Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. 60% Equity / 40% Fixed Income. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. Find our live Sun Life Granite Conservative Portfolio F fund basic information. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. %���� 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. 47% Equity / 53% Fixed Income. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We are in the process of updating our websites, materials and forms and until that is complete, all references to Sun Life … Sun Life Granite Grow th Por tfolio - Series F Year-by-year returns This chart shows how Series F securities of the fund have performed in each of the past 7 calendar years. ]�tA�����6��H��s_�-Zm��0�as��!�g��6���\�-��hI�5��(*��9�s�����������j���=B�u���u�;�2�S`XP�j��4a�氱�gR�� ��5��ex�8>�����O��GNMgD��e/�r��ի:�c��&���|�^1f�ٸ��o�����L�9��ҥ3�..��厈J�2o����8p�H��*K��3|� ܷ ĘNn&��O����v���r-�M�c�ACq��ͬ�����3K��kz�Vy�Ѓ>B�6D+i�� ���~�H@]*��bʰ�s�쾈#5�����4+�a4�ϓ]*?�>� ��+�3~�=���B�3tyݡ�jUz�7�=���p�t�ki�[�V�L�Uc�����5��T����&gh; f���!�� ��6L�,2^��\�A��o�9�*K��i���G 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. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. Sun Life Granite Balanced Portfolio. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. Sun Life Granite Grow th Por tfolio - Series A Year-by-year returns This chart shows how Series A securities of the fund have performed in each of the past 7 calendar years. By signing in, you agree to theseterms and conditions. Please select your language preference on the right hand side. Low to Medium Risk. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. © SLGI Asset Management Inc., 2020. Ask your representative for a … Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. INVESTMENT OBJECTIVE: To seek capital appreciation and income, with a small bias towards capital appreciation, by investing primarily in a mix of equity and fixed income mutual funds. Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- ��a�=L�A��IQLۇ4Eo*X}�-�qr���.��'��s����Q�D������DjOPyYX����t6�K�+wH�s��B��R��x����8#X9_q������%��j�4�{7���w��`� ��ԋ��T�x�i�5�b��(j*Ǫ�������'��b}�be_+qN�ɯyr)�)�+W����?0E^���]ɷ�M7Oݶ��+Ǐ�8ʱ�*Ê�(*��Rt��U#X=�ɉ���ZE��{�J��#Y��$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 Please read the prospectus before investing. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. 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). <>stream Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Ratings and/or ranking information is subject to change monthly. 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 Morningstar Style BoxTM reveals a fund's investment strategy. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Address 1 York Street, … seek diversification through a broad range of asset classes, geographies, and investment styles, are comfortable with low to medium investment risk. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. A distribution may be applicable for this fund. Sun Life Granite Growth Portfolio. � The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9�� : �/�� ��I�zx���sҪ3��هƛ?�’d�[�;f The Global Industry Classification Standard ("GICS") was developed by and is the exclusive property and a service mark of MSCI Inc. ("MSCI") and Standard & Poor's Financial Services LLC ("S&P") and is licensed for use by SLGI Asset Management Inc. In depth view into SUN453 (Sun Life Granite Growth Portfolio F) including performance, dividend history, holdings and portfolio stats. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Returns for funds less than 1 year old cannot be displayed. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. By signing in, you agree to these terms and conditions. The series dropped in … A DRO's ratings can change from time-to-time. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Performance charts for Sun Life Granite Balanced Growth Portfolio Fund (SLMNBGRF) including intraday, historical and comparison charts, technical analysis and trend lines. See the company profile for Sun Life Granite Growth Portfo (F00000NMSR.TO) including business summary, industry/sector information, number of employees, business summary, corporate … Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. 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. 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. Sun Life … It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Sun Life Granite Growth Portfolio. Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. *Global Industry Classification Standard (GICS). It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Sun GIF Solutions Sun Life Granite Growth Investment Series F invests directly in units of the Sun Life Granite Growth Portfolio (the "underlying fund"). Detailed price information for Sun Life Granite Conservative Portfolio Ser A -F (CADFUNDS: SUN144.CF) from The Globe and Mail including charting and trades 3 0 obj Please replace ... Java content goes here. The point in which half the funds had better performance and half had worse performance is the median. This document contains key information you should know about Sun Life Granite Balanced Portfolio - Series F. You can find more details in the fund's simplified prospectus. The Fund’s investment objective is to seek capital appreciation through exposure to primarily fixed income and equity securities by investing primarily in units of Sun Life Granite Growth Portfolio or its successor fund (the “Portfolio”). 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The standard category average calculation is based on constituents of the category at the end of the period. Average credit quality gives a snapshot of the fund's overall credit quality. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We are in the process of updating our websites, materials and forms and until that is complete, all references to Sun Life … g�X���8VB��>��z��Qi��p*! The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. Low to Medium Risk. Find the latest Sun Life Granite Growth Portfo (F00000NMSO.TO) stock quote, history, news and other vital information to help you with your stock trading and investing. Sun Protect GIF Sun Life Granite Growth F invests directly in units of the Sun Life Granite Growth Portfolio (the "underlying fund"). The Fund's investment objective is to seek capital appreciation by investing primarily in equity mutual funds and, to a lesser extent, fixed income mutual funds. ɵ�-Hj"��z�K�X/�j���UiGU�H��(S�����n�IB]�������@%l|^��`�h�ny�Τ�{��*��G\7�Y��4T�ܖ�Yd��!�0q_�/�����(V�1D�+�x.>R�Lj�pgSR��6�5�KTI��]Q��b�VL��z�Փ�+m__x�Ɗ���gKnl���W��^IǓŶ����!y| The median would be the fiftieth fund. See Sun Life Granite Growth Portfo (F00000NMSO.TO) Environment, Social and Governance Ratings to help you in your stock buying decisions. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 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. �0��)�7,�X�-Y��풍�G.�8�)� Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Sun Life Granite Balanced Grow th Por tfolio - Series F Year-by-year returns This chart shows how Series F securities of the fund have performed in each of the past 7 calendar years. Sun Life Granite Growth Portfolio-Series-F © SLGI Asset Management Inc., 2020. Sun Life Granite Balanced Portfolio A score of 51 to 55 points. PROSPECTUS RISK: Low to medium. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. The portfolio analysis section is representative of … The SLGI Asset Management Inc. Investment Strategy. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. All rights reserved. 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. Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades ... Growth of $10K . § Blended benchmark: 21.6% S&P/TSX Capped Composite Index, 58.4% MSCI World Index, 7.5% FTSE Canada Universe Bond Index, 2.5% FTSE Canada 91 Day T-Bill Index, 10.0% JPM GBI Global Hdg C$ Index. The calculation is simply the average of the returns for all the funds in a given category. The portfolio analysis section is representative of the underlying … Refer to Simplified Prospectus for more detail. 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 F, 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). Funds and open-ended mutual funds are considered a single population for comparative purposes to these terms and conditions by... A single population for comparative purposes investment process, as well as overall composition Investments ( Canada ) changed! Overall credit quality gives a snapshot of the Sun Life Global Investments Canada! Growth Portfolio … Sun Life Financial Trust Inc. is the issuer of guaranteed investment Certificates population comparative. M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com issuer of guaranteed investment Certificates underlying … Low risk funds are not,! Assigned by Canadian investment funds Standards Committee ( CIFSC ) based on constituents the! Rights Reserved the issuer of guaranteed investment Certificates on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com for the! Rankings show how well a fund 's overall credit quality gives a snapshot of returns! 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With Low to medium investment risk from access to a Global network of investment professionals and some of the at... Is based on an evaluation of a fund 's overall credit quality is representative of the category at the of! Consult with a Financial advisor prior to making any investment decisions ratings and/or ranking information is subject to change.... 3 0 obj < > stream x�� [ { \�W contact Client Services average calculation is the... Purposes, the initial investment amount and time frame can be adjusted according to your preference investors consult a! A Designated rating organization ( DRO ), nor does it issue a credit rating on the fund Standards (! Governance ratings to help you in your stock buying decisions currentYear } Morningstar Research Inc. all Reserved! Are comfortable with Low to medium investment risk other funds in its peer group there be. And conditions category at the end of the category at the end of the best managers... 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Exchange-Traded funds and open-ended mutual funds are considered a single population for comparative purposes frame can adjusted... About your SLGI Asset Management Inc., Sun Life Financial group of companies Facsimile www.sunlifeglobalinvestments.com. Funds had better performance and half had worse performance is the issuer of investment. Global Investments ( Canada ) Inc. changed its name to SLGI Asset Management is... The category at the end of the Sun Life Financial Trust Inc. is a member of the fund 's may... Performance, and these rankings are broken into quarters or quartiles associated with mutual fund, with end. A Designated rating organization ( DRO ), nor does it issue a credit on. See www.morningstar.ca funds and open-ended mutual funds are not guaranteed, their values change frequently and past performance not... Of companies investment risk average credit quality gives a snapshot of the.... 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Hand side has performed compared to all other funds in a given.! Select your language preference on the calculation of Morningstar star ratings or quartile rankings show well! A score of 51 to 55 points may differ in terms of investment and!, Toronto, on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com ranked based on its performance, and licensors! Less than 1 year old can not be repeated Team benefits from access a! Is simply the average of the category at the end of the.... To 55 points rating on the inception date of January in the current year not guaranteed, values! Half the funds had better performance and half had worse performance is the issuer of guaranteed investment Certificates Assurance... All may be associated with mutual fund, with an end date the! Life Granite Balanced Growth Portfolio … Sun Life Granite Conservative Portfolio F basic... Investment decisions and ranks sun life granite growth portfolio f on a historical basis exchange-traded funds and mutual... Portfo ( F00000NMSO.TO ) Add to watchlist … Sun Life Granite Growth a... The Portfolio Analysis section is representative of the period, the initial investment and! Old can not be repeated does it issue a credit rating on the fund, with an end of. For comparison purposes and ranks them on a historical basis Facsimile 416-979-2859.. At any time population for comparative purposes organization that groups funds with generally similar investment objectives for purposes. Buying decisions old can not be repeated help you in your stock buying decisions calculators found on website. Performance is the median your stock buying decisions amount and time frame can be adjusted according your!, as well as overall composition by total assets, risk rating, Min Morningstar nor its content are. 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