Consider adding 0P00015IQ3 Fund to your portfolios For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Sun Life Granite Balanced Growth Class - Series FT8; Sun Life Granite Balanced Growth Portfolio. Target date + Investment risk profile = a complete investment decision to … 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. SUN LIFE GRANITE MULTI-RISK TARGET DATE FUNDS | Q4 20183 FUND RETURNS %* FOR INSTITUTIONAL USE ONLY *Returns for periods longer than one year are annualized.Data as at September 30, 2018. SL Granite™ 2020 Segregated Fund. If you redeem your securities of the Sun Life Milestone Funds prior to their respective maturity dates, your redemption will be processed at the current net asset value per security, less any applicable redemption fees, and you will not benefit from the Guaranteed Value at maturity. In depth view into SUN450 (Sun Life Granite Balanced Growth Port F) including performance, dividend history, holdings and portfolio stats. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. It is not offered for sale under a simplified prospectus. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Enhanced Income Por tfolio - Series A. July 21, 2020. 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. Please replace ... Java content goes here. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Grow th Class - Series A. July 21, 2020. The rates of return provided are the rounded © SLGI Asset Management Inc., 2020. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. Performance charts for Sun Life Grepa MyFuture 2030 Fund (SLGVU30) including intraday, historical and comparison charts, technical analysis and trend lines. 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. … On an expiry-to-expiry basis, the GEF intends to achieve between 1.0 and 1.4 times the returns generated by these market indices. In such a case, the applicable Sun Life Milestone Fund will pay the greater of the net asset value per unit on the accelerated maturity date and the net present value per unit of the Guaranteed Value. Sun Life Milestone 2030 Fund. Refer to Simplified Prospectus for fee structure. An advisor’s job is to help you understand how different products – each with its own features and options – can best meet your individual needs. * An option is the right to buy or sell a specific quantity of a security at a specific price within a specified period of time. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Please select your language preference on the right hand side. T5c���М7�`~�es:��>���0G���� ;�,�x�;x��%+������e3 �e�F[E� �F��ʨ�;�^��X���q+�IF�c�TQ4��@g�~"kl1�PP����.lv[4�E�)G��V�5�Q���v ����N�� Ratings and/or ranking information is subject to change monthly. This document contains key information you should know about Sun Life Granite Enhanced Income Portfolio - Series A. Performance charts for Sun Life Milestone 2030 Fund (SLMIL30E) including intraday, historical and comparison charts, technical analysis and trend lines. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Refer to Simplified Prospectus for more detail. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��p@$O�]���8�YY�m�8N`���-gk��h덙���z��]@��4�l� ցc�egm{���կM]�n��PBDT-��*Ҁ��b�y6���?J�w#v�����+��M�$z�}�9œۉפ�,u,��"��b�_�Ka2����d&]�e�@�|��n�y����I9S|����P4���ޛ�,d?��R���`��_�*?�=���Ջ��K�� ��@L�eWG1�iA7B�@Q6%*f汘(f���6�Vt�i��r���mMVj�.��-Ғ/�.�P��e����1��+Q�~��S�q���Z���n��~�n7����CY�^\�����di"�H�@M�DCf���Rd�͈��6���S��͜0@w��*���T��/�J���aZ����۽��sҔ_,��{�xfĔ%���FZ���Wv��Y� �5+��-UƩ�@{�!�x��{q���8�� �K�`||f��8�����Tk��H�4;��vaN�&~Oa����ql�Z�߄�Ł�.�N�Gq^o���3���4���a��¶������2+��6���B3i��g�Jme���Zdż�p7���D��OȎ�,%S��L���� The standard category average calculation is based on constituents of the category at the end of the period. The Sun Life Financial Granite™ Multi-Risk Target Date Funds are professionally managed by Sun Life Global Investments (Canada) Inc. and became available to accept assets on March 1, 2012. A fund's category may change at any time. The GEF is a mutual fund managed by SLGI Asset Management Inc. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. All rights reserved. Please read the prospectus before investing. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. The Sun Life Dollar Starter Fund, meanwhile, maintains USD500 minimum and USD100 subsequent investment amounts. Data and methodology provided by SLGI Asset Management Inc. Futures and options allow for enhanced exposure because the initial investment required for these types of contracts is less than what would be required for purchasing the underlying assets directly. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. %PDF-1.4 We’re here to support you through COVID-19. A put option is a contract that gives the option holder the right to sell a specific quantity of a security to the option writer at a specific price within a specified period of time. You can find more details in the fund's simplified prospectus. Past performance is no guarantee of future results. The GEF seeks to obtain enhanced equity exposure by investing in futures on equity market indices primarily in North America, Europe, and Asia based on the regional diversification of the MSCI World Index. If the net asset value per unit on the maturity date of a Sun Life Milestone Fund is less than the Guaranteed Value per unit, then Sun Life Assurance Company of Canada, as sub-advisor to the Sun Life Milestone Funds, ("Sun Life", or the "guarantor") has agreed to pay the shortfall to the Sun Life Milestone Fund. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Please sign in through sunnet.sunlife.com. 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. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. In depth view into SUN150 (Sun Life Granite Balanced Growth Port A) including performance, dividend history, holdings and portfolio stats. June 29, 2024. By signing in, you agree to these terms and conditions. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. These are target-date funds that mature in 2030 or earlier and after 2025. Sun Life Financial My savings Investment Options Data As Of Oct 31 2020 Help me do it ... SL Granite 2030 Seg Fund 45% Fixed Income, 13% Canadian Equity, 19% U.S. Equity, 19% International Equity, 2% Real Estate, 2% Infrastructure 1.90 1.88 4.33 8.13 5.51 6.85 6.79 8.23 � As of the 8th of December, Sun Life has the Semi Deviation of 0.3971, risk adjusted performance of 0.0235, and Coefficient Of Variation of 2795.67. The decision to reduce fees comes at a time when financial … The point in which half the funds had better performance and half had worse performance is the median. Invest in mutual funds. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. ��a�=L�A��IQLۇ4Eo*X}�-�qr���.��'��s����Q�D������DjOPyYX����t6�K�+wH�s��B��R��x����8#X9_q������%��j�4�{7���w��`� ��ԋ��T�x�i�5�b��(j*Ǫ�������'��b}�be_+qN�ɯyr)�)�+W����?0E^���]ɷ�M7Oݶ��+Ǐ�8ʱ�*Ê�(*��Rt��U#X=�ɉ���ZE��{�J��#Y��$Ȋ���s�����կ5h-`Nr��eX��cკEO�܃M�ۏL����Lh1��~��Ecc�> �%8Q���;rM����YV�ua剙ˊ~*�[��1�~.���z���:�3�/�+�&��=�����P��+&�W�R!����_�/؉�c��j[���ʉ��yV������QF_��Z���+W�����{���� �ɇiY�:��3ۆR}{��P�5�g�;���a2$���d�/{�炕�)c�j�3����i8�f�.��t�ΰ�.�l The fund strives to achieve a return of 5-6% per annum over the course of a full business cycle, typically 3 to 5 years (before the deduction of management fees and expenses) 1. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Morningstar category averages are equal-weighted category returns. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. The Fund’s investment objective is to seek long-term capital appreciation and income by investing primarily in a diversified portfolio of global fixed income securities. We have structured each Sun Life Milestone Fund so that it will have sufficient assets to pay the Guaranteed Value per unit on its respective maturity date. Find out about mutual funds offered by Sun Life Global Investments. 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. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. The pie chart represents the target regional weights of the futures* contracts in the GEF. Or earlier and after 2025 Standards Committee ( CIFSC ) based on its performance, history... To your preference performance is the value of the returns for all the in... Other funds in a given category end of the fund, Stocks and ETFs investment! Stream x�� [ { \�W its peer group to other derivatives, such as put *! Of funds for every risk profile = a complete investment decision to Find. To other derivatives, such as put options *, is not reflected here to making any investment.. Life Dollar Starter fund, with an end date of January in the Life. About Sun Life Prosperity Balanced fund reports: Latest Balanced fund reports Latest... 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