Current Price
as of Jun 8, 2026
$17.5340 CAD
$0.0238 CAD | 0.14%
as of Jun 8, 2026
CIFSC category
Global Equity Balanced

Risk profile

Low to medium

MER
3.90%
as of Dec 31, 2025
Key reasons to invest in Sun Lifetime Advantage GIF Sun Life Granite Growth A
  • An actively managed portfolio diversified by a broad range of asset classes, geographies, investment styles and managers
  • Designed for capital growth by investing in a strategic mix of 80% equity funds and, to a lesser extent, 20% fixed income funds
  • Tactical adjustments allow the portfolio manager to adapt to changing market conditions
    <ul class="ann-list"></ul>
    Fund essentials

    Fund Codes
    FELSLF AG135DSCSLF AG235LSCSLF AG335
    Performance

    Investment growth

    May 31, 2026
    • Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any segregated fund or returns on investment in any segregated fund.
    <ul class="ann-list"><li id="ann-investmentGrowthHasReturns">Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any segregated fund or returns on investment in any segregated fund.</li></ul>

    Compound Returns

    as of May 31, 2026
    Fund %
    1 mth3 mth6 mth1 yr3 yr5 yr10 yrSince inception
    Fund %3.43.57.619.613.36.26.05.3

    Calendar returns

    as of May 31, 2026
    Fund %
      <ul class="ann-list"></ul>
      YTD2025202420232022202120202019201820172016
      Fund %8.212.114.37.2-14.110.15.914.0-5.37.62.6
        <ul class="ann-list"></ul>
        Portfolio analysis

        Overall allocation

        as of Mar 31, 2026
          <ul class="ann-list"></ul>

          Equity allocation

          as of Mar 31, 2026
          • Global Industry Classification Standard (GICS).
          <ul class="ann-list"><li id="ann-equityAllocationHasSectorData">Global Industry Classification Standard (GICS).</li></ul>

          Fixed income allocation

          as of Mar 31, 2026

          Fixed income characteristics

          as of Mar 31, 2026

          • Yield To Maturity
            5.80%
          • Effective duration (years)
            5.90
          • Average maturity (years)
            9.42
          • Average credit quality
            BBB
          • Sun Lifetime Advantage GIF Sun Life Granite Growth A invests directly in units of the Sun Life Granite Growth Portfolio (the "underlying fund"). The portfolio analysis section is representative of the underlying Fund.
          <ul class="ann-list"><li id="ann-S36LA-CAD-portfolioAnalysis">Sun Lifetime Advantage GIF Sun Life Granite Growth A invests directly in units of the Sun Life Granite Growth Portfolio (the "underlying fund"). The portfolio analysis section is representative of the underlying Fund.</li></ul>
          Holdings

          Top ten holdings

          as of Mar 31, 2026
          HoldingsPercentage%
          iShares Core S&P 500 ETF16.1
          Sun Life Acadian International Eq I10.7
          Sun Life MFS Intl Opportunities I10.5
          Sunlife Granite Tactical Completion Fd I8.5
          Sun Life BlackRock Cdn Composite Equity7.1
          Sun Life MFS US Value Series I5.1
          Sun Life MFS US Growth Series I4.9
          Sun Life Global Mid Cap Fund A4.9
          PH&N Cdn Equity Value Segregated Fund4.0
          Sun Life MFS Canadian Equity I3.9
          • The holdings section is representative of the underlying Fund.
          <ul class="ann-list"><li id="ann-S36LA-CAD-top10">The holdings section is representative of the underlying Fund.</li></ul>
          • Cash and cash equivalents are not shown.
          <ul class="ann-list"><li id="ann-top10CashDisclaimer">Cash and cash equivalents are not shown.</li></ul>
          Management & Commentary

          Management

          Management Company :

          SLGI Asset Management Inc.

          image
          The Multi-Asset Solutions Team at Sun Life Global Investments is devoted to fund manager selection, oversight, and building managed solutions for Canadian investors – 100% of their time.

          Documents

          Notes and disclosures

          • ^Management Expense Ratio is an estimate in the first year.

            Portfolio holdings are as at the date indicated and may change due to ongoing portfolio transactions of the investment fund

            Any amount allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value

            Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts, including Accumulation Annuities (Insurance GICs), Payout Annuities, and Individual Variable Insurance Contracts (Sun Life GIFs).

            Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the issuer of Sun Life GIFs individual variable annuity contracts. A description of the key features of this contract is contained in the information folder.

            Subject to any applicable death benefit and maturity guarantees, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value according to fluctuations in the market value of the assets of the segregated fund.

            Please refer to sunlifegifs.com for additional information.

            The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions.

          <ul class="ann-list"><li id="ann-S36LA-Disclosure"><p>^Management Expense Ratio is an estimate in the first year.</p> <p>Portfolio holdings are as at the date indicated and may change due to ongoing portfolio transactions of the investment fund</p> <p>Any amount allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value</p> <p>Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts, including Accumulation Annuities (Insurance GICs), Payout Annuities, and Individual Variable Insurance Contracts (Sun Life GIFs). </p> <p>Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the issuer of Sun Life GIFs individual variable annuity contracts. A description of the key features of this contract is contained in the information folder.</p> <p>Subject to any applicable death benefit and maturity guarantees, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value according to fluctuations in the market value of the assets of the segregated fund.</p> <p>Please refer to sunlifegifs.com for additional information.</p> <p>The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions.</p></li></ul>