iMarche
SUNLIFE- Granite Managed Solutions Growth 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
Estimated Returns
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with 00 % annual returns
CALENDAR RETURNS
| 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 |
|---|---|---|---|---|---|---|
| 20.40% | 12.30% | 9.40% | 5.50% | 10.50% | -2.60% | 11.80% |
COMPOUND RETURNS
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 0.50% | -0.50% | 7.30% | - | 4.00% | - | 7.00% | 7.70% | 0.00% | 9.80% |
RISK RATING
GEOGRAPHIC ALLOCATION
| Canada | 37.60% |
| United States | 30.30% |
| United Kingdom | 5.50% |
| France | 3.50% |
| Japan | 3.20% |
| Italy | 3.00% |
| Switzerland | 2.40% |
| India | 2.30% |
| Germany | 2.30% |
| Australia | 1.30% |
| Others | 8.60% |
ASSET ALLOCATION
| Cash | 4.90% |
| Fixed income | 13.90% |
| Canadian equity | 15.50% |
| U.S. equity | 26.10% |
| International equity | 22.00% |
| Emg markets equity | 0.30% |
| Other | 17.20% |
GLOBAL EQUITY SECTOR
| Utilities | 7.60% |
| Energy | 5.10% |
| Financials | 18.40% |
| Materials | 5.70% |
| Consumer discretionary | 8.20% |
| Consumer staples | 8.60% |
TOP HOLDINGS
| Sun Life BlackRock Cdn Composite Equity | 10.30% |
| iShares Core S&P 500 ETF | 9.70% |
| Sun Life Granite Tactical Completion C-I | 8.30% |
| Sun Life Real Assets O | 7.60% |
| Sun Life Schroder Global Mid Cap I | 7.30% |
| Sun Life JPMorgan International Eq I | 5.30% |
| Sun Life MFS US Growth Series I | 5.20% |
| Sun Life MFS US Value Series I | 5.20% |
| Beutel Goodman Canadian Equity Class I | 5.20% |
| Sun Life MFS Canadian Equity Class O | 5.10% |
| 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 |
Estimated Returns
0000000000
with 00 % annual returns
| 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 |
|---|---|---|---|---|---|---|
| 20.40% | 12.30% | 9.40% | 5.50% | 10.50% | -2.60% | 11.80% |
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 0.50% | -0.50% | 7.30% | - | 4.00% | - | 7.00% | 7.70% | 0.00% | 9.80% |
GEOGRAPHIC ALLOCATION
| Canada | 37.60% |
| United States | 30.30% |
| United Kingdom | 5.50% |
| France | 3.50% |
| Japan | 3.20% |
| Italy | 3.00% |
| Switzerland | 2.40% |
| India | 2.30% |
| Germany | 2.30% |
| Australia | 1.30% |
| Others | 8.60% |
ASSET ALLOCATION
| Cash | 4.90% |
| Fixed income | 13.90% |
| Canadian equity | 15.50% |
| U.S. equity | 26.10% |
| International equity | 22.00% |
| Emg markets equity | 0.30% |
| Other | 17.20% |
GLOBAL EQUITY SECTOR
| Utilities | 7.60% |
| Energy | 5.10% |
| Financials | 18.40% |
| Materials | 5.70% |
| Consumer discretionary | 8.20% |
| Consumer staples | 8.60% |
TOP HOLDINGS
| Sun Life BlackRock Cdn Composite Equity | 10.30% |
| iShares Core S&P 500 ETF | 9.70% |
| Sun Life Granite Tactical Completion C-I | 8.30% |
| Sun Life Real Assets O | 7.60% |
| Sun Life Schroder Global Mid Cap I | 7.30% |
| Sun Life JPMorgan International Eq I | 5.30% |
| Sun Life MFS US Growth Series I | 5.20% |
| Sun Life MFS US Value Series I | 5.20% |
| Beutel Goodman Canadian Equity Class I | 5.20% |
| Sun Life MFS Canadian Equity Class O | 5.10% |
| 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 |