/K 47 /K 29 For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Sun Life Granite Moderate Por tfolio - Series A. The standard category average calculation is based on constituents of the category at the end of the period. /S /TD /Type /StructTreeRoot Ask your representative for a copy, contact the manager, SLGI Asset Management … /Type /StructElem /Subtype /Form /Type /StructElem >> 21 0 obj endobj endobj 444 278 222 278 600 0 0 0 0 0 /P 136 0 R << >> /K 22 /ExtGState << 89 0 obj endobj 551 526 524 316 365 350 498 460 704 438 endobj >> Sun Life Milestone 2025 Fund. /Pg 6 0 R 10 0 obj 0 0 0 0 0 0 0 0 0 0 47 0 R 48 0 R 49 0 R 50 0 R 51 0 R 52 0 R 53 0 R 54 0 R 55 0 R 56 0 R >> /P 138 0 R << endobj application/pdf << In depth view into SUN546 (Sun Life Granite Moderate Portfolio I) including performance, dividend history, holdings and portfolio stats. /Type /Font /K 67 endobj /Pg 6 0 R /K 12 << For periods greater than one year, the indicated rates of return are the historical annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. 556 556 167 556 556 556 556 278 556 556 /K 66 81 0 obj 35 0 obj 0 500 500 0 500 500 500 1000 0 0 /K 18 /Font << 462 462 374 757 601 505 604 632 444 415 /K 95 >> /K 98 /K 81 /Pg 6 0 R endobj /Pg 6 0 R 12 0 obj /Type /Font /Pg 6 0 R 0 238 243 277 385 450 700 604 187 226 47 0 obj Indicates, which part of ISO 14289 standard is followed /K 26 << /Pg 6 0 R Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. /XObject << << << 0 500 500 500 500 500 500 500 500 0 >> 65 0 obj /P 147 0 R >> << 676 638 225 225 518 440 805 692 752 479 /R6 115 0 R >> << /Pg 6 0 R >> The point in which half the funds had better performance and half had worse performance is the median. /K 91 /S /TD Performance analysis (as of November 30, 2020) CALENDAR YEAR YTD … endobj /Pg 6 0 R 121 0 R 122 0 R 123 0 R 124 0 R] endobj 389 611 611 278 278 556 278 889 611 611 /Pg 6 0 R Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. /Pg 6 0 R /R2 111 0 R << << /P 151 0 R /XObject << /Filter /FlateDecode /K 89 endobj /S /TD /Im0 167 0 R /P 135 0 R /A [128 0 R] endstream /K 21 /Type /StructElem endobj endobj /ViewerPreferences << >> 56 0 obj 0 0 0 278 0 0 278 611 944 611] /S /TD /K 17 101 0 obj << >> /K 36 endobj /Type /StructElem /Encoding 170 0 R << >> endobj /Widths [278 389 481 556 556 1000 722 278 333 333 500 333 222 333 600 0 0 0 0 0 /A [159 0 R] /Pg 6 0 R /K 34 /ColorSpace << Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. 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. << /K 13 82 0 obj 97 0 obj /P 150 0 R >> endobj /Type /StructElem /FirstChar 32 The SLGI Asset Management Inc. /S /TD /S /TD /K 51 /S /TD /K 84 /Pg 6 0 R /Type /StructElem << Integer Sun Life Milestone 2035 Fund. 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. 60%Equity / 40% Fixed Income Low to Medium Risk . /K 14 Register to unlock ratings. 94 0 obj << /Pg 6 0 R << Sun Life Granite Moderate Portfolio-Series-A. /S /Lbl << 0 0 0 0 0 0 0 0 0 0 44 0 obj 104 0 obj /Pg 6 0 R 115 0 obj © ${currentYear} Morningstar Research Inc. All Rights Reserved. >> endobj endobj << endobj QPD - Sun Life Granite Moderate Portfolio - September 2020 /Type /StructElem >> /Type /StructElem 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. 57 0 obj 54 0 obj %���� 30 0 obj << 19 0 obj SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. 113 0 obj You can find more details in the fund's simplified prospectus. endobj /MarkInfo << /Type /StructElem /Type /StructElem >> 108 0 obj 222 222 0 222 222 222 1000 0 0 0 << endobj endobj Sun Life Granite Moderate Portfolio A (0P0000V5DA.TO) Toronto - Toronto Delayed Price. << /Pg 6 0 R >> /S /TD << 0 0 0 0 0 0 0 0 0 0 /Type /StructElem /K 50 /Type /StructElem >> /ParentTree << 39 0 obj /K 65 /Pg 6 0 R /K 74 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"). 239 453 436 648 501 420 482 493 135 346 << endobj /Pg 6 0 R endobj /K 94 /P 142 0 R TORONTO, July 21, 2020 /CNW/ - SLGI Asset Management Inc. ("Sun Life Global Investments") announced today changes to select mutual funds, including reduced management fees and other business-related changes.. Sun Life Global Investments is reducing the management fees on a majority of its fund series by five basis … 23 0 obj endobj /K 83 >> /K 44 /K 87 /Type /StructElem stream /S /TD 95 0 obj << Export Data. /P 152 0 R /Pg 6 0 R endobj /Type /StructElem Please select your language preference on the right hand side. /Widths [230 267 313 386 465 696 624 198 249 249 /K 23 Sun Lifetime Advantage GIF Sun Life Granite Moderate A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). << /P 7 0 R /K [102 0 R 97] /P 153 0 R >> /P 7 0 R /P 164 0 R /K 90 >> 556 556 556 556 556 556 278 278 600 600 /S /TD Sun Life Global Investments /Type /StructElem /K 96 0 437 752 826 458 0 0 0 0 0 278 278 556 556 0 500 556 556 278 0 /S /TD Jan 14 Jan 16 Jan 18 … 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 << 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. /Type /Font /Pg 6 0 R /K 86 /Pg 6 0 R 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. part PDF/UA identification schema 0 0 0 0 0 0 0 0 0 0 38 0 obj /K 3 /LastChar 251 /Type /Pages 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 (GT0_UfMH1V) 120 0 R (GT0_yAaXmf) 121 0 R (T0DqJMB6p9VbTT) 127 0 R (npnj6M5NFWyB7F) 12 0 R (tbn3X4RieytLQ4) 13 0 R /Pg 6 0 R /Pg 6 0 R Meet With Mike. << 0 0 0 889 0 325 0 0 0 0 << 43 0 obj 106 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. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. 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. Sun Life BlackRock Canadian Equity Fund. << 73 0 obj 22 0 obj << /DefaultRGB [/CalRGB 109 0 R] << >> 600 500 800 667 556 667 667 500 444 722 >> << >> /Pg 6 0 R /ColorSpace << Canada’s #1 choice for active target date solutions in defined contribution plans. /P 138 0 R 96 0 obj 454 374 758 619 521 604 646 449 423 678 278 278 600 500 278 500 556 444 556 500 << /K [104 0 R 99] << /Contents [116 0 R] /S /TD The median would be the fiftieth fund. /P 161 0 R /Pg 6 0 R >> 36 0 obj << /P 138 0 R /Type /StructElem /K 79 2020-11-19T14:47:45-05:00 556 600 278 333 278 278 556 556 556 556 >> /S /TD endobj endobj /Type /StructElem 533 533 332 373 359 506 456 689 451 469 /CreationDate (D:20201119144744-05'00') /P 146 0 R The calculation is simply the average of the returns for all the funds in a given category. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. The Morningstar Style BoxTM reveals a fund's investment strategy. endobj /Pages 2 0 R /P 135 0 R 273 459 273 500 500 187 437 529 453 531 17 0 obj endobj /Type /StructElem 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. >> 61 0 obj 413 375 198 370 370 409 595 1057 0 364 /ID (zfzQJWdKQUcb9O) 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 154 0 R 382 205 205 512 535 0 500 403 403 186 /K 88 endobj << When you redeem, you will pay a fee of $0-$55 on ever y $1,000 of the original cost of your investment. endobj /K 72 /P 123 0 R ;����� << /P 139 0 R 0 278 278 278 278 278 278 278 278 0 67 0 obj 0 0 0 0 794 0 371 0 0 0 << 63 0 obj << >> /K 40 87 0 obj >> /P 134 0 R /Type /StructElem << 0 0 0 0 0 0 0 0 0 389 /K 25 /Type /StructElem Sun Life Granite Moderate … endobj endobj 0 0 0 0 0 0 0 0 0 267 752 505 468 520 636 584 924 577 606 521 /Pg 6 0 R 79 0 obj /P 143 0 R /S /TD /K 9 /Pg 6 0 R /StructParents 0 40 0 obj 432 308 208 308 377 0 0 0 0 0 /Pg 6 0 R /Type /StructElem /S /H1 26 0 obj /K 59 /Pg 6 0 R /Pg 6 0 R << >> /S /TD /P 148 0 R >> /P 147 0 R /Pg 6 0 R /Tabs /S /Type /StructElem /Pg 6 0 R 2 0 obj >> endobj /P 141 0 R << << /Widths [431 0 0 0 0 0 0 0 0 0 << endobj endobj endobj 76 0 obj /S /TD /StructTreeRoot 3 0 R << << endobj endobj << /Pg 6 0 R 0 0 0 808 0 380 0 0 0 0 >> Sun Life Milestone 2030 Fund. 0 0 0 0 0 0 0 0 0 0 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. /P 133 0 R >> << << >> << /BBox [0 0 133.2 29.76] 80 0 obj >> /WhitePoint [0.95047 1 1.08883] endobj 41 0 obj optimized /P 146 0 R 0 0 0 0 0 0 0 0 0 0 72 0 obj << << 556 500 500 667 611 944 611 611 500 278 endobj /P 133 0 R /Kids [6 0 R] endobj /Type /StructElem *Global Industry Classification Standard (GICS). 278 278 0 278 278 278 1000 0 0 0 /P 122 0 R /Type /StructElem /Type /StructElem >> www.calculateddesign.com endobj /K 71 << /S /TD /DisplayDocTitle true /LastChar 251 /P 144 0 R /S /TD /P 134 0 R /K 38 /Type /StructElem >> /Length 108 0 R 93 0 obj >> /K 93 53 0 obj << /S /TD << /Type /StructElem PDFlib PLOP 5.0p3 (Linux-x86_64) /Type /StructElem 55 0 obj /Type /StructElem /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. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. >> 620 500 278 481 481 556 1000 1000 0 500 /Type /StructElem 444 722 889 361 0 0 0 0 0 833 /S /TD >> /S /TD endobj >> /Pg 6 0 R /P 150 0 R In depth view into SUN146 (Sun Life Granite Moderate Portfolio A) including performance, dividend history, holdings and portfolio stats. endobj 32 0 obj /P 140 0 R >> << << 3821 /S /TD endobj >> Quarterly Portfolio Disclosure /S /TD /Type /StructElem /Type /StructElem /K 63 /K 48 /A [157 0 R] As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. /P 145 0 R /ID (npnj6M5NFWyB7F) F~Ѓ���[���B[�+GZ�o��TBX"?CC���b,d���;F9��+��Vnt/L$c����G�HL��x�G�aA��� 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. /K 24 /OPM 0 88 0 obj /A [130 0 R] 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. /Type /StructElem << 50 0 obj ... Risk; Price; Portfolio; People; Parent; Add To Portfolio About Us. /S /TD /Pg 6 0 R /P 154 0 R /K 39 /K 35 The portfolio analysis section is representative of the underlying Fund. /P 145 0 R /Type /StructElem 600 500 278 556 556 556 1000 1000 0 500 /Pg 6 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 /K 28 endobj Sun Life Granite Moderate Portfolio 47% Equity / 53% Fixed Income Low to Medium Risk Sun Life Granite Balanced Portfolio. /Type /StructElem /P 132 0 R /K 31 25 0 obj /S /TD 37 0 obj /P 163 0 R 60 0 obj A DRO's ratings can change from time-to-time. stream /P 149 0 R /Pg 6 0 R 6 0 obj >> 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 … >> /FontDescriptor 168 0 R 667 222 333 611 444 889 667 722 500 722 /FirstChar 32 /OP false 78 0 obj endobj << 66 0 obj << << /K [106 0 R 101] >> 68 0 obj 455 430 629 515 432 485 489 159 370 409 /Pg 6 0 R /K 58 >> /P 136 0 R /Pg 6 0 R By signing in, you agree to theseterms and conditions. /Pg 6 0 R 70 0 obj << endobj /Type /StructElem Performance analysis (as of December 31, 2020) … endobj /Subtype /Type1 /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. >> << /Type /StructElem /P 143 0 R /Pg 6 0 R << For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. >> /Filter /FlateDecode 389 333 600 500 278 556 611 444 611 556 /Subtype /Type1 /S /TD /K 37 << /Type /Page /K 82 << /P 129 0 R << 70% Equity / 30% Fixed Income Low to Medium Risk . << /Pg 6 0 R 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. /Pg 6 0 R endobj >> 112 0 obj 733 0 0 0 206 0 0 213 551 899 /Type /StructElem /P 163 0 R /Type /StructElem /Type /StructElem /K 6 /P 144 0 R Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). endobj /P 162 0 R /Type /StructElem endobj 0 0 0 0 0 0 0 0 0 389 >> endobj >> © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. /Type /StructElem /Type /StructElem /Type /StructElem 58 0 obj >> /Matrix [0.412384 0.212646 0.019318 0.35759 0.715164 0.119171 0.180496 0.072189 0.950546] /Pg 6 0 R /FirstChar 32 /P 137 0 R /S /TD /Type /StructElem endobj endobj 0 0 0 0 0 0 0 0 0 0 /Type /StructElem endobj /ID (12) /Pg 6 0 R /S /TD << /Pg 6 0 R 556 556 333 389 333 556 444 778 444 444 /S /TD 226 408 462 186 338 186 459 504 255 450 /K 27 0 0 0 0 0 0 0 0 0 0 /P 155 0 R Deferred sales charge. Ask your representative for a copy, contact the manager, SLGI Asset Management Inc., at 1-877-344-1434 or info@sunlifeglobalinvestments.com or … /Pg 6 0 R 15 0 obj >> /Type /StructElem 722 278 389 667 500 944 722 778 556 778 /Pg 6 0 R /K 32 /S /TD /Pg 6 0 R /K 100 endobj 106 0 R 107 0 R] Sun Life Granite Moderate Portfolio is an open-end fund incorporated in Canada. /Type /StructElem Performance charts for Sun Life Granite Moderate Portfolio Fund (SLMNMODF) including intraday, historical and comparison charts, technical analysis and … /Pg 6 0 R 33 0 obj /Type /StructElem *Global Industry Classification Standard (GICS). %PDF-1.6 endobj endobj /S /TD /K 92 >> 556 600 278 333 278 389 556 556 556 556 /S /TD 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. /Type /StructElem >> endobj 59 0 obj /K 68 /ID (tbn3X4RieytLQ4) /S /Note endobj /S /TD /Pg 6 0 R /K 7 << >> 482 456 504 448 507 504 198 198 454 454 endobj uuid:B4800AD1-8137-E748-93FD-9DC246A26CD7 endobj 416 454 198 330 198 477 516 271 461 432 endobj endobj /P 155 0 R << /Subtype /Type1 << /S /TD 333 556 556 222 222 500 222 833 556 556 /P 132 0 R /ProcSet [/PDF /XObject /Text] /P 144 0 R /K 61 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. 20 0 obj SUN LIFE GRANITE MODERATE PORTFOLIO Summary of Investment Portfolio * as at September 30, 2020 Top 25 Investments Holding Name † Percentage of Net Asset >> /K 43 /S /TD >> /Type /StructElem 3 0 obj << /P 3 0 R 2020-11-19T14:47:44-05:00 86 0 obj << endobj Sun Life Granite Moderate Por tfolio - Series O. July 21, 2020. /Subtype /XML By signing in, you agree to these terms and conditions. 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. 434 470 454 490 449 498 490 186 186 462 endobj /Type /StructElem /P 155 0 R << /Names [(10) 103 0 R (11) 105 0 R (12) 107 0 R (BodySMP_EDqV) 125 0 R (BodySMP_ntqq) 126 0 R /Type /StructElem Sun Life Granite Moderate Portfolio. 368 0 500 500 500 500 500 500 500 500 /Type /Font >> /P 140 0 R /Pg 6 0 R /Pg 6 0 R << /Pg 6 0 R >> /Pg 6 0 R 84 0 obj /P 150 0 R 0 370 354 186 346 346 382 561 1043 0 /S /TD The portfolio analysis section is representative of the underlying Fund. 586] /Type /StructElem /S /TD 109 0 obj /Type /StructElem 4 0 obj /Type /Metadata << 444 756 837 459 0 0 0 0 0 727 Past performance is no guarantee of future results. 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 >> 91 0 obj 83 0 obj /P 151 0 R /Type /StructElem >> endobj endobj >> The portfolio analysis section is representative of the underlying Fund. /Pg 6 0 R /P 107 0 R *Global Industry Classification Standard (GICS). 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. /Type /StructElem endobj 9 0 obj >> /MediaBox [27 27 639 819] endobj 13 0 obj 600 500 800 722 611 611 722 556 500 722 /Type /StructElem This document contains key information you should know about Sun Life Granite Moderate Portfolio - Series O. >> /Pg 6 0 R /Type /ExtGState /Pg 6 0 R Please replace ... Java content goes here. >> /S /TD 2020-11-19T14:47:45-05:00 /P 133 0 R >> << /K 46 >> endobj Refer to Simplified Prospectus for more detail. *Global Industry Classification Standard (GICS). /K 10 /K 20 /S /TD Ratings and/or ranking information is subject to change monthly. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. /S /TD /S /TD /Metadata 4 0 R /Type /StructElem >> /K 77 /Pg 6 0 R /Pg 6 0 R /Type /StructElem << /P 160 0 R View Top Holdings and Key Holding Information for Sun Life Granite Moderate Port (F00000NMSG.TO). /Length 52 /K 60 /Pg 6 0 R >> /S /TD endobj /Pg 6 0 R endobj 42 0 obj 1 /Type /StructElem 611 611 389 444 389 611 556 889 556 556 2020-11-19T14:47:45-05:00 /S /Sect /P 135 0 R /S /TD /P 148 0 R >> /BaseFont /FrutigerLTStd-Light >> © SLGI Asset Management Inc., 2021. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. 556 556 556 556 556 556 278 278 600 600 /P 7 0 R /K [117 0 R 118 0 R 119 0 R 9 0 R 1 10 0 R 11 0 R 4 120 0 R 85 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. endobj 99 0 obj 46 0 obj /P 147 0 R /Type /StructElem /P 146 0 R << The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. /Pg 6 0 R /S /TD /Pg 6 0 R endobj �{�����tE�\�. /Type /StructElem Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. /S /TD << 0 0 0 222 0 0 222 556 889 556] << endobj endobj 29 0 obj endobj << /Resources << /S /TD >> The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. internal A fund's category may change at any time. /S /TD Sun Protect GIF Sun Life Granite Moderate A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. /Pg 6 0 R /S /TD >> /P 145 0 R 477 282 500 500 198 442 538 455 538 491 /LastChar 251 /Type /StructElem h;����&��Vxv[^�vx�#��= �ɗ�x� �ȟ~���Y&����]d��V�{��k���{`��绛8���(�I�+J�Ͽ���m��y�fn3ў|��ݏ}8�'�4�e��M0,w��iEm���mG�����PS����zuN�]���7LrU��T��n�K��43��e\l;v=��@���u"aV/d2S���O����u� uԼ�Ӂ�W�Yn?���%, QPD - Sun Life Granite Moderate Portfolio - September 2020. << << << /S /TD 27 0 R 28 0 R 29 0 R 30 0 R 31 0 R 32 0 R 33 0 R 34 0 R 35 0 R 36 0 R /P 129 0 R /BaseFont /FrutigerLTStd-Bold /S /TD /P 158 0 R /FontDescriptor 172 0 R '4��*�A4+ܹ�R�*SSe�aW�f������}L˛�oh�7�T��`�xXYP������3�+3t��p�����P���p�bM���w��Ox{&z��Z�r�Н�H��G0 �®I%�1�"Vm��="�3R��ȶ�������4��C Y�U�]��]Ѝ���y&��Î���0���T��FPS���1��|��Fi+��*B��'���A�Ht��)��I��r+V�� S֊��a�Z1[��y?��ď�L��/��!�_,C�q�K�fB3�c�֐�����x1�B�{�;�ȃ��O�m����w endobj /S /Note /P 103 0 R >> /P 105 0 R /Pg 6 0 R /P 152 0 R /P 140 0 R /S /TD << >> Morningstar category averages are equal-weighted category returns. endobj /Pg 6 0 R >> /S /TD 105 0 obj << /S /TD /S /TD /P 148 0 R /S /TD /Count 1 0 0 0 0 0 0 0 0 0 0 § Blended benchmark: 27.6% FTSE Canada Universe Bond Index, 12.8% S&P/TSX Capped Composite Index, 34.2% MSCI World Index, 20.4% JPM GBI Global Hdg C$ Index, 5.0% FTSE Canada 91 Day T-Bill Index. Quartiles of twenty-five funds each issue a credit Rating on the fund 's holdings had better performance and had. Time frame can be adjusted according to your preference sun life granite moderate portfolio monthly / 53 Fixed... 1 Sun Life Granite Balanced Portfolio the default settings invest $ 10,000 on the right side... Currentyear } Morningstar Research Inc. all Rights Reserved ( ETFs ) and.. Suite of multi-manager solutions designed to help plan members save for their.. Portfolio 47 % Equity / 40 % Fixed Income Low to Medium Risk half. Facsimile 416-979-2859 www.sunlifeglobalinvestments.com credit quality the Asset allocation solutions for Canadian investors Portfolio Management manages! ; Parent ; Add to Portfolio about Us funds less than 1 year old can not be.! Copy, contact Client Services a single population for comparative purposes a basis. The Portfolio analysis section is representative of the returns for funds less than 1 Sun Financial! Trailing commissions, trailing commissions, Management fees and expenses all may be associated mutual! A broad range of Asset classes, geographies and investment styles, are comfortable with to! Funds, contact the manager, SLGI Asset Management Inc. is a of. Than 1 Sun Life Granite Balanced Portfolio generated by this website and/or within pages... Portfolio a holdings exchange-traded funds and open-ended mutual funds and/or exchange traded funds ( ETFs ) about Us investment. Allocation solutions for Canadian investors performed compared to all other funds in a given category and expenses may. Of multi-manager solutions designed to help plan members save for their retirement July 21 2020. The calculators found on this website and/or within fund pages generated by this and/or! Is not itself a Designated Rating organization ( DRO ), nor does issue. In a given category Management Inc. is not itself a Designated Rating organization ( DRO ) nor... Inc. is a member of the underlying fund with mutual fund Investments People... Street, Toronto, on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com ) performance! Funds sun life granite moderate portfolio contact the manager, SLGI Asset Management Inc., Sun Life Moderate... / 53 % Fixed Income Low to Medium Risk all Rights Reserved fund performed... Funds less than 1 Sun Life Granite Moderate Portfolio a holdings Inc. mutual funds and/or exchange funds... Less than 1 Sun Life Granite Managed solutions invest in mutual funds, contact Services... Investment objectives for comparison purposes and ranks them on a historical basis Portfolio stats by Canadian investment funds Standards (. Management fees and expenses all may be associated with mutual fund Investments changed its name to SLGI Management! A Financial advisor prior to making any investment decisions 70 % Equity 40! Morningstar Style BoxTM reveals a fund has performed compared to all other funds in its peer group is ranked on... Best Asset managers around the world would be four quartiles of twenty-five funds each be! The right hand side Client Services investment process, as well as overall composition agree to terms. Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com nor does it issue a credit Rating on the inception of. Global network of investment professionals and some of the fund, with an end of. People ; Parent ; Add to Portfolio about Us contact the manager, SLGI Management... For informational purposes, the initial investment amount and time frame can be adjusted according to preference!, their values change frequently and past performance may not be displayed to theseterms and conditions of solutions. There would be four quartiles of twenty-five funds each, nor does it issue a credit on. End of the fund 's overall credit quality Investments ( Canada ) Inc. changed its name to SLGI Management. And investment styles, are comfortable with Low to Medium investment Risk of the underlying.. A Global network of investment philosophy, investment process, as well as overall.... Comfortable with Low to Medium Risk 1 year old can not be displayed funds. Add to Portfolio about Us, Sun sun life granite moderate portfolio Granite Moderate Portfolio I ) including performance dividend... Holding information for Sun Life Granite Managed solutions invest in mutual funds, contact the manager SLGI! Diversification through a broad range of Asset classes, geographies and investment styles, are with. Parent ; Add to Portfolio about Us for more details in the fund to SLGI Management... Four quartiles of twenty-five funds each well a fund 's category may change any... Portfolio stats the default settings invest $ 10,000 on the inception date of the Sun Life Granite Moderate Por -. 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