iMarche
SUNLIFE- Granite Managed Solutions Income Portfolio
Investment Outlook:
seek regular income through monthly distributions.
seek diversified sources of income in a single fund.
seek diversification through exposure to a broad range of asset classes and geographies.
are medium- to long-term investors.
are comfortable with low to medium investment risk.
PERFORMANCE
RETURN CALCULATOR
Estimated Returns
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with 00 % annual returns
CALENDAR RETURNS
| 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 |
|---|---|---|---|---|---|---|
| 5.40% | 11.20% | 1.70% | 4.70% | 6.60% | -3.10% | 9.20% |
COMPOUND RETURNS
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 0.40% | 1.30% | 5.50% | - | 5.50% | - | 3.80% | 4.40% | 0.00% | 5.40% |
RISK RATING
GEOGRAPHIC ALLOCATION
| United States | 38.60% |
| Canada | 31.90% |
| United Kingdom | 5.50% |
| Italy | 5.40% |
| Australia | 2.50% |
| France | 2.30% |
| Germany | 1.20% |
| Hong Kong | 1.20% |
| Japan | 1.10% |
| Luxembourg | 0.80% |
| Others | 9.60% |
ASSET ALLOCATION
| Cash | 6.60% |
| Fixed income | 48.30% |
| Canadian equity | 7.50% |
| U.S. equity | 9.30% |
| International equity | 15.60% |
| Emg markets equity | 0.40% |
| Other | 12.20% |
GLOBAL EQUITY SECTOR
| Utilities | 28.20% |
| Energy | 4.90% |
| Financials | 10.10% |
| Materials | 1.30% |
| Consumer discretionary | 3.70% |
| Consumer staples | 5.00% |
TOP HOLDINGS
| Sun Life MFS Canadian Bond I | 21.30% |
| Sun Life Real Assets O | 15.90% |
| Dynamic Equity Income Series O | 12.90% |
| iShares iBoxx $ Invmt Grade Corp Bd ETF | 11.80% |
| Sun Life NWQ Flexible Income I | 10.10% |
| Sun Life Granite Tactical Completion C-I | 9.00% |
| Sun Life MFS Low Vol Global Equity I | 5.50% |
| RBC Emerging Markets Bond Fund O | 4.70% |
| RBC High Yield Bond Fund O | 3.70% |
| Templeton Global Bond Hedged O | 2.60% |
| Total number of portfolio holdings | 12.00% |
TAX IMPLICATIONS
In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.
Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.
We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.
Other Details
| MER | - |
| REGISTERED PLAN ELIGIBILITY | RRSP, RESP, and TFSA |
| OTHER IMPORTANT LINKS | Click here |
Estimated Returns
0000000000
with 00 % annual returns
| 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 |
|---|---|---|---|---|---|---|
| 5.40% | 11.20% | 1.70% | 4.70% | 6.60% | -3.10% | 9.20% |
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 0.40% | 1.30% | 5.50% | - | 5.50% | - | 3.80% | 4.40% | 0.00% | 5.40% |
GEOGRAPHIC ALLOCATION
| United States | 38.60% |
| Canada | 31.90% |
| United Kingdom | 5.50% |
| Italy | 5.40% |
| Australia | 2.50% |
| France | 2.30% |
| Germany | 1.20% |
| Hong Kong | 1.20% |
| Japan | 1.10% |
| Luxembourg | 0.80% |
| Others | 9.60% |
ASSET ALLOCATION
| Cash | 6.60% |
| Fixed income | 48.30% |
| Canadian equity | 7.50% |
| U.S. equity | 9.30% |
| International equity | 15.60% |
| Emg markets equity | 0.40% |
| Other | 12.20% |
GLOBAL EQUITY SECTOR
| Utilities | 28.20% |
| Energy | 4.90% |
| Financials | 10.10% |
| Materials | 1.30% |
| Consumer discretionary | 3.70% |
| Consumer staples | 5.00% |
TOP HOLDINGS
| Sun Life MFS Canadian Bond I | 21.30% |
| Sun Life Real Assets O | 15.90% |
| Dynamic Equity Income Series O | 12.90% |
| iShares iBoxx $ Invmt Grade Corp Bd ETF | 11.80% |
| Sun Life NWQ Flexible Income I | 10.10% |
| Sun Life Granite Tactical Completion C-I | 9.00% |
| Sun Life MFS Low Vol Global Equity I | 5.50% |
| RBC Emerging Markets Bond Fund O | 4.70% |
| RBC High Yield Bond Fund O | 3.70% |
| Templeton Global Bond Hedged O | 2.60% |
| Total number of portfolio holdings | 12.00% |
In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.
Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.
We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.
| MER | - |
| REGISTERED PLAN ELIGIBILITY | RRSP, RESP, and TFSA |
| OTHER IMPORTANT LINKS | Click here |