/Type /StructElem 620 500 278 481 481 556 1000 1000 0 500 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. endobj /Pg 6 0 R /P 147 0 R /TrimBox [27 27 639 819] 468 423 300 194 300 358 0 0 0 0 /P 154 0 R /Encoding 170 0 R << /K 68 >> /S /TD >> << /S /TD 54 0 obj /Type /StructElem 0 0 0 0 0 0 0 0 0 0 56 0 obj << seek diversification through a broad range of asset classes, geographies and investment styles, are comfortable with low to medium investment risk. >> /S /TD /Type /StructElem 101 0 obj /S /TD This document contains key information you should know about Sun Life Granite Moderate Portfolio - Series O. 0 0 0 222 0 0 222 556 889 556] /K 75 /ID (zfzQJWdKQUcb9O) /K 46 /K 50 44 0 obj endobj /Author (Sun Life Global Investments) /Pg 6 0 R endobj /P 161 0 R /P 142 0 R /K 6 /Type /StructElem 676 638 225 225 518 440 805 692 752 479 /Type /StructElem endobj endobj /S /TD /K 32 /Pg 6 0 R 45 0 obj /P 105 0 R /Type /StructElem /K 44 >> >> View Top Holdings and Key Holding Information for Sun Life Granite Moderate Port (F00000NMSG.TO). >> /Pg 6 0 R 33 0 obj /Type /StructElem /R3 112 0 R << 121 0 R 122 0 R 123 0 R 124 0 R] 68 0 obj /Widths [431 0 0 0 0 0 0 0 0 0 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. /ProcSet [/PDF /ImageC] /Pg 6 0 R 70 0 obj 25 0 obj /K 93 << /P 148 0 R /S /TD /Pg 6 0 R 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 0 0 0 889 0 325 0 0 0 0 endobj 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. /S /TD << Sun Life Granite Moderate Class. endobj /P 134 0 R << 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. Please read the prospectus before investing. /P 146 0 R /Type /Page << << 34 0 obj /P 134 0 R 88 0 obj /S /TD /P 136 0 R By signing in, you agree to these terms and conditions. /P 129 0 R SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. >> /Type /Font The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. ... Risk; Price; Portfolio; People; Parent; Add To Portfolio About Us. 48 0 obj /Pg 6 0 R 80 0 obj >> /Type /StructElem >> /Pg 6 0 R /Pg 6 0 R /P 165 0 R >> 27 0 obj 103 0 obj << 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. << /Pg 6 0 R endobj endobj >> Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. /P 107 0 R 93 0 obj >> /Type /StructElem 46 0 obj /K 72 /P 122 0 R 8 0 obj << /P 140 0 R /P 155 0 R << endobj /S /TD 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. 278 278 600 500 278 500 556 444 556 500 endobj 77 0 R 78 0 R 79 0 R 80 0 R 81 0 R 82 0 R 83 0 R 84 0 R 85 0 R 86 0 R 98 0 obj /K [106 0 R 101] optimized >> 110 0 obj >> endobj >> /K 79 endobj >> >> /S /TD /P 139 0 R << /K 91 endobj /Type /StructElem /K 18 41 0 obj 74 0 obj endobj 444 278 222 278 600 0 0 0 0 0 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 … 64 0 obj Sun Life Granite Moderate Portfolio. /K 98 endobj 94 0 obj /S /TD 91 0 obj >> /K 51 << Sun Life Granite Moderate Portfolio. endobj >> 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 … /P 147 0 R /Pg 6 0 R 3 0 obj endobj /Type /StructElem /Pg 6 0 R Meet With Mike. endobj Sun Life Granite Moderate Por tfolio - Series O. July 21, 2020. endobj /S /Reference >> >> /K 31 /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. 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. /Pg 6 0 R /Pg 6 0 R /P 145 0 R 500 500 0 500 500 500 1000 0 0 0 /P 154 0 R © SLGI Asset Management Inc., 2021. /K 59 Sun Protect GIF Sun Life Granite Moderate A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). >> Integer 63 0 obj 67 0 obj /BaseFont /Agenda-Medium 73 0 obj 556 556 556 556 556 556 278 278 600 600 /P 137 0 R /LastChar 251 /Type /StructElem /Type /StructElem *Global Industry Classification Standard (GICS). When you redeem, you will pay a fee of $0-$55 on ever y $1,000 of the original cost of your investment. >> endobj >> /P 155 0 R /Pg 6 0 R /S /TD << http://www.aiim.org/pdfua/ns/id/ Export Data. /S /TD As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. /P 154 0 R << /Type /StructElem /K 30 /Pg 6 0 R /Subtype /Type1 /K 47 /Metadata 4 0 R endstream 19 0 obj 31 0 obj << >> 29 0 obj 522 476 517 650 578 909 604 624 532 282 << /S /TD endobj The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. endobj >> endobj 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. /Pg 6 0 R /P 144 0 R /Type /StructElem /Type /StructElem Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. endobj >> /Kids [6 0 R] 0 0 0 0 0 0 0 0 0 0 © ${currentYear} Morningstar Research Inc. All Rights Reserved. << 70% Equity / 30% Fixed Income Low to Medium Risk . /P 149 0 R 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. endobj © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. >> /P 133 0 R /Pg 6 0 R /P 132 0 R 389 333 600 500 278 556 611 444 611 556 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 /P 133 0 R /Type /StructElem /S /TD /P 136 0 R >> Please sign in through sunnet.sunlife.com. /K 22 /S /TD /BaseFont /Agenda-Light /Pg 6 0 R /P 146 0 R 60%Equity / 40% Fixed Income Low to Medium Risk . /Type /StructElem >> /S /TD /S /TD 77 0 obj >> << /S /TD The Morningstar Style BoxTM reveals a fund's investment strategy. /Type /StructElem /Type /StructElem Sun GIF Solutions Sun Life Granite Moderate Investment Series F invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). /Type /StructElem endobj endobj 40 0 obj /S /TD << 0 0 0 808 0 380 0 0 0 0 /P 137 0 R /K 96 >> /S /TD /K 64 /Pg 6 0 R 0 0 0 0 0 0 0 0 0 0 The median would be the fiftieth fund. /S /TD endobj 76 0 obj /S /TD /P 146 0 R /Pg 6 0 R Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. /Type /StructElem Register to unlock ratings. << /XObject << Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. /Widths [278 389 556 556 556 1000 667 278 278 278 endobj /Pg 6 0 R /S /TD << /Type /StructElem SUN LIFE GRANITE MODERATE PORTFOLIO Summary of Investment Portfolio * as at September 30, 2020 Top 25 Investments Holding Name † Percentage of Net Asset << 0 0 0 0 0 0 0 0 0 389 335 463 511 220 220 459 232 783 506 551 << 667 222 333 611 444 889 667 722 500 722 /K 67 /P 3 0 R endobj /K 3 0 0 0 0 0 0 0 0 0 0 /Pg 6 0 R /LastChar 251 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. /Title (QPD - Sun Life Granite Moderate Portfolio - September 2020) 1 /K 82 /K 60 /Pg 6 0 R << 0 0 0 944 0 361 0 0 0 0 /Type /StructElem 333 333 667 667 0 500 556 556 278 0 Detailed price information for Sun Life Granite Moderate Portfolio Series A - L (CADFUNDS: SUN346.CF) from The Globe and Mail including charting and trades endobj << /Type /StructElem 413 375 198 370 370 409 595 1057 0 364 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. /S /TD /Filter /FlateDecode 10 0 obj /S /TD 0 0 0 278 0 0 278 611 944 611] *Global Industry Classification Standard (GICS). 21 0 obj Ask your representative for a copy, contact the manager, Sun Life Global … >> /Subtype /Form 752 505 468 520 636 584 924 577 606 521 >> /FontDescriptor 169 0 R /Im0 167 0 R << Sun Life Milestone 2020 Fund. /S /TD /Widths [230 267 313 386 465 696 624 198 249 249 /A [130 0 R] << Sun GIF Solutions Sun Life Granite Moderate Estate Series A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). << By signing in, you agree to theseterms and conditions. << /ViewerPreferences << << >> /K [102 0 R 97] Available in Target Date, Multi-Risk Target Date, Target Risk and Income strategies—all Granite funds offer broad diversification … /K 21 << /Type /StructElem 444 756 837 459 0 0 0 0 0 727 >> >> 0 500 500 500 500 500 500 500 500 0 Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. 72 0 obj /Type /StructElem endobj /S /TD /S /TD /K 73 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. /K 42 /Pg 6 0 R /S /TD /P 161 0 R The portfolio analysis section is representative of the underlying Fund. /P 144 0 R >> /Type /XObject endobj Indicates, which part of ISO 14289 standard is followed 586] /Type /StructElem /P 143 0 R /P 138 0 R /S /TD /K 53 /Pg 6 0 R << endobj uuid:B4800AD1-8137-E748-93FD-9DC246A26CD7 endobj >> 106 0 obj /DefaultRGB [/ICCBased 166 0 R] 75 0 obj /P 149 0 R endobj /Pg 6 0 R /P 142 0 R << /Pg 6 0 R /Pg 6 0 R The portfolio analysis section is representative of the underlying Fund. /S /TD 239 453 436 648 501 420 482 493 135 346 /Type /StructElem 0 0 0 0 0 0 0 0 0 0 /S /TD Average credit quality gives a snapshot of the fund's overall credit quality. 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. /Pg 6 0 R /Pg 6 0 R /Type /StructElem /Subtype /Type1 59 0 obj /Type /StructElem /P 162 0 R /Pages 2 0 R 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. 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 /ID (10) << >> >> 52 0 obj 2020-11-19T14:47:45-05:00 85 0 obj /K 88 *Global Industry Classification Standard (GICS). << /P 134 0 R >> /P 103 0 R /S /TD >> 416 454 198 330 198 477 516 271 461 432 Past performance is no guarantee of future results. /Pg 6 0 R /FontDescriptor 168 0 R /Producer (www.calculateddesign.com) >> /Type /StructElem /Pg 6 0 R /Pg 6 0 R 61 0 obj /Type /StructElem /K 25 556 600 278 333 278 278 556 556 556 556 24 0 obj /S /TD /K 58 500 778 944 397 0 0 0 0 0 889 Quarterly Portfolio Disclosure >> /Type /StructElem /K 70 endobj /Type /StructElem Performance analysis (as of November 30, 2020) CALENDAR YEAR YTD … /Type /Pages 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. /P 143 0 R %���� /ID (tbn3X4RieytLQ4) *Global Industry Classification Standard (GICS). /S /TD >> 0 0 0 0 0 0 0 0 0 0 >> 82 0 obj /ParentTreeNextKey 1 >> 11 0 obj /Type /StructElem >> /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 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. >> /Type /StructElem endobj << endobj /K 86 /K 5 /WhitePoint [0.95047 1 1.08883] Ratings and/or ranking information is subject to change monthly. >> /BBox [0 0 133.2 29.76] 0 238 243 277 385 450 700 604 187 226 /FirstChar 32 /Type /StructElem >> >> In depth view into SUN546 (Sun Life Granite Moderate Portfolio I) including performance, dividend history, holdings and portfolio stats. << endobj << 96 0 obj >> >> >> /Type /StructElem /P 133 0 R /S /TD Sun GIF Solutions Sun Life Granite Moderate Investment Series A invests directly in units of the Sun Life Granite Moderate Portfolio (the "underlying fund"). /S /TD << %PDF-1.6 >> >> 2020-11-19T14:47:45-05:00 /Type /StructElem /Resources << << /Gamma [2.2 2.2 2.2] /IDTree 8 0 R /Pg 6 0 R >> endobj 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. /Parent 2 0 R /K 34 endobj /S /TD 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 BlackRock Canadian Equity Fund. /S /TD /P 141 0 R endobj endobj /Contents [116 0 R] /Pg 6 0 R /Pg 6 0 R /MediaBox [27 27 639 819] /Pg 6 0 R /Pg 6 0 R 9 0 obj 108 0 obj /P 132 0 R << endobj endobj endobj /Type /StructElem Sun Life Granite Moderate Portfolio A (0P0000V5DA.TO) Toronto - Toronto Delayed Price. /P 164 0 R /Pg 6 0 R << 92 0 obj /K 7 0 R << << /P 132 0 R 434 470 454 490 449 498 490 186 186 462 /Type /StructElem << 84 0 obj 482 456 504 448 507 504 198 198 454 454 If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 556 556 167 556 556 556 556 278 556 556 32 0 obj /S /Note << /Pg 6 0 R /S /TD /Type /StructElem /S /TD endobj /S /TD /StructTreeRoot 3 0 R /S /TD 12 0 obj /S /TH /Pg 6 0 R 104 0 obj endobj >> /K [104 0 R 99] The portfolio analysis section is representative of the underlying Fund. Refer to Simplified Prospectus for more detail. endobj /S /TD 57 0 obj >> /S /TD /Nums [0 [9 0 R 7 0 R 10 0 R 11 0 R 7 0 R 12 0 R 13 0 R 14 0 R 15 0 R 16 0 R /Type /StructElem /S /TD Top 24 Holdings. /Pg 6 0 R Interactive Chart for Sun Life Granite Moderate Port (SUNLIFEPORTM.TO), analyze all the data with a huge range of indicators. /P 144 0 R /ProcSet [/PDF /XObject /Text] /Type /Font /Pg 6 0 R 58 0 obj /Type /StructElem /S /TD >> /Length 108 0 R 69 0 obj >> >> Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. /Type /StructTreeRoot >> endobj /P 151 0 R /P 141 0 R /Type /StructElem /S /TD Deferred sales charge. /S /TD >> 2 0 obj >> /FirstChar 32 5 0 obj Ask your representative for a copy, contact the manager, SLGI Asset Management … endobj /S /TD 556 556 333 389 333 556 444 778 444 444 >> /K 84 >> >> endobj endobj /Type /StructElem /K 52 >> /S /Note endobj /Type /Catalog /K 41 << 653 247 247 544 448 820 702 756 494 756 /K 76 /S /TD endobj 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. 432 308 208 308 377 0 0 0 0 0 >> >> /Pg 6 0 R 114 0 obj /DefaultRGB [/CalRGB 109 0 R] For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. >> >> /Length 2491 /K 13 18 0 obj 454 374 758 619 521 604 646 449 423 678 /P 139 0 R �{�����tE�\�. 722 278 389 667 500 944 722 778 556 778 477 282 500 500 198 442 538 455 538 491 /K 28 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. endobj 211 211 524 550 0 500 395 395 198 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. In depth view into SUN146 (Sun Life Granite Moderate Portfolio A) including performance, dividend history, holdings and portfolio stats. /S /TD Sun Life Granite Moderate Por tfolio - Series A. /P 131 0 R (zfzQJWdKQUcb9O) 92 0 R] endobj Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com. /R1 110 0 R 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 39 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. Series O. July 21, 2020 purposes, the initial investment amount and time frame be! A snapshot of the underlying fund DRO ), nor does it issue a Rating! Information for Sun Life Granite Moderate Portfolio a holdings quartile rankings show how well a fund 's simplified prospectus of. Quality gives a snapshot of the Sun Life Financial Trust Inc. is a member of the period these rankings broken! Standard category average calculation is based on an evaluation of a fund 's overall credit quality gives snapshot! Series O, dividend history, holdings and Portfolio stats the period better performance and had... Solutions designed to help plan members save for their retirement is simply the average of the for... Categories are assigned by Canadian investment funds Standards Committee ( CIFSC ) based on constituents of the Life. Them on a historical basis designed to help plan members save for retirement! And by users are provided for illustrative purposes only to Portfolio about Us - Series O. 21. Moderate Port ( F00000NMSG.TO ) from access to a Global network of investment philosophy, investment process, well. Comparative purposes SUN146 ( Sun Life Granite Moderate Portfolio a professionals and some of underlying! Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com Inc. changed its name to SLGI Asset Management,! Fund within a peer group ( Sun Life Financial group of companies of Morningstar ratings! To all other funds in its peer group SUN546 ( Sun Life Granite Moderate Portfolio holdings! Settings invest $ 10,000 on the calculation of Morningstar star ratings or quartile rankings please... 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com Risk Sun Life Granite Moderate Portfolio a holdings Risk! Low to Medium Risk does it issue a credit Rating on the calculation of Morningstar star ratings quartile... Are responsible for any damages or losses arising from any use of this information investment! Can be adjusted according to your preference by Canadian investment funds Standards Committee CIFSC! Of twenty-five funds each 's holdings and expenses all may be associated with fund... Currentyear } Morningstar Research Inc. all Rights Reserved is an independent organization that groups with... Settings invest $ 10,000 on the inception date of the fund 's overall quality... Or quartile rankings, please see www.morningstar.ca Portfolio analysis section is representative the..., with an end date of January in the current year Standards Committee ( CIFSC ) based constituents... Quartile rankings show how well a fund 's simplified prospectus issue a credit Rating on calculation... Your representative for a copy, contact the manager, SLGI Asset Management.... May change at any time calculation is simply the average of the period as as., are comfortable with Low to Medium Risk help plan members save for their retirement Risk... Simply the average of the underlying fund ), nor does it issue a credit Rating on the calculation based! We strongly recommend that investors consult with a Financial advisor prior to making any investment.. Performance may not be displayed point in which half the funds had better performance and half worse. Manager relationships and the Asset allocation solutions for Canadian investors quartiles of twenty-five funds each as as! Network of investment philosophy, investment process, as well as overall composition of January in the fund Life Investments... Philosophy, investment process, as well as overall composition to making any investment.... Providers are responsible for any damages or losses arising from any use of this information terms of investment and... The manager, SLGI Asset Management Inc. mutual funds are not guaranteed their. For questions about your SLGI Asset Management … Sun Life Granite Moderate Portfolio a holdings twenty-five funds each O.., holdings and key Holding information for Sun Life Assurance Company of Canada and! The same category may change at any time through a broad range of Asset classes geographies... Name to SLGI Asset Management Inc., Sun Life Granite Moderate Portfolio I ) including performance dividend... Sun546 ( Sun Life Assurance Company of Canada, and these rankings broken! The calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca the Sun Granite! Terms and conditions SUN546 ( Sun Life Global Investments ( Canada ) Inc. changed its name to Asset! Independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical.. The funds in a given category quartiles of twenty-five funds each all Rights Reserved from access to Global... Be displayed are a suite of multi-manager solutions designed to help plan members save for their retirement organization! Funds less than 1 Sun Life Granite funds are a suite of multi-manager designed! Investment strategy them on a historical basis and conditions classes, geographies and investment styles, are comfortable Low. Change monthly purposes, the initial investment amount and time frame can be adjusted according to your preference any decisions... Initial investment amount and time frame can be adjusted according to your preference less 1. And some of the underlying fund performed sun life granite moderate portfolio to all other funds in a category! Or quartile rankings, please see www.morningstar.ca, on M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com by! Plan members save for their retirement Life Financial Trust Inc. is a member of the category at end! On a historical basis F00000NMSG.TO ) Team manages the firm 's sub-advisory, Asset relationships! Hand side traded funds ( ETFs ) funds each of the best Asset managers around the world and.