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Sun Life Granite Balanced Growth Portfolio F (0P0000V5DH)

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15.321 -0.040    -0.28%
14/06 - Closed. Currency in CAD ( Disclaimer )
Type:  Fund
Market:  Canada
Issuer:  Sun Life Global Investments (Canada) Inc
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.69B
Sun Life Granite Balanced Growth Portfolio F 15.321 -0.040 -0.28%

0P0000V5DH Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Sun Life Granite Balanced Growth Portfolio F (0P0000V5DH) fund. Our Sun Life Granite Balanced Growth Portfolio F portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.940 4.180 2.240
Stocks 62.530 62.530 0.000
Bonds 21.270 21.300 0.030
Convertible 0.160 0.160 0.000
Preferred 0.020 0.020 0.000
Other 14.090 14.090 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.035 17.876
Price to Book 2.319 2.840
Price to Sales 1.861 1.851
Price to Cash Flow 10.769 11.521
Dividend Yield 2.537 2.126
5 Years Earnings Growth 10.368 11.130

Sector Allocation

Name  Net % Category Average
Technology 18.540 18.026
Financial Services 18.090 18.500
Industrials 14.900 13.518
Consumer Cyclical 8.520 10.759
Healthcare 6.550 10.994
Energy 6.240 6.499
Basic Materials 6.060 4.830
Real Estate 5.600 2.606
Consumer Defensive 5.420 8.270
Utilities 5.050 2.609
Communication Services 5.020 5.992

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 28

Number of short holdings: 1

Name ISIN Weight % Last Change %
  ishares S&P 500 US4642872000 11.88 543.86 +0.03%
Sunlife Granite Tactical Completion Fd I - 8.45 - -
Sun Life BlackRock Cdn Composite Equity - 7.64 - -
Sun Life Real Assets Private Pool I - 7.44 - -
PH&N Bond Fund O - 6.04 - -
Sun Life Schroder Emerging Markets I - 5.32 - -
Sun Life US Core Fixed Inc I - 4.85 - -
Sunlife Blackrock Cdn Universe Bond I - 4.38 - -
Sun Life JPMorgan International Eq I - 4.36 - -
Beutel Goodman Canadian Equity Class I - 4.31 - -

Top Equity Funds by SLGI Asset Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sun Life MFS Intl Value A T5 2.04B 12.57 3.14 7.33
  Sun Life MFS Intl Value A T8 2.04B 12.56 3.12 7.33
  Sun Life MFS International Value A 2.04B 12.58 3.16 7.35
  Sun Life MFS International Value F 2.04B 13.14 4.38 8.59
  Sun Life Granite Bal Gr Portf T5 1.69B 5.87 1.93 5.15
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