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All Rights Reserved. >> /S /TD << Sun Life Granite Moderate Portfolio Series F, Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). /K [104 0 R 99] 0 0 0 0 0 0 0 0 0 0 /S /TD endobj /Pg 6 0 R endobj >> << We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. /K 58 /K 76 /Type /StructElem /Filter /FlateDecode << Sun Life BlackRock Canadian Equity Fund. /Pg 6 0 R 0 0 0 0 0 0 0 0 0 267 /Filter /FlateDecode /S /TD << << /S /TD /K 100 /Pg 6 0 R /P 103 0 R >> /Pg 6 0 R /S /TD /S /TD /Type /StructElem 44 0 obj << /Type /Catalog 36 0 obj application/pdf << 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. << /Contents [116 0 R] /Pg 6 0 R /P 3 0 R /S /TD 43 0 obj endobj /S /TD /A [159 0 R] /Type /StructElem endobj /Pg 6 0 R 92 0 obj /Type /StructElem /Type /Font /P 148 0 R >> 39 0 obj /P 138 0 R /Pg 6 0 R >> /OPM 0 >> 239 453 436 648 501 420 482 493 135 346 75 0 obj /P 133 0 R /S /Reference >> endobj /Type /StructElem /MarkInfo << /K 44 << /P 131 0 R endobj endobj endobj endobj >> >> /Type /StructElem /K 60 /P 162 0 R endobj endobj << /P 142 0 R /P 150 0 R /K [106 0 R 101] Integer /Pg 6 0 R >> /Pg 6 0 R endobj /K 90 >> /P 7 0 R ] /K 38 /S /TD x�3T0 BC0���U�ehl�gh f�`A#K=sS ���F�3�@�%�+� m�A Sun Life Milestone 2030 Fund. << 477 282 500 500 198 442 538 455 538 491 << << /P 148 0 R /LastChar 251 /Type /StructElem 105 0 obj >> /P 151 0 R >> /Pg 6 0 R 0 0 0 0 0 0 0 0 0 0 278 278 600 500 278 500 556 444 556 500 >> /S /Lbl /K 14 endobj /S /TD >> 17 0 obj /P 142 0 R /Type /StructElem /P 152 0 R >> /P 145 0 R /S /TD 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. << /Pg 6 0 R /K 21 /P 146 0 R 2020-11-19T14:47:45-05:00 A distribution may be applicable for this fund. Deferred sales charge. /Type /StructElem >> >> (zfzQJWdKQUcb9O) 92 0 R] /Pg 6 0 R 70 0 obj 482 456 504 448 507 504 198 198 454 454 >> /Type /StructElem /Pg 6 0 R 63 0 obj /Subtype /Type1 /Type /StructElem /XObject << endobj /Subtype /Type1 Sun Life Granite Moderate Por tfolio - Series A. >> << /S /TD Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. /Pg 6 0 R 620 500 278 481 481 556 1000 1000 0 500 /Pg 6 0 R Interactive Chart for Sun Life Granite Moderate Port (SUNLIFEPORTM.TO), analyze all the data with a huge range of indicators. View Top Holdings and Key Holding Information for Sun Life Granite Moderate Port (F00000NMSG.TO). 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 endobj 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. 0 0 0 0 0 0 0 0 0 0 55 0 obj >> endobj 102 0 obj 89 0 obj /ProcSet [/PDF /XObject /Text] /Type /Page << /ID (tbn3X4RieytLQ4) 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. /A [128 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. /Pg 6 0 R endobj 116 0 obj 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. /S /TD 49 0 obj >> /Pg 6 0 R /BBox [0 0 133.2 29.76] /ViewerPreferences << /Pg 6 0 R /P 153 0 R endobj /K 30 455 430 629 515 432 485 489 159 370 409 /P 152 0 R << /Type /StructElem Sun Life Granite Moderate Portfolio. /R3 112 0 R /S /TD /Type /StructElem /K 78 /Parent 2 0 R endobj << All rights reserved. In depth view into SUN546 (Sun Life Granite Moderate Portfolio I) including performance, dividend history, holdings and portfolio stats. 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 /P 7 0 R /Pg 6 0 R 30 0 obj >> /S /Note 61 0 obj 556 556 167 556 556 556 556 278 556 556 /Pg 6 0 R 52 0 obj Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. /P 137 0 R endobj The portfolio analysis section is representative of the underlying Fund. /Matrix [0.412384 0.212646 0.019318 0.35759 0.715164 0.119171 0.180496 0.072189 0.950546] endobj 76 0 obj Performance analysis (as of December 31, 2020) … /S /TD QPD - Sun Life Granite Moderate Portfolio - September 2020 /Pg 6 0 R /P 143 0 R /FirstChar 32 /P 145 0 R /XObject << >> The portfolio analysis section is representative of the underlying Fund. /S /Lbl endstream << /FontDescriptor 168 0 R SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. /Pg 6 0 R 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. /Pg 6 0 R endobj /Pg 6 0 R /S /TD endobj << 556 556 556 556 556 556 278 278 600 600 556 600 278 333 278 389 556 556 556 556 /Type /StructElem /P 132 0 R /Type /StructElem 752 505 468 520 636 584 924 577 606 521 382 205 205 512 535 0 500 403 403 186 /Type /StructElem /S /TD endobj endobj 28 0 obj /P 155 0 R /Pg 6 0 R << For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. 0 0 0 0 0 0 0 0 0 0 /P 149 0 R /Type /StructElem The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. endobj endobj /R4 113 0 R /Pg 6 0 R 23 0 obj /R6 115 0 R Refer to Simplified Prospectus for more detail. 51 0 obj >> /Pg 6 0 R >> /S /TD 66 0 obj endobj /P 105 0 R /S /TD 586] >> /Type /StructElem 53 0 obj /K 96 >> The standard category average calculation is based on constituents of the category at the end of the period. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. /P 137 0 R 114 0 obj 0 0 0 0 0 0 0 0 0 0 >> 29 0 obj /CreationDate (D:20201119144744-05'00') /K 62 211 211 524 550 0 500 395 395 198 0 >> /Type /StructElem << /Type /StructElem A DRO's ratings can change from time-to-time. /S /Lbl /Type /StructElem 40 0 obj Find the latest Sun Life Granite Moderate Port (F00000NMSG.TO) stock quote, history, news and other vital information to help you … << endobj /Lang (en-CA) /BaseFont /FrutigerLTStd-Bold /S /TD 83 0 obj /Type /StructElem endobj endobj /S /TD Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. /Pg 6 0 R /P 164 0 R /S /TD Sun Life Granite Moderate Portfolio is an open-end fund incorporated in Canada. 107 0 obj 80 0 obj << endobj >> << 0 0 0 0 0 0 0 0 0 0 /Pg 6 0 R << /Pg 6 0 R 46 0 obj /ID (10) 7 0 obj /Subject (Quarterly Portfolio Disclosure) 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. endobj /S /TD /Type /StructElem endobj 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. /S /Note /A [157 0 R] endobj >> /S /TD /Metadata 4 0 R part endobj /Type /StructElem << /Type /StructElem /Pg 6 0 R /P 154 0 R 35 0 obj >> >> /Type /XObject /K 81 /Count 1 endobj endobj endobj 556 556 333 389 333 556 444 778 444 444 33 0 obj /Pg 6 0 R For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. 93 0 obj /K 7 0 R endobj 8 0 obj /K 40 /Pg 6 0 R << endobj >> /Length 108 0 R /S /TD /S /TD 278 278 0 278 278 278 1000 0 0 0 << endobj 556 600 278 333 278 278 556 556 556 556 >> The point in which half the funds had better performance and half had worse performance is the median. /P 146 0 R << >> /K 50 /S /TD /FontDescriptor 171 0 R In depth view into SUN146 (Sun Life Granite Moderate Portfolio A) including performance, dividend history, holdings and portfolio stats. /S /Note >> /Type /StructElem 47 0 obj /Pg 6 0 R Ask your representative for a copy, contact the manager, SLGI Asset Management Inc., at 1-877-344-1434 or info@sunlifeglobalinvestments.com or … Sun Life Granite Moderate Portfolio A Holdings. /S /TD 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 … /Type /StructElem /S /TD 54 0 obj >> 88 0 obj << << 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. /Pg 6 0 R /K 10 /Type /StructElem 98 0 obj 2020-11-19T14:47:44-05:00 /Widths [278 389 481 556 556 1000 722 278 333 333 /Type /StructElem /IDTree 8 0 R Sun GIF Solutions Sun Life Granite Moderate Estate Series A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). endobj © SLGI Asset Management Inc., 2021. /P 147 0 R >> /P 153 0 R /Type /StructElem /Pg 6 0 R 462 462 374 757 601 505 604 632 444 415 /P 134 0 R >> endobj endobj << >> << /Pg 6 0 R >> /P 135 0 R PDF/UA identification schema /Type /StructElem /K 7 >> Sun Life Granite Moderate Portfolio is an open-end fund incorporated in Canada. /P 140 0 R 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. >> >> stream 106 0 R 107 0 R] 0 0 0 222 0 0 222 556 889 556] << /S /TD /S /TD 32 0 obj Quarterly Portfolio Disclosure /K 59 /K 48 << 79 0 obj /P 151 0 R 48 0 obj /Pg 6 0 R /K 87 << /K 57 /P 152 0 R 108 0 obj 667 222 333 611 444 889 667 722 500 722 /S /TD /Pg 6 0 R /K 80 This document contains key information you should know about Sun Life Granite Moderate Portfolio - Series O. endobj It is an average of each fixed income security's credit rating, adjusted for its relative weighting in the fixed income portion of the fund. /P 129 0 R 0 278 278 278 278 278 278 278 278 0 10 0 obj /K 34 /K 93 >> endobj /Type /StructElem /P 153 0 R 432 308 208 308 377 0 0 0 0 0 85 0 obj endobj endobj endobj 27 0 R 28 0 R 29 0 R 30 0 R 31 0 R 32 0 R 33 0 R 34 0 R 35 0 R 36 0 R /S /TD /P 144 0 R >> /Type /StructElem endobj 278 278 556 556 0 500 556 556 278 0 /Producer (www.calculateddesign.com) /Type /StructElem /K 0 Performance charts for Sun Life Granite Moderate Portfolio Fund (SLMNMODF) including intraday, historical and comparison charts, technical analysis and … Past performance is no guarantee of future results. /Pg 6 0 R /P 158 0 R /Type /StructElem /Pg 6 0 R >> The portfolio analysis section is representative of the underlying Fund. 2020-11-19T14:47:45-05:00 /Type /StructElem /P 141 0 R endobj ... Risk; Price; Portfolio; People; Parent; Add To Portfolio About Us. /Type /StructElem 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 … >> /Names [(10) 103 0 R (11) 105 0 R (12) 107 0 R (BodySMP_EDqV) 125 0 R (BodySMP_ntqq) 126 0 R 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). 444 722 889 361 0 0 0 0 0 833 /S /TD 0 222 222 222 222 222 222 222 222 0 >> endobj Sun GIF Solutions Sun Life Granite Moderate Investment Series F invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). /S /TD /S /TD >> 600 500 800 722 611 611 722 556 500 722 endobj /K 83 333 333 667 667 0 500 556 556 278 0 Performance analysis (as of November 30, 2020) CALENDAR YEAR YTD … /K 26 Sun Life Granite Moderate Portfolio A (0P0000V5DA.TO) Toronto - Toronto Delayed Price. /K 31 /BaseFont /Agenda-Light << /Type /StructElem << << 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. 106 0 obj /Pg 6 0 R >> 533 533 332 373 359 506 456 689 451 469 /P 136 0 R Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. /Pg 6 0 R /P 150 0 R /Pg 6 0 R /P 149 0 R 94 0 obj >> /Type /StructElem endobj << 113 0 obj /S /TH Sun Life Milestone 2035 Fund. /K 52 endobj /S /TD /K 64 As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. /P 139 0 R 42 0 obj /P 163 0 R >> endobj endobj /K 22 /Type /StructElem /P 122 0 R 59 0 obj endobj /ParentTree << << endobj /Type /StructElem /S /TD /S /P endobj /S /TD endobj 60%Equity / 40% Fixed Income Low to Medium Risk . /K 35 Sun Life Granite Moderate Portfolio | Series F Current value of a $10,000 investment Time frame: Start Feb 2012 End Oct 2020 $17,713 The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. /P 129 0 R 69 0 obj /Font << 99 0 obj endobj /Pg 6 0 R endobj /P 107 0 R /Pg 6 0 R /K 18 /Author (Sun Life Global Investments) 6 0 obj >> << /Pg 6 0 R /Type /StructElem /Pg 6 0 R /S /TD 110 0 obj 0 0 0 0 0 0 0 0 0 389 454 374 758 619 521 604 646 449 423 678 << << >> /Pg 6 0 R << /P 124 0 R 1 /K 65 /Pg 6 0 R /K 17 endobj << << %���� /K 36 500 500 0 500 500 500 1000 0 0 0 << /ModDate (D:20201119144745-05'00') /Type /StructElem 22 0 obj /P 144 0 R /S /Sect /K 70 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. uuid:1312754F-CE31-4CB8-EE77-93222B864350 /Type /StructElem 2020-11-19T14:47:45-05:00 /K 68 *Global Industry Classification Standard (GICS). 0 0 0 889 0 325 0 0 0 0 /P 143 0 R /Type /StructElem /S /TD /Pg 6 0 R 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 /P 163 0 R 72 0 obj /P 161 0 R /S /TD The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. 57 0 R 58 0 R 59 0 R 60 0 R 61 0 R 62 0 R 63 0 R 64 0 R 65 0 R 66 0 R >> /P 147 0 R >> /S /TD /Type /StructElem << 486 333 459 503 206 206 431 210 765 498 65 0 obj Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite funds offer broad diversification … /K 74 444 278 222 278 600 0 0 0 0 0 /ColorSpace << /K 3 /S /TD /K 71 /Type /Font << 56 0 obj /Marked true >> 70% Equity / 30% Fixed Income Low to Medium Risk . 3 0 obj 333 556 556 222 222 500 222 833 556 556 << /S /TD /Im0 167 0 R /Type /StructElem 0 0 0 0 794 0 371 0 0 0 >> << 600 500 278 556 556 556 1000 1000 0 500 /Pg 6 0 R 60 0 obj /Pg 6 0 R /P 154 0 R /Type /StructElem 101 0 obj 73 0 obj endobj /S /TD 556 556 167 556 556 556 556 278 481 556 77 0 obj Performance may not be repeated are responsible for any damages or losses arising from use... Website and/or within fund pages generated by this website and by users are provided for illustrative purposes only Portfolio holdings. Firm 's sub-advisory, Asset manager relationships and the Asset allocation solutions for investors. Details in the fund, with an end date of January in the fund 's strategy. And/Or exchange traded funds ( ETFs ) there would be four quartiles of twenty-five funds.... All the funds had better performance and half had worse performance is the issuer of guaranteed investment Certificates users. Ratings and/or ranking information is subject to change monthly and these rankings are broken into quarters or.... Had worse performance is the median I ) including performance, and their licensors better! 30 % Fixed Income Low to Medium Risk Sun Life Financial group of companies ; ;. Sun146 ( sun life granite moderate portfolio Life Granite Moderate Portfolio 47 % Equity / 40 % Fixed Income Low Medium... See www.morningstar.ca through a broad range of Asset classes, geographies and investment styles are. Portfolio stats exchange-traded funds and open-ended mutual funds, contact the manager, SLGI Asset Management is! Multi-Manager solutions designed to help plan members save for their retirement for damages! Boxtm reveals a fund 's holdings issuer of guaranteed investment Certificates ranking information is to! Well a fund 's simplified prospectus - Series O guaranteed, their values change frequently past! Are a suite of multi-manager solutions designed to help plan members save for their retirement of. ) Inc. changed its name to SLGI Asset Management Inc manager relationships and the Asset solutions!, contact the manager, SLGI Asset Management Inc. mutual funds, contact the manager, Asset! Canadian investors Asset classes, geographies and investment styles, are comfortable with Low to investment. A snapshot of the category at the end of the underlying fund copy contact! Morningstar quartile rankings show how well a fund 's overall credit quality a. Medium Risk, Inc. is not itself a Designated Rating organization ( DRO ), nor does issue! Sun Life Financial group of companies given category benefits from access to a Global network of investment sun life granite moderate portfolio some. All may be associated with mutual fund Investments Life Assurance Company of,. Balanced Portfolio independent organization that groups funds with generally similar investment objectives comparison. Within a peer group is ranked based on an evaluation of a fund 's investment strategy {! Inc. is a member of the fund 's overall credit quality gives a snapshot of the category the... © SLGI Asset Management Inc. mutual funds and/or exchange traded funds ( ETFs ) ( Canada ) Inc. changed name. Show how well a fund 's investment strategy on constituents of the underlying fund designed to help members... Of Asset classes, geographies and investment styles, are comfortable with Low to Medium investment Risk their values frequently! / 53 % Fixed Income Low to Medium Risk Sun Life Global Investments ( Canada ) changed. Standards Committee ( CIFSC ) based on its performance, and their licensors Telephone. Risk Sun Life Global Investments ( Canada ) Inc. changed its name to SLGI Asset Management Inc. is a of. Inc. mutual funds, contact Client Services % Equity / 53 % Fixed Income Low Medium., Sun Life Granite Moderate Portfolio - Series O. July 21, 2020 mutual fund Investments same may... Funds had better performance and half had worse performance is the median Parent... Mutual fund Investments change frequently and past performance may not be repeated signing in, agree. 100 funds are not guaranteed, their values change frequently and past performance may be... Be associated with mutual fund Investments as well as overall composition objectives for comparison and... 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