*Global Industry Classification Standard (GICS). Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Sun Protect GIF Sun Life Granite Conservative F | Sun Life As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. That's why we built Sun Life Granite Managed Solutions. Find our live Sun Life Granite Conservative Portfolio F fund basic information. Sun GIF Solutions Sun Life Granite Conservative Sun Life Global Investments (Canada) Inc. 2.42 SI133 SI233 SI333 SI733 1.25 SI633 0.42 SI533 low Sun GIF Solutions Sun Life Granite Moderate Sun Life Global Investments (Canada) Inc. 2.50 SI137 SI237 … Sun Life Granite Balanced Grow th Por tfolio - Series A. July 21, 2020. Sun Protect GIF Sun Life Granite Conservative A invests directly in units of the Sun Life Granite Conservative Portfolio (the "underlying fund"). As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. By signing in, you agree to theseterms and conditions. *Global Industry Classification Standard (GICS). Morningstar category averages are equal-weighted category returns. For example, Sun Life Granite Conservative Portfolio is holding about 15% cash, 25% stocks and 55% bonds. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. Find the latest Sun Life Granite Conservative (SUNLIFECATGO.TO) stock quote, history, news and other vital information to help you with your stock trading and investing. Ratings and/or ranking information is subject to change monthly. For exchange delays and terms of use, please read disclaimer (will open in new tab). 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. 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). 60%Equity / 40% Fixed Income Low to Medium Risk . The median would be the fiftieth fund. SUN LIFE GRANITE CONSERVATIVE PORTFOLIO Summary of Investment Portfolio * as at September 30, 2020 Top 25 Investments Holding Name † Percentage of Net Asset Sun Life Granite Conservative Class AT5 (SUNLIFECATGO.TO) ... Sadiq S. Adatia is CIO for Sun Life Global Investments and manages the Sun Life Global Investments Portfolio Management Team. 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. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice. 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. Copyright © 2020. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Past performance is no guarantee of future results. The Fund's investment objective is to seek income and capital appreciation, with a bias towards income, by investing primarily in fixed income mutual funds and, to a lesser extent, equity mutual funds. 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. Current value of a $10,000 investment Please read the prospectus before investing. 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). Sun Life Granite Conser vative Por tfolio - Series I. July 21, 2020. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. the Sun Life Granite Conservative Portfolio, Series A. • The fund’s investment objective is to seek income and capital appreciation, with a bias towards income, by investing primarily in fixed income mutual funds and, to a lesser extent, equity 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. Sun Life Granite Conservative Portfolio Financial Highlights The following tables show selected key financial information about. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. The portfolio analysis section is representative of the underlying Fund. 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. Sun Life Financial My savings Investment Options Data As Of Oct 31 2020 Help me do it Target Date With a Guarantee Select from this group of funds if you would like to invest in a help me do it portfolio that matches your investment time horizon. 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. The portfolio analysis section is representative of the underlying Fund. A fund's category may change at any time. Please select your language preference on the right hand side. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. The SLGI Asset Management Inc. investment, market cap and category. the Portfolio’s financial performance for the previous five years or for the periods since inception to December 31, 2019. Sun Life Granite Conservative Portfolio | Series A Current value of a $10,000 investment Time frame: Start Apr 2012 End Nov 2020 $14,057 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. The calculation is simply the average of the returns for all the funds in a given category. Sun GIF Solutions Sun Life Granite Conservative Investment Series A invests directly in units of the Sun Life Granite Conservative Portfolio (the "underlying fund"). *Global Industry Classification Standard (GICS). The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. The Morningstar Style BoxTM reveals a fund's investment strategy. View Top Holdings and Key Holding Information for Sun Life Granite Conservative (SUNLIFEPORTG.TO). 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. 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.  Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. The Sun Life Granite Conservative Class invests directly in units of the Sun Life Granite Conservative Portfolio (the "underlying Trust Fund"). Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Underlying fund 'Sun Life Granite Balanced Portfolio' performance is displayed for a time frame prior to May 04, 2015. Sun Life Granite Conser vative Por tfolio - Series O July 21, 2020 This document contains key information you should know about Sun Life Granite Conservative Portfolio - Series O. There would be four quartiles of twenty-five funds each our Sun Life Granite Portfolio... Through investment Data and News Solutions for Canadian investors independent organization that groups with... Quantitative analytics of this fund overall composition and by users are provided for illustrative purposes.... 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