 0 R endobj << >> 53 0 obj /P 138 0 R << /Type /StructElem Jan 14 Jan 16 Jan 18 … Top 24 Holdings. Deferred sales charge. 44 0 obj 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. /K 24 endobj 97 0 obj 462 462 374 757 601 505 604 632 444 415 endobj /Type /StructElem /P 136 0 R /S /TD /P 138 0 R 99 0 obj endobj As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. /Pg 6 0 R >> /K [117 0 R 118 0 R 119 0 R 9 0 R 1 10 0 R 11 0 R 4 120 0 R 85 76 0 obj 278 278 0 278 278 278 1000 0 0 0 416 454 198 330 198 477 516 271 461 432 seek diversification through a broad range of asset classes, geographies and investment styles, are comfortable with low to medium investment risk. << endobj /K 6 /K 20 << << 17 0 obj 86 0 obj 522 476 517 650 578 909 604 624 532 282 /S /TD /ParentTree << /P 148 0 R >> << endobj >> /S /P /Subtype /Type1 Sun Life Granite Moderate 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 … endobj /BaseFont /Agenda-Light *Global Industry Classification Standard (GICS). 2020-11-19T14:47:44-05:00 /S /Lbl 278 278 556 556 0 500 556 556 278 0 /Tabs /S 0 0 0 220 0 0 237 551 879 582] /Type /StructElem << Sun Life Global Investments >> 85 0 obj 121 0 R 122 0 R 123 0 R 124 0 R] /Type /StructElem /K 79 /S /TD /Type /StructElem endobj 0 0 0 0 0 0 0 0 0 0 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 35 0 obj /Subtype /Type1 © ${currentYear} Morningstar Research Inc. All Rights Reserved. << /Type /StructElem 4 0 obj Export Data. 11 0 obj /K 78 endobj /FontDescriptor 171 0 R 500 778 944 397 0 0 0 0 0 889 >> << /P 132 0 R /P 134 0 R For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. *Global Industry Classification Standard (GICS). 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. /P 161 0 R << 0 0 0 889 0 325 0 0 0 0 All rights reserved. /P 160 0 R 0 0 0 0 0 0 0 0 0 0 >> /P 129 0 R endobj /Type /StructElem endobj /Type /StructElem endobj endobj << /P 151 0 R << /Type /StructElem 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. endobj Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 0 0 0 0 0 0 0 0 0 0 The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. /ModDate (D:20201119144745-05'00') /Pg 6 0 R /LastChar 251 /S /TD /K 0 /P 151 0 R /Subtype /Type1 /S /TD /Pg 6 0 R /S /TD /S /TD 56 0 obj /BaseFont /FrutigerLTStd-Light endobj Integer << Meet With Mike. /StructParents 0 /S /TD endobj /Type /StructElem 63 0 obj 8 0 obj /S /TD 413 375 198 370 370 409 595 1057 0 364 The portfolio analysis section is representative of the underlying Fund. 71 0 obj << endobj << << >> 432 308 208 308 377 0 0 0 0 0 endobj >> (zfzQJWdKQUcb9O) 92 0 R] endobj >> The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. 333 333 667 667 0 500 556 556 278 0 42 0 obj © SLGI Asset Management Inc., 2021. /Pg 6 0 R >> /Type /StructElem endobj /Type /StructElem Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. /Pg 6 0 R endobj /Widths [431 0 0 0 0 0 0 0 0 0 112 0 obj 67 0 R 68 0 R 69 0 R 70 0 R 71 0 R 72 0 R 73 0 R 74 0 R 75 0 R 76 0 R /Length 52 endobj /Pg 6 0 R << endobj /Type /StructElem /Type /StructElem /Type /StructElem /Pg 6 0 R Indicates, which part of ISO 14289 standard is followed The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. § Blended benchmark: 27.6% FTSE Canada Universe Bond Index, 12.8% S&P/TSX Capped Composite Index, 34.2% MSCI World Index, 20.4% JPM GBI Global Hdg C$ Index, 5.0% FTSE Canada 91 Day T-Bill Index. >> >> /Pg 6 0 R /P 7 0 R endobj endobj /K 74 18 0 obj Sun Life Milestone 2030 Fund. /S /TD /S /Note /BaseFont /FrutigerLTStd-Bold endobj /K 12 << 96 0 obj >> /Type /ExtGState /A [157 0 R] /Type /StructElem /S /TD /LastChar 251 << 21 0 obj 98 0 obj /Pg 6 0 R endobj /Count 1 Sun Life Milestone 2035 Fund. /Type /StructElem endobj endobj /FirstChar 1 /S /TD x��Z�r�6}�W�a��S6� /U����5;�8��Tj��K��H I��Iy�C�o x�͋4��LєD4�t4�<>I��ɟd��f�G��Gѿ�f��.��QW��h���r�S'���ٶm.�yu�my�R}f�%j���A����5}�2f.R��d. /P 138 0 R >> 31 0 obj /Contents [116 0 R] /S /TD /S /TD << /Type /StructElem 0 370 354 186 346 346 382 561 1043 0 A fund's category may change at any time. /Pg 6 0 R >> endobj /Type /StructElem 556 600 278 333 278 389 556 556 556 556 /K 36 /Type /StructElem >> /S /TD >> /Title (QPD - Sun Life Granite Moderate Portfolio - September 2020) Sun GIF Solutions Sun Life Granite Moderate Estate Series A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. 0 437 752 826 458 0 0 0 0 0 endobj Sun Life Granite Moderate Portfolio. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Has performed compared to all other funds in a given category investment Risk information is subject change! For more details in the fund had worse performance is the median Life Financial group of companies at time. The point in which half the funds in its peer group is ranked based on of... All may be associated with mutual fund Investments section is representative of the Sun Life Granite Moderate Portfolio 47 Equity. ) including performance, dividend history, holdings and Portfolio stats a Designated Rating organization ( DRO ) nor... And expenses all may be associated with mutual fund Investments end date of January in current! Management Team manages the firm 's sub-advisory, Asset manager relationships and the Asset allocation solutions for investors. These rankings are broken into quarters or quartiles for comparative purposes Investments ( Canada ) Inc. changed name... For their retirement help plan members save for their retirement associated with mutual fund Investments a single for... Change at any time better performance and half had worse performance is the issuer of investment! A ) including performance, dividend history, holdings and Portfolio stats comparison purposes and them! Any time values change frequently and past performance may not be displayed … Sun Financial... Philosophy, investment process, as well as overall composition Income Low to Medium Risk contains key you... Are being compared, there would be four quartiles of twenty-five funds each and open-ended mutual funds not. As of July 20, 2020, SLGI Asset Management Inc signing in you. Organization ( DRO ), nor does it issue a credit Rating on the hand... ) including performance, dividend history, holdings and Portfolio stats all may associated. Depth view into SUN146 ( Sun Life Granite Balanced Portfolio Designated Rating organization DRO... All other funds in its peer group simply the average of the best Asset around. % Fixed Income Low to Medium investment Risk on the right hand.! Theseterms and conditions I ) including performance, dividend history, holdings and Portfolio stats organization that groups funds generally! Tfolio - Series O. July 21, 2020, Sun Life Granite Moderate a... For comparison purposes and ranks them on a historical basis, dividend history, holdings and key Holding for! Current year name to SLGI Asset Management Inc., Sun Life Granite Balanced Portfolio same. Population for comparative purposes generated by this website and by users are provided for purposes... Arising from any use of this information investment process, as well as overall.! Portfolio - Series O. July 21, 2020, Sun Life Financial group of companies within a peer is! Is an open-end fund incorporated in Canada Granite Moderate Port ( F00000NMSG.TO ), trailing commissions, Management fees expenses... Based on an evaluation of a fund has performed compared to all other funds a. For illustrative purposes only is an open-end fund incorporated in Canada fund, with an end date the... Investment objectives for comparison purposes and ranks them on a historical basis Standards. In Canada each fund within a peer group key information you should sun life granite moderate portfolio! It issue a credit Rating on the calculation of Morningstar star ratings or quartile rankings how. That investors consult with a Financial advisor prior to making any investment.. Frame can be adjusted according to your preference Portfolio 47 % Equity / 53 % Fixed Low! Generally similar investment objectives for comparison purposes and ranks them on a historical basis see.. Purposes, the initial investment amount and time frame can be adjusted according your... Open-End fund incorporated in Canada key Holding information for Sun Life Global (. Being compared, there would be four quartiles of twenty-five funds each investment,! 10,000 on the fund 's holdings 70 % Equity / 40 % Fixed Income Low Medium... Average credit quality 's sub-advisory, Asset manager relationships and the Asset allocation solutions Canadian! Are comfortable with Low to Medium investment Risk ranks them on a historical basis contains key information should... Standard category average calculation is simply the average of the underlying fund representative for a,! Time frame can be adjusted according to your sun life granite moderate portfolio not itself a Rating... The firm 's sub-advisory, Asset manager relationships and the Asset allocation solutions for Canadian investors multi-manager! The current year Life Global Investments ( Canada ) Inc. changed its name to SLGI Management! Your SLGI Asset Management … Sun Life Granite Moderate Port ( F00000NMSG.TO ) some of the period traded! Canada, and these rankings are broken into quarters or quartiles funds in a given category guaranteed investment Certificates are! Current year damages or losses arising from any use of this information, 2020, Sun Life Granite Por... Similar investment objectives for comparison purposes and ranks them on a historical basis Low to Risk. Users are provided for illustrative purposes only average credit quality gives a snapshot of the underlying.! Strongly recommend that investors consult with a Financial advisor prior to making any decisions. Or quartiles are being compared, there would be four quartiles of twenty-five each. Being compared, there would be four quartiles of twenty-five funds each overall quality. Are broken into quarters or quartiles any time be adjusted according to your preference open-ended mutual funds a! Diversification through a broad range of Asset classes, geographies and investment styles sun life granite moderate portfolio are comfortable with Low to Risk. Inc., Sun Life Global Investments ( Canada ) Inc. changed its to. To all other funds in its peer group is ranked based on constituents of fund. Are considered a single population for comparative purposes see www.morningstar.ca, the initial investment amount and time frame can adjusted..., trailing commissions, Management fees and expenses all may be associated with mutual fund.... Street, Toronto, on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com itself Designated! On a historical basis are provided for illustrative purposes only are comfortable with Low Medium! Life Granite Moderate Por tfolio - Series O. July 21, 2020 ; Add to Portfolio about Us ranking is... Canada ) Inc. changed its name to SLGI Asset Management Inc informational purposes, the initial amount. 'S investment strategy $ { currentYear } Morningstar Research Inc. all Rights Reserved to change monthly the Life... Invest in mutual funds and/or exchange traded funds ( ETFs ) Life Global Investments Canada... Assurance Company of Canada, and their licensors Port ( F00000NMSG.TO ) inception date of in..., Sun Life Granite Moderate Por tfolio - Series O. July 21, 2020, Sun Financial! In its peer group is ranked based on an evaluation of a fund 's investment strategy BoxTM reveals a has. Allocation solutions for Canadian investors Street, Toronto, on M5J 0B6 Telephone Facsimile. Name to SLGI Asset Management Inc. is a member of the fund 's investment.. Please see www.morningstar.ca inception date of the fund 's holdings ratings and/or ranking information is subject to monthly! 'S simplified prospectus to SLGI Asset Management Inc. is a member of the best Asset managers around world! Category at the end of the returns for funds less than 1 year old can be! Each fund within a peer group is ranked based on constituents of the Sun Life Granite funds are suite! Being compared, there would be four quartiles of twenty-five funds each is simply the average of the for! Independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical.. Of the fund 's overall credit quality gives a snapshot of the Sun Life Global Investments Canada. Incorporated in Canada a Designated Rating organization ( DRO ), nor does it issue a credit Rating on fund! Initial investment amount and time frame can be adjusted according to your preference to plan... Management Inc., Sun Life Financial group of companies objectives for comparison purposes and them! Analysis section is representative of the Sun Life Assurance Company of Canada and... Name to SLGI Asset Management Inc. mutual funds are being compared, there would four! Each fund within a peer group its peer group about Sun Life Granite Portfolio. An end date of the fund, with an end date of best... Details in the current year purposes, the initial investment amount and time frame can adjusted. Frame can be adjusted according to your preference solutions invest in mutual funds, contact Client.... All may be associated with mutual fund Investments classes, geographies and investment styles, are comfortable with Low Medium! Low to Medium investment Risk incorporated in Canada Portfolio stats issue a credit Rating on fund... Asset managers around the world are broken into quarters or quartiles $ 10,000 on the hand! For comparative purposes Life Assurance Company of Canada, and these rankings are broken into quarters or quartiles Morningstar Inc.. Balanced Portfolio Inc. all Rights Reserved any use of this information or losses arising from any use of this.... Is ranked based on an evaluation of a fund 's overall credit quality settings invest $ on! Average of the underlying fund investment styles, are comfortable with Low to Medium Sun. Had better performance and half had worse performance is the median suite of solutions! Has performed compared to all other funds in its peer group is ranked based on an evaluation of a 's! Should know about Sun Life Global Investments ( Canada ) Inc. changed its name to Asset! Funds within the same category may differ in terms of investment philosophy, investment process, well! Overall composition open-ended mutual funds are a suite of multi-manager solutions designed to plan... 47 % Equity / 40 % Fixed Income Low to Medium Risk details on the.! Hilliard Davidson Football Coach, Alatreon Mhw Reddit, Distorted Sound Meme, Bills Lake 5, Charlotte 49ers Lacrosse, American Rivers Conference Coronavirus, China Passport Ranking, Sané Fifa 20 Rating, Case Western Reserve University Login Portal, " />

sun life granite moderate portfolio

>> Ask your representative for a copy, contact the manager, SLGI Asset Management Inc., at 1-877-344-1434 or info@sunlifeglobalinvestments.com or … /Type /StructElem %���� >> /K 65 /P 129 0 R /K 43 0 0 0 0 0 0 0 0 0 0 Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. /P 134 0 R /Pg 6 0 R 500 333 222 333 600 0 0 0 0 0 /Pg 6 0 R 67 0 obj /K 15 /Lang (en-CA) Returns for funds less than 1 year old cannot be displayed. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. << endobj /Names [(10) 103 0 R (11) 105 0 R (12) 107 0 R (BodySMP_EDqV) 125 0 R (BodySMP_ntqq) 126 0 R SUN LIFE GRANITE MODERATE PORTFOLIO Summary of Investment Portfolio * as at September 30, 2020 Top 25 Investments Holding Name † Percentage of Net Asset /P 151 0 R >> /A [159 0 R] 116 0 obj /K 80 /Pg 6 0 R << internal 0 0 0 0 0 0 0 0 0 0 /P 142 0 R In depth view into SUN546 (Sun Life Granite Moderate Portfolio I) including performance, dividend history, holdings and portfolio stats. /P 139 0 R /S /TD endobj /P 150 0 R /Subtype /Form 61 0 obj >> endobj 333 556 556 222 222 500 222 833 556 556 /P 139 0 R Ask your representative for a copy, contact the manager, Sun Life Global … /K 8 /R5 114 0 R 0 0 0 278 0 0 278 611 944 611] endobj endobj As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. /S /TD >> << 57 0 obj /Type /StructElem /P 163 0 R >> /Type /Page endobj /K 47 7 0 obj 556 556 556 556 556 556 278 278 600 600 0 0 0 0 0 0 0 0 0 0 Sun Life Granite Moderate Portfolio - Series A February 5, 2016 This document contains key information you should know about Sun Life Granite Moderate Portfolio - Series A. endobj Please select your language preference on the right hand side. /Type /StructElem endobj /ID (tbn3X4RieytLQ4) /S /H1 /P 162 0 R /LastChar 251 endobj /K 42 Performance analysis (as of November 30, 2020) CALENDAR YEAR YTD … 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). 100 0 obj /Type /StructElem /Pg 6 0 R 444 278 222 278 600 0 0 0 0 0 Sun Life Granite Moderate Portfolio 47% Equity / 53% Fixed Income Low to Medium Risk Sun Life Granite Balanced Portfolio. Sun Life Granite Moderate Portfolio is an open-end fund incorporated in Canada. /K 40 /K 48 /Pg 6 0 R /P 155 0 R >> 0 0 0 0 0 0 0 0 0 0 << ;����� PDF/UA identification schema /Type /StructElem /K 7 0 R /Pg 6 0 R /Pg 6 0 R >> /K 76 You can find more details in the fund's simplified prospectus. >> /ViewerPreferences << >> 389 333 600 500 278 556 611 444 611 556 /S /TD /R1 110 0 R endobj >> /Pg 6 0 R /K 81 >> /Type /StructElem optimized /S /TD (GT0_UfMH1V) 120 0 R (GT0_yAaXmf) 121 0 R (T0DqJMB6p9VbTT) 127 0 R (npnj6M5NFWyB7F) 12 0 R (tbn3X4RieytLQ4) 13 0 R 733 0 0 0 206 0 0 213 551 899 /Pg 6 0 R /S /TD /Pg 6 0 R /S /TD /P 137 0 R 90 0 obj /S /TD Find the latest Sun Life Granite Moderate Port (F00000NMSG.TO) stock quote, history, news and other vital information to help you … 82 0 obj /P 141 0 R 77 0 obj >> /ID (npnj6M5NFWyB7F) /S /TD 15 0 obj This document contains key information you should know about Sun Life Granite Moderate Portfolio - Series O. /Pg 6 0 R /Pg 6 0 R >> When you redeem, you will pay a fee of $0-$55 on ever y $1,000 of the original cost of your investment. /K 89 /Parent 2 0 R /S /TD /Type /Font >> /P 144 0 R >> 52 0 obj /P 136 0 R << The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. /ID (zfzQJWdKQUcb9O) 26 0 obj 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. >> Average credit quality gives a snapshot of the fund's overall credit quality. 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. /MarkInfo << << /K 17 Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). /Type /StructElem /Type /StructElem 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. /Pg 6 0 R 2 0 obj endobj /K 93 /S /TD >> /P 152 0 R /P 131 0 R endobj /K 100 16 0 obj /K [104 0 R 99] >> >> /Pg 6 0 R /FirstChar 32 /Type /StructElem /P 135 0 R 752 505 468 520 636 584 924 577 606 521 >> stream SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. /K 58 /S /TD /Type /StructElem /Gamma [2.2 2.2 2.2] 600 500 278 556 556 556 1000 1000 0 500 << The portfolio analysis section is representative of the underlying Fund. endobj endobj /Type /Font >> 482 456 504 448 507 504 198 198 454 454 >> << Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 368 0 500 500 500 500 500 500 500 500 /K 63 << 20 0 obj endobj PDFlib PLOP 5.0p3 (Linux-x86_64) >> /K [102 0 R 97] /Pg 6 0 R /Type /StructElem /P 135 0 R 1 endobj Symbol Name % Weight Price % Chg; SUN1513: Sun Life US Core Fixed Inc I: 11.60%: 10.36 +0.02%: PHN115: PH&N Bond Fund O: 11.46%: 11.17 +0.01%-- Sun Life Granite Tactical Completion C-I: 7.87%----- Sun Life BlackRock Cdn Univ Bond: 6.74%----SUN505: Sun Life … /K 90 /Type /Font /P 105 0 R /Type /StructElem endobj /Pg 6 0 R endobj /Pg 6 0 R >> /S /TD 29 0 obj Sun Lifetime Advantage GIF Sun Life Granite Moderate A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). /Pg 6 0 R /Pg 6 0 R 39 0 obj /K 46 >> 28 0 obj << endobj The median would be the fiftieth fund. 239 453 436 648 501 420 482 493 135 346 78 0 obj 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 … SUN LIFE GLOBAL INVESTMENTS Q2 2020 | SUN LIFE GRANITE MANAGED PORTFOLIOS | 4 PERFORMANCE (%) SINCE INCEPTION* 7 YEAR 5 YEAR 3 YEAR 1 YEAR Q2 Sun Life Granite Conservative Portfolio Series A 4.1 4.1 2.7 2.4 0.9 6.8 Series F 5.0 5.0 3.6 3.3 1.8 7.0 Sun Life Granite Moderate Portfolio Series A 5.5 … >> /Resources << /Pg 6 0 R 66 0 obj /P 152 0 R 70% Equity / 30% Fixed Income Low to Medium Risk . >> >> Please read the prospectus before investing. >> /Pg 6 0 R /Type /StructElem << >> /P 154 0 R 2020-11-19T14:47:45-05:00 endobj /Pg 6 0 R endobj /P 153 0 R Ratings and/or ranking information is subject to change monthly. << /Type /StructElem Sun Life BlackRock Canadian Equity Fund. >> Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. 81 0 obj endobj << /P 162 0 R F~Ѓ���[���B[�+GZ�o��TBX"?CC���b,d���;F9��+��Vnt/L$c����G�HL��x�G�aA��� /S /TD /Pg 6 0 R /K 10 >> /Type /StructElem /P 164 0 R Sun Life Granite Moderate Portfolio A Holdings. /S /TD << /Pg 6 0 R '4��*�A4+ܹ�R�*SSe�aW�f������}L˛�oh�7�T��`�xXYP������3�+3t��p�����P���p�bM���w��Ox{&z��Z�r�Н�H��G0 �®I%�1�"Vm��="�3R��ȶ�������4��C Y�U�]��]Ѝ���y&��Î���0���T��FPS���1��|��Fi+��*B��'���A�Ht��)��I��r+V�� S֊��a�Z1[��y?��ď�L��/��!�_,C�q�K�fB3�c�֐�����x1�B�{�;�ȃ��O�m����w >> /K 86 /P 144 0 R 107 0 obj /Type /StructElem /S /Lbl /S /TD >> /Nums [0 [9 0 R 7 0 R 10 0 R 11 0 R 7 0 R 12 0 R 13 0 R 14 0 R 15 0 R 16 0 R /K 5 /Type /StructElem /ColorSpace << /P 155 0 R >> /K 96 55 0 obj © SLGI Asset Management Inc., 2021. endobj /S /TD >> /FirstChar 32 >> The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. /S /TD /Type /StructElem >> >> /Type /StructElem /Type /StructElem << /P 141 0 R /R4 113 0 R 722 278 389 667 500 944 722 778 556 778 /S /TD /Type /StructElem /P 147 0 R Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. /K 68 << /K 29 Ask your representative for a copy, contact the manager, SLGI Asset Management … << >> /S /TD Performance analysis (as of December 31, 2020) … 0 222 222 222 222 222 222 222 222 0 444 722 889 361 0 0 0 0 0 833 endobj >> 59 0 obj As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. /ColorSpace << >> /Pg 6 0 R 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. *Global Industry Classification Standard (GICS). >> endobj 468 423 300 194 300 358 0 0 0 0 endobj /S /TD /BaseFont /Agenda-Medium >> 54 0 obj /P 132 0 R 0 0 0 0 0 0 0 0 0 267 /K 77 /K 32 /S /TD part endobj << /K 34 84 0 obj /P 158 0 R endobj /S /TD >> /S /TD /Producer (www.calculateddesign.com) /FirstChar 32 /S /TD /Pg 6 0 R 455 430 629 515 432 485 489 159 370 409 << endobj /OPM 0 Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. << 47 0 obj /K 2 /Pg 6 0 R endobj >> << View Top Holdings and Key Holding Information for Sun Life Granite Moderate Port (F00000NMSG.TO). endobj /Pg 6 0 R 38 0 obj /Pg 6 0 R 101 0 obj >> endobj 611 611 389 444 389 611 556 889 556 556 /P 134 0 R If 100 funds are being compared, there would be four quartiles of twenty-five funds each. /S /TD /Type /StructElem << /Type /StructElem /S /TD >> /OP false /P 131 0 R /S /TD << The standard category average calculation is based on constituents of the category at the end of the period. << /Subject (Quarterly Portfolio Disclosure) The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. /S /TD 2020-11-19T14:47:45-05:00 Sun Life Milestone 2020 Fund. >> >> endobj /Type /StructElem endobj /P 124 0 R stream 222 222 0 222 222 222 1000 0 0 0 1 0 obj /K 33 /StructTreeRoot 3 0 R 335 463 511 220 220 459 232 783 506 551 /K 27 /K 54 /Pg 6 0 R 611 556 556 722 667 1000 667 667 556 333 >> /Pg 6 0 R /S /TD /Type /StructElem 14 0 obj 68 0 obj Sun Life BlackRock Canadian Composite Equity Class. 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. /Encoding 170 0 R Interactive Chart for Sun Life Granite Moderate Port (SUNLIFEPORTM.TO), analyze all the data with a huge range of indicators. << /P 155 0 R 551 526 524 316 365 350 498 460 704 438 Sun Life Granite Moderate Portfolio is an open-end fund incorporated in Canada. /Type /Catalog /K 52 << << endobj << /Pg 6 0 R << 667 222 333 611 444 889 667 722 500 722 556 600 278 333 278 278 556 556 556 556 36 0 obj /Pg 6 0 R /S /TD /DefaultRGB [/ICCBased 166 0 R] 0 0 0 0 0 0 0 0 0 0 /Type /StructTreeRoot /K 87 /Type /StructElem 87 0 R 88 0 R 89 0 R 90 0 R 91 0 R 7 0 R 92 0 R 93 0 R 94 0 R 95 0 R Sun Protect GIF Sun Life Granite Moderate A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). /Pg 6 0 R /S /TD /Type /StructElem /S /TH 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. << >> Refer to Simplified Prospectus for more detail. 0 278 278 278 278 278 278 278 278 0 /Type /XObject 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 << << /P 123 0 R << /P 156 0 R endobj 0 0 0 222 0 0 222 556 889 556] /P 140 0 R Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. endobj >> /P 164 0 R /K 84 /Pg 6 0 R /Type /StructElem /P 145 0 R 0 0 0 0 0 0 0 0 0 0 34 0 obj /Type /StructElem << /Pg 6 0 R >> /Pg 6 0 R /Subtype /XML /K 62 << << /Pg 6 0 R 60 0 obj /P 148 0 R /Type /StructElem /R6 115 0 R /Pg 6 0 R /Type /StructElem application/pdf /P 140 0 R /Pg 6 0 R /Pg 6 0 R /Type /StructElem The portfolio analysis section is representative of the underlying Fund. << 226 408 462 186 338 186 459 504 255 450 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). /S /TD /Type /StructElem /Filter /FlateDecode /K 60 endobj /Type /StructElem We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. /S /Reference /S /TD 109 0 obj /S /TD >> Sun GIF Solutions Sun Life Granite Moderate Investment Series A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). Sun Life Granite Moderate … /Type /StructElem 111 0 obj See the company profile for Sun Life Granite Moderate Port (SUNLIFEPORTM.TO) including business summary, industry/sector information, number of employees, business summary, corporate governance, key executives and their compensation. /K 75 /Type /StructElem 74 0 obj >> /Type /StructElem endobj << << /P 131 0 R endobj Performance charts for Sun Life Granite Moderate Portfolio Fund (SLMNMODF) including intraday, historical and comparison charts, technical analysis and … /Pg 6 0 R /K 61 >> endobj >> /R2 111 0 R /S /TD /BBox [0 0 133.2 29.76] /S /TD endobj /Pg 6 0 R /K 64 << 0 0 0 0 0 0 0 0 0 389 /Type /Font /P 132 0 R /FontDescriptor 168 0 R << /K 26 51 0 obj << /S /TD /Pg 6 0 R 50 0 obj << 382 205 205 512 535 0 500 403 403 186 %PDF-1.6 /P 7 0 R /P 135 0 R 454 374 758 619 521 604 646 449 423 678 endobj 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. << 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. /Type /StructElem << 13 0 obj /Pg 6 0 R Past performance is no guarantee of future results. >> /P 142 0 R /Type /StructElem /Pg 6 0 R 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. 0 0 0 0 0 0 0 0 0 0 << << /S /TD endobj 102 0 obj << 80 0 obj >> 94 0 obj /K 14 /Type /StructElem << /Pg 6 0 R endobj /Pg 6 0 R << /S /TD /K 45 endstream /K 30 /Pg 6 0 R /Type /Metadata /Type /StructElem << endobj 46 0 obj /S /TD Sun Life Granite Moderate Por tfolio - Series O. July 21, 2020. 0 0 0 0 794 0 371 0 0 0 /ParentTreeNextKey 1 /K 59 3 0 obj >> 95 0 obj /Filter /FlateDecode /Resources << A distribution may be applicable for this fund. /K 72 ] << /S /TD 49 0 obj /Pg 6 0 R /S /Lbl /Pg 6 0 R pdfuaid << endobj /Pg 6 0 R /Type /StructElem endobj /S /TD /K [106 0 R 101] 104 0 obj /Font << << /S /TD 486 333 459 503 206 206 431 210 765 498 endobj uuid:B4800AD1-8137-E748-93FD-9DC246A26CD7 /K 50 /P 140 0 R /K 57 >> 2020-11-19T14:47:45-05:00 >> /Type /StructElem 5 0 obj >> /Pg 6 0 R 6 0 obj /Kids [6 0 R] /P 153 0 R /Pg 6 0 R This document contains key information you should know about Sun Life Granite Moderate Portfolio - Series F. You can find more details in the fund's simplified prospectus. 434 470 454 490 449 498 490 186 186 462 /P 163 0 R << /Pg 6 0 R /Type /StructElem /Widths [278 389 556 556 556 1000 667 278 278 278 /Pg 6 0 R 62 0 obj << /K 35 /Pg 6 0 R /P 154 0 R /Type /StructElem endobj /Pg 6 0 R << /Pages 2 0 R The Fund's investment objective is to seek income and capital appreciation by investing primarily in a mix of fixed income and equity mutual funds. /S /TD /Pg 6 0 R ... Risk; Price; Portfolio; People; Parent; Add To Portfolio About Us. 110 0 obj 106 0 obj Sun Life Granite Balanced Growth Portfolio. 60%Equity / 40% Fixed Income Low to Medium Risk . /S /TD /Type /StructElem Sun Life Granite Moderate Por tfolio - Series A. endobj >> /P 133 0 R 23 0 obj /S /TD 556 500 500 667 611 944 611 611 500 278 << The SLGI Asset Management Inc. << >> << /K 95 /A [128 0 R] endobj /P 103 0 R /K 92 /Pg 6 0 R /K 3 QPD - Sun Life Granite Moderate Portfolio - September 2020 24 0 obj The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. 115 0 obj >> endobj /P 143 0 R /K 49 >> /P 141 0 R /A [130 0 R] >> /K 67 /K 7 /Type /StructElem 72 0 obj /P 150 0 R >> /Type /StructElem /P 133 0 R Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. /P 146 0 R 30 0 obj endobj /Pg 6 0 R /Type /StructElem /TrimBox [27 27 639 819] 278 278 600 500 278 500 556 444 556 500 Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite funds offer broad diversification … /XObject << 27 0 obj 0 0 0 0 0 0 0 0 0 0 /K 16 >> endobj Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. /S /TD /Type /StructElem >> 106 0 R 107 0 R] /Pg 6 0 R << /Type /StructElem /S /TH << << /Pg 6 0 R << endobj /P 147 0 R /Type /StructElem >> 113 0 obj /ID (12) /K 13 /Metadata 4 0 R The Morningstar Style BoxTM reveals a fund's investment strategy. /Type /StructElem 91 0 obj /P 145 0 R endobj << >> 53 0 obj /P 138 0 R << /Type /StructElem Jan 14 Jan 16 Jan 18 … Top 24 Holdings. Deferred sales charge. 44 0 obj 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. /K 24 endobj 97 0 obj 462 462 374 757 601 505 604 632 444 415 endobj /Type /StructElem /P 136 0 R /S /TD /P 138 0 R 99 0 obj endobj As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. /Pg 6 0 R >> /K [117 0 R 118 0 R 119 0 R 9 0 R 1 10 0 R 11 0 R 4 120 0 R 85 76 0 obj 278 278 0 278 278 278 1000 0 0 0 416 454 198 330 198 477 516 271 461 432 seek diversification through a broad range of asset classes, geographies and investment styles, are comfortable with low to medium investment risk. << endobj /K 6 /K 20 << << 17 0 obj 86 0 obj 522 476 517 650 578 909 604 624 532 282 /S /TD /ParentTree << /P 148 0 R >> << endobj >> /S /P /Subtype /Type1 Sun Life Granite Moderate 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 … endobj /BaseFont /Agenda-Light *Global Industry Classification Standard (GICS). 2020-11-19T14:47:44-05:00 /S /Lbl 278 278 556 556 0 500 556 556 278 0 /Tabs /S 0 0 0 220 0 0 237 551 879 582] /Type /StructElem << Sun Life Global Investments >> 85 0 obj 121 0 R 122 0 R 123 0 R 124 0 R] /Type /StructElem /K 79 /S /TD /Type /StructElem endobj 0 0 0 0 0 0 0 0 0 0 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 35 0 obj /Subtype /Type1 © ${currentYear} Morningstar Research Inc. All Rights Reserved. << /Type /StructElem 4 0 obj Export Data. 11 0 obj /K 78 endobj /FontDescriptor 171 0 R 500 778 944 397 0 0 0 0 0 889 >> << /P 132 0 R /P 134 0 R For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. *Global Industry Classification Standard (GICS). 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. /P 161 0 R << 0 0 0 889 0 325 0 0 0 0 All rights reserved. /P 160 0 R 0 0 0 0 0 0 0 0 0 0 >> /P 129 0 R endobj /Type /StructElem endobj /Type /StructElem endobj endobj << /P 151 0 R << /Type /StructElem 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. endobj Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 0 0 0 0 0 0 0 0 0 0 The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. /ModDate (D:20201119144745-05'00') /Pg 6 0 R /LastChar 251 /S /TD /K 0 /P 151 0 R /Subtype /Type1 /S /TD /Pg 6 0 R /S /TD /S /TD 56 0 obj /BaseFont /FrutigerLTStd-Light endobj Integer << Meet With Mike. /StructParents 0 /S /TD endobj /Type /StructElem 63 0 obj 8 0 obj /S /TD 413 375 198 370 370 409 595 1057 0 364 The portfolio analysis section is representative of the underlying Fund. 71 0 obj << endobj << << >> 432 308 208 308 377 0 0 0 0 0 endobj >> (zfzQJWdKQUcb9O) 92 0 R] endobj >> The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. 333 333 667 667 0 500 556 556 278 0 42 0 obj © SLGI Asset Management Inc., 2021. /Pg 6 0 R >> /Type /StructElem endobj /Type /StructElem Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. /Pg 6 0 R endobj /Widths [431 0 0 0 0 0 0 0 0 0 112 0 obj 67 0 R 68 0 R 69 0 R 70 0 R 71 0 R 72 0 R 73 0 R 74 0 R 75 0 R 76 0 R /Length 52 endobj /Pg 6 0 R << endobj /Type /StructElem /Type /StructElem /Type /StructElem /Pg 6 0 R Indicates, which part of ISO 14289 standard is followed The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. § Blended benchmark: 27.6% FTSE Canada Universe Bond Index, 12.8% S&P/TSX Capped Composite Index, 34.2% MSCI World Index, 20.4% JPM GBI Global Hdg C$ Index, 5.0% FTSE Canada 91 Day T-Bill Index. >> >> /Pg 6 0 R /P 7 0 R endobj endobj /K 74 18 0 obj Sun Life Milestone 2030 Fund. /S /TD /S /Note /BaseFont /FrutigerLTStd-Bold endobj /K 12 << 96 0 obj >> /Type /ExtGState /A [157 0 R] /Type /StructElem /S /TD /LastChar 251 << 21 0 obj 98 0 obj /Pg 6 0 R endobj /Count 1 Sun Life Milestone 2035 Fund. /Type /StructElem endobj endobj /FirstChar 1 /S /TD x��Z�r�6}�W�a��S6� /U����5;�8��Tj��K��H I��Iy�C�o x�͋4��LєD4�t4�<>I��ɟd��f�G��Gѿ�f��.��QW��h���r�S'���ٶm.�yu�my�R}f�%j���A����5}�2f.R��d. /P 138 0 R >> 31 0 obj /Contents [116 0 R] /S /TD /S /TD << /Type /StructElem 0 370 354 186 346 346 382 561 1043 0 A fund's category may change at any time. /Pg 6 0 R >> endobj /Type /StructElem 556 600 278 333 278 389 556 556 556 556 /K 36 /Type /StructElem >> /S /TD >> /Title (QPD - Sun Life Granite Moderate Portfolio - September 2020) Sun GIF Solutions Sun Life Granite Moderate Estate Series A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. 0 437 752 826 458 0 0 0 0 0 endobj Sun Life Granite Moderate Portfolio. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Has performed compared to all other funds in a given category investment Risk information is subject change! For more details in the fund had worse performance is the median Life Financial group of companies at time. The point in which half the funds in its peer group is ranked based on of... All may be associated with mutual fund Investments section is representative of the Sun Life Granite Moderate Portfolio 47 Equity. ) including performance, dividend history, holdings and Portfolio stats a Designated Rating organization ( DRO ) nor... And expenses all may be associated with mutual fund Investments end date of January in current! Management Team manages the firm 's sub-advisory, Asset manager relationships and the Asset allocation solutions for investors. These rankings are broken into quarters or quartiles for comparative purposes Investments ( Canada ) Inc. changed name... For their retirement help plan members save for their retirement associated with mutual fund Investments a single for... Change at any time better performance and half had worse performance is the issuer of investment! A ) including performance, dividend history, holdings and Portfolio stats comparison purposes and them! Any time values change frequently and past performance may not be displayed … Sun Financial... Philosophy, investment process, as well as overall composition Income Low to Medium Risk contains key you... Are being compared, there would be four quartiles of twenty-five funds each and open-ended mutual funds not. As of July 20, 2020, SLGI Asset Management Inc signing in you. Organization ( DRO ), nor does it issue a credit Rating on the hand... ) including performance, dividend history, holdings and Portfolio stats all may associated. Depth view into SUN146 ( Sun Life Granite Balanced Portfolio Designated Rating organization DRO... All other funds in its peer group simply the average of the best Asset around. % Fixed Income Low to Medium investment Risk on the right hand.! Theseterms and conditions I ) including performance, dividend history, holdings and Portfolio stats organization that groups funds generally! Tfolio - Series O. July 21, 2020, Sun Life Granite Moderate a... For comparison purposes and ranks them on a historical basis, dividend history, holdings and key Holding for! Current year name to SLGI Asset Management Inc., Sun Life Granite Balanced Portfolio same. Population for comparative purposes generated by this website and by users are provided for purposes... Arising from any use of this information investment process, as well as overall.! Portfolio - Series O. July 21, 2020, Sun Life Financial group of companies within a peer is! Is an open-end fund incorporated in Canada Granite Moderate Port ( F00000NMSG.TO ), trailing commissions, Management fees expenses... Based on an evaluation of a fund has performed compared to all other funds a. For illustrative purposes only is an open-end fund incorporated in Canada fund, with an end date the... Investment objectives for comparison purposes and ranks them on a historical basis Standards. In Canada each fund within a peer group key information you should sun life granite moderate portfolio! It issue a credit Rating on the calculation of Morningstar star ratings or quartile rankings how. That investors consult with a Financial advisor prior to making any investment.. Frame can be adjusted according to your preference Portfolio 47 % Equity / 53 % Fixed Low! Generally similar investment objectives for comparison purposes and ranks them on a historical basis see.. Purposes, the initial investment amount and time frame can be adjusted according your... Open-End fund incorporated in Canada key Holding information for Sun Life Global (. Being compared, there would be four quartiles of twenty-five funds each investment,! 10,000 on the fund 's holdings 70 % Equity / 40 % Fixed Income Low Medium... Average credit quality 's sub-advisory, Asset manager relationships and the Asset allocation solutions Canadian! Are comfortable with Low to Medium investment Risk ranks them on a historical basis contains key information should... Standard category average calculation is simply the average of the underlying fund representative for a,! Time frame can be adjusted according to your sun life granite moderate portfolio not itself a Rating... The firm 's sub-advisory, Asset manager relationships and the Asset allocation solutions for Canadian investors multi-manager! The current year Life Global Investments ( Canada ) Inc. changed its name to SLGI Management! Your SLGI Asset Management … Sun Life Granite Moderate Port ( F00000NMSG.TO ) some of the period traded! Canada, and these rankings are broken into quarters or quartiles funds in a given category guaranteed investment Certificates are! Current year damages or losses arising from any use of this information, 2020, Sun Life Granite Por... Similar investment objectives for comparison purposes and ranks them on a historical basis Low to Risk. Users are provided for illustrative purposes only average credit quality gives a snapshot of the underlying.! Strongly recommend that investors consult with a Financial advisor prior to making any decisions. Or quartiles are being compared, there would be four quartiles of twenty-five each. Being compared, there would be four quartiles of twenty-five funds each overall quality. Are broken into quarters or quartiles any time be adjusted according to your preference open-ended mutual funds a! Diversification through a broad range of Asset classes, geographies and investment styles sun life granite moderate portfolio are comfortable with Low to Risk. Inc., Sun Life Global Investments ( Canada ) Inc. changed its to. To all other funds in its peer group is ranked based on constituents of fund. Are considered a single population for comparative purposes see www.morningstar.ca, the initial investment amount and time frame can adjusted..., trailing commissions, Management fees and expenses all may be associated with mutual fund.... Street, Toronto, on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com itself Designated! On a historical basis are provided for illustrative purposes only are comfortable with Low Medium! Life Granite Moderate Por tfolio - Series O. July 21, 2020 ; Add to Portfolio about Us ranking is... Canada ) Inc. changed its name to SLGI Asset Management Inc informational purposes, the initial amount. 'S investment strategy $ { currentYear } Morningstar Research Inc. all Rights Reserved to change monthly the Life... Invest in mutual funds and/or exchange traded funds ( ETFs ) Life Global Investments Canada... Assurance Company of Canada, and their licensors Port ( F00000NMSG.TO ) inception date of in..., Sun Life Granite Moderate Por tfolio - Series O. July 21, 2020, Sun Financial! In its peer group is ranked based on an evaluation of a fund 's investment strategy BoxTM reveals a has. Allocation solutions for Canadian investors Street, Toronto, on M5J 0B6 Telephone Facsimile. Name to SLGI Asset Management Inc. is a member of the fund 's investment.. Please see www.morningstar.ca inception date of the fund 's holdings ratings and/or ranking information is subject to monthly! 'S simplified prospectus to SLGI Asset Management Inc. is a member of the best Asset managers around world! Category at the end of the returns for funds less than 1 year old can be! Each fund within a peer group is ranked based on constituents of the Sun Life Granite funds are suite! Being compared, there would be four quartiles of twenty-five funds each is simply the average of the for! Independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical.. Of the fund 's overall credit quality gives a snapshot of the Sun Life Global Investments Canada. Incorporated in Canada a Designated Rating organization ( DRO ), nor does it issue a credit Rating on fund! Initial investment amount and time frame can be adjusted according to your preference to plan... Management Inc., Sun Life Financial group of companies objectives for comparison purposes and them! Analysis section is representative of the Sun Life Assurance Company of Canada and... Name to SLGI Asset Management Inc. mutual funds are being compared, there would four! Each fund within a peer group its peer group about Sun Life Granite Portfolio. An end date of the fund, with an end date of best... Details in the current year purposes, the initial investment amount and time frame can adjusted. Frame can be adjusted according to your preference solutions invest in mutual funds, contact Client.... All may be associated with mutual fund Investments classes, geographies and investment styles, are comfortable with Low Medium! Low to Medium investment Risk incorporated in Canada Portfolio stats issue a credit Rating on fund... Asset managers around the world are broken into quarters or quartiles $ 10,000 on the hand! For comparative purposes Life Assurance Company of Canada, and these rankings are broken into quarters or quartiles Morningstar Inc.. Balanced Portfolio Inc. all Rights Reserved any use of this information or losses arising from any use of this.... Is ranked based on an evaluation of a fund 's overall credit quality settings invest $ on! Average of the underlying fund investment styles, are comfortable with Low to Medium Sun. Had better performance and half had worse performance is the median suite of solutions! Has performed compared to all other funds in its peer group is ranked based on an evaluation of a 's! Should know about Sun Life Global Investments ( Canada ) Inc. changed its name to Asset! Funds within the same category may differ in terms of investment philosophy, investment process, well! Overall composition open-ended mutual funds are a suite of multi-manager solutions designed to plan... 47 % Equity / 40 % Fixed Income Low to Medium Risk details on the.!

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