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Sun Life Granite Balanced Growth Portfolio T5 (0P0000V5DI)

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14.682 +0.040    +0.25%
26/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.73B
Sun Life Granite Balanced Growth Portfolio T5 14.682 +0.040 +0.25%

0P0000V5DI Overview

 
Find basic information about the Sun Life Granite Balanced Growth Portfolio T5 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000V5DI MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.56%
Prev. Close14.645
Risk Rating
TTM Yield3.75%
ROE20.12%
IssuerN/A
Turnover6.82%
ROA8.12%
Inception DateJan 17, 2012
Total Assets1.73B
ExpensesN/A
Min. Investment500
Market Cap82.9B
CategoryGlobal Equity Balanced
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Sun Life Granite Balanced Growth Portfolio T5 Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1123 1019 1220 1081 1281 1702
Fund Return 12.32% 1.94% 21.97% 2.64% 5.07% 5.46%
Place in category 911 825 853 912 833 400
% in Category 73 69 69 85 89 76

Top Equity Funds by SLGI Asset Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sun Life MFS International Value A 1.94B 14.45 2.21 7.58
  Sun Life MFS International Value F 1.94B 15.58 3.41 8.82
  Sun Life MFS Intl Value A T5 1.94B 14.43 2.19 7.56
  Sun Life MFS Intl Value A T8 1.94B 14.41 2.16 7.56
  Sun Life MFS Global Growth D 1.89B 15.76 6.63 12.20

Top Funds for Global Equity Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Gr Port Sr F CAD 17.88B 14.95 5.25 7.83
  RBC Sel Gr Port Sr T5 17.88B 13.99 4.19 6.74
  RBC Sel Gr Port Sr A CAD 17.88B 13.98 4.19 6.74
  EdgePoint Glbl Gr Inc Pt non HST A 10.24B 8.18 5.32 7.32
  EdgePoint Glbl Gr Inc Pt non HST F 10.24B 9.14 6.44 8.46

Top Holdings

Name ISIN Weight % Last Change %
  ishares S&P 500 US4642872000 12.11 603.76 +0.59%
Sunlife Granite Tactical Completion Fd I - 8.43 - -
Sun Life BlackRock Cdn Composite Equity - 7.77 - -
Sun Life Real Assets Private Pool I - 7.40 - -
PH&N Bond Fund O - 6.17 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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