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Sun Life Granite Balanced Portfolio

SLUMAAJ:CN
16.15
CAD
0.05
0.30%
As of 7:59 AM EDT 7/21/2017
Fund Type
Open-End Fund
52Wk Range
15.79 - 16.82
1 Yr Return
3.78%
YTD Return
3.00%
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Previous Close
16.20
52Wk Range
15.79 - 16.82
1 Yr Return
4.44%
YTD Return
3.00%
Fund Type
Open-End Fund
Objective
Global Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Canada
NAV (on 07/21/2017)
16.1523
Total Assets (b CAD) (on 03/31/2017)
3.357
Inception Date
01/17/2012
Last Dividend (on 06/30/2017)
0.067
Dividend Indicated Gross Yield
4.98%
Fund Managers
SADIQ S ADATIA / CHHAD AUL
Front Load Fee
-
Back Load Fee
3.00%
Redemption Fee
2.00%
12b-1 Fee
-
Current Mgmt Fee
1.80%
Expense Ratio
2.26%
Profile
Sun Life Granite Balanced Portfolio is an open-end fund incorporated in Canada. The Portfolio's investment objective is to seek capital appreciation and income, with a small bias towards capital appreciation, by investing primarily in a mix of equity and fixed-income mutual funds. The Fund will invest 50% to 70% in equities and between 30% and 50% in fixed-inicome mutual funds.
Address
SUN Life Global Investments Canada
150 King St West
Toronto ON M5H 1J9
Canada
Phone
1-877-335-1167
Website
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