iMarche
SUNLIFE- Granite Managed Solutions Conservative Portfolio
Investment Outlook:
seek income and capital appreciation, with a bias towards income.
seek diversification through a broad range of asset classes, geographies and investment styles.
are medium- to long-term investors.
are comfortable with low investment risk.
PERFORMANCE
RETURN CALCULATOR
Estimated Returns
0000000000
with 00 % annual returns
CALENDAR RETURNS
| 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 |
|---|---|---|---|---|---|---|
| 8.60% | 8.10% | 5.10% | 3.10% | 5.70% | -1.30% | 7.60% |
COMPOUND RETURNS
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 0.30% | 1.20% | 5.10% | - | 5.10% | - | 3.80% | 4.60% | 0.00% | 5.40% |
RISK RATING
GEOGRAPHIC ALLOCATION
| Canada | 58.40% |
| United States | 26.60% |
| United Kingdom | 1.80% |
| India | 1.10% |
| Italy | 1.10% |
| France | 0.00% |
| Japan | 0.90% |
| Mexico | 0.70% |
| Indonesia | 0.70% |
| Brazil | 0.70% |
| Others | 6.80% |
ASSET ALLOCATION
| Cash | 8.70% |
| Fixed income | 59.40% |
| Canadian equity | 6.30% |
| U.S. equity | 9.10% |
| International equity | 6.80% |
| Emg markets equity | 0.10% |
| Other | 9.70% |
GLOBAL EQUITY SECTOR
| Utilities | 8.50% |
| Energy | 5.80% |
| Financials | 18.60% |
| Materials | 5.80% |
| Consumer discretionary | 7.70% |
| Consumer staples | 7.60% |
TOP HOLDINGS
| PH&N Bond Fund O | 23.90% |
| Sun Life BlackRock Cdn Univ Bond | 18.20% |
| Sun Life Ryan Labs US Core Fixed Inc I | 10.80% |
| Sun Life Granite Tactical Completion C-I | 8.40% |
| Templeton Global Bond Hedged O | 5.60% |
| Sun Life Money Market Series I | 4.70% |
| iShares Core S&P 500 ETF | 3.50% |
| Sun Life BlackRock Cdn Composite Equity | 3.40% |
| Sun Life Real Assets O | 3.00% |
| Sun Life Schroder Global Mid Cap I | 2.40% |
| Total number of portfolio holdings | 24.00% |
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 |
|---|---|---|---|---|---|---|
| 8.60% | 8.10% | 5.10% | 3.10% | 5.70% | -1.30% | 7.60% |
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 0.30% | 1.20% | 5.10% | - | 5.10% | - | 3.80% | 4.60% | 0.00% | 5.40% |
GEOGRAPHIC ALLOCATION
| Canada | 58.40% |
| United States | 26.60% |
| United Kingdom | 1.80% |
| India | 1.10% |
| Italy | 1.10% |
| France | 0.00% |
| Japan | 0.90% |
| Mexico | 0.70% |
| Indonesia | 0.70% |
| Brazil | 0.70% |
| Others | 6.80% |
ASSET ALLOCATION
| Cash | 8.70% |
| Fixed income | 59.40% |
| Canadian equity | 6.30% |
| U.S. equity | 9.10% |
| International equity | 6.80% |
| Emg markets equity | 0.10% |
| Other | 9.70% |
GLOBAL EQUITY SECTOR
| Utilities | 8.50% |
| Energy | 5.80% |
| Financials | 18.60% |
| Materials | 5.80% |
| Consumer discretionary | 7.70% |
| Consumer staples | 7.60% |
TOP HOLDINGS
| PH&N Bond Fund O | 23.90% |
| Sun Life BlackRock Cdn Univ Bond | 18.20% |
| Sun Life Ryan Labs US Core Fixed Inc I | 10.80% |
| Sun Life Granite Tactical Completion C-I | 8.40% |
| Templeton Global Bond Hedged O | 5.60% |
| Sun Life Money Market Series I | 4.70% |
| iShares Core S&P 500 ETF | 3.50% |
| Sun Life BlackRock Cdn Composite Equity | 3.40% |
| Sun Life Real Assets O | 3.00% |
| Sun Life Schroder Global Mid Cap I | 2.40% |
| Total number of portfolio holdings | 24.00% |
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 |