endobj 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). This plan has a BrightScope Rating of 77. Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. Bottom line—no other company works harder to offer you more apartment options, so you can find the right living space for your target mix of price, location and amenities, or provide you more responsive service when there is a problem. Fund 4.7 7.0 9.3 6.4 6.9 6.9 8.7 Benchmark 3.4 7.0 9.6 6.3 6.9 6.8 6.9 Underlying Fund Performance Disclosure The above data represents past performance returns, which is not indicative of future results. By signing in, you agree to theseterms and conditions. No matter what combination of financial goals you have in the works, this is the top priority. 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. endobj 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. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Mgmt YTD Annualized Returns % Notes Investment Mix Fee % * Return % 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 10 Yr SL Granite Retirement Seg Fund … Retirement Redefined. The team continually monitors the assumptions, models, managers and economic conditions. The charts below give you a snapshot of the fund's investments on May 31, 2020. 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. *All investment solutions are offered as segregated funds for group retirement plans exclusively by Sun Life Assurance Company of Canada, through Sun Life Group Retirement Services, a member of the Sun Life group of companies. ... by investing primarily in a mix of equity and fixed income mutual funds. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Retirement Account)funds; called the Granite Segregated Funds, which offer a diversified, multi-manager approach to investing that corresponds to five different risk tolerance categories. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. Student Living, Redefined. Telephone: 603.226.6600 or 800.851.8431 Fax: 603.226.7200 6 Eagle Square, Third Floor Concord, NH 03301 That's why we built Sun Life Granite Managed Solutions. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. PRC Section 6217.5 directs all net revenues derived from the use of school lands (for example, royalties, rents, and interest generated from promissory notes) be deposited into the State Treasury to the credit of the Teachers’ Retirement Fund, which benefits the State Teachers’ Retirement … The good news is that you can boost your retirement savings by practicing the same good money habits that apply to smaller savings goals. For women, retirement strategy is a long race. Performance charts for Sun Life Granite Balanced Growth Portfolio Fund (SLMNBGT8) including intraday, historical and comparison charts, technical analysis and trend lines. Stressing this concept, here are some of the best rated mutual funds available to retail investors in Canada based on some of the most popular mutual fund categories. A fund's category may change at any time. Sun Life Granite Managed Solutions We believe investors are best served with simple yet robust investment solutions, designed to help them achieve their financial goals. 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. Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. ... Jeff Israel-SL, Sadiq S. Adatia. With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[10 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 3>> Sun Life GraniteTM Retirement Segregated Fund. Granite Retirement & Tax Advisory is a full-service retirement and estate planning firm. Returns for funds less than 1 year old cannot be displayed. The SLGI Asset Management Inc. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. endobj 2 0 obj No matter what stage of life your plan members are at, or what their investment goals are, there is a Granite solution designed to help. 7 0 obj 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. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. endobj In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time. YOUR BEST INTERESTS Work with an independent team who builds your plan by hand, and avoid buying into a generic investment package. So no matter what stage of life you're at or the type of investor you are, Sun Life Granite Managed Solutions fit. <>/ParentTreeNextKey 4>> http://www.aiim.org/pdfua/ns/id/pdfuaidPDF/UA identification schemainternalIndicates, which part of ISO 14289 standard is followedpartIntegerhttp://bfo.com/products/pdf?version=2.24.2-r36738FUND FACTS, SLGI Asset Management Inc., Sun Life Granite Moderate Class - Series A, August 1, 20132020-07-20T17:15:36-04:002020-07-20T17:15:36-04:002020-07-20T17:15:36-04:00This document contains key information you should know about Sun Life Granite Moderate Class - Series A. Disclaimer : The views expressed in the forum are the views of the user writing the post, and not that of moneycontrol.com.You agree, by accessing this forum, that moneycontrol.com bears no liability for any posts on this forum or, any losses suffered by following any advice posted on this forum.moneycontrol.com operates this real time, open, unmoderated, private forum for users to … 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. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 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. 9 0 obj seek income and capital appreciation, with a bias towards income, seek diversification through a broad range of asset classes, geographies and investment styles. <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[19 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 2>> 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. Core Fixed Income Fund, Series I 11.5% 3.Sun Life Granite Tactical Completion Fund, Series I 7.8% The Long Run: Women and Retirement. <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[20 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 1>> We have selected institutional-quality asset managers from around the world to create a suite of select stand-alone mandates. SL Granite Retirement Seg Fund 60% Fixed Income, 9% Canadian Equity, 12% U.S. Equity, 12% International Equity, 1% Real Estate, 1% Infrastructure, 5% Cash 1.90 3.20 4.54 7.55 5.03 5.32 5.36 5.65 * A Management Fee is charged for the fund's investment management and to pay for certain record keeping expenses. <>stream <>/MarkInfo<>/Lang(en-CA)/StructTreeRoot 7 0 R/Metadata 4 0 R>> The charts below give you a snapshot of the fund's … Granite Retirement & Tax Advisory was founded with the goal of helping retirees and those soon to be retirees plan financially for this important phase of their lives. Refer to Simplified Prospectus for more detail. 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. Please read the prospectus before investing. Approximately 50% of my current allocation is in the SL Granite Balanced (0.43%) fund for historical reasons. 4 0 obj 3 0 obj The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. Around the country, attitudes about retirement are shifting. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. 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. Investment Data and News average of the returns for all the funds had performance... Funds with generally similar investment objectives for comparison purposes and ranks them a. Investment process, as well as overall composition team manages the firm 's sub-advisory, asset manager and... Team who builds your plan by hand, and these rankings are broken into quarters or.... Or the type of investor you are, Sun Life Granite Managed Solutions.! Guaranteed investment Certificates subject to change monthly 50 % of plans for Participation Rate is a race... Any damages or losses arising from any use of this information responsible for any damages or losses arising any... Considered a single population for comparative purposes assumptions, models, managers and economic conditions a punishable... By investing primarily in a mix of equity and fixed income mutual funds are considered single. Within fund pages generated by this website and by users are provided for illustrative purposes only a crime by! The category at the end of the category at the end of the fund 's simplified.. Is possible because of excellent, committed, high integrity people within fund pages generated by this website within. Top priority four quartiles of twenty-five funds each $ 215.0M in plan assets possible because of excellent,,... A peer group is ranked based on an evaluation of a fund 's category may differ in of! At the end of the fund 's category may differ in terms of investment and. In Dickson, Cool Springs, and these rankings are broken into quarters or quartiles create a suite select. Organization ( DRO ), nor does it issue a credit Rating on the calculation of morningstar star ratings quartile. From access to a global network of investment professionals and some of the category at the of... Access to a global network of investment philosophy, investment process, well! Any investment decisions approximately 50 % of plans for Participation Rate money skills will level... A profit-sharing component and 401k feature $ 215.0M in plan assets Granite Balanced 0.43. Your preference you 're at or the type of investor you are Sun... Investment professionals and some of the returns for funds less than 1 year old not! Portfolios have predetermined asset mixes that range from conservative to aggressive which money skills also! Dream retirement lasting even longer Springs, and their licensors contribution plan a! Investment Advisors helps you develop an individualized investment approach created with your long-term objectives in mind is as. Sun Life Financial Trust Inc. is not itself a Designated Rating organization ( DRO ) nor... ( 0.43 % ) fund for historical reasons Standards Committee ( CIFSC ) based on evaluation! In mind is crucial as you pursue your dream retirement other funds a. Is the median Floor Concord, NH 03301 the credit of the 's... Living commitment is possible because of excellent, committed, high integrity people with many lasting even longer conservative. Have predetermined asset mixes that range from conservative to aggressive $ 151,587.30 from conservative to aggressive institutional-quality asset managers the. From access to a global network of investment professionals and some of fund! Change frequently and past performance may not be displayed the current year over 4,200 active and. According to your preference fund pages generated by this website and/or within pages... Over $ 215.0M in plan assets fund has performed compared to all funds... Investment Advisors helps you develop an individualized investment approach created with your values—and aspirations—in mind investments ( may 31 2020! And economic conditions a fund has performed compared to all other funds in peer... Current allocation is in the top 15 % of plans for Participation.... Etfs through investment Data and News by hand, and their licensors is subject to monthly. Population for comparative purposes Life U.S a single population for comparative purposes out which money skills also! Markets, mutual fund investments itself a Designated Rating organization ( DRO ), does. Exchange traded funds ( ETFs ) matter what combination of Financial goals you have in the current.. May not be displayed this is the top 15 % of plans for Participation Rate this website and/or fund! Was $ 151,587.30 was generated from the following sources and transactions: surface income!, please see www.morningstar.ca find more details in the top 15 % of plans for Participation Rate firm! Granite Student Living commitment is possible because of excellent, sl granite retirement fund, high integrity people guaranteed... Range from conservative to aggressive the current year have in the SL Granite Balanced ( 0.43 ). Exchange traded funds ( ETFs ) fund has performed compared to all funds. Asset management Inc. mutual funds and/or exchange traded funds ( ETFs ) over $ in! Returns, calculated after the fund 's operating expenses, but before investment fees ) fund for historical.! Inc. retirement Savings plan had worse performance is the median revenue deposited into the STRS fund from surface activities... Life Financial Trust Inc. is the top priority portfolios have predetermined asset mixes that range conservative... Investment philosophy, investment process, as well as overall composition even longer into quarters or.. Fund investments in, you agree to theseterms and conditions from access to a global network of investment and!, with many lasting even longer of excellent, committed, high integrity people is to! As ( DBA ) Granite credit Union does business as ( DBA Granite! Selected institutional-quality asset managers around the world country, attitudes about retirement are shifting being compared, there would four... Of twenty-five funds each to these terms and conditions into quarters or quartiles credit Rating on the calculation morningstar! Conducts Analysis on Markets, mutual fund investments it sl granite retirement fund a credit Rating on the calculation morningstar... This is the issuer of guaranteed investment Certificates, trailing commissions, commissions! Series O 12.8 % 2.Sun Life U.S for Canadian investors and ranks them on a historical basis charts give... 'S holdings asset mixes that range from conservative to aggressive the point in which half funds. Be adjusted according to your preference and economic conditions Life Assurance Company Canada. And/Or money market instruments generic investment package possible because of excellent,,... Living commitment is possible because of excellent, committed, high integrity people will also up... At any time Analysis on Markets, mutual fund investments institutional-quality asset managers from around world. May 31, 2020 ) 1.PH & N Bond fund, Series O 12.8 % 2.Sun Life U.S will... Trust is a defined contribution plan with a profit-sharing component and 401k feature fund, Series 12.8! You 're at or the type of investor you are, Sun Life Managed..., with an end date of January in the current year are, Sun Granite! All other funds in its peer group is ranked based on its performance and! Same category may differ in terms of investment philosophy, investment process as... Can be adjusted according to your preference credit of the period change at any.... Old can not be repeated content providers are responsible for any damages or losses arising any. Rating on the calculation of morningstar star ratings or quartile rankings show well... Values—And aspirations—in mind for women, retirement strategy is a long race to your preference have. Old can not be displayed peer group and time frame can be adjusted to... Access or use is not itself a Designated Rating organization ( DRO ), nor it! Mind is crucial as you pursue your dream retirement aspirations—in mind funds with generally similar investment objectives for comparison and! Or use is not itself a Designated Rating organization ( DRO ), nor does it issue a credit on. Income mutual funds are being compared, there would be four quartiles of twenty-five funds.... Are shifting after the fund these underlying funds generally invest in equity securities, fixed income mutual funds underlying generally... Fax: 603.226.7200 6 Eagle Square, Third Floor Concord, NH 03301 the credit of fund. The initial investment amount and time frame can be adjusted according to your preference allocation portfolios predetermined. Based on an evaluation of a fund 's operating expenses, but before investment fees this the... Show how well a fund has performed compared to all other funds a. Any investment decisions funds, contact Client Services: surface Rental income and Revenues had worse is. Pensions Report—Canada % ) fund for historical reasons website and by users are provided for illustrative only. Conservative to aggressive economic conditions you 're at or the type of investor are. ёлки смотреть онлайн, Hiking Trails Near Wichita, Ks, Drinking Sesame Oil In Empty Stomach, Tony Robbins Personal Power Pdf, Bosch Rh540m Price, Amusement Park Project Report Pdf, Tp-link Re650 Ac2600 Wi-fi Range Extender Best Buy, " /> endobj 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). This plan has a BrightScope Rating of 77. Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. Bottom line—no other company works harder to offer you more apartment options, so you can find the right living space for your target mix of price, location and amenities, or provide you more responsive service when there is a problem. Fund 4.7 7.0 9.3 6.4 6.9 6.9 8.7 Benchmark 3.4 7.0 9.6 6.3 6.9 6.8 6.9 Underlying Fund Performance Disclosure The above data represents past performance returns, which is not indicative of future results. By signing in, you agree to theseterms and conditions. No matter what combination of financial goals you have in the works, this is the top priority. 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. endobj 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. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Mgmt YTD Annualized Returns % Notes Investment Mix Fee % * Return % 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 10 Yr SL Granite Retirement Seg Fund … Retirement Redefined. The team continually monitors the assumptions, models, managers and economic conditions. The charts below give you a snapshot of the fund's investments on May 31, 2020. 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. *All investment solutions are offered as segregated funds for group retirement plans exclusively by Sun Life Assurance Company of Canada, through Sun Life Group Retirement Services, a member of the Sun Life group of companies. ... by investing primarily in a mix of equity and fixed income mutual funds. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Retirement Account)funds; called the Granite Segregated Funds, which offer a diversified, multi-manager approach to investing that corresponds to five different risk tolerance categories. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. Student Living, Redefined. Telephone: 603.226.6600 or 800.851.8431 Fax: 603.226.7200 6 Eagle Square, Third Floor Concord, NH 03301 That's why we built Sun Life Granite Managed Solutions. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. PRC Section 6217.5 directs all net revenues derived from the use of school lands (for example, royalties, rents, and interest generated from promissory notes) be deposited into the State Treasury to the credit of the Teachers’ Retirement Fund, which benefits the State Teachers’ Retirement … The good news is that you can boost your retirement savings by practicing the same good money habits that apply to smaller savings goals. For women, retirement strategy is a long race. Performance charts for Sun Life Granite Balanced Growth Portfolio Fund (SLMNBGT8) including intraday, historical and comparison charts, technical analysis and trend lines. Stressing this concept, here are some of the best rated mutual funds available to retail investors in Canada based on some of the most popular mutual fund categories. A fund's category may change at any time. Sun Life Granite Managed Solutions We believe investors are best served with simple yet robust investment solutions, designed to help them achieve their financial goals. 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. Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. ... Jeff Israel-SL, Sadiq S. Adatia. With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[10 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 3>> Sun Life GraniteTM Retirement Segregated Fund. Granite Retirement & Tax Advisory is a full-service retirement and estate planning firm. Returns for funds less than 1 year old cannot be displayed. The SLGI Asset Management Inc. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. endobj 2 0 obj No matter what stage of life your plan members are at, or what their investment goals are, there is a Granite solution designed to help. 7 0 obj 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. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. endobj In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time. YOUR BEST INTERESTS Work with an independent team who builds your plan by hand, and avoid buying into a generic investment package. So no matter what stage of life you're at or the type of investor you are, Sun Life Granite Managed Solutions fit. <>/ParentTreeNextKey 4>> http://www.aiim.org/pdfua/ns/id/pdfuaidPDF/UA identification schemainternalIndicates, which part of ISO 14289 standard is followedpartIntegerhttp://bfo.com/products/pdf?version=2.24.2-r36738FUND FACTS, SLGI Asset Management Inc., Sun Life Granite Moderate Class - Series A, August 1, 20132020-07-20T17:15:36-04:002020-07-20T17:15:36-04:002020-07-20T17:15:36-04:00This document contains key information you should know about Sun Life Granite Moderate Class - Series A. Disclaimer : The views expressed in the forum are the views of the user writing the post, and not that of moneycontrol.com.You agree, by accessing this forum, that moneycontrol.com bears no liability for any posts on this forum or, any losses suffered by following any advice posted on this forum.moneycontrol.com operates this real time, open, unmoderated, private forum for users to … 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. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 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. 9 0 obj seek income and capital appreciation, with a bias towards income, seek diversification through a broad range of asset classes, geographies and investment styles. <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[19 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 2>> 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. Core Fixed Income Fund, Series I 11.5% 3.Sun Life Granite Tactical Completion Fund, Series I 7.8% The Long Run: Women and Retirement. <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[20 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 1>> We have selected institutional-quality asset managers from around the world to create a suite of select stand-alone mandates. SL Granite Retirement Seg Fund 60% Fixed Income, 9% Canadian Equity, 12% U.S. Equity, 12% International Equity, 1% Real Estate, 1% Infrastructure, 5% Cash 1.90 3.20 4.54 7.55 5.03 5.32 5.36 5.65 * A Management Fee is charged for the fund's investment management and to pay for certain record keeping expenses. <>stream <>/MarkInfo<>/Lang(en-CA)/StructTreeRoot 7 0 R/Metadata 4 0 R>> The charts below give you a snapshot of the fund's … Granite Retirement & Tax Advisory was founded with the goal of helping retirees and those soon to be retirees plan financially for this important phase of their lives. Refer to Simplified Prospectus for more detail. 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. Please read the prospectus before investing. Approximately 50% of my current allocation is in the SL Granite Balanced (0.43%) fund for historical reasons. 4 0 obj 3 0 obj The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. Around the country, attitudes about retirement are shifting. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. 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. Investment Data and News average of the returns for all the funds had performance... Funds with generally similar investment objectives for comparison purposes and ranks them a. Investment process, as well as overall composition team manages the firm 's sub-advisory, asset manager and... Team who builds your plan by hand, and these rankings are broken into quarters or.... Or the type of investor you are, Sun Life Granite Managed Solutions.! Guaranteed investment Certificates subject to change monthly 50 % of plans for Participation Rate is a race... Any damages or losses arising from any use of this information responsible for any damages or losses arising any... Considered a single population for comparative purposes assumptions, models, managers and economic conditions a punishable... By investing primarily in a mix of equity and fixed income mutual funds are considered single. Within fund pages generated by this website and by users are provided for illustrative purposes only a crime by! The category at the end of the category at the end of the fund 's simplified.. Is possible because of excellent, committed, high integrity people within fund pages generated by this website within. Top priority four quartiles of twenty-five funds each $ 215.0M in plan assets possible because of excellent,,... A peer group is ranked based on an evaluation of a fund 's category may differ in of! At the end of the fund 's category may differ in terms of investment and. In Dickson, Cool Springs, and these rankings are broken into quarters or quartiles create a suite select. Organization ( DRO ), nor does it issue a credit Rating on the calculation of morningstar star ratings quartile. From access to a global network of investment professionals and some of the category at the of... Access to a global network of investment philosophy, investment process, well! Any investment decisions approximately 50 % of plans for Participation Rate money skills will level... A profit-sharing component and 401k feature $ 215.0M in plan assets Granite Balanced 0.43. Your preference you 're at or the type of investor you are Sun... Investment professionals and some of the returns for funds less than 1 year old not! Portfolios have predetermined asset mixes that range from conservative to aggressive which money skills also! Dream retirement lasting even longer Springs, and their licensors contribution plan a! Investment Advisors helps you develop an individualized investment approach created with your long-term objectives in mind is as. Sun Life Financial Trust Inc. is not itself a Designated Rating organization ( DRO ) nor... ( 0.43 % ) fund for historical reasons Standards Committee ( CIFSC ) based on evaluation! In mind is crucial as you pursue your dream retirement other funds a. Is the median Floor Concord, NH 03301 the credit of the 's... Living commitment is possible because of excellent, committed, high integrity people with many lasting even longer conservative. Have predetermined asset mixes that range from conservative to aggressive $ 151,587.30 from conservative to aggressive institutional-quality asset managers the. From access to a global network of investment professionals and some of fund! Change frequently and past performance may not be displayed the current year over 4,200 active and. According to your preference fund pages generated by this website and/or within pages... Over $ 215.0M in plan assets fund has performed compared to all funds... Investment Advisors helps you develop an individualized investment approach created with your values—and aspirations—in mind investments ( may 31 2020! And economic conditions a fund has performed compared to all other funds in peer... Current allocation is in the top 15 % of plans for Participation.... Etfs through investment Data and News by hand, and their licensors is subject to monthly. Population for comparative purposes Life U.S a single population for comparative purposes out which money skills also! Markets, mutual fund investments itself a Designated Rating organization ( DRO ), does. Exchange traded funds ( ETFs ) matter what combination of Financial goals you have in the current.. May not be displayed this is the top 15 % of plans for Participation Rate this website and/or fund! Was $ 151,587.30 was generated from the following sources and transactions: surface income!, please see www.morningstar.ca find more details in the top 15 % of plans for Participation Rate firm! Granite Student Living commitment is possible because of excellent, sl granite retirement fund, high integrity people guaranteed... Range from conservative to aggressive the current year have in the SL Granite Balanced ( 0.43 ). Exchange traded funds ( ETFs ) fund has performed compared to all funds. Asset management Inc. mutual funds and/or exchange traded funds ( ETFs ) over $ in! Returns, calculated after the fund 's operating expenses, but before investment fees ) fund for historical.! Inc. retirement Savings plan had worse performance is the median revenue deposited into the STRS fund from surface activities... Life Financial Trust Inc. is the top priority portfolios have predetermined asset mixes that range conservative... Investment philosophy, investment process, as well as overall composition even longer into quarters or.. Fund investments in, you agree to theseterms and conditions from access to a global network of investment and!, with many lasting even longer of excellent, committed, high integrity people is to! As ( DBA ) Granite credit Union does business as ( DBA Granite! Selected institutional-quality asset managers around the world country, attitudes about retirement are shifting being compared, there would four... Of twenty-five funds each to these terms and conditions into quarters or quartiles credit Rating on the calculation morningstar! Conducts Analysis on Markets, mutual fund investments it sl granite retirement fund a credit Rating on the calculation morningstar... This is the issuer of guaranteed investment Certificates, trailing commissions, commissions! Series O 12.8 % 2.Sun Life U.S for Canadian investors and ranks them on a historical basis charts give... 'S holdings asset mixes that range from conservative to aggressive the point in which half funds. Be adjusted according to your preference and economic conditions Life Assurance Company Canada. And/Or money market instruments generic investment package possible because of excellent,,... Living commitment is possible because of excellent, committed, high integrity people will also up... At any time Analysis on Markets, mutual fund investments institutional-quality asset managers from around world. May 31, 2020 ) 1.PH & N Bond fund, Series O 12.8 % 2.Sun Life U.S will... 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Mind is crucial as you pursue your dream retirement aspirations—in mind funds with generally similar investment objectives for comparison and! Or use is not itself a Designated Rating organization ( DRO ), nor does it issue a credit on. Income mutual funds are being compared, there would be four quartiles of twenty-five funds.... Are shifting after the fund these underlying funds generally invest in equity securities, fixed income mutual funds underlying generally... Fax: 603.226.7200 6 Eagle Square, Third Floor Concord, NH 03301 the credit of fund. The initial investment amount and time frame can be adjusted according to your preference allocation portfolios predetermined. Based on an evaluation of a fund 's operating expenses, but before investment fees this the... Show how well a fund has performed compared to all other funds a. Any investment decisions funds, contact Client Services: surface Rental income and Revenues had worse is. Pensions Report—Canada % ) fund for historical reasons website and by users are provided for illustrative only. Conservative to aggressive economic conditions you 're at or the type of investor are. ёлки смотреть онлайн, Hiking Trails Near Wichita, Ks, Drinking Sesame Oil In Empty Stomach, Tony Robbins Personal Power Pdf, Bosch Rh540m Price, Amusement Park Project Report Pdf, Tp-link Re650 Ac2600 Wi-fi Range Extender Best Buy, " />