Sun Life Managed Growth Portfolio
A Sun Life Granite Managed Portfolio
Investment objective
To seek capital appreciation for the portfolio by investing primarily in equity mutual funds and, to a lesser extent, fixed income mutual funds.
Why invest in this fund?
This fund may be suitable for investors who:
- seek diversification through a broad range of asset classes, geographies, and investment styles
- are comfortable investing 10-30% in fixed and 70-90% in equity
- are long-term investors
- are comfortable with medium investment risk
Risk profile
Fund facts
Asset class
Asset allocation
Benchmark
52% MSCI World C$,
28% S&P/TSX Capped Composite,
14% DEX Universe Bond Index,
6% JPM Global Govt Bond C$
Inception date
January 17, 2012
Portfolio management team
Sadiq S. Adatia, CFA
Chief Investment Officer,
Portfolio Manager
Sun Life Global Investments (Canada) Inc.
Jeff Israel, MFin, CFA
Portfolio Manager
Sun Life Global Investments (Canada) Inc.
