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Sun Life Prosperity Philippine Equity Fund reports: Latest Equity Fund fact sheet Fund prospectus. The portfolio management team uses underlying funds and ETFs to create a strategic, long term asset mix which focuses on preserving capital. In fact, Morningstar has quantified the value of this advice through a term we call “Gamma”. Research current and historical price charts, top holdings, management and full profile. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. Start investing with only PHP 1,000 or USD 1,000 then make subsequent investments for as low as PHP 1,000 or USD 200. Sun Life Granite Balanced Growth Portfolio | Series A Current value of a $10,000 investment Time frame: Start Feb 2012 End Oct 2020 $18,147 The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. Get quote details and summary for Sun Life Granite Growth Portfolio Sr A (SUN253). This is a great list of mutual funds as a starting point for research but does not constitute financial advice. Few investment solutions help minimize the trials and tribulations of estate planning the way a segregated fund contract can. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. This portfolio aims to deliver a sophisticated but simple investment solution. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. *Global Industry Classification Standard (GICS). As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The Fund's investment objective is to seek income and capital appreciation, with a bias towards income, by investing primarily in fixed income mutual funds and, to a lesser extent, equity mutual funds. SunUniversalLife II 5 Account option Account option details and investment objective Asset class Volatility Underlying fund details (December 31, 2019) Sun GIF Solutions Sun Life Granite Balanced Investment Series A invests directly in units of the Sun Life Granite Balanced Portfolio (the "underlying fund"). The portfolio analysis section is representative of the underlying Fund. Sun GIF Solutions Sun Life Granite Balanced Growth Investment Series A invests directly in units of the Sun Life Granite Balanced Growth Portfolio (the "underlying fund"). It is always recommended to speak to an advisor or investment professional before investing. The Fund invests in the Sun Life Granite Growth Portfolio. The fund’s active management, according to the portfolio managers’ economic and market outlook, helps control risk and maximize return potential. Returns for funds less than 1 year old cannot be displayed. The Underlying Fund invests mostly in shares and bonds of firms from around the world. Added diversification . *Global Industry Classification Standard (GICS). Yearly Fund Fact Pages. Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades Sun Life Granite Growth Portfolio - $18,734 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 $16,000 $17,000 $18,000 $19,000 CURRENT VALUE OF A $10,000 INVESTMENT Initial investment amount: $10000 Time frame: Start Feb 2012 End Nov 2020 The calculator generates an approximate rate of return using performance information as at the first … The portfolio analysis section is representative of the underlying Fund. For customers who bought plans directly from Sun Life Financial of Canada or Confederation Life: If the fund code in your annual statement starts with a letter you don’t need to add anything to the beginning of the code. The Fund invests in the Sun Life Granite Balanced Growth Portfolio. Top holdings and allocations of the Underlying Fund as of December 31, 2019 iShares Core S&P 500 Index ETF (IVV) 13.2% Sun Life BlackRock Canadian Composite Equity Class 9.5% Sun Life Granite Tactical Completion Fund 7.7% Sun Life Schroder … Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. The Fund's objective is to seek capital appreciation and income, with a bias towards capital appreciation, by investing primarily in equity mutual funds and, to a lesser extent, fixed income mutual funds. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. The Sun Life Prosperity Philippine Equity Fund is a mutual fund designed to gain long-term capital growth by investing in stocks listed in the Philippine Stock Exchange.. This balanced solution invests in core Canadian equity and fixed income solutions while also taking advantage of opportunities in global/international and U.S. equities for added diversification. Note: Only the Sun Life Prosperity Money Market Fund maintains a PHP100 minimum and additional investment amount. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We are in the process of updating our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. Get quote details and summary for Sun Life Granite Balanced Growth Portfolio O (SUNO150). Partner with Sun Life for a brighter future today! Professional before investing the way a segregated Fund contract can the value of advice. Reports: Latest World Voyager Fund gives access to Global equities to help grow! 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