Sun Life Granite Balanced Portfolio F
Overview
Performance
Growth of 10,000
Returns
YTD
|
2024
|
2023
|
2022
|
2021
|
2020
|
2019
|
2018
|
2017
|
2016
|
2015
| |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment |
8.08
|
13.79
|
8.94
|
-11.79
|
9.38
|
8.09
|
14.23
|
-2.04
|
8.68
|
4.90
|
7.80
|
| Category |
6.21
|
13.63
|
9.79
|
-10.73
|
9.36
|
7.38
|
12.65
|
-3.04
|
7.13
|
4.73
|
5.37
|
| Index |
7.40
|
14.02
|
11.57
|
-10.37
|
8.27
|
9.64
|
13.65
|
-0.41
|
7.82
|
5.94
|
6.08
|
| Quartile Rank |
Quartile Rank is
first
|
Quartile Rank is
second
|
Quartile Rank is
third
|
Quartile Rank is
third
|
Quartile Rank is
second
|
Quartile Rank is
second
|
Quartile Rank is
first
|
Quartile Rank is
second
|
Quartile Rank is
first
|
Quartile Rank is
second
|
Quartile Rank is
first
|
| Percentile Rank |
18
|
44
|
66
|
67
|
42
|
41
|
25
|
30
|
23
|
41
|
21
|
| # of Invest. in Cat. |
1,402
|
1,598
|
1,578
|
1,612
|
1,457
|
1,584
|
1,574
|
1,373
|
1,258
|
1,168
|
1,105
|
| Category Name |
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
Price
Cost Illustration
Selected Option
Sustainability
ESG Risk Rating
Corporate Sustainability Score
Sovereign Sustainability Score
Low Carbon Designation
Carbon Risk Score
Strategy
Related Investments
Investment Name | Ticker | Inception | Net Assets | Front Load % | Deferred Load % | Expense Ratio % | Minimum Initial Purchase | 12b-1 Actual | Purchase Constraint | Shareclass Attributes |
|---|---|---|---|---|---|---|---|---|---|---|
Sun Life Granite Balanced Portfolio A
|
SUN248
|
Jan 17, 2012
|
834.95 Mil
|
—
|
—
|
—
|
500.00
|
—
|
—
|
—
|
Sun Life Granite Balanced Portfolio D
|
SUN648
|
Aug 04, 2016
|
19.69 Mil
|
—
|
—
|
—
|
500.00
|
—
|
—
|
—
|
Sun Life Granite Balanced Portfolio F
|
SUN448
|
Jan 17, 2012
|
136.25 Mil
|
—
|
—
|
—
|
500.00
|
—
|
—
|
—
|
Sun Life Granite Balanced Portfolio F5
|
SUNF5448
|
Feb 08, 2018
|
628.65 k
|
—
|
—
|
—
|
500.00
|
—
|
—
|
—
|
Sun Life Granite Balanced Portfolio I
|
SUN548
|
Jan 17, 2012
|
2.80 Bil
|
—
|
—
|
—
|
—
|
—
|
T
Institutional
|
—
|
Sun Life Granite Balanced Portfolio O
|
SUNO148
|
Apr 01, 2014
|
58.48 Mil
|
—
|
—
|
—
|
500.00
|
—
|
—
|
—
|
Sun Life Granite Balanced Portfolio P
|
SUNP148
|
Sep 30, 2024
|
10.54 Mil
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
Sun Life Granite Balanced Portfolio T5
|
SUN249
|
Jan 17, 2012
|
2.01 Mil
|
—
|
—
|
—
|
500.00
|
—
|
—
|
—
|
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