Increase the earning potential of your money for maximum profit! Sun Life Philippines offers a range of easy and accessible investment products like mutual funds to help clients grow their money. 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. Some segregated funds also offer resets to lock in growth, while others include an option that can deliver lifetime guaranteed income. Our yearly December 31st Fund Fact pages are available for all segregated funds, including the Variable Investment Options (VIO) under some universal life products. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. This portfolio aims to deliver a sophisticated but simple investment solution. 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. You already have the full fund code and can use this to find your fund fact sheet. Research current and historical price charts, top holdings, management and full profile. SunUniversalLife II 5 Account option Account option details and investment objective Asset class Volatility Underlying fund details (December 31, 2019) Sun Life Prosperity World Voyager Fund reports: Latest World Voyager Fund Fact Sheet Fund prospectus. The Sun Life Prosperity World Voyager Fund gives access to global equities to help you grow and diversify your US dollar investments. Sun Life Assurance Company of Canada Clarica Portfolio Segregated Funds Speed. 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. Yearly Fund Fact Pages. It is projection/opinion and not a statement of fact. Minimum investment amount: PHP 1,000 Get quote details and summary for Sun Life Granite Balanced Growth Portfolio O (SUNO150). Partner with Sun Life for a brighter future today! *Global Industry Classification Standard (GICS). Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). 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. Sun Life Philippines offers long-term investment funds to meet your goals. 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.. Estate planning advantages of segregated fund solutions. No matter what stage of life or the type of investor, Sun Life (GIFs) Granite Managed Portfolios offer a wide range of diversified portfolios that can help to meet Client’s needs. These pages will provide you with detailed information about the investment option. Sun Life Prosperity Philippine Equity Fund reports: Latest Equity Fund fact sheet Fund prospectus. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. The Fund invests in the Sun Life Granite Growth Portfolio. Please read the prospectus before investing. The portfolio analysis section is representative of the underlying Fund. *Global Industry Classification Standard (GICS). The fund’s active management, according to the portfolio managers’ economic and market outlook, helps control risk and maximize return potential. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Combine that diversification with the value of maturity and death benefit guarantees, as well as the insurance benefits of Sun Life GIFs suite of products, and you have a solution that is built for a lifetime. 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. 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"). In fact, Morningstar has quantified the value of this advice through a term we call “Gamma”. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Get quote details and summary for Sun Life Granite Growth Portfolio Sr A (SUN253). It is always recommended to speak to an advisor or investment professional before investing. The Morningstar Rating TM 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. 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. Sun Life Granite Growth Portfolio A (SUN153) 15.04 -0.06 ( -0.37% ) CAD | Dec 10 Quote 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. Research current and historical price charts, top holdings, management and full profile. Sun GIF Solutions Sun Life Granite Balanced Investment Series A invests directly in units of the Sun Life Granite Balanced Portfolio (the "underlying fund"). It is projection/opinion and not a statement of fact. 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. 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. 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 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 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) 11.0% Phillips, Hager & North Bond Fund 8.7% Sun Life BlackRock Canadian Composite Equity Class 8.2% Sun Life Granite … The fund's investment objective is to seek to achieve income and long-term capital growth through exposure to primarily a diversified portfolio of fixed income and income-oriented equity securities by investing primarily in units of Sun Life Dynamic Strategic Yield fund or its successor fund (the "underlying Trust fund"). Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades The Underlying Fund invests mostly in shares and bonds of firms from around the world. 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 portfolio analysis section is representative of the underlying Fund. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Few investment solutions help minimize the trials and tribulations of estate planning the way a segregated fund contract can. Know the options that are suited for aggressive investors! The portfolio management team uses underlying funds and ETFs to create a strategic, long term asset mix which focuses on preserving capital. 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 … This is a great list of mutual funds as a starting point for research but does not constitute financial advice. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Added diversification . These are target-date funds that mature in 2030 or earlier and after 2025. 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