Breaking News
Get 60% Off 0
🤑 It doesn’t get more affordable. Grab this 60% OFF Black Friday offer before it disappears…
CLAIM SALE
Close

Sun Life Granite Balanced Growth Portfolio F (0P0000V5DH)

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
 
16.619 +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 F 16.619 +0.040 +0.25%

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

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 2.220 6.370 4.150
Shares 67.110 67.110 0.000
Bonds 20.120 20.190 0.070
Convertible 0.160 0.160 0.000
Preferred 0.280 0.280 0.000
Other 10.110 10.120 0.010

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.255 17.842
Price to Book 2.287 2.882
Price to Sales 1.886 1.970
Price to Cash Flow 10.610 11.649
Dividend Yield 2.527 2.100
5 Years Earnings Growth 11.030 11.431

Sector Allocation

Name  Net % Category Average
Financial Services 19.710 19.080
Technology 18.610 18.796
Industrials 14.350 12.967
Consumer Cyclical 8.040 10.466
Healthcare 6.580 11.068
Energy 5.940 6.003
Basic Materials 5.620 5.244
Real Estate 5.500 2.953
Communication Services 5.390 6.160
Consumer Defensive 5.350 7.937
Utilities 4.900 2.838

Region Allocation

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

Top Holdings

Number of long holdings: 31

Number of short holdings: 1

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 - -
Sun Life Schroder Emerging Markets I - 5.37 - -
Sun Life JPMorgan International Eq I - 4.82 - -
Sun Life US Core Fixed Inc I - 4.70 - -
Sun Life MFS Intl Opportunities I - 4.65 - -
Sun Life Acadian International Eq I - 4.54 - -

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 F 1.89B 16.29 7.22 12.67
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.

0P0000V5DH Comments

Write your thoughts about Sun Life Granite Balanced Growth Portfolio F
 
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