The charts below give you a snapshot of the fund's investments on May 31, 2020. Underlying fund 'Sun Life Granite Balanced Portfolio' performance is displayed for a time frame prior to May 04, 2015. Performance Versus Category. Find our live Sun Life Granite Aggressive Seg fund basic information. 2. Sun Life Milestone 2030 Fund. The Fund’s investment objective is to seek capital appreciation and income, with a small bias towards capital appreciation, through exposure to primarily fixed income and equity securities by investing primarily in units of Sun Life Granite Balanced Portfolio or its successor fund (the ""Portfolio""). The Fund's investment objective is to seek capital appreciation by investing primarily in equity mutual funds and, ... As of December 31, 2020. Lower fund management fees (FMFs) January 22, 2020. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. SL Granite 2020 Segregated Funds. The Granite 2020 Funds will close and merge into the Granite Retirement Fund in June 2024 . No moat-rated Sun Life reported a solid third quarter with underlying earnings per share of $1.44, beating the CapIQ consensus of $1.28. The Fund seeks to generate a consistent level of income by investing primarily in a mix of income focused fixed income and equity mutual funds ... 2020. Sun Life Milestone 2035 Fund. Sun Life Milestone 2025 Fund. Sun Life will redirect all future member contributions in the Granite 2020 Funds (whether defaulted or actively selected) to the Granite Retirement Fund. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Grow th Por tfolio - Series A. July 21, 2020. SUN LIFE GRANITE MODERATE PORTFOLIO Summary of Investment Portfolio * as at September 30, 2020 Top 25 Investments Holding Name † Percentage of Net Asset Performance Versus Category. The Fund's investment objective is to seek income and capital appreciation, ... As of December 09, 2020. Impacted fund. Canada’s #1 choice for active target date solutions in defined contribution plans. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. Sun Life Granite Moderate Class. LSC will close in 2022 for the 2025 fund. Returns for periods of 1 year and above are annualized. Detailed price information for Sun Gif Sol Sun Life Granite Enhanced Inc Inva-F ... Download a comprehensive report detailing quantitative analytics of this fund. TORONTO, Feb. 19, 2020 /CNW/ - Sun Life Global Investments (Canada) Inc. ("Sun Life Global Investments") today announced changes to select mutual funds with the aim to streamline and enhance Sun Life Global Investments' product offerings.These proposed changes include fund mergers, investment objective changes, and a fund name change. Sun Life Milestone 2020 Fund. 1. New fund added. Closure. Action may be required. This document contains key information you should know about Sun Life Granite Growth Portfolio - Series A. ... Sun Life Granite is currently unavailable and cannot be used in your analysis. 3. Sun Life Granite Moderate Portfolio. Sun Life BlackRock Canadian Composite Equity Class Performance charts for Sun Life Milestone 2020 Fund (SLUM2AB) including intraday, historical and comparison charts, technical analysis and trend lines. Effective date. These enhancements take effect in the second quarter of 2020. June 5, 2020. PORTFOLIO MANAGERS Sadiq S. Adatia, FSA, FCIA, CFA Chhad Aul, CFA Kathrin Forrest, CFA HIGHLIGHTS •Sun Life Granite Managed Portfolio returns were positive in Q2 •Added to overweight position in U.S. equities The transfer will happen, unless we explicitly receive different instructions from plan sponsors currently offering the discontinued fund. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sunlife Granite Tactical Completion Fd I 8.5 Sun Life JPMorgan International Eq I 7.6 Sun Life BlackRock Cdn Composite Equity 7.0 Sun Life Real Assets Private Pool I 6.8 Sun Life Schroder Global Mid Cap I 6.8 Excel Emerging Markets Series I 5.5 Sun Life MFS Canadian Equity I 5.2 Sun Life MFS US Growth Series I 4.4 Sun Life MFS US Value Series I 4.3 Sun Life Granite Growth Portfolio. Sun Life Granite and Milestone Target Date series, Sun Life Granite Target Risk series, and ; Other segregated funds managed by SLGI currently offered in the Core investment platform. The Fund's investment objective is to seek capital appreciation and income, with a small bias towards capital appreciation, ... As of December 31, 2020. FUND REVIEW Q2 2020 Opinions as of June 30, 2020 Sun Life Granite Managed Portfolios MANAGEMENT COMPANY SLGI Asset Management Inc. As of the 21st of January, Sun Life has the Coefficient Of Variation of 573.51, risk adjusted performance of 0.1608, and Semi Deviation of 0.1778. investment, market cap and category. Performance Versus Category. Performance charts for Sun Life Granite Balanced Portfolio Fund (SLUMAAJ) including intraday, historical and comparison charts, technical analysis and trend lines. 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. … Current value of a $10,000 investment 4. Sun Life Granite Income Portfolio. The fund's investments will change. Basic report. Spring 2020. Sun Life Granite 2020 Fund and Sun Life Milestone 2020 Fund are closed to new purchases.Sun Life Granite 2025 Fund and Sun Life Milestone 2025 Fund, DSC option is closed to new purchases as of July 1, 2018. April 15, 2020. Sun Life technical analysis provides you with a way to harness past market data to determine a pattern that measures the direction of the fund's future prices. SL Sentry Value Segregated Fund. SL Guaranteed Daily Interest Account. BlackRock LifePath Index 2025, 2030, 2035 Segregated Funds. Fund change. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Sun Life Granite Growth Class. Sun Life Global Investments (“SLGI”) is making enhancements to our Sun Life Granite Target Date and our Sun Life Granite Target Risk series of Funds (the “Funds”). Performance charts for Sun Life Granite Moderate Portfolio Fund (SLMNMODI) including intraday, historical and comparison charts, technical analysis and trend lines. Get quote details and summary for Sun Life Granite Growth Portfolio Sr A (SUN253). Get the latest Sun Life detailed fund quotes, fund trade data, stock price info, manager performance attribution, including 0P00015IPW charts, stats and more. Research current and historical price charts, top holdings, management and full profile. View & analyze the 0P0000XWFA fund chart by total assets, risk rating, Min. SUN LIFE GRANITE TACTICAL COMPLETION FUND Summary of Investment Portfolio * as at September 30, 2020 Top 25 Investments Holding Name † Percentage of Net Asset