Breaking News
Get 50% Off 0
🏄 Grow your portfolio even on vacation with InvestingPro | Summer Sale 50% OFF
CLAIM SALE
Close

Sun Life Granite Conservative Portfolio F (0P0000V5D8)

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
 
11.396 +0.016    +0.14%
27/06 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.22B
Sun Life Granite Conservative Portfolio F 11.396 +0.016 +0.14%

0P0000V5D8 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Sun Life Granite Conservative Portfolio F (0P0000V5D8) fund. Our Sun Life Granite Conservative 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 4.460 7.310 2.850
Shares 29.920 29.920 0.000
Bonds 51.970 52.090 0.120
Convertible 0.420 0.420 0.000
Preferred 0.690 0.690 0.000
Other 12.550 12.550 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.590 16.498
Price to Book 2.278 2.368
Price to Sales 2.022 1.766
Price to Cash Flow 10.194 9.986
Dividend Yield 2.698 2.591
5 Years Earnings Growth 9.356 9.146

Sector Allocation

Name  Net % Category Average
Financial Services 21.010 21.324
Technology 16.780 16.217
Industrials 13.930 11.967
Consumer Cyclical 6.940 8.681
Real Estate 6.870 3.565
Utilities 6.210 3.978
Basic Materials 6.060 5.383
Energy 6.020 7.534
Healthcare 5.670 8.005
Communication Services 5.660 6.199
Consumer Defensive 4.860 7.500

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 %
PH&N Bond Fund O - 13.99 - -
Sun Life US Core Fixed Inc I - 12.80 - -
Sun Life BlackRock Cdn Univ Bond - 10.67 - -
Sunlife Granite Tactical Completion Fd I - 8.46 - -
RBC Emerging Markets Bd (CAD Hedged) O - 5.48 - -
Sun Life Real Assets Private Pool I - 5.11 - -
  ishares S&P 500 US4642872000 4.82 617.46 +0.44%
Sun Life BlackRock Cdn Composite Equity - 3.46 - -
Sun Life Wellington Oppc FxdInc PrivPl I - 3.31 - -
Sun Life Schroder Emerging Markets I - 2.92 - -

Top Bond Funds by SLGI Asset Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sun Life MFS Canadian Bond FX 234.48M 1.10 3.54 1.65
  Sun Life MFS Canadian Bond D 234.48M 1.07 3.45 1.56
  Sun Life MFS Canadian Bond F 234.48M 1.19 3.73 1.69
  SunWise Essential 2 Sun Life MFS Mc 243.69K 0.45 1.88 0.05
  SunWise Essential 2 Sun Life MFS Mi 243.69K 0.45 1.88 0.05
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.

0P0000V5D8 Comments

Write your thoughts about Sun Life Granite Conservative 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