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Sun Life Granite Managed Solutions

Trying to build a diversified portfolio?

Managed by an experienced team, Sun Life Granite Managed Solutions take 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
tactical-conservative-pie-chart-transparent.png slgi_pie_chart_granite_lp_50pct.png tactical-balanced-pie-chart-transparent.png slgi_pie_chart_granite_lp_70_30pct.png tactical-growth-pie-chart-transparent.png

Strategic allocation:

35% Equity
65% Fixed Income

Strategic allocation:

50% Equity
50% Fixed Income

Strategic allocation:

60% Equity
40% Fixed Income

Strategic allocation:

70% Equity
30% Fixed Income

Strategic allocation:

80% Equity
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

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

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

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.

Sun Life Granite Income Portfolio

Sun Life Granite Enhanced Income Portfolio

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.

Granite Manager Line-up

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.

Meet the Multi-Asset Solutions Team

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.

Meet the Multi-Asset Solutions Team

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.

    Granite Proposal Tool

Resources

Latest quarterly report on Granite Managed Portfolios  

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Granite Funds Q1 2025 CIO Views

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Still looking for more?

  • Investor resources

    Find articles to help you better understand investing strategies

    See more resources

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