Breaking News
FLASH SALE 0
FLASH SALE: Get 50% off InvestingPro | Stop guessing, start investing
Claim Sale
Close

Sun Life Granite Balanced Growth Portfolio T5 (0P0000V5DI)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
13.947 +0.021    +0.15%
13/05 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.63B
Sun Life Granite Balanced Growth Portfolio T5 13.947 +0.021 +0.15%

0P0000V5DI Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Sun Life Granite Balanced Growth Portfolio T5 (0P0000V5DI) fund. Our Sun Life Granite Balanced Growth Portfolio T5 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 2.000 10.770 8.770
Shares 64.070 64.070 0.000
Bonds 19.390 19.450 0.060
Convertible 0.190 0.190 0.000
Preferred 0.280 0.280 0.000
Other 14.070 14.100 0.030

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.723 18.059
Price to Book 2.347 2.983
Price to Sales 2.043 2.120
Price to Cash Flow 10.624 11.658
Dividend Yield 2.610 2.092
5 Years Earnings Growth 9.731 10.203

Sector Allocation

Name  Net % Category Average
Financial Services 21.700 20.020
Technology 18.270 19.271
Industrials 13.160 12.703
Consumer Cyclical 7.710 10.621
Energy 6.100 5.829
Healthcare 6.090 10.518
Communication Services 5.950 6.620
Basic Materials 5.840 5.185
Real Estate 5.260 2.817
Utilities 4.970 2.692
Consumer Defensive 4.940 7.615

Region Allocation

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

Top Holdings

Number of long holdings: 29

Number of short holdings: 1

Name ISIN Weight % Last Change %
  ishares S&P 500 US4642872000 11.42 589.94 +0.72%
Sunlife Granite Tactical Completion Fd I - 8.61 - -
Sun Life BlackRock Cdn Composite Equity - 7.73 - -
Sun Life Real Assets Private Pool I - 7.56 - -
PH&N Bond Fund O - 5.82 - -
Sun Life Schroder Emerging Markets I - 5.21 - -
Sun Life JPMorgan International Eq I - 5.04 - -
Sun Life Acadian International Eq I - 5.03 - -
Sun Life MFS Intl Opportunities I - 4.93 - -
Sun Life US Core Fixed Inc I - 4.90 - -

Top Equity Funds by SLGI Asset Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sun Life MFS Global Growth D 2.01B -7.52 8.88 10.26
  Sun Life MFS Global Growth F 2.01B -7.36 9.48 10.73
  Sun Life MFS International Value A 1.92B 6.35 10.40 6.70
  Sun Life MFS International Value F 1.92B 6.76 11.70 7.93
  Sun Life MFS Intl Value A T5 1.92B 6.34 10.38 6.68
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000V5DI Comments

Write your thoughts about Sun Life Granite Balanced Growth Portfolio T5
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email