sun life granite balanced portfolio morningstar
Morningstar Star Rating Total YTD Return 1-yr Returns 3-yr Returns 5-yr Returns MER Sun Life Granite Balanced Class F Gold 4 Stars 1.51 11.95 7.01 5.53 1.09 Sun Life Dynamic Strategic Yield F Gold 4 Stars 2.78 12.79 6.96 Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Terms of Use Privacy Policy Cookies, The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. Sun Life Granite Balanced Por tfolio - Series I Year-by-year returns This chart shows how Series I securities of the fund have performed in each of the past 7 calendar years. Irrespective of the outcome, investors should avoid making portfolio changes based on the results and instead focus on their own goals, risk appetites... Why 1832 Asset Management’s Tom Dicker sees some promising pockets in certain commercial realty and single family homes, Just because you can doesn't mean you should, At this point in the market downturn, no sector is immune, but some offer a better resistance potential, and REITs could be one, These funds are gold-rated, and have either four or five stars, If you want stable income along with growth, here are alternatives to the Big Banks, A tipping point for sustainable investing, How did we get here? Office: 9th floor, Platinum Technopark, Plot No. Investments in securities are subject to market and other risks. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. Vanguard Balanced Index () is the simplest fund profiled here. 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. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Currency in CAD Add to watchlist 12.22-0.07 (-0.57%) As of 6:07PM EDT. Sun Life Granite Conservative Portfolio (SUNLIFEMANAG.TO) YHD - YHD Delayed Price. Sun Life Granite Balanced Portfolio Series F Additional series available $14.5421 CAD Net asset value per security (NAVPS) as of January 08, 2021 $0.0482 | 0.33% Benchmark Blended benchmark Fund category Morningstar Aditya Birla Sun Life - Individual Pension Plan Nourish Fund Conservative Allocation 43.9381 15/01/2021 ... Company: Morningstar India Private Limited; Regd. Portfolio for Aditya Birla Sun Life Balanced Advantage Fund Growth along with asset allocation, stock style, sector and region exposure, financial metrics Company: Morningstar India Private Limited; Regd. The Quantitative Fair Value Estimate is calculated daily. Tip: Try a valid symbol or a specific company name for relevant © Copyright 2020 Morningstar, Inc. All rights reserved. The series dropped in value in 1 of the 7 years shown. Morningstar assigns star ratings based on an analystâs estimate of a stock's fair value. You currently DO NOT have javascript enabled, to view our site this must be enabled. You currently DO NOT have javascript enabled, to view our site this must be enabled. Sun Life Granite Balanced Growth Portfolio O (0P00012KMV.TO) Toronto - Toronto Delayed Price. In depth view into SUN5448 (Sun Life Granite Balanced Class F) including performance, dividend history, holdings and portfolio stats. Sun Life Granite Balanced Growth Portfolio - Series F Sun Life Granite Balanced Growth Portfolio - Series I Sun Life Granite Balanced Growth Portfolio - Series O Sun Life Granite Balanced Growth Portfolio - Series T5 Sun Life Find the latest Sun Life Granite Balanced Growt (0P0000Z8IV.TO) stock quote, history, news and other vital information to help you with your stock trading and investing. Sun Life Granite Balanced Portfolio is an open-end fund incorporated in Canada. The fund, which has a Morningstar Analyst Rating of Gold, has a set 60/40 asset mix that doesn't change. For detail information about the Morningstar Star Rating for Stocks, please visit here, Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. Underlying fund 'Sun Life Granite Balanced Growth Portfolio' performance is displayed for a time frame prior to May 04, 2015 Current value of a $10,000 investment Initial investment amount: $ Compare with ⦠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. Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts, including Accumulation Annuities (Insurance GICs), Payout Annuities, and Individual Variable Insurance Contracts (Sun Life ⦠Underlying fund 'Sun Life Granite Balanced Portfolio' performance is displayed for a time frame prior to May 04, 2015 CURRENT VALUE OF A $10,000 INVESTMENT Sun GIF Sol Inv Granite Balanced - $10,463 Mar 20 Jun 20 Sep Investments in securities are subject to market and other risks. The U.S. and China agreed to a limited trade deal (phase one), which lowers some tariffs on China-imported goods and allows more No moat-rated Sun Life reported a solid third quarter with underlying earnings per share of $1.44, beating the CapIQ consensus of $1.28. In depth view into SUN548 (Sun Life Granite Balanced Portfolio I) including performance, dividend history, holdings and portfolio stats. Ads help us provide you with high quality content at no cost to you. It is projection/opinion and not a statement of fact. The series dropped in value in 1 of the 7 years shown. SUN LIFE GRANITE MANAGED PORTFOLIOS Sun Life Managed Conservative Portfolio (Series A, T5, F, I) Sun Life Managed Moderate Portfolio (Series A, T5, F, I) Sun Life Managed Balanced Portfolio (Series A, T5, F, I) Sun Life Sun Life Granite Balanced Portfolio is an open-end fund incorporated in Canada. Past performance of a security may or may not be sustained in future and is no indication of future performance. 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