65.17 +0.01 (+0.02%) View Details. The latest fund information for SLFC Balanced Managed Pension 3-0, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Morningstar star ratings are an objective, quantitative measure of a fund's historical risk-adjusted performance relative to other funds in its category, and are calculated from a fund's 3, 5, and 10-year returns measured against 91-day Treasury bill and peer group returns. Sun Life Prosperity Money Market Fund) Bond Funds invest in long-term debt instruments of governments or corporations.(e.g. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. Sun Life Rcm MPF Balanced Fund is an open-fund incorporated in Hong Kong.This fund seeks to provide a high level of overall return over the long term. Jusqu’à ce que ce soit fait, toutes les références à Placements mondiaux Sun Life (Canada) inc. doivent être interprétées comme Gestion d’actifs PMSL inc. Nous avons aussi regroupé les activités de la Sun Life liées aux fonds communs de placement, aux fonds distincts, aux rentes et aux produits de placement garantis sous la marque collective Placements mondiaux Sun Life. MFS Institutional Advisors, Inc. MFS Investment Management has guided investors through every market condition imaginable. As announced on June 7, 2016, this fund is closed to new investors and will be merging unto the Sun Life Granite Balanced Portfolio, effective on or about August 26, 2016. Keep a complete track of your fund at ABSLMF. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. The Fund aims to provide income and capital growth. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Like most types of investment fund, it works by pooling together lots of people’s money to invest in a range of assets, such as shares, bonds and property. The Fund may invest in securities of other mutual funds. Balanced Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink1, Sun FlexiLink Assist, Sun MaxiLink Prime and Sun MaxiLink Bright, which are investment-linked life insurance products regulated by the Insurance Commission. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Aditya Birla Sun Life Equity Hybrid '95 Fund 2 Value Research 511 4-511 Aditya Birla Sun Life Mutual Fund The scheme seeks to generate long term growth of capital and current income, through a portfolio investing in equity, debt and money market securities. Sun Life Financial Peso Balanced Fund is an open-end variable universal life insurance (VUL) fund registered in the Philippines. It provides particular comfort to investors who seek smoother returns over the long-term. * The fee reductions for Sun Life Tactical Balanced ETF Portfolio are for Series C, FC, and O only. Aditya Birla SunLife Balanced Advantage Fund Performance Update: § Dynamic asset allocation strategy has helped deliver consistently over medium to long term § The fund delivered 6.5% vis-a-vis market (Nifty 50) posting around 11.5% returns over last six months period, the under performance in the If you can't find your sign in page, go to sunlife.com for more options. © ${currentYear} Morningstar Research Inc. All Rights Reserved. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. You can find more details in the fund's simplified prospectus. 2/F Sun Life Centre, 5th Avenue corner Rizal Drive. Aditya Birla Sun Life Balanced Advantage Fund 4 Value Research 797 4-797 Aditya Birla Sun Life Mutual Fund The Scheme seeks to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities. Management Fee. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Balanced Grow th Por tfolio - Series A. July 21, 2020. Sun Life … Sun Life MFS Low Volatility Global Equity Fund - Series T8 Sun Life MFS Low Volatility Global Equity Fund - Series F5 Sun Life MFS Low Volatility Global Equity Fund - Series F8 Performance charts for Sun Life Granite Balanced Portfolio Fund (SLMNBALF) including intraday, historical and comparison charts, technical analysis and trend lines. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Balanced Por tfolio - Series A. July 21, 2020. 38.193-0.09 (-0.25%) View Details. What are unit-linked funds and how do they work? As announced on June 7, 2016, this fund is closed to new investors and will be merging unto the Sun Life Granite Balanced Portfolio, effective on or about August 26, 2016. Index Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink 1, Sun FlexiLink Assist, Sun MaxiLink Prime, Sun MaxiLink Bright, and Sun MaxiLink One 1 which are investment-linked life insurance products regulated by the Insurance Commission.. 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. Sun Life Malaysia Balanced Stable Fund May 2014 PERFORMANCE RECORD NAV TO NAV % MTD YTD 1-Year 3-Year Since Inception Fund* -0.01 0.44 2.19 10.93 34.40 Benchmark 0.20 0.98 3.32 12.55 39.98 *Calculation of past performance is based on NAV-to-NAV Notice: Past performance of the fund is not an indication of its future performance which may differ. Sun Life Guaranteed Investment Funds (GIFs) is an industry-leading suite of segregated fund contracts offering the benefits of protection and potential for investment growth. You can find more details in the fund's simplified prospectus. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. You can find more details in the fund's simplified prospectus. Index Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink 1, Sun FlexiLink Assist, Sun MaxiLink Prime, Sun MaxiLink Bright, and Sun MaxiLink One 1 which are investment-linked life insurance products regulated by the Insurance Commission.. 0.55. Aditya Birla Sun Life Midcap Fund. 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. Just as its name implies, the Sun Life Prosperity Balanced Fund is the middle of bonds and equities -- a mix of fixed income and investments with high growth potential, like stocks/equity securities. By signing in, you agree to these terms and conditions. You can find more details in the fund's simplified prospectus. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Sun Life Excel Emerging Markets Balanced Fund - Series A February 26, 2020 This document contains key information you should know about Sun Life Excel Emerging Markets Balanced Fund - Series A. NSE Gainer-Large Cap . The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Invest online in Aditya Birla Sun Life Balanced Advantage Fund-Growth with ETMONEY. Sun Life BlackRock Canadian Balanced Fund - Series A 2. I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. 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. EQUITY FUNDS VS BALANCED FUNDSWhat should you buy? Fund Facts | Sun Life As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. MFS Investment Management Canada Limited; Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. Rendez-vous sur sunlife.ca pour accéder à votre page d'ouverture de session, ou réessayez plus tard. A distribution may be applicable for this fund. Sun Life BlackRock Canadian Balanced Fund - Series A February 26, 2020 This document contains key information you should know about Sun Life BlackRock Canadian Balanced Fund - Series A. The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. Click this button to collapse it. Underlying fund 'Sun Life Granite Balanced Growth Portfolio' performance is displayed for a time frame prior to May 04, 2015. By signing in, you agree to theseterms and conditions. Refer to Simplified Prospectus for more detail. Sun Life Prosperity Balanced Fund Inc is open-end mutual fund registered in the Philippines. This document contains key information you should know about Sun Life Tactical Balanced ETF Portfolio - Series A. The intent of the changes are to remove references to fund structure and focus solely on the investment objectives of the fund. Benchmarks . Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Sun Life Global Investments will also be reducing the management fees for Sun Life Money Market Fund and Sun Life Money Market Class on August 1, 2020, as follows: Series. Nav. 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. § Blended benchmark: 30% S&P/TSX Capped Composite Index, 30% MSCI World C$ Index, 35% FTSE TMX Canada Universe Bond Index, 5% FTSE TMX Canada 91 Day T-Bill Index. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. (e.g. Find out Aditya Birla Sun Life Balanced Advantage Fund asset allocation, Aditya Birla Sun Life Balanced Advantage Fund NAV range, Aditya Birla Sun Life Balanced Advantage Fund performance, returns and more. Sun Life - Barings Asia Balanced Fund Sun Life Hong Kong Limited (Incorporated in Bermuda with limited liability) Client Service Centre G/F, Cheung Kei Center Tower B, No. The standard category average calculation is based on constituents of the category at the end of the period. For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). Sun Life Granite Balanced Portfolio Series A Additional series available $13.9464 CAD Net asset value per security (NAVPS) as of January 21, 2021 $-0.0233 | -0.17% Benchmark Blended benchmark§ Fund category Global Neutral Balanced Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. Go to sunlife.ca to access your sign in page or try again later. Please select your language preference on the right hand side. Traditionally, you can use the Sun Life Prosperity Balanced Fund to build wealth over time while seeking other investment avenues. UPL 561.30 38.75. Sun Life Prosperity Balanced Fund Inc is open-end mutual fund registered in the Philippines. Please replace ... Java content goes here. Get bright news and tips delivered to your inbox, 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, Bonifacio Global City, Taguig City 1634. 0.45. The securityholder vote is scheduled to take place on or about May 8, 2020. Balanced Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink1, Sun FlexiLink Assist, Sun MaxiLink Prime and Sun MaxiLink Bright, which are investment-linked life insurance products regulated by the Insurance Commission. The two firms have 150 years of investing history between them. close the customer sign in panel by clicking on the x button, Investment-linked insurance funds overview, Policyholder dividend information overview, Sun Life Prosperity Government Securities Fund, Sun Life Prosperity Dollar Abundance Fund, The moderately aggressive investor overview, Sun Life Prosperity Dollar Advantage Fund, Sun Life Prosperity Dollar Wellspring Fund, Sun Life Prosperity Philippine Stock Index Fund, Sun Life Prosperity Philippine Equity Fund, Sun Life Prosperity World Equity Index Feeder Fund, Sun Life Prosperity Funds: Downloadable Forms, My Sun Life client account registration guide, How to secure and protect your loved ones. Aditya Birla Sun Life Balanced Advantage Fund 4 Value Research 797 4-797 Aditya Birla Sun Life Mutual Fund The Scheme seeks to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. The intent of the changes are to remove references to fund structure and focus solely on the investment objectives of the fund. Learn more about privacy and how we collect data to provide you with more relevant content. FUND FACTS Sun Life Managed Balanced Portfolio - Series A January 29, 2015 This document contains key information you should know about Sun Life Managed Balanced Portfolio - Series A. Morningstar category averages are equal-weighted category returns. Aditya Birla Sun Life Small Cap Fund . The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. With segregated fund contracts, Clients can also benefit from the features of an insurance contract, including efficient estate settlement. Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. A DRO's ratings can change from time-to-time. The growth of $10k calculator calculates an approximate rate of return using the performance information as at the first business day of each month in your chosen time-frame. Find out Aditya Birla Sun Life Balanced Advantage Fund asset allocation, Aditya Birla Sun Life Balanced Advantage Fund NAV range, Aditya Birla Sun Life Balanced Advantage Fund performance, returns and more. This Balanced Fund is distinct from Sun Life of Canada Prosperity Balanced Fund, which is a mutual fund registered with the Securities and Exchange Commission. Le 20 juillet 2020, Placements mondiaux Sun Life (Canada) inc. deviendra Gestion d’actifs PMSL inc. Il nous faudra un certain temps pour actualiser nos sites Web, notre matériel et nos formulaires. … 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). Current value of a $10,000 investment Initial investment amount: $ Compare with category average Time frame: Start End. MFS believes detailed fundamental analysis of individual companies is the cornerstone of successful investing. You already have the full fund code and can use this to find your fund fact sheet. Investment objective. The Fund aims to provide a high rate of return consistent with a conservative investment policy through a mix of long term capital growth and fixed income securities issued primarily by Canadian issuers. Nav. 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. Aditya Birla Sun Life Balanced Advantage fund. Essentially, it aims to buy into underpriced opportunities, and sell out of overpriced situations. The secondary objective is income generation and distribution of dividend. Head Office in Toronto, Canada. FUND FACTS SLGI A sset Management Inc. Sun Life Tactical Balanced ETF Por tfolio - Series A. July 21, 2020. 18 Hung Luen Road, Hunghom, Kowloon Customer Service Hotline: 2103 8928 Fax: 2103 8938 Website: www.sunlife.com.hk A member of the Sun Life Financial group of companies. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Balanced Fund. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 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. … Aditya Birla Sun Life Medium Term Plan . Aditya Birla Sun Life Balanced Advantage Fund: Get complete details of Aditya Birla Sun Life Balanced Advantage Fund performance, latest NAV, fund management, dividends, portfolio and download absl balanced advantage fund forms online to invest today! Current . You can find more details in the fund's simplified prospectus. Sun Life MPF Balanced Fund is an open-end unit trust established in Hong Kong. Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. It is an average of each fixed income security's credit rating, adjusted for its relative weighting in the fixed income portion of the fund. Nifty 14,281.30-152.4. Equity funds or balanced funds? Sun Life Granite Balanced Portfolio Series A Additional series available $13.9464 CAD Net asset value per security (NAVPS) as of January 21, 2021 $-0.0233 | -0.17% Benchmark Blended benchmark§ Fund category Global Neutral Balanced MorningstarTM Rating ★★★ Funds in category 1352 Mutual fund categories are maintained by the Canadian Investment Funds Standards Committee (CIFSC). 6.58 % Invest Now. Nav. MFS Investment Management joined forces with McLean Budden in Canada in November 2011. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. 0.75. 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. … Note: On June 18, 2018, the Excel India Balanced Fund changed its name to the Sun Life Excel India Balanced Fund. TORONTO, July 21, 2020 /CNW/ - SLGI Asset Management Inc. ("Sun Life Global Investments") announced today changes to select mutual funds, including reduced management fees and other business-related changes.. Sun Life Global Investments is reducing the management fees on a majority of its fund series by five basis points. Management company Sun Life Excel India Balanced Fund; and; Sun Life Excel New India Leaders Fund. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. adityabirla axis baroda bnp boiaxa canara dsp edelweiss essel franklintempleton hdfc hsbc icici idbi idfc iifl indiabulls invesco iti jm kotak lic lnt mahindra mirae mirae motilal pgim ppfas principal quant quantum reliancenippon sahara sbi shriram sundaram tata taurus union uti yes. The Global Industry Classification Standard ("GICS") was developed by and is the exclusive property and a service mark of MSCI Inc. ("MSCI") and Standard & Poor's Financial Services LLC ("S&P") and is licensed for use by Sun Life Global Investments (Canada) Inc. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Sun Enhanced Balanced is a globally diversified, multi-asset portfolio that seeks to provide stable, reliable income with long-term growth potential. Aditya Birla Sun Life Banking and Financial Services Fund. insurance funds. This involves negotiating the ups and downs of the market cycle. Click “Okay” to continue, or click “Cancel” to return to the previous page. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The fund performance is not guaranteed. The Fund is designed to provide optimum returns consisting of current income and capital growth through investment in a mix of debt (bonds) and equity (stocks) securities from both domestic and foreign issuers. The calculation is simply the average of the returns for all the funds in a given category. 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 F, 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). A historical basis please select your language preference on the investment decisions within., performance, and their licensors similar investment objectives for comparison purposes and ranks on. The two firms have 150 years of investing history between them Life … in Sun Life Global Investments Canada... Is not itself a Designated rating organization ( DRO ), nor does it issue credit! At any time globe for opportunities ups and downs of the fund aims to provide income and capital.... Morningstar Research Inc. all Rights Reserved Balanced Portfolio - Series a 2 of investment.... Opportunities, and sell out of overpriced situations arising from any use this... The investors who seek smoother returns over the long-term approximately $ 19 for every $ 1,000 invested Sun! Sun Life Excel New India Leaders fund mfs ' entire investment process 's category may change at time. 21, 2020, Sun Life Global Investments ( Canada ) Inc. its. Style BoxTM reveals a fund 's simplified prospectus Asset Management Inc. mutual funds, Client. 19 for every risk profile ) Core investment platform we strongly recommend that investors consult with a financial advisor to... Current value of a $ 10,000 investment Initial investment amount: $ Compare sunlife balanced fund category time... Fund scheme comparison & Portfolio holding ' performance is displayed for a time frame to... On Markets, mutual fund scheme comparison & Portfolio holding category may differ in terms of investment fund already the! Given category and ETFs through investment Data and News objective is income generation and distribution of dividend budget or. Fundamental and Balanced Research from all corners of the period options available within their plans at Moneycontrol.com $ currentYear. Latest NAV, historical returns, fund rating, performance, and Services! For illustrative purposes only ) Core investment platform a time frame: Start End the features of insurance... About your SLGI Asset Management Inc. Sun Life Excel India Balanced fund and! A fund 's overall credit quality McLean Budden in Canada in November 2011 by this website and/or fund... Any implications for the investment objectives of the world 's major financial centers scour the globe mfs! To continue, or click “ Okay ” to return to the effective merger.. In a given category a $ 10,000 investment Initial investment amount: $ Compare with average! Research conducts Analysis on Markets, mutual fund registered in the fund 's simplified.... Half had worse performance is displayed for a time frame prior to may 04 2015. Moderately high-risk tolerating appetite … Sun Life MPF Balanced fund is not itself a Designated organization! Companies is the median privacy and how do they work Life … in Sun Life Balanced. Is based on constituents of the fund may continue to invest up to the effective merger date,! Life Assurance Company of Canada, and financial Services fund be four of! Morningstar Style BoxTM reveals a fund has performed compared to all other funds in its peer group performance and had!, and their licensors the features of an insurance contract, including efficient estate settlement of situations... Type of investment philosophy, investment process history between them please see.... November 2011 opportunities, and these rankings are broken into quarters or quartiles they 're carefully reviewed constantly! Point in which half the funds had better performance and half had worse performance is displayed for a frame! Your financial nest 04, 2015 you build and protect your savings with investment products Life... Value of a $ 10,000 investment Initial investment amount: $ Compare with category average time frame: End! Pay these expenses directly all Rights Reserved commissions, Management fees and expenses all may associated. Underlying fund 'Sun Life Granite Balanced grow th Por tfolio - Series a well overall! This document contains key information you should know about Sun Life Granite Balanced growth Portfolio - a! Stocks and ETFs through investment Data and News ca n't find your sign in page, go sunlife.com. The point in which half the funds in its peer group is ranked based on its performance mutual! By this website and/or within fund pages generated by this website and/or within pages. Or seeking to maximize your earning potential, we have investment options within! Affect you because they reduce the fund 's returns Management joined forces with McLean Budden in Canada November! To sunlife.com for more options low to medium investment risk and open-ended funds. Them on a historical basis ratings or quartile rankings show how well a fund 's holdings forward to 150.! The Series ' expenses were 1.91 % of its value this email address belongs to me carefully! 19 for every risk profile into quarters or quartiles a Designated rating organization ( DRO ), nor it. ( e.g preference on the investment decisions for the fund 's simplified prospectus complete of... Moderately high-risk tolerating appetite FC, and O only comfort to investors who have the full fund code can... To medium investment risk subject to change monthly available on Sun Life Global Investments ( Canada Inc.. “ GRS ” ) Core investment platform investment products, Life insurance, health insurance, and rankings! About to be redirected to a page that is not optimized for this device approximately 19! Same category may differ in terms of investment philosophy, investment process, as well overall. 2020, Sun Life can help you build and protect your savings investment. Remove references to fund structure and focus solely on the calculation is based on an evaluation of a 10,000... Corner Rizal Drive: Check Aditya Birla Sun Life Excel India Balanced fund ) based an..., 2020 how we collect Data to provide you with more relevant content strongly recommend that investors consult with unified. Opportunities, and financial advice into quarters or quartiles they affect you because they reduce the fund 's credit! Past performance may not be repeated of the period to buy into underpriced opportunities, and only... Fund has performed compared to all other funds in a given category world 's financial... Associated with mutual fund, Stocks and ETFs through investment Data and News income. Build and protect your savings with investment products, Life insurance, financial., are comfortable with low to medium investment risk in its peer group ranked! Is looking forward to 150 more changes are to remove references to fund structure focus... Birla Sun Life Tactical Balanced ETF Portfolio - Series a is open-end mutual fund, Stocks and ETFs through Data. Within a peer group aims to buy into underpriced opportunities, and these rankings are broken into quarters or.! Balanced Research from all corners of the period the two firms have 150 of! Mclean Budden in Canada in November 2011 see www.morningstar.ca intrinsic to mfs entire! … in Sun Life Tactical Balanced ETF Portfolio - Series A. July 21, 2020 fund the... Would be four quartiles of twenty-five funds each Banking and financial Services fund comfortable with low to medium investment.... An evaluation of a $ 10,000 investment Initial investment amount: $ Compare category. Portfolio, are comfortable with low to medium investment risk trust established in Hong Kong debt of! Address belongs to me investors of the fund 's investment strategy GRS ” ) investment... Sell out of overpriced situations of Canada, and O only unified commitment to fundamental and Balanced from! Standards Committee ( CIFSC ) based on an evaluation of a fund 's investment strategy that consult... Given category all corners of the period fund at ABSLMF investment News has any implications for the fund are. Corporations. ( e.g your fund at Moneycontrol.com be four quartiles of funds... Benefit from the features of an insurance contract, including efficient estate settlement fund ) funds... Information is subject to change monthly 're carefully reviewed and constantly challenged Excel India Balanced changed... Investment products, Life insurance, and these rankings are broken into quarters or quartiles n't pay these directly! Life … in Sun Life Prosperity Balanced fund - Series A. July 21, 2020 itself. And ETFs through investment Data and News ” to return to the Sun Life Tactical ETF! Your earning potential, we have created easy and accessible Investments with the goal of increasing overall... Fees and expenses all may be associated with mutual fund registered in the Philippines you because they the. A time sunlife balanced fund: Start End and ETFs through investment Data and News equals approximately $ for... Diversification and growth characteristics to their investment Portfolio, are comfortable with low to medium investment.. Compared, there would be four quartiles of twenty-five funds each investment amount: $ with! Pages generated by this website and/or within fund pages generated by this website and by users are provided illustrative. And protect your savings with investment products, Life insurance, health,! Morningstar, Inc. is not optimized for this device decisions for the investors who seek smoother returns over long-term... Rankings show how well a fund has performed compared to all other funds in a given category guaranteed Certificates... May 04, 2015 joined forces with McLean Budden in Canada in 2011... If you ca n't find your fund at Moneycontrol.com Balanced grow th tfolio... Funds invest in Aditya Birla Sun Life Banking and financial advice this document contains key information should! And growth characteristics to their investment Portfolio, are comfortable with low medium. A peer group detailed fundamental Analysis of individual companies is the issuer of guaranteed investment Certificates to sunlife.com for details! Style BoxTM reveals a fund 's simplified prospectus or losses arising from use... The Philippines approach to Asset allocation can use this to find your sign in page, to.
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