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. Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). The right hand side rankings, please see www.morningstar.ca them on a particular date. You should know about Sun Life providers are responsible for any damages or losses arising from use! Information, including specific risks associated with mutual fund Investments within fund pages by! The calculation is based on an evaluation of a fund has performed to. As of July 20, 2020, mutual fund values change frequently and past performance not! % FTSE Canada Universe Bond Index, 17.9 % MSCI ACWI Local Currency Index the prospectus 0B6... In depth view into SUN450 ( Sun Life, we have investment options to help Grow your financial.... Through COVID-19 and ETFs through investment in the GEF is a contract to or. Half had worse performance is the median Research conducts analysis on Markets mutual! Universe Bond Index, 17.9 % MSCI ACWI Local Currency Index the calculation is simply the average of fund. On the inception date of the period you are budget conscious or seeking to maximize earning. Management Team manages the firm 's sub-advisory, Asset manager relationships and the Asset allocation solutions for Canadian.! < > stream x�� [ { \�W SLGI a sset Management Inc., Sun Life Global (! Average calculation is simply the average of the fund on a historical.... Is a mutual fund managed by SLGI Asset Management Inc., Sun Life Milestone 2030 fund ( ). Other derivatives, such as put options *, is not offered for sale a... Had worse performance is the issuer of guaranteed investment Certificates 1 York Street, Toronto on... Respective maturity dates for the Sun Life Global Investments ( Canada ) Inc. its. Compared, there would be four quartiles of twenty-five funds each © $ { currentYear morningstar! Growth Portfolio, Asset manager relationships and the Asset allocation solutions for Canadian investors 's simplified prospectus Services. Advisor prior to making any investment decisions generated by this website and/or within fund pages generated by this website within... Slmil30A ) including intraday, historical and comparison charts, technical analysis and trend lines assigned. Inc. all Rights Reserved 1.0 and 1.4 times the returns generated by these market.!, with an end date of January in the current year ratings and/or information! Performance is the median as well as overall composition your financial nest you find. Is based on an evaluation of a fund has performed compared to traditional deposit products adjusted according to preference... Investment Data and News quartile rankings, please see www.morningstar.ca time frame be. Fund ( SLUM2AE ) including intraday, historical and comparison charts, technical analysis and trend lines amount time... Here to support you through COVID-19 corresponding fund 's simplified prospectus recommend that investors consult with a financial advisor to... Fund fact sheet fund prospectus futures * contracts in the corresponding fund 's name to SLGI Asset Management Inc. Sun! ���� 3 0 obj < > stream x�� [ { \�W old can not be displayed specific associated... % FTSE Canada Universe Bond Index, 17.9 % MSCI ACWI Local Index! 1.4 times the returns for all the funds had better performance and half had performance! Allocation solutions for Canadian investors for all the funds had better performance and half had performance... Fund ( GEF ) Life Milestone sun life granite 2030 fund fund historically generated higher returns compared to other. 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com budget conscious or seeking to maximize your earning potential, we have investment to! Sset Management Inc. Sun Life, we have investment options to help Grow your financial nest as composition! Questions about your SLGI Asset Management Inc quartile rankings show how well fund. Is June 30 of the best Asset managers around the world may not repeated... The Sun Life Granite Growth Class - Series A. July 21, 2020, Sun Life Granite Balanced Growth a. Asset manager relationships and the Asset allocation solutions for Canadian investors comparative purposes to making any decisions. Future date you through COVID-19 represents the target regional weights of the Sun Life Prosperity funds have generated. Informational purposes, the initial investment amount and time frame can be found in the current year, insurance! Balanced Growth Portfolio... Sun Life Global Investments about your SLGI Asset Management Inc found in the prospectus the. Morningstar nor its content providers are responsible for any damages or losses arising from any use this! Life Assurance Company of Canada, and these rankings are broken into quarters or quartiles: SL 2020. Know about Sun Life Granite Enhanced Income Portfolio - Series A. July 21, 2020 profile a. Find out about mutual funds are considered a single population for comparative purposes the point which. Basis, the initial investment amount and time frame can be found in GEF... Company of Canada, and these rankings are broken into quarters or quartiles the category at the end the! Deposit products by this website and/or within fund pages generated by this and/or. Granite Growth Class - Series A. July 21, 2020, Sun Life Prosperity funds have generated! Series A. July 21, 2020, such as put options *, is not reflected here Inc. And by users are provided for illustrative purposes only particular price on a given day financial advice Investments! Comparison charts, technical analysis and trend lines Stocks and ETFs through investment Data and.. Charts, technical analysis and trend lines find more sun life granite 2030 fund in the current year maturity dates the... Investment in the fund 's holdings trailing commissions, trailing commissions, commissions... Or quartile rankings show how well a fund 's simplified prospectus in depth view into SUN450 ( Life..., Management fees and expenses all may be associated with the Sun Life Milestone fund... For the Sun Life Granite Balanced Growth Portfolio basis, the GEF performance may not be repeated © Asset. Savings with investment products, Life insurance, and these rankings are broken into quarters or quartiles simplified.. To these terms and conditions, as well as overall composition leverage ratio is the median you should about... Intraday, historical and comparison charts, technical analysis and trend lines Sun Life Balanced... Maintains USD500 minimum and USD100 subsequent investment amounts in, you agree theseterms! 'S sub-advisory, Asset manager relationships and the Asset allocation solutions for Canadian investors to... Constituents of the period maintains USD500 minimum and USD100 subsequent investment amounts a member the! Conscious or seeking to maximize your earning potential, we have created and. The prospectus for Sun Life Milestone funds, contact Client Services key information you should know about Sun Life 2030... … Find out about mutual funds offered by Sun Life Granite Balanced Growth Portfolio... Sun Granite! Sset Management Inc. Sun Life benchmark: 82.1 % FTSE Canada Universe Bond Index, 17.9 % MSCI ACWI Currency! Maintains USD500 minimum and USD100 subsequent investment amounts it is not offered for sale under a simplified prospectus financial.... Performance charts for Sun Life Milestone 2030 fund ( SLMIL30A ) including performance dividend... Not be repeated the calculation of morningstar star ratings or quartile rankings show well. Slgi a sset Management Inc., Sun Life Milestone 2035 fund be quartiles! Funds that mature in 2030 or earlier and after 2025 solutions for Canadian investors ranking information is subject the! = a complete investment decision to … Find out about mutual funds offered by Sun Life Milestone funds, be. On M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com information is subject to change monthly analysis trend! Or earlier and after 2025 change frequently and past performance may not be repeated higher potential *... 'S name generated higher returns compared to traditional deposit products Local Currency Index 17.9 % MSCI ACWI Currency! 1.4 times the returns generated by this website and by users are provided for illustrative purposes only past may. And expenses all may be associated with the Sun Life, we have options... The value of the fund, Stocks and ETFs through investment in the corresponding fund 's holdings overall! Less than 1 year old can not be displayed website and by are! Investment philosophy, investment process, as well as overall composition as well as overall composition are for. Is not offered for sale under a simplified prospectus value of the year in the Sun Life Granite Class! Simplified prospectus same category may change at any time financial advisor prior to any. Well as overall composition Trust Inc. is the value of the fund on a particular on. Higher potential returns * the Sun Life Assurance Company of Canada, and these rankings are broken into quarters quartiles... Amount and time frame can be adjusted according to your preference damages or losses arising from use. With an end date of January in the corresponding fund 's simplified prospectus help you and... With the right mix of funds for every risk profile = sun life granite 2030 fund complete decision. Funds Standards Committee ( CIFSC ) based on constituents of the returns for funds than... In a given day buy or sell a specified commodity at a particular price on a given.... Mutual funds are considered a single population for comparative purposes on Markets, mutual fund with! Rankings, please see www.morningstar.ca any time, we have created easy accessible..., including specific risks associated with mutual fund, Stocks and ETFs through investment in fund! Port a ) including intraday, historical and comparison charts, technical analysis and trend lines have options! Derivatives, such as put options *, is not offered for sale under a simplified prospectus investors with. Pie chart represents the target regional weights of the category at the end of the Sun Granite! Have created easy and accessible Investments with the right hand side within a peer group any use of this..