We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. The Portfolio’s Net Asset Value per Sun Life Granite Conservative Portfolio is an open-end fund incorporated in Canada. The Sun Life Granite Conservative Class invests directly in units of the Sun Life Granite Conservative Portfolio (the "underlying Trust Fund"). The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life Granite Balanced Grow th Por tfolio - Series A. July 21, 2020. 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. Refer to Simplified Prospectus for more detail. The Fund’s investment objective is to seek income and capital appreciation, with a bias towards income, through exposure to primarily fixed income and equity securities by investing primarily in units of Sun Life Granite Conservative Portfolio or its successor fund (the "Portfolio"). Performance analysis … Current value of a $10,000 investment Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Fixed Income Balanced Low Fund manager: Sun Life Granite Conser vative Por tfolio - Series F July 21, 2020 This document contains key information you should know about Sun Life Granite Conservative Portfolio - Series F. You can find more details in the fund's simplified prospectus. We’re structuring our Sun Life Granite Managed Solutions to reduce risks for investors – including those in retirement. You can find more details in the fund's simplified prospectus. Canada’s #1 choice for active target date solutions in defined contribution plans. Sun Life Granite Conservative Portfolio Financial Highlights The following tables show selected key financial information about. 351 King Street East, Suite 1600, Toronto, ON Canada, M5A 0N1, Just $1.99 per week for the first 24 weeks, var select={root:".js-sub-pencil",control:".js-sub-pencil-control",open:"o-sub-pencil--open",closed:"o-sub-pencil--closed"},dom={},allowExpand=!0;function pencilInit(o){var e=arguments.length>1&&void 0!==arguments[1]&&arguments[1];select.root=o,dom.root=document.querySelector(select.root),dom.root&&(dom.control=document.querySelector(select.control),dom.control.addEventListener("click",onToggleClicked),setPanelState(e),window.addEventListener("scroll",onWindowScroll),dom.root.removeAttribute("hidden"))}function isPanelOpen(){return dom.root.classList.contains(select.open)}function setPanelState(o){dom.root.classList[o?"add":"remove"](select.open),dom.root.classList[o? Sun Life Granite Conservative Portfolio. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. A DRO's ratings can change from time-to-time. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. seek income and capital appreciation, with a bias towards income, seek diversification through a broad range of asset classes, geographies and investment styles. By signing in, you agree to these terms and conditions. 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. Current value of a $10,000 investment In depth view into SUN150 (Sun Life Granite Balanced Growth Port A) including performance, dividend history, holdings and portfolio stats. Performance analysis (as of October 31, 2020) Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Ratings and/or ranking information is subject to change monthly. That's why we built Sun Life Granite Managed Solutions. It is an average of each fixed income security's credit rating, adjusted for its relative weighting in the fixed income portion of the fund. 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. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 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. In depth view into SUN444 (Sun Life Granite Conservative Port F) including performance, dividend history, holdings and portfolio stats. Please replace ... Java content goes here. 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. Sun GIF Solutions Sun Life Granite Conservative Investment Series A invests directly in units of the Sun Life Granite Conservative Portfolio (the "underlying fund"). The portfolio analysis section is representative of the underlying Fund. Morningstar category averages are equal-weighted category returns. 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. 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. the Portfolio’s financial performance for the previous five years or for the periods since inception to December 31, 2019. The standard category average calculation is based on constituents of the category at the end of the period. The Morningstar Style BoxTM reveals a fund's investment strategy. 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. Sun Protect GIF Sun Life Granite Conservative A invests directly in units of the Sun Life Granite Conservative Portfolio (the "underlying fund"). The median would be the fiftieth fund. 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. Data ( will open in new tab ) of multi-manager Solutions designed to help you build and protect savings. Show how well a fund 's simplified prospectus of Canada, and Financial advice 's simplified prospectus preference on fund. Investment products, Life insurance, and their licensors ) is provided 'as '. 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