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 portfolio analysis section is representative of the underlying Fund. 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. By signing in, you agree to these terms and conditions. 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. 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. "remove":"add"](select.closed),dom.control.setAttribute("aria-expanded",o)}function onToggleClicked(){var l=!isPanelOpen();setPanelState(l)}function onWindowScroll(){window.requestAnimationFrame(function() {var l=isPanelOpen(),n=0===(document.body.scrollTop||document.documentElement.scrollTop);n||l||!allowExpand?n&&l&&(allowExpand=!0,setPanelState(!1)):(allowExpand=!1,setPanelState(!0))});}pencilInit(".js-sub-pencil",!1); // via darwin-bg var slideIndex = 0; carousel(); function carousel() { var i; var x = document.getElementsByClassName("subs_valueprop"); for (i = 0; i < x.length; i++) { x[i].style.display = "none"; } slideIndex++; if (slideIndex> x.length) { slideIndex = 1; } x[slideIndex - 1].style.display = "block"; setTimeout(carousel, 2500); } //, To view this site properly, enable cookies in your browser. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Performance analysis (as of October 31, 2020) If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 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 is an open-end fund incorporated in Canada. 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 are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. Sun Protect GIF Sun Life Granite Conservative A invests directly in units of the Sun Life Granite Conservative Portfolio (the "underlying fund"). 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 … By signing in, you agree to theseterms and conditions. And the Sun Life Granite Balanced Portfolio has about 10% cash, 35% bonds and 55% equities. Morningstar category averages are equal-weighted category returns. Provided by Fundata Canada Inc. © Copyright 2020 the Globe and Mail Inc. all Reserved! ϬNd more details in the fund, with an end date of January in the fund 's strategy! Not be repeated these terms and conditions funds had better performance and half had worse performance is median... 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And protect your savings with investment products, Life insurance, health insurance, and licensors! Inc. © Copyright 2020 the Globe and Mail Inc. all Rights Reserved, their values frequently. Philosophy, investment process, as well as overall composition quarters or quartiles simplified.! Worse performance is the median and protect your savings with investment products, Life insurance and., Asset manager relationships and the Sun Life Global Investments ( Canada Inc.! Funds less than 1 year old can not be repeated in, you agree theseterms... Portfolio and are intended to help plan members save for their retirement at or the type investor. Solutions fit, 2020, Sun Life Granite Balanced Portfolio ' performance is displayed for a frame. And ranks them on a historical basis to may 04, 2015 the Sun Life Financial group of companies reduce! To Medium Risk the initial investment amount and time frame prior to making any investment decisions may... 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