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Sun Life Granite Managed Solutions

 

Inflation, slowing economic growth, and uncertainty

Learn how Chhad Aul, CIO and Head of Multi-Asset Solutions, SLGI Asset Management Inc. and his team are positioning Sun Life Granite Funds to help investor portfolios address these competing global forces.

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Ten years ago, we built Granite as a simple yet robust investment solution to help investors achieve their financial goals.  Our Multi-Asset Solutions Team brings a time-tested investment attitude* to how they manage our Sun Life Granite Managed Portfolios every day for the past 10 years.

10 ways our Multi-Asset Solutions Team's time-tested investment attitude can bring more to your investments:

100% of time focused on building managed solutions

Clearly defined and repeatable process

Innovation through inclusion of established and new asset classes

Integration of new ideas in our strategic and tactical points of view

Open architecture to select world class asset managers from around the world

Succession planning to ensure management continuity

Diversity of experience, ideas, and outlook bringing broader views to you

Incorporation of active and passive investments to maximize return while minimizing risk

Incorporation of ESG factors into active manager selection

Rigorous manager screening, selection and monitoring

No matter what stage of life you’re at or the type of investor you are, we have a solution that fits. 

Sun Life Granite Managed Portfolios – Seven differentiated and strategically designed solutions

Broad Diversification

Multi-Manager Approach

Tactical Asset Allocation

Capital growth and income – Target Risk Portfolios

Conservative

Moderate

Balanced

Balanced Growth

Growth

Low risk

Low to Medium risk

Low to Medium risk

Low to Medium risk

Low to Medium risk

Strategic allocation:

27% Equity I 73% Fixed Income

Strategic allocation:

47% Equity I 53% Fixed Income

Strategic allocation:

60% Equity I 40% Fixed Income

Strategic allocation:

70% Equity I 30% Fixed Income

Strategic allocation: 80% Equity I 20% Fixed Income

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

Distribution:

Annual

Distribution:

Annual

Distribution:

Annual

Distribution:

Annual

Distribution:

Annual

Series F Code:

SUN444

Series F Code:

SUN446

Series F Code:

SUN448

Series F Code:

SUN450

Series F Code:

SUN453

Series A (ISC) Code:

SUN144

Series A (ISC) Code:

SUN146

Series A (ISC) Code:

SUN148

Series A (ISC) Code:

SUN150

Series A (ISC) Code:

SUN153

Sun Life Granite Conservative
Portfolio

Sun Life Granite Moderate Portfolio

Sun Life Granite Balanced Portfolio

Sun Life Granite Balanced Growth Portfolio

Sun Life Granite Growth Portfolio

See Performance

Income seekers - Target Income Portfolios

Income

Enhanced Income

Low to Medium risk

Low to Medium risk

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.

Distribution:

Monthly

Distribution:

Monthly

Series F Code:

SUN475

Series F Code:

SUN476

Series A (ISC) Code:

SUN175

Series A (ISC) Code:

SUN176

Sun Life Granite Income Portfolio

Sun Life Granite Enhanced Income Portfolio

See Performance


Why consider Sun Life Granite Managed Solutions?


Hear from Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions

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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

Bringing you a 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.

Granite Manager Line-up

Seize opportunities with tactical asset allocation

Each Sun Life Granite Managed Solution has its own foundational mix of investment funds that make up its strategic asset allocation. Even so, there are times when changes in the market create opportunities either to reduce risk or earn potentially higher returns. Temporarily adjusting the strategic allocation to capture these shorter-term opportunities is called tactical asset allocation.

Examples:

Currency fluctuations

Inflation expectations

Oil price swings

Market volatility

Interest rate movements

Valuations

Geographical conditions

Risk levels

Getting started is easy:

  • Ask your advisor to guide you through our simple questionnaire and discover which Sun Life Granite Managed Solution fits you best.

    Granite Proposal Tool

Market updates and insights

Market outlook &

Granite tactical highlights  

Learn more

Latest quarterly report on

Granite Managed Portfolios  

Access now

Recent performance and ratings
  An at-a-glance view of the Morningstar ratings

and performance for

Granite Managed Solutions.

Learn more

Looking for more?

Get guarantees…at a lower cost.

Access the benefits of an insurance contract, including guarantees with Sun Life GIFs Granite Managed Portfolios

Sun Life GIFs Granite Managed Portfolios

Investor resources

Whether you're new to investing or a seasoned vet, find articles to help get you started and better understand investing strategies.

See more resources

Additional resources

To learn more about how Sun Life Granite Managed Solutions can help you meet your investment goals, talk to your advisor today.

Are you an advisor? Log in to see additional resources as well as information about our Managed Solutions Workshops.

Are you an advisor?

Take a deeper look at the Sun Life Granite Managed Solutions.

Enter your email address to receive a digital copy of the Granite Advisor Guide and Sub-Advisor Handout.

*Mandatory fields

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

*For over ten years, our Multi-Asset Investment Team and sub-advisors have brought an investment focused attitude to how they manage funds for clients and investors by continually fine tuning their approaches, and incorporating new ideas to capture opportunities and minimize risk.