The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. The calculation is simply the average of the returns for all the funds in a given category. endobj The Long Run: Women and Retirement. 10 0 obj This plan is in the top 15% of plans for Participation Rate. A DRO's ratings can change from time-to-time. Telephone: 603.226.6600 or 800.851.8431 Fax: 603.226.7200 6 Eagle Square, Third Floor Concord, NH 03301 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. seek income and capital appreciation, with a bias towards income, seek diversification through a broad range of asset classes, geographies and investment styles. 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. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. 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. 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. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. 2 0 obj The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. 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). Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. 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. So no matter what stage of life you're at or the type of investor you are, Sun Life Granite Managed Solutions fit. 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. 3 0 obj Target Date to Retirement Select from this group of funds if you would like to invest in a help me do it portfolio that matches your investment time horizon. Ask your representative for a copy, contact the manager, SLGI Asset Management Inc., at 1-877-344-1434 or info@sunlifeglobalinvestments.com or visit www.sunlifeglobalinvestments.com.R_87_27_1445FUND FACTS - Sun Life Granite Moderate Class - Series ASLGI Asset Management Inc.2020-07-20T17:15:36-04:00application/pdf1 Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. The Granite Student Living commitment is possible because of excellent, committed, high integrity people. I've maxed out my TFSA/RRSP accounts so I'm planning on opening a non-registered Questrade account and allocating ~30K-40K in either the Vanguard or … endstream %���� It’s helpful to know the route. § Blended benchmark: 43.5% FTSE Canada Universe Bond Index, 7.3% S&P/TSX Capped Composite Index, 24.5% JPM GBI Global Hdg C$ Index, 5.0% FTSE Canada 91 Day T-Bill Index, 19.7% MSCI World Index. 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. That's why we built Sun Life Granite Managed Solutions. 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