Sun Life Granite Managed Solutions
Trying to build a diversified portfolio?
Managed by an experienced team, Sun Life Granite Managed Solutions takes the guesswork out of portfolio creation. They deliver broad diversification through a multi-manager and risk-adjusted approach for long-term investors.
Five Target Risk Portfolios – to help you save for your goals at any life stage
Designed to meet varying risk profiles, as the equity exposure increases, so does the level of risk – but also the return potential.
| Conservative | Moderate |
Balanced |
Balanced Growth |
Growth |
|---|---|---|---|---|
  |
  |
 |
 |
 |
Strategic allocation: 35% Equity |
Strategic allocation: 50% Equity |
Strategic allocation: 60% Equity |
Strategic allocation: 70% Equity |
Strategic allocation: 80% Equity |
Focus: Income & capital appreciation, with a bias towards income |
Focus: Income & capital appreciation |
Focus: Capital appreciation & income, with a bias towards capital appreciation |
Focus: Capital appreciation & income, with a bias towards capital appreciation |
Focus: Capital appreciation |
Two Target Income Portfolios – to generate investment income
Designed to generate investment income, each portfolio pays a targeted monthly distribution. As the level of target investment income increases, so does the level of risk
| Income | Enhanced Income |
|---|---|
|
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Strategic allocation: 40% Equity I 60% Fixed Income |
Strategic allocation: 50% Equity I 50% Fixed Income |
Focus: Regular income through monthly distributions. |
Focus: Regular income through monthly distributions. |
Key pillars of our investment approach
A smoother investment experience with broad diversification
Diversification means having a mix of investments that behave differently in different market conditions. To capitalize on opportunities for growth and to help reduce risk our portfolios are diversified by:
- Asset class
- Manager
- Company size
- Active/passive investments
- Investment style
Global spectrum of asset management talent
Sun Life Granite Managed Portfolios are sub-advised by world class managers who bring expertise, research and innovation in many different asset classes to our portfolios.
Seize opportunities with tactical asset allocation
Each Granite Managed Solution has a foundational mix of investments that make up its strategic allocations. However, market changes may create opportunities to reduce risk or earn potentially higher returns. Temporarily adjusting the strategic allocations to capture these opportunities is called tactical asset allocation.
Examples:
- Currency fluctuations
- Inflation expectations
- Oil price swings
- Market volatility
- Interest rate movements
- Valuations
- Geographical conditions
- Risk levels
The Multi-Asset Solutions Team upholds the key pillars
Our Multi-Asset Solutions Team is devoted to fund manager selection, oversight, and building solutions that deliver risk-adjusted returns. They have access to the International Investment Centre (IIC), an independent investment research engine. The IIC has over 100 global asset manager relationships and provides guidance on external manager selection.
What’s next? Getting started is easy
Want to learn more about the Granite Managed Portfolio that may fit best? Try our Granite Proposal Tool and share the results with your advisor.
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To learn more about how Sun Life Granite Managed Solutions can help you meet your investment goals, talk to your advisor today.