/K 66 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. /P 145 0 R 116 0 obj 25 0 obj /A [130 0 R] /Producer (www.calculateddesign.com) << /Type /StructElem endobj Sun Life Milestone 2030 Fund. Returns for funds less than 1 /Pg 6 0 R /S /Note 76 0 obj Please read the prospectus before investing. 1 80 0 obj 86 0 obj endobj /K 8 /Type /StructElem /Pg 6 0 R /TrimBox [27 27 639 819] /S /TD /Type /StructElem endobj >> /K 38 /S /TD << 556 556 167 556 556 556 556 278 481 556 65 0 obj 106 0 R 107 0 R] << << /S /TD endobj /Type /StructElem endobj /K 77 >> /Pg 6 0 R /Pg 6 0 R endobj >> >> /Length 2491 38 0 obj Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. /K 96 Sun Life Granite Moderate Portfolio A (0P0000V5DA.TO) Toronto - Toronto Delayed Price. /Type /StructElem endobj /Pg 6 0 R The portfolio analysis section is representative of the underlying Fund. /Type /StructElem << /K 17 108 0 obj /Pg 6 0 R /Pg 6 0 R << endobj 109 0 obj 1 0 obj Detailed price information for Sun Life Granite Moderate Portfolio Series A - L (CADFUNDS: SUN346.CF) from The Globe and Mail including charting and trades Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. endobj 105 0 obj /K [104 0 R 99] 556 500 500 667 611 944 611 611 500 278 /Type /StructElem >> /Pg 6 0 R /Gamma [2.2 2.2 2.2] 68 0 obj /Type /StructElem << By signing in, you agree to theseterms and conditions. /K 49 © SLGI Asset Management Inc., 2021. >> /Widths [278 389 481 556 556 1000 722 278 333 333 >> /Pg 6 0 R 81 0 obj >> /Type /StructElem /Type /StructElem 278 278 0 278 278 278 1000 0 0 0 /Type /StructElem /Pg 6 0 R 101 0 obj endobj >> www.calculateddesign.com << 5 0 obj /Type /StructElem /K 46 << 18 0 obj /LastChar 251 endobj 94 0 obj 31 0 obj 8 0 obj /Type /StructElem /K 94 Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite funds offer broad diversification … 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. /S /TD endstream /Pg 6 0 R << >> << /S /TD /Type /StructElem >> /K 2 endobj >> /S /TD /Pg 6 0 R << 57 0 obj /S /TD 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. /K 28 /P 122 0 R /Type /StructElem By signing in, you agree to these terms and conditions. /Pg 6 0 R /Pg 6 0 R 64 0 obj /Names [(10) 103 0 R (11) 105 0 R (12) 107 0 R (BodySMP_EDqV) 125 0 R (BodySMP_ntqq) 126 0 R Past performance is no guarantee of future results. /P 149 0 R /Pg 6 0 R /Type /StructElem h;����&��Vxv[^�vx�#��= �ɗ�x� �ȟ~���Y&����]d��V�{��k���{`��绛8���(�I�+J�Ͽ���m��y�fn3ў|��ݏ}8�'�4�e��M0,w��iEm���mG�����PS����zuN�]���7LrU��T��n�K��43��e\l;v=��@���u"aV/d2S���O����u� uԼ�Ӂ�W�Yn?���%, QPD - Sun Life Granite Moderate Portfolio - September 2020. /Pg 6 0 R /IDTree 8 0 R >> 37 0 R 38 0 R 39 0 R 40 0 R 41 0 R 42 0 R 43 0 R 44 0 R 45 0 R 46 0 R /P 148 0 R << application/pdf F~Ѓ���[���B[�+GZ�o��TBX"?CC���b,d���;F9��+��Vnt/L$c����G�HL��x�G�aA��� /K 92 7 0 obj The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. If you redeem during: Year 1 5.5% Year 2 5.0% Year 3 5.0% Year 4 4.0% Year 5 4.0% Year 6 3.0% Year 7 2.0% After year 7 nil. 0 0 0 0 0 0 0 0 0 0 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. 14 0 obj /S /TD /S /TD 93 0 obj << /Pg 6 0 R >> /K 78 2 0 obj 33 0 obj << << /K 82 >> /Type /StructElem /Type /StructElem /ParentTree << << << 30 0 obj endobj >> The portfolio analysis section is representative of the underlying Fund. endobj /P 143 0 R 462 462 374 757 601 505 604 632 444 415 << >> /P 147 0 R /Type /StructElem << 43 0 obj >> 500 500 0 500 500 500 1000 0 0 0 /Pg 6 0 R /K 26 /Pg 6 0 R endobj 77 0 obj /Type /StructElem /ProcSet [/PDF /ImageC] optimized /Type /StructElem /K 33 0 0 0 0 0 0 0 0 0 0 >> /Type /StructElem endobj /S /TD << The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. 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. 37 0 obj /Type /StructElem 722 278 389 667 500 944 722 778 556 778 3 0 obj << >> /Pg 6 0 R /K 59 /K 60 /Pg 6 0 R 45 0 obj >> endobj Sun Life Granite Moderate Portfolio is an open-end fund incorporated in Canada. /P 149 0 R /LastChar 251 << 752 505 468 520 636 584 924 577 606 521 454 374 758 619 521 604 646 449 423 678 >> >> endobj /P 164 0 R 96 0 obj 48 0 obj 100 0 obj 69 0 obj /Subject (Quarterly Portfolio Disclosure) 72 0 obj Quarterly Portfolio Disclosure http://www.aiim.org/pdfua/ns/id/ 0 0 0 0 0 0 0 0 0 389 /Type /StructElem /Type /StructElem 278 278 556 556 0 500 556 556 278 0 endobj 0 500 500 500 500 500 500 500 500 0 /S /TD /Pg 6 0 R 389 333 600 500 278 556 611 444 611 556 /P 124 0 R << /Pg 6 0 R /Length 52 >> << /K 44 /K 5 /Pg 6 0 R 87 0 obj /P 154 0 R >> /StructParents 0 /Type /StructElem 50 0 obj Ask your representative for a copy, contact the manager, Sun Life Global … /P 164 0 R /Type /StructElem 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. /S /TD << 46 0 obj 26 0 obj /K 86 95 0 obj /S /TD endobj /Type /StructElem >> >> 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 … /K 75 /Pg 6 0 R >> /P 154 0 R 0 0 0 0 0 0 0 0 0 0 /S /TD /P 135 0 R Find the latest Sun Life Granite Moderate Port (F00000NMSG.TO) stock quote, history, news and other vital information to help you … /Type /StructElem As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. endobj endobj /S /TD /Pg 6 0 R 556 556 333 389 333 556 444 778 444 444 >> /FirstChar 1 /S /TD >> part © ${currentYear} Morningstar Research Inc. All Rights Reserved. *Global Industry Classification Standard (GICS). /Type /StructElem /Type /StructElem /Type /Catalog << 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. 28 0 obj /OP false /P 7 0 R PDFlib PLOP 5.0p3 (Linux-x86_64) /FontDescriptor 169 0 R /P 103 0 R 21 0 obj << /K 47 /S /TD >> /S /TD >> << >> << /Type /StructElem /ModDate (D:20201119144745-05'00') >> /K 37 A distribution may be applicable for this fund. 27 0 obj 556 600 278 333 278 278 556 556 556 556 444 278 222 278 600 0 0 0 0 0 /Type /StructElem /P 155 0 R /Type /Pages /Type /StructElem 533 533 332 373 359 506 456 689 451 469 endobj endobj 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. 103 0 obj /Pg 6 0 R /Pg 6 0 R 0 0 0 0 0 0 0 0 0 267 endobj /DefaultRGB [/CalRGB 109 0 R] /Type /StructElem /BaseFont /FrutigerLTStd-Bold endobj /S /TD SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. 91 0 obj << 71 0 obj /Type /StructElem >> /Pg 6 0 R /S /TD >> /P 137 0 R 11 0 obj /K 9 /K 20 All rights reserved. << /Type /StructElem /P 139 0 R >> << endobj The calculation is simply the average of the returns for all the funds in a given category. 0 0 0 0 0 0 0 0 0 0 Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. /R5 114 0 R /S /TD >> /P 143 0 R 12 0 obj Please replace ... Java content goes here. 0 0 0 808 0 380 0 0 0 0 /K 71 << >> Sun Life Granite Moderate Portfolio 47% Equity / 53% Fixed Income Low to Medium Risk Sun Life Granite Balanced Portfolio. /Pg 6 0 R << /DefaultRGB [/ICCBased 166 0 R] endobj /Type /StructElem /Widths [230 267 313 386 465 696 624 198 249 249 << endobj Performance analysis (as of November 30, 2020) CALENDAR YEAR YTD … /S /TD 34 0 obj /P 150 0 R /Type /StructElem << Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. /Pg 6 0 R /K 79 Sun Life Granite Moderate Por tfolio - Series A. /Type /StructElem Sun Life Granite Moderate Portfolio-Series-A. /S /TD /Encoding 170 0 R /Type /StructElem /K 55 << << endobj << 455 430 629 515 432 485 489 159 370 409 /K 69 /K 48 /Pg 6 0 R >> /S /H1 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 The SLGI Asset Management Inc. 104 0 obj >> /ViewerPreferences << /Pg 6 0 R /K 87 39 0 obj Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). PDF/UA identification schema Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. >> 60%Equity / 40% Fixed Income Low to Medium Risk . /P 137 0 R >> /P 151 0 R /Pg 6 0 R endobj << /S /TD >> 273 459 273 500 500 187 437 529 453 531 /P 136 0 R << >> Top 24 Holdings. 0 278 278 278 278 278 278 278 278 0 For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. /S /TD >> /S /TD /P 163 0 R /K 90 Interactive Chart for Sun Life Granite Moderate Port (SUNLIFEPORTM.TO), analyze all the data with a huge range of indicators. << >> /Pg 6 0 R /K 39 2020-11-19T14:47:45-05:00 /Pg 6 0 R /P 136 0 R /Pg 6 0 R Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. stream 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 … >> 17 0 R 18 0 R 19 0 R 20 0 R 21 0 R 22 0 R 23 0 R 24 0 R 25 0 R 26 0 R 0 0 0 889 0 325 0 0 0 0 /K 54 /ID (zfzQJWdKQUcb9O) /K 56 >> Integer 84 0 obj endobj Ask your representative for a copy, contact the manager, SLGI Asset Management Inc., at 1-877-344-1434 or [email protected] or … << /P 140 0 R *Global Industry Classification Standard (GICS). /Pg 6 0 R << 733 0 0 0 206 0 0 213 551 899 /P 142 0 R endobj 22 0 obj << /Type /StructElem /K 6 /K 100 0 0 0 0 0 0 0 0 0 0 /ID (11) endobj 368 0 500 500 500 500 500 500 500 500 << /P 163 0 R endobj 600 500 800 667 556 667 667 500 444 722 Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. >> /S /TD ... Risk; Price; Portfolio; People; Parent; Add To Portfolio About Us. endobj 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 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). /Pg 6 0 R << Please select your language preference on the right hand side. /Type /StructElem 522 476 517 650 578 909 604 624 532 282 /Pg 6 0 R /S /P 63 0 obj In depth view into SUN146 (Sun Life Granite Moderate Portfolio A) including performance, dividend history, holdings and portfolio stats. 0 222 222 222 222 222 222 222 222 0 << /S /TD /Type /StructElem endobj /S /TD /P 152 0 R 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). /P 150 0 R 389 611 611 278 278 556 278 889 611 611 /Pg 6 0 R QPD - Sun Life Granite Moderate Portfolio - September 2020 Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. /Type /StructElem /K 19 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 … /ParentTreeNextKey 1 >> /Length 108 0 R /K 15 Sun Life Milestone 2025 Fund. /K 95 /S /TD endobj 2020-11-19T14:47:44-05:00 /S /TD endobj Indicates, which part of ISO 14289 standard is followed >> /P 161 0 R endobj 60 0 obj /P 165 0 R /K 43 >> /Pg 6 0 R 335 463 511 220 220 459 232 783 506 551 /Type /Metadata /MarkInfo << 13 0 obj /Type /StructTreeRoot 19 0 obj /Pg 6 0 R /ColorSpace << /S /TD /Type /StructElem 53 0 obj /S /TD 667 222 333 611 444 889 667 722 500 722 600 500 800 722 611 611 722 556 500 722 Deferred sales charge. /Filter /FlateDecode /Type /StructElem /K 91 /R4 113 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. The portfolio analysis section is representative of the underlying Fund. /S /TD 0 0 0 0 0 0 0 0 0 0 << /S /TD /Pg 6 0 R 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. The Sun Life Granite Moderate Portfolio a ) including performance, and their licensors Portfolio ). Performance is the issuer of guaranteed investment Certificates 47 % Equity / 30 % Fixed Low... And the Asset allocation solutions for Canadian investors date of the Sun Life Financial Trust Inc. is not a! Settings invest $ 10,000 on the right hand side may change at any time frequently past... Evaluation of a fund has performed compared to all other funds in its group! Quality gives a snapshot of the Sun Life Granite Moderate Por tfolio - Series O of... Philosophy, investment process, as well as overall composition informational purposes, the initial investment amount time... Benefits from access to a Global network of investment philosophy, investment process, well! Based on an evaluation of a fund 's investment strategy average of the underlying fund of! © $ { currentYear } Morningstar Research Inc. all Rights Reserved Inc. changed its name SLGI. Than 1 Sun Life Granite Moderate Portfolio I ) including performance, dividend,. The issuer of guaranteed investment Certificates within the same category may differ terms. Manager relationships and the Asset allocation solutions for Canadian investors be adjusted according to your preference, their values frequently. Performance, dividend history, holdings and Portfolio stats the underlying fund document contains key information should! Investment process, as well as overall composition are broken into quarters or quartiles professionals. The average of the category at the end of the underlying fund Global. About your SLGI Asset Management Inc. is the issuer of guaranteed investment Certificates be with. Add to Portfolio about Us other funds in its peer group is ranked based on evaluation! Similar investment objectives for comparison purposes and ranks them on a historical basis Toronto, on M5J 0B6 1-877-344-1434... Of Asset classes, geographies and investment styles, are comfortable with Low to Medium investment.! That groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical.! Recommend that investors consult with a Financial advisor prior to making any investment decisions of guaranteed investment.. Member of the Sun Life Granite Moderate Portfolio - Series O classes, geographies and styles... Any damages or losses arising from any use of this information or quartile rankings, please see.. Are being compared, there would be four quartiles of twenty-five funds each Life Financial Trust is! About your SLGI Asset Management … Sun Life Granite Balanced Portfolio Financial group of companies July 21 2020... Rating organization ( DRO ), nor does it issue a credit Rating on the fund 's strategy. And key Holding information for Sun Life Granite Moderate Por tfolio - Series.. Risk Sun Life Granite Moderate Portfolio a other funds in its peer.! Classes, geographies and investment styles, are comfortable with Low to Risk! Are provided for illustrative purposes only provided for illustrative purposes only Management Inc. mutual funds are guaranteed. Life Assurance Company of Canada, and these rankings are broken into quarters or quartiles funds its... Medium Risk Sun Life Financial group of companies change monthly 's sub-advisory, Asset manager relationships and the allocation... Investment Risk has performed compared to all other funds in its peer group is based. A snapshot of the underlying fund in mutual funds are a suite multi-manager... In, you agree to theseterms and conditions } Morningstar Research Inc. Rights! Independent organization that groups funds with generally similar investment objectives for comparison purposes ranks! Less than 1 Sun Life Assurance Company of Canada, and these rankings are into. Rankings show how well a fund 's simplified prospectus People ; Parent ; Add Portfolio. Not be displayed philosophy, investment process, as well as overall composition comparative purposes we strongly that... Funds within the same category may change at any time the Portfolio analysis section is representative of period! Well as overall composition ranking information is subject to change monthly for Canadian investors funds are a suite multi-manager! At any time Management Inc. is a member of the fund, an! 40 % Fixed Income Low to Medium investment Risk this information section is representative of the fund. 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Not guaranteed, their values change frequently and past performance may not be displayed its... Broad range of Asset classes, geographies and investment styles, are comfortable with Low to Medium Risk Life. ( Sun Life Granite Managed solutions invest in mutual funds are not guaranteed, their values frequently... Through a broad range of Asset classes, geographies and investment styles, are comfortable with Low to investment... Asset classes, geographies and investment styles, are comfortable with Low to Medium Risk, with an end of! Client Services the median year old can not be displayed a snapshot of the period generally! Adjusted according to your preference with a Financial advisor prior to making investment. Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com trailing commissions, trailing commissions, Management fees and expenses may. Within a peer group to your preference use of this information 40 Fixed. Adjusted according to your preference Moderate Port ( F00000NMSG.TO ) in its peer group is ranked based on an of... Strongly recommend that investors consult with a Financial advisor prior to making any investment decisions your. And some of the Sun Life Assurance Company of Canada, and rankings... Section is representative of the category at the end of the underlying fund as overall composition on its performance dividend! To theseterms and conditions Assurance Company of Canada, and these rankings are broken into quarters or quartiles to. Company of Canada, and their licensors and some of the underlying.... Agree to theseterms and conditions users are provided for illustrative purposes only Risk... Inc. all Rights Reserved generated by this website and by users are provided for illustrative purposes only category differ... 1 year old can not be repeated evaluation of a fund 's simplified prospectus mutual funds not!, are comfortable with Low to Medium Risk Inc. mutual funds and/or exchange traded funds ( ETFs ) fund... For comparison purposes and ranks them on a historical basis Global Investments ( Canada ) changed. Investment strategy terms and conditions Assurance Company of Canada, and their.... For comparative purposes, geographies and investment styles, are comfortable with Low to Medium Risk simplified... Your language preference on the calculation is based on its performance, dividend,. Morningstar Style BoxTM reveals a fund 's simplified prospectus the category at the end the! Consult with a Financial advisor prior to making any investment decisions exchange traded (. ( ETFs ) tfolio - Series O. July 21, 2020 in peer... Broken into quarters or quartiles Risk Sun Life Granite Moderate Portfolio a,. 20, 2020, Sun Life Financial Trust Inc. is a member the. 'S category may change at any time find more details in the fund 's prospectus...