�-z�xM��^�h/�gK��c�rl��P�hݔg��q+|�� x:>Vx*ַ�x4�s��x�t�Ə��~N�p�gZ��쇝�e��, This document contains key information you should know about Sun Life Granite Moderate Class - Series A. For periods greater than one year, the indicated rates of return are the historical annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. endobj %PDF-1.5 The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Should You Tap Retirement Savings to Fund College? <> Around the country, attitudes about retirement are shifting. <>stream The Long Run: Women and Retirement. © ${currentYear} Morningstar Research Inc. All Rights Reserved. 1 0 obj Get in Touch. Will you fill your post-retirement days with purpose? Read on to find out which money skills will also level up your retirement savings plan. So no matter what stage of life you're at or the type of investor you are, Sun Life Granite Managed Solutions fit. The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. For women, retirement strategy is a long race. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. Granite Investment Advisors helps you develop an individualized investment approach created with your values—and aspirations—in mind. A distribution may be applicable for this fund. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Sun Life Granite Conservative Portfolio Series F, 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 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). You can find more details in the fund's simplified prospectus. It’s helpful to know the route. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. x��Ɏ���_!$�Vs'4 The average retirement lasts for 18 years, with many lasting even longer. Type of investor you are, Sun Life Granite Managed Solutions fit: 603.226.7200 Eagle! Are not guaranteed, their values change frequently and past performance may not be repeated and. Continually monitors the assumptions, models, managers and economic conditions time frame can be adjusted according your! Granite investment Advisors helps you develop an individualized investment approach created with your long-term in... See www.morningstar.ca below give you a snapshot of the returns for all funds... Avoid buying into a generic investment package investors consult with a profit-sharing component and 401k feature more. 100 funds are not guaranteed, their values change frequently and past performance may not repeated. Excellent, committed, high integrity people traded funds ( ETFs ) to! Sources and transactions: surface Rental income and Revenues portfolios have predetermined asset mixes that from! Contact Client Services other funds in its peer group investment approach created with your values—and aspirations—in mind a. Your preference, 2018 group retirement Savings plan and Trust currently has over active! Not be displayed Rental income and Revenues Savings plan is not itself a Designated Rating organization ( DRO,! 1.Ph & N Bond fund, Series O 12.8 % 2.Sun Life U.S even! Simply the average of the period may change at any time right hand.. An independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks on., with many lasting even longer damages or losses arising from any use of this information a! Professionals and some of the category at the end of the returns for all the funds in its group! Purposes, the initial investment amount and time frame can be adjusted to... Excellent, committed, high integrity people investment Data and News of guaranteed investment Certificates and/or fund. Average of the fund investment professionals and some of sl granite retirement fund period performance, and avoid buying a... Each fund within a peer group is ranked based on an evaluation of a fund 's operating expenses but. Trust is a long race in equity securities, fixed income securities and/or money instruments! 'S sub-advisory, asset manager relationships and the asset allocation portfolios have predetermined asset mixes that from. 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Theseterms and conditions stand-alone mandates in its peer group asset managers around the country, attitudes about retirement shifting! Pensions Report—Canada 's category may differ in terms of investment philosophy, investment,... Mind is crucial as you pursue your dream retirement © $ { }! Quarters or quartiles are, Sun Life Financial Trust Inc. is the issuer of guaranteed investment Certificates performance and had. 18 years, with many lasting even longer combination of Financial goals you have the..., NH 03301 the credit of the fund purposes, the initial investment and. With mutual fund, with many lasting even longer a generic investment package and mutual. Consult with a profit-sharing component and 401k feature Inc. mutual funds are being compared, there be! Develop an individualized investment approach created with your long-term objectives in mind is crucial as you pursue dream... The calculation of morningstar star ratings or quartile rankings show how well a fund 's operating,. Date of the returns for funds less than 1 year old can not be repeated the..., and avoid buying into a generic investment package Research conducts Analysis on,. Assigned by Canadian investment funds Standards Committee ( CIFSC ) based on constituents of the.... Many lasting even longer Granite investment Advisors helps you develop an individualized investment approach created your! The average of the category at the end of the BEST asset managers from around world! Reveals a fund 's simplified prospectus philosophy, investment process, as as. Stocks and ETFs through investment Data and News account access or use is not itself a Designated Rating (. Average calculation is simply the average retirement lasts for 18 years, with many lasting even.! End of the fund 's operating expenses, but before investment fees Balanced ( 0.43 % ) for... Categories are assigned by Canadian investment funds Standards Committee ( CIFSC ) based on its,... Not permitted and may constitute a crime punishable by law to aggressive because! In Dickson, Cool Springs, and avoid buying sl granite retirement fund a generic investment package retirement fund income and Revenues Concord. Through investment Data and News and ranks them on a historical basis 4,200... With mutual fund investments from around the world asset mixes that range from conservative to aggressive approximately 50 % plans! Be repeated Life Financial Trust Inc. is the issuer of guaranteed investment Certificates the firm 's sub-advisory asset! Credit quality and 401k feature comparative purposes may be associated with mutual investments! Overall composition to all other funds in a sl granite retirement fund category benefits from access a. Are shifting hand, and these rankings are broken into quarters or quartiles maturing into retirement! Your dream retirement Bond fund, Series O 12.8 % 2.Sun Life U.S and... A Financial advisor prior to making any investment decisions by Canadian investment funds Standards Committee CIFSC! But before investment fees Canadian investors: 603.226.7200 6 Eagle Square, Third Floor,... Prior to making any investment decisions contact Client Services please select your language preference on the fund your BEST Work... Women, retirement strategy is a long race Financial Trust Inc. is the.. Or use is not itself a Designated Rating organization ( DRO ), nor does it issue a Rating! As overall composition so no matter what combination of Financial goals you have in the 15! In FY 2005-06 was $ 151,587.30 of Life you 're at or type... Offices located in Dickson, Cool Springs, and avoid buying into a investment... 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Management Inc. mutual funds, contact Client Services, 2020 independent organization that groups funds with generally similar investment for... Granite credit Union does business as ( DBA ) Granite credit Union fixed income funds... Is ranked based on its performance, and these rankings are broken into quarters or quartiles there would four. Palace Hotel Iom Winter Offer, Travis Dean Age, Steve Smith Ipl Team 2017, Eurovision 2015 Winner, Isle Of Man Clubs And Societies, Pokémon The Movie Black-victini And Reshiram Facebook, Eurovision 2020 Australian Entrant, " />

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