SUNLIFE- Granite Managed Solutions Balanced Portfolio

SUNLIFE- Granite Managed Solutions Balanced Portfolio

Investment Outlook:

seek capital appreciation and income, with a small bias towards capital appreciation.

seek diversification through a broad range of asset classes, geographies, and investment styles.

are medium- to long-term investors.

are comfortable with low to medium investment risk.


PERFORMANCE

RETURN CALCULATOR



Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

with 00 % annual returns

CALENDAR RETURNS

2013 2014 2015 2016 2017 2018 2019
15.80% 10.60% 7.80% 4.90% 8.70% -2.00% 10.20%

COMPOUND RETURNS

1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
0.40% 0.20% 6.50% - 4.50% - 5.80% 6.60% 0.00% 8.20%

RISK RATING

Low   Medium   High

GEOGRAPHIC ALLOCATION


Canada 40.50%
United States 34.60%
United Kingdom 3.90%
France 2.40%
Italy 2.30%
Japan 2.20%
India 1.90%
Switzerland 1.60%
Germany 1.50%
Australia 1.00%
Others 8.10%

ASSET ALLOCATION


Cash 5.50%
Fixed income 32.40%
Canadian equity 11.40%
U.S. equity 19.40%
International equity 15.70%
Emg markets equity 0.20%
Other 15.40%

GLOBAL EQUITY SECTOR


Utilities 7.90%
Energy 5.20%
Financials 18.40%
Materials 5.60%
Consumer discretionary 8.10%
Consumer staples 8.30%

TOP HOLDINGS

PH&N Bond Fund O 12.00%
Sun Life BlackRock Cdn Univ Bond 9.00%
Sun Life Granite Tactical Completion C-I 8.40%
Sun Life BlackRock Cdn Composite Equity 7.60%
iShares Core S&P 500 ETF 7.00%
Sun Life Ryan Labs US Core Fixed Inc 6.70%
Sun Life Real Assets O 5.80%
Sun Life Schroder Global Mid Cap I 5.50%
Templeton Global Bond Hedged O 4.00%
Sun Life MFS US Value Series I 3.90%
Total number of portfolio holdings 25.00%

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


Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

with 00 % annual returns

2013 2014 2015 2016 2017 2018 2019
15.80% 10.60% 7.80% 4.90% 8.70% -2.00% 10.20%
1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
0.40% 0.20% 6.50% - 4.50% - 5.80% 6.60% 0.00% 8.20%
> Low >   > Medium >   > High

GEOGRAPHIC ALLOCATION


Canada 40.50%
United States 34.60%
United Kingdom 3.90%
France 2.40%
Italy 2.30%
Japan 2.20%
India 1.90%
Switzerland 1.60%
Germany 1.50%
Australia 1.00%
Others 8.10%

ASSET ALLOCATION


Cash 5.50%
Fixed income 32.40%
Canadian equity 11.40%
U.S. equity 19.40%
International equity 15.70%
Emg markets equity 0.20%
Other 15.40%

GLOBAL EQUITY SECTOR


Utilities 7.90%
Energy 5.20%
Financials 18.40%
Materials 5.60%
Consumer discretionary 8.10%
Consumer staples 8.30%

TOP HOLDINGS

PH&N Bond Fund O 12.00%
Sun Life BlackRock Cdn Univ Bond 9.00%
Sun Life Granite Tactical Completion C-I 8.40%
Sun Life BlackRock Cdn Composite Equity 7.60%
iShares Core S&P 500 ETF 7.00%
Sun Life Ryan Labs US Core Fixed Inc 6.70%
Sun Life Real Assets O 5.80%
Sun Life Schroder Global Mid Cap I 5.50%
Templeton Global Bond Hedged O 4.00%
Sun Life MFS US Value Series I 3.90%
Total number of portfolio holdings 25.00%

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

About iMarche and iMarche Learn: The content is provided for informational purposes only, is not intended as investment advice, and is not meant to suggest that a particular investment or strategy is suitable for any particular investor. If you’re unsure about an investment, you may wish to obtain advice from a qualified professional. Nothing herein should be considered an offer, solicitation of an offer, or advice to buy or sell securities. It’s also important to remember that past performance is no guarantee of future results.

IMarche and/or iMarche Learn shall assume no liability in case of any financial loss.