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Sun Life Granite Balanced Growth Portfolio F (0P0000V5DH)

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16.436 -0.010    -0.03%
13/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 1.73B
Type:  Fund
Market:  Canada
Issuer:  Sun Life Global Investments (Canada) Inc
Asset Class:  Equity
Sun Life Granite Balanced Growth Portfolio F 16.436 -0.010 -0.03%

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 2.160 3.130 0.970
Shares 66.080 66.080 0.000
Bonds 22.150 22.220 0.070
Convertible 0.170 0.170 0.000
Preferred 0.280 0.280 0.000
Other 9.150 9.160 0.010

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.144 17.867
Price to Book 2.248 2.879
Price to Sales 1.896 1.950
Price to Cash Flow 10.635 11.654
Dividend Yield 2.593 2.099
5 Years Earnings Growth 10.964 11.579

Sector Allocation

Name  Net % Category Average
Financial Services 19.740 18.974
Technology 18.200 18.728
Industrials 14.530 12.992
Consumer Cyclical 7.930 10.344
Healthcare 6.610 11.202
Energy 6.090 6.078
Basic Materials 5.670 5.040
Real Estate 5.600 2.959
Consumer Defensive 5.360 8.067
Communication Services 5.300 6.108
Utilities 4.980 2.779

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 11.79 600.20 +0.08%
Sunlife Granite Tactical Completion Fd I - 8.50 - -
Sun Life BlackRock Cdn Composite Equity - 7.82 - -
Sun Life Real Assets Private Pool I - 7.52 - -
PH&N Bond Fund O - 6.20 - -
Sun Life Schroder Emerging Markets I - 5.24 - -
Sun Life US Core Fixed Inc I - 4.81 - -
Sun Life JPMorgan International Eq I - 4.64 - -
Sun Life MFS Intl Opportunities I - 4.60 - -
Sun Life Acadian International Eq I - 4.55 - -

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
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