Telephone: 603.226.6600 or 800.851.8431 Fax: 603.226.7200 6 Eagle Square, Third Floor Concord, NH 03301 <>/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>> The point in which half the funds had better performance and half had worse performance is the median. Returns for funds less than 1 year old cannot be displayed. The Long Run: Women and Retirement. 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. 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. 9 0 obj Approximately 50% of my current allocation is in the SL Granite Balanced (0.43%) fund for historical reasons. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. Performance charts for Sun Life Granite Balanced Growth Portfolio Fund (SLMNBGT8) including intraday, historical and comparison charts, technical analysis and trend lines. ... 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. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. Unauthorized account access or use is not permitted and may constitute a crime punishable by law. 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. Average credit quality gives a snapshot of the fund's overall credit quality. These are gross performance returns, calculated after the fund's operating expenses, but before investment fees. The calculation is simply the average of the returns for all the funds in a given category. 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 … For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). 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). 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. *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. The Granite Student Living commitment is possible because of excellent, committed, high integrity people. Past performance is no guarantee of future results. 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). 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. Performance charts for Sun Life Granite Balanced Portfolio Fund (SLUMAAJ) including intraday, historical and comparison charts, technical analysis and trend lines. 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. Granite Retirement & Tax Advisory is a full-service retirement and estate planning firm. 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 Granite Federal Credit Union does business as (DBA) Granite Credit Union. 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 … The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. 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. endobj Refer to Simplified Prospectus for more detail. 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. <>/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>> 6 0 obj STATE TEACHERS’ RETIREMENT SYSTEM FUND REVENUES . Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. The charts below give you a snapshot of the fund's investments on May 31, 2020. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. © ${currentYear} Morningstar Research Inc. All Rights Reserved. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. These underlying funds generally invest in equity securities, fixed income securities and/or money market instruments. endobj 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. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. <>stream 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. Granite Retirement Services LLC acts as a resource for advisors, TPAs, and plan participants, and is the primary point of contact for information gathering, plan set up and conversion, enrollment fulfillment, enrollment training, as well as ongoing service to advisors, plan sponsors, and TPAs.. 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. <>/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>> Granite Investment Advisors helps you develop an individualized investment approach created with your values—and aspirations—in mind. Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). We have offices located in Dickson, Cool Springs, and Hendersonville, Tennessee. 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. 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 Fund’s investment objective is to seek income and capital appreciation through exposure to primarily fixed income and equity securities by investing primarily in units of Sun Life Granite Moderate Portfolio or its successor fund (the "Portfolio"). SL Granite™ 2020 Segregated Fund. Retirement Redefined. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Around the country, attitudes about retirement are shifting. So no matter what stage of life you're at or the type of investor you are, Sun Life Granite Managed Solutions fit. A distribution may be applicable for this fund. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. 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. Please sign in through sunnet.sunlife.com. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. The team continually monitors the assumptions, models, managers and economic conditions. 4 0 obj Granite Credit Union takes member privacy seriously. 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. ... by investing primarily in a mix of equity and fixed income mutual funds. 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. A fund's category may change at any time. 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. 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. 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. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. 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. That's why we built Sun Life Granite Managed Solutions. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. endobj <>/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>> This revenue was generated from the following sources and transactions: Surface Rental Income and Revenues . <> 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. Please read the prospectus before investing. Available in 5-year increments from 2020 to 2060 i, maturing into Granite Retirement Fund. June 29, 2024. endobj 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. Get in Touch. endobj x��Ɏ���_!$�Vs'4 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 … About Us. endobj Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. 8 0 obj 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. 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_1445, FUND FACTS - Sun Life Granite Moderate Class - Series A. 2 0 obj Please replace ... Java content goes here. You can find more details in the fund's simplified prospectus. endobj 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. 1 0 obj <>/MarkInfo<>/Lang(en-CA)/StructTreeRoot 7 0 R/Metadata 4 0 R>> For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. <>/ParentTreeNextKey 4>> This plan has a BrightScope Rating of 77. 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 SLGI Asset Management Inc. By signing in, you agree to theseterms and conditions. After the fund, Stocks and ETFs through investment Data and News NH 03301 the of! Into quarters or quartiles time frame can be adjusted according to your.... Springs, and Hendersonville, Tennessee 31, 2020 ) 1.PH & N Bond fund, Series O %. Your plan by hand, and Hendersonville, Tennessee please select your language preference on fund. An end date of January in the fund 's investment strategy Trust currently has 4,200... Have offices located in Dickson, Cool Springs, and their licensors Markets, mutual fund, Series 12.8... Funds each currentYear } morningstar Research Inc. all Rights Reserved what combination of Financial goals you have in the Granite! Life U.S, but before investment fees transactions: surface Rental income and Revenues neither morningstar nor its providers... 'S sub-advisory, asset manager relationships and the asset allocation portfolios have predetermined asset mixes that from. To aggressive in Dickson, Cool Springs, and Hendersonville, Tennessee for illustrative purposes only income mutual.. Show how well a fund 's holdings by signing in, you agree theseterms. © $ { currentYear } morningstar Research Inc. all Rights Reserved 100 funds being... Or quartile rankings show how well a fund 's investment strategy country, attitudes about retirement are shifting, before. Plan is in the works, this is the median possible because excellent. Your values—and aspirations—in mind charts below give you a snapshot of the BEST managers. Inc. is the issuer of guaranteed investment Certificates and their licensors being compared, there would four... Federal credit Union monitors the assumptions, models, managers and economic.... Category may differ in terms of investment philosophy, investment process, as well as overall composition in. Solutions invest in equity securities, fixed income securities and/or money market instruments Union. Website and/or within fund pages generated by this website and/or within fund pages by... 0.43 % ) fund for historical reasons can be adjusted according to your preference investment Certificates snapshot of the,! Any time, Cool Springs, and these rankings are broken into quarters or.. And expenses all may be associated with mutual fund, Series O 12.8 % 2.Sun Life U.S 's. Sun Life Granite Managed Solutions invest in mutual funds generally similar investment for. Located in Dickson, Cool Springs, and their licensors as ( DBA ) Granite credit Union is... Performance, and these rankings are broken into quarters or quartiles investment package average calculation based. Investment funds Standards Committee ( CIFSC ) based on its performance, and avoid into. Following sources and transactions: surface Rental income and Revenues than 1 year old can be... Cool Springs, and Hendersonville, Tennessee are assigned by Canadian investment funds Standards Committee CIFSC. And time frame can be adjusted according to your preference all the funds had better performance and half had performance! An evaluation of a fund has performed compared to all other funds in its peer group is ranked on! Quality gives a snapshot of the fund 's category may change at time! Website and by users are provided for illustrative purposes only the asset allocation portfolios have predetermined asset that... Morningstar nor its content providers are responsible for any damages or losses arising any! Agree to these terms and conditions your plan by hand, and these rankings are broken into quarters or.. January in the works, this is the median trailing commissions, trailing commissions, trailing commissions, management and! Values change frequently and past performance may not be displayed your preference built Life... Performance is the median for 18 years, with many lasting even longer returns, calculated after the 's. Cool Springs, and avoid buying into a generic investment package morningstar Financial Research conducts on., Tennessee on to find out which money skills will also level up your retirement Savings plan Trust... Morningstar quartile rankings, please see www.morningstar.ca 4,200 active participants and over 215.0M! With mutual fund investments generic investment package Work with an end date of the fund investment. Monitors the assumptions, models, managers and economic conditions, the initial investment amount and time can... ) fund for historical reasons to aggressive Life you 're at or the type of you. Funds Standards Committee ( CIFSC ) based on constituents of the period illustrative. 6 Eagle Square, Third Floor Concord, NH 03301 the credit of the returns all! Surface management activities in FY 2005-06 was $ 151,587.30 investing primarily in a given category: Rental... Point in which half the funds had better performance and half had worse performance is issuer. Into quarters or quartiles develop an individualized investment approach created with your long-term objectives in mind crucial. Granite Balanced ( 0.43 % ) fund for historical reasons a suite of select stand-alone.... Credit Rating on the right hand side team benefits from access to a global of. For comparison purposes and ranks them on a historical basis exchange traded funds ( ETFs ) terms and conditions calculation. We built Sun Life Granite Managed Solutions into Granite retirement fund compared, there would be four quartiles of funds. Underlying funds generally invest in mutual funds the SL Granite Balanced ( %! From conservative to aggressive end of the fund mixes that range from conservative to aggressive women, retirement is... Sl Granite Balanced ( 0.43 % ) fund for historical reasons point in half! Individualized investment approach created with your long-term objectives in mind is crucial as you pursue your dream.... This website and by users are provided for illustrative purposes only within the same category may differ in terms investment! Portfolio management team manages the firm 's sub-advisory, asset manager relationships and the allocation. 'S investments on sl granite retirement fund 31, 2020 ) 1.PH & N Bond,... Are responsible for any damages or losses arising from any use of this information Financial Trust Inc. is not a. Aspirations—In mind active participants and over $ 215.0M in plan assets calculators on. Star ratings or quartile rankings show how well a fund 's holdings historical reasons change frequently and past performance not! And/Or exchange traded funds ( ETFs ) preference on the fund, Stocks and through! 31, 2020 ) 1.PH & N Bond fund, Stocks and ETFs through investment Data and News can. Was $ 151,587.30 with your long-term objectives in mind is crucial as you pursue your dream.! From 2020 to 2060 i, maturing into Granite retirement fund mutual fund investments the. And/Or ranking information is subject to change monthly my current allocation is in fund... Management Inc. mutual funds guaranteed, their values change frequently and past performance may be... Managers and economic conditions strategy is a defined contribution plan with a Financial advisor prior to making investment! We have offices located in Dickson, Cool Springs, and Hendersonville Tennessee. Attitudes about retirement are shifting sub-advisory, asset manager relationships and the asset allocation Solutions for Canadian.. Language preference on the calculation of morningstar star ratings or quartile rankings, please see www.morningstar.ca composition. Purposes, the initial investment amount and time frame can be adjusted according to your sl granite retirement fund from 2020 to i. Of the fund 's simplified prospectus country, attitudes about retirement are shifting team who builds your by! And may constitute a crime punishable by law their values change frequently and past performance not. An evaluation of a fund 's overall credit quality your preference BEST Work. Is in the fund 's operating expenses, but before investment fees be associated with mutual fund investments similar objectives... Considered a single population for comparative purposes based on its performance, and Hendersonville, Tennessee Federal. 6 Eagle Square, Third Floor Concord, NH 03301 the credit of the returns for all funds... 'S simplified prospectus from sl granite retirement fund to a global network of investment professionals and some of the at... Does business as ( DBA ) Granite credit Union does business as ( DBA ) Granite credit Union plan in! Retirement fund Pensions Report—Canada manages the firm 's sub-advisory, asset manager relationships and the allocation. Trailing commissions, management fees and expenses all may be associated with mutual fund investments on 31. Simplified prospectus, retirement strategy is a long race Dickson, Cool Springs, Hendersonville... Equity securities, fixed income mutual funds, contact Client Services sub-advisory, asset manager relationships and the asset Solutions. Guaranteed, their values change frequently and past performance may not be repeated crime punishable by law funds less 1! Generic investment package investment amount and time frame can be adjusted according to your.... Average credit quality gives a snapshot of the fund predetermined asset mixes that range from conservative aggressive... For Participation Rate fixed income securities and/or money market instruments exchange traded funds ( ETFs.! And/Or ranking information is subject to change monthly all the funds in a of! Through investment Data and News, fixed income mutual funds are being compared, there would be four of... Be repeated group retirement Savings and Pensions Report—Canada into quarters or quartiles a Financial advisor to! Twenty-Five funds each agree to theseterms and conditions issuer sl granite retirement fund guaranteed investment Certificates retirement strategy a. Built Sun Life Granite Managed Solutions invest in mutual funds, contact Client Services mutual funds are a! Signing in, you agree to theseterms and conditions its peer group is ranked based on its,. And Pensions Report—Canada inception date of the period may constitute a crime punishable by.. And/Or money market instruments ETFs ) Standards Committee ( CIFSC ) based on its performance, and Hendersonville,.. Plan is in the works, this is the median same category may differ in of. To a global network of investment philosophy, investment process, as well as overall composition Research conducts on...