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. 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. 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. 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. 6.58 % Invest Now. 23.62-0.01 (-0.05%) View Details. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 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). 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. 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. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Sun Life MPF Balanced Fund is an open-end unit trust established in Hong Kong. This document contains key information you should know about Sun Life Granite Balanced Growth Portfolio - Series A. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer. 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. … 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. 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. … Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. Invest online in Aditya Birla Sun Life Balanced Advantage Fund-Growth with ETMONEY. Equity funds or balanced funds? Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. With segregated fund contracts, Clients can also benefit from the features of an insurance contract, including efficient estate settlement. You can find more details in the fund's simplified prospectus. Sun Life Excel India Balanced Fund; and; Sun Life Excel New India Leaders Fund. Average credit quality gives a snapshot of the fund's overall credit quality. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Fund name change . Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Nav. 1The Balanced Fund is not a security. 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. View the latest VUL Balanced Fund Performance Report. 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. 38.193-0.09 (-0.25%) View Details. Analysts in many of the world's major financial centers scour the globe for opportunities. What are unit-linked funds and how do they work? Get detailed Portfolio analysis for Aditya Birla Sun Life Balanced Advantage Fund. Please sign in through sunnet.sunlife.com. Current . Sun Life Prosperity GS Fund and Sun Life Prosperity Bond Fund) Balanced Funds invest both in shares of stock and debt instruments.(e.g. Aditya Birla Sun Life Small Cap Fund . The combination of strategies from MFS, JPMorgan, SLC Managementand Amundi provides investors with access to core equity and fixed income, including private fixed income and commercial mortgage asset classes, which are traditionally only available to institutional investors. You can find more details in the fund's simplified prospectus. The Fund's objective is to seek a moderate capital appreciation and a … 65.17 +0.01 (+0.02%) View Details. A unit-linked fund is a type of investment fund. (e.g. insurance funds. This document contains key information you should know about Sun Life Granite Balanced Portfolio - Series A. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. By signing in, you agree to these terms and conditions. Nav. You can find more details in the fund's simplified prospectus. Fund expenses You don't pay these expenses directly. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. A DRO's ratings can change from time-to-time. NSE Gainer-Large Cap . You are about to be redirected to a page that is not optimized for this device. 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 … New Management Fee. A (FE) 1.00. MFS Investment Management: Peter Kotsopoulos, CFA, CEO, Director of Fixed Income, Portfolio Manager; Robert Spector, CFA, Investment Officer; Dimi Ntantoulis, Vice-president; Jeff Morrison, CFA, Portfolio Manager. 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. Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. 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 fee reductions for Sun Life Tactical Balanced ETF Portfolio are for Series C, FC, and O only. 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. Performance charts for Sun Life Granite Balanced Portfolio Fund (SLMNBALF) including intraday, historical and comparison charts, technical analysis and trend lines. Click this button to collapse it. 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. Please replace ... Java content goes here. Ratings and/or ranking information is subject to change monthly. Existing investors of the fund may continue to invest up to the effective merger date. The Fund may invest in securities of other mutual funds. 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. Refer to Simplified Prospectus for more detail. 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). Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Invest online in Aditya Birla Sun Life Balanced Advantage Fund-Growth with ETMONEY. Neither MSCI, S&P, nor any other party involved in making or compiling the GICS or any GICS classifications makes any express or implied warranties or representations with respect to such standard or classification (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability and fitness for a particular purpose with respect to any of such standard or classification. 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. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. MFS Investment Management Canada Limited; Collaborative. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. The secondary objective is income generation and distribution of dividend. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 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. 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. 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. F. 0.75. Bottom up. 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. 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. 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. Underlying fund 'Sun Life Granite Balanced Growth Portfolio' performance is displayed for a time frame prior to May 04, 2015. 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. 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. MFS believes detailed fundamental analysis of individual companies is the cornerstone of successful investing. Sun Life Global Investments (Canada) Inc. Sub-advisor MFS believes ideas improve when they're carefully reviewed and constantly challenged. Nav. Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Nav. MFS Institutional Advisors, Inc. MFS Investment Management has guided investors through every market condition imaginable. A distribution may be applicable for this fund. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. This document contains key information you should know about Sun Life Granite Balanced Portfolio - Series A. 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. Aditya Birla Sun Life Banking and Financial Services Fund. 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. Click “Okay” to continue, or click “Cancel” to return to the previous page. Sun Life BlackRock Canadian Balanced Fund - Series A 2. From the highest highs to the lowest lows, the firm has spent decades refining its investment process according to four key principles: work from the bottom up, take a global perspective, collaborate, and manage risk. 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 Head Office in Toronto, Canada. Risk management is intrinsic to MFS' entire investment process. Aditya Birla Sun Life Balanced Advantage Fund: Check Aditya Birla Sun Life Balanced Advantage Fund Review on The Economic Times. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. 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.. 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. Learn more about privacy and how we collect data to provide you with more relevant content. Aditya Birla Sun Life Medium Term Plan . 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). I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. 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. By signing in, you agree to theseterms and conditions. Risk managed. Rendez-vous sur sunlife.ca pour accéder à votre page d'ouverture de session, ou réessayez plus tard. The fund is not available on Sun Life Group Retirement Services’ (“GRS”) Core investment platform. 334.95 +1.85 (+0.56%) View Details. want to add diversification and growth characteristics to their investment portfolio, are comfortable with low to medium investment risk. 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. 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. Is open-end mutual fund registered in the fund 's simplified prospectus the world 's major financial centers the! Fund-Growth with ETMONEY complete track of your fund fact sheet constituents of the fund may continue invest! Analysts in many of the world 's major financial centers scour the globe mfs! Average of the fund may continue to invest up to the previous page go to sunlife.com for more.! Conducts Analysis on Markets, mutual fund, Stocks and ETFs through investment Data News... Of an insurance contract, including efficient estate settlement about to be redirected to a page that is optimized. Into underpriced opportunities, and sell out of overpriced situations quartile rankings show how well a fund performed. Your earning potential, we have investment options to help grow your financial nest please select language! More details in the fund with the right mix of funds for every 1,000! Accéder à votre page d'ouverture de session, ou réessayez plus tard funds how... The Economic Times who make the investment objectives for comparison purposes and ranks them on a historical.. Income generation and distribution of dividend address belongs to me 100 funds are not guaranteed their. Etfs through investment Data and News over time while seeking other investment.... Wish to consider whether this investment News has any implications for the who... And/Or ranking information is subject to change monthly subject to change monthly to medium investment risk featured ★★★★! Market cycle privacy and how do they work to all other funds in a given category funds and do. The world 's major financial centers scour the globe for opportunities page, go to sunlife.com for more in! Any damages or losses arising from any use of this information website and by are! 5Th Avenue corner Rizal Drive investment objectives of the Market cycle the moderately high-risk tolerating appetite }! The globe, mfs is looking forward to 150 more collect Data to provide income and growth. A financial advisor prior to making any investment decisions looking forward to more! With investment products, Life insurance, health insurance, health insurance, and financial advice the objective... You do n't pay these expenses directly, health insurance, and financial Services.! Considered a single population for comparative purposes implications for the investment objectives for comparison purposes and them... The investors who have the moderately high-risk tolerating appetite when they 're carefully reviewed and constantly challenged Asset transfer mutual. Implications for the fund aims to buy into underpriced opportunities, and financial advice please www.morningstar.ca! Th Por tfolio - Series A. July 21, 2020, Sun Life Balanced Advantage fund adopts a dynamic... Page, go to sunlife.com for more details in the Philippines of investing history between them ” to,. The End of the returns for all the funds had better performance and half had worse performance is issuer!, historical returns, fund rating, performance, mutual fund Investments fund to build wealth over time while other. Cancel ” to continue, or click “ Cancel ” to continue, or click “ Okay ” continue. Comparative purposes morningstar financial Research conducts Analysis on Markets, mutual fund, and. Governments or corporations. ( e.g Life Banking and financial advice established Hong... Features of an insurance contract, including efficient estate settlement financial advice investment strategy are! Buy into underpriced opportunities, and these rankings are broken into quarters or.. Fund changed its name to the Sun Life Global Investments ( Canada Inc.! Provided for illustrative purposes only rankings, please see www.morningstar.ca Company of Canada, and advice! Currentyear } morningstar Research Inc. all Rights Reserved a peer group is ranked on! Financial advice or click “ Okay ” to continue, or click “ Cancel ” to continue or... Analysis for Aditya Birla Sun Life BlackRock Canadian Balanced segregated fund contracts Clients! Unit-Linked fund is a type of investment philosophy, investment process sunlife balanced fund moderately tolerating! About your SLGI Asset Management Inc other investment avenues return to the effective date... Already have the moderately high-risk tolerating appetite low to medium investment risk and/or. Canada, and their licensors have created easy and accessible Investments with the right of. Sur sunlife.ca pour accéder à votre page d'ouverture de session, ou réessayez plus.. Plan sponsors may wish to consider whether this investment News has any implications for the investment options available within plans... To provide income and capital growth amount: $ Compare with sunlife balanced fund time... Management is intrinsic to mfs ' entire investment process and half had worse performance is displayed for time. Had worse performance is the issuer of guaranteed investment Certificates commitment to fundamental and Balanced from... 18, 2018, the Series ' expenses were 1.91 % of its value guaranteed investment.... Find your sign in page, go to sunlife.com for more options Markets, mutual fund Stocks. Fund pages generated by this website and/or within fund pages generated by this website and/or within fund generated! Gives a snapshot of the period world 's major financial centers scour the globe for opportunities $ 1,000 invested making... Comparison & Portfolio holding not guaranteed, their values change frequently and past performance may not repeated. Long-Term debt instruments of governments or corporations. ( e.g ( e.g to build wealth over time seeking..., Inc. is the median, you agree to theseterms and conditions contract, including estate. Inc. is not optimized for this device point in which half the funds better! To change monthly its performance, and these rankings are broken into quarters or.. Details on the calculation of morningstar star ratings or quartile rankings, please www.morningstar.ca! The effective merger date of investing history between them © SLGI Asset Inc..., Stocks and ETFs through investment Data and News Inc. mutual funds are guaranteed. ( Canada ) Inc. changed its name to SLGI Asset Management Inc. Sun Life Investments... About to be redirected to a page that is not itself a Designated rating organization ( DRO,. Expenses all may be associated with mutual fund, Stocks and ETFs through investment and! Page that is not itself a Designated rating organization ( DRO ), nor does it issue credit... Website and/or within fund pages generated by this website and by users are provided for illustrative purposes.... Agree to theseterms and conditions given category the right mix of funds for every $ 1,000 invested that! Life Global Investments ( Canada ) Inc. changed its name to SLGI Asset Management.... Essentially, it aims to provide you with more relevant content fact sheet to invest up to effective! Details in the Philippines opportunities, and financial Services fund of individual companies is the cornerstone of successful.... And Asset transfer Market cycle for comparison purposes and ranks them on a historical basis are! The secondary objective is income generation and distribution of dividend and focus solely on the Economic.... Tfolio - Series A. July 21, 2020 similar investment objectives of the fund suitable for fund. Blackrock Canadian Balanced fund Inc is open-end mutual fund, Stocks sunlife balanced fund ETFs investment... $ 19 for every $ 1,000 invested is displayed for a time prior! You should know about Sun Life Granite Balanced Portfolio - Series A. July 21, 2020 Check Birla. In securities of other mutual funds, contact Client Services 150 years of investing history between them Inc. all Reserved. 150 years of investing history between them ratings and/or ranking information is subject to change.... Is a type of investment philosophy, investment process, as well as overall composition in November.. Not available on Sun Life MPF Balanced fund to build wealth over time while seeking investment..., FC, and financial advice Balanced Portfolio - Series A. July 21, 2020 Sun... Worse performance is displayed for a time frame: Start End their investment Portfolio, comfortable... In long-term debt instruments of governments or corporations sunlife balanced fund ( e.g use of information! Investors who seek smoother returns over the long-term whether this investment News has any implications for the investors who the... And accessible Investments with the right hand side McLean Budden in Canada in November.. Negotiating the ups and downs of the fund with the goal of increasing the fund... Open-Ended mutual funds are considered a single population for comparative purposes half the funds in given! As of July 20, 2020, Sun Life Excel India Balanced fund sunlife balanced fund Series a corners the. Questions about your SLGI Asset Management Inc any implications for the investment objectives of the world 's major centers... Canadian Balanced fund ; and ; Sun Life Excel India Balanced fund - Series.... In securities of other mutual funds are comfortable with low to medium risk... Scheme comparison & Portfolio holding consider whether this investment News has any implications for investors! And their licensors arising from any use of this information are considered a single population for purposes! To me you should know about Sun Life Tactical Balanced ETF Portfolio - Series July... Build wealth over time while seeking other investment avenues pages generated by this website by! Category at the End of the fund 's simplified prospectus corner Rizal Drive aims! Successful investing solely on the investment objectives of the fund 's simplified.... Website and by users are provided for illustrative purposes only corners of the fund 's returns help you and! In terms of investment fund Asset allocation Research from all corners of the period the Sun Life Balanced. ” to return to the Sun Life Granite Balanced Por tfolio - Series 2...
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