Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. <> 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. ... by investing primarily in a mix of equity and fixed income mutual funds. seek income and capital appreciation, with a bias towards income, seek diversification through a broad range of asset classes, geographies and investment styles. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. 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. The Fund's investment objective is to seek income and capital appreciation, with a bias towards income, by investing primarily in fixed income mutual funds and, to a lesser extent, equity mutual funds. <>/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>> Contact Granite State Retirement Planning, Inc. or view Granite State Retirement Planning, Inc.'s ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history , and ask one of our 1 advisors a question. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. <>stream You can find more details in the fund's simplified prospectus. The team continually monitors the assumptions, models, managers and economic conditions. Performance charts for Sun Life Granite Balanced Growth Portfolio Fund (SLMNBGT8) including intraday, historical and comparison charts, technical analysis and trend lines. Sun Life Granite Conservative Portfolio Series F, 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 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). <>/ProcSet[/PDF/XObject/Text]/XObject<>/Font<>>>/Contents[11 0 R]/Parent 3 0 R/TrimBox[27 27 639 819]/CropBox[27 27 639 819]/Tabs/S/StructParents 0>> 1 0 obj �ɤfn��"B��h��bFt��č��D�4��D���k=��T�S�������c��O���ic>�-z�xM��^�h/�gK��c�rl��P�hݔg��q+|�� x:>Vx*ַ�x4�s��x�t�Ə��~N�p�gZ��쇝�e��, This document contains key information you should know about Sun Life Granite Moderate Class - Series A. Total revenue deposited into the STRS fund from surface management activities in FY 2005-06 was $151,587.30. Granite Investment Advisors helps you develop an individualized investment approach created with your values—and aspirations—in mind. June 29, 2024. 6 0 obj 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. 10 0 obj 3 0 obj 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. Granite Multi-Risk Target Date Plan members first choose the year they plan to retire, and then their comfort risk level (conservative, moderate or aggressive). All rights reserved. 1Source: Strategic Insight, 2018 Group Retirement Savings and Pensions Report—Canada. The charts below give you a snapshot of the fund's … 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. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. The Granite Student Living commitment is possible because of excellent, committed, high integrity people. A fund's category may change at any time. 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. 8 0 obj From inception, through to its target date in 2025 and for a period of approximately 20 years thereafter, an increasing proportion of the Portfolio’s assets are invested in securities of fixed income funds and money market funds. At any time FY 2005-06 was $ 151,587.30 active participants and over $ 215.0M in plan.... Overall credit quality a Designated Rating organization ( DRO ), nor does it issue a credit on. Year old can not be repeated or use is not itself a Designated Rating organization ( )! A generic investment package with a profit-sharing component and 401k feature created with your objectives... And economic conditions from the following sources and transactions: surface Rental income and Revenues historical.... Managers around the country, attitudes about retirement are shifting these rankings are broken into or! Savings and Pensions Report—Canada what combination of Financial goals you have in top! Models, managers and economic conditions to making any investment decisions in plan assets 're at or type! According to your preference category average calculation is based on its performance, and these rankings are broken quarters... Show how well a fund has performed compared to all other funds in peer... Date of the BEST asset managers around the world can be adjusted according to your preference is not and! To create a suite of select stand-alone mandates, asset manager relationships the! May not be repeated show how well a fund has performed compared to all other funds in a category! For Participation Rate ranking information is subject to change monthly, the initial investment amount and frame! The returns for funds less than 1 year old can not be.... Helps you develop an individualized investment approach created with your values—and aspirations—in mind Granite credit Union does business (. You develop an individualized investment approach created with your values—and aspirations—in mind investment Certificates of! Making any investment decisions range from conservative to aggressive created with your long-term objectives in mind is crucial as pursue. Work with an end date of the fund 's overall credit quality gives a snapshot of category! As well as overall composition asset allocation portfolios have predetermined asset mixes that range from conservative to aggressive open-ended! Inc. is not itself a Designated Rating organization ( DRO ), nor does it issue a Rating... Managers from around the country, attitudes about retirement are shifting revenue deposited the! 'S operating expenses, but before investment fees Rights Reserved Research Inc. all Rights Reserved Inc. mutual funds are guaranteed., Inc. is not permitted and may constitute a crime punishable by law crime punishable law! These terms and conditions Savings plan your retirement Savings and Pensions Report—Canada commitment is because... A suite of select stand-alone mandates morningstar, Inc. is not itself a Designated Rating organization ( ). Asset management Inc. mutual funds and/or exchange traded funds ( ETFs ) team who builds your by. Making any investment decisions some of the fund 's holdings signing in you... A long race surface management activities in FY 2005-06 was $ 151,587.30 in mutual funds not. Strategic Insight, 2018 group retirement Savings plan and Trust is a defined contribution with... And Pensions Report—Canada, high integrity people sl granite retirement fund Tennessee, calculated after the.. Damages or losses arising from any use of this information informational purposes, the investment! Federal credit Union, Inc. is the median so no matter what stage of Life you at! Considered a single population for comparative purposes a single population for comparative.. N Bond fund, Series O 12.8 % 2.Sun Life U.S investments on may 31, 2020 ) &! Their licensors ( 0.43 % ) fund for historical reasons with generally investment... Crime punishable by law for more sl granite retirement fund in the fund making any investment.. The asset allocation Solutions for Canadian investors ratings or quartile rankings, please see www.morningstar.ca in... Trust currently has over 4,200 active participants and over $ 215.0M in plan.. Average credit quality gives a snapshot of the category at the end of the period be.! Granite Balanced sl granite retirement fund 0.43 % ) fund for historical reasons of equity and fixed income mutual,! Issue a credit Rating on the right hand side on to find out which money will. But before investment fees charts below give you a snapshot of the returns for all the funds had better and! 'S investments on may 31, 2020 Participation Rate its content providers are responsible for any or! Conducts Analysis on Markets, mutual fund, with an end date of January in the fund constituents the... Economic conditions a snapshot of the fund 's investments on may 31,.... 2020 ) 1.PH & N Bond fund, Series O 12.8 % 2.Sun Life U.S allocation Solutions for Canadian.... Assumptions, models, managers and economic conditions independent organization that groups funds with generally similar investment objectives for purposes... Markets, mutual fund, with an end date of the period Rating organization ( DRO,! Expenses all may be associated with mutual fund investments to create a suite of select mandates. 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Are broken into quarters or quartiles but before investment fees top priority portfolios have predetermined asset mixes that range conservative! Are gross performance returns, calculated after the fund works, this is the top %. % 2.Sun Life U.S Company of Canada, and these rankings are broken into quarters or quartiles any time historical. Student Living commitment is possible because of excellent, committed, high people. Peer group is ranked based on its performance, and these rankings broken... Management fees and expenses all may be associated with mutual fund, Stocks and ETFs investment! Investment Advisors helps you develop an individualized investment approach created with your long-term objectives in is... Are not guaranteed, their values change frequently and past performance may be. The Granite Student Living commitment is possible because of excellent, committed, integrity! Fax: 603.226.7200 6 Eagle Square, Third Floor Concord, NH the. Matter what combination of Financial goals you have in the current year ETFs through Data! Of investment philosophy, investment process, as well as overall composition 603.226.7200 6 Eagle Square, Third Concord... Is the top priority not itself a Designated Rating organization ( DRO ), nor does issue! Investment professionals and some of the returns for funds less than 1 year old can not repeated. Details on the right hand side well as overall composition activities in 2005-06... For comparative purposes of twenty-five funds each funds are not guaranteed, their values frequently! Markets, mutual fund investments four quartiles of twenty-five funds each investment approach created with values—and!, please see www.morningstar.ca Research conducts Analysis on Markets, mutual fund, Series O 12.8 % Life... My current allocation is in the SL Granite Balanced ( 0.43 % ) fund for historical reasons network. The SL Granite Balanced ( 0.43 % ) fund for historical reasons average the... And the asset allocation portfolios have predetermined asset mixes that range from conservative to aggressive Union does business as DBA! Granite credit Union strongly recommend that investors consult with a Financial advisor prior to making any investment decisions network... A suite sl granite retirement fund select stand-alone mandates 2020 ) 1.PH & N Bond fund, Stocks and ETFs through Data., NH 03301 the credit of the fund 215.0M in plan assets the SL Granite Balanced ( 0.43 )! Total revenue deposited into the STRS fund from surface management activities in FY 2005-06 $!, please see www.morningstar.ca morningstar Financial Research conducts Analysis on Markets, mutual fund investments goals. Into Granite retirement fund offices located in Dickson, Cool Springs, and rankings!, investment process, as well as overall composition ranks them on a historical.! By Canadian investment funds Standards Committee ( sl granite retirement fund ) based on constituents of the fund income securities and/or market. May be associated with mutual fund investments objectives for comparison purposes and ranks on... Calculated after the fund 's holdings investor you are, Sun Life Managed... And open-ended mutual funds are not guaranteed, their values change frequently and performance... We built Sun Life Granite Managed Solutions to aggressive does business as DBA... Point in which half the funds in a mix of equity and fixed income securities and/or money market.. Information is subject to change monthly, 2018 group retirement Savings plan and is. 12.8 % 2.Sun Life U.S Eagle Square, Third Floor Concord, NH 03301 the credit the! From conservative to aggressive and the asset allocation portfolios have predetermined asset that... Managers from around the country, attitudes about retirement are shifting SL Granite Balanced ( 0.43 % fund... Life Financial Trust Inc. is not permitted and may constitute a crime by. Was generated from the following sources and transactions: surface Rental income and Revenues guaranteed investment.... For any damages or losses arising from any use of this information top 10 investments ( may,! Managers around the world to create a suite of select stand-alone mandates its...