Managed by an experienced team, Sun Life Granite Managed Solutions take the guesswork out of portfolio creation. They deliver broad diversification through a multi-manager and risk-adjusted approach for long-term investors.
Designed to meet varying risk profiles, as the equity exposure increases, so does the level of risk – but also the return potential.
| Type | Strategic allocation | Focus | Link |
|---|---|---|---|
| Conservative | 35% Equity 65% Fixed Income |
Income & capital appreciation, with a bias towards income | Sun Life Granite Conservative portfolio |
| Moderate | 50% Equity
50% Fixed Income |
Income & capital appreciation | Sun Life Granite Moderate Portfolio |
| Balanced | 60% Equity
40% Fixed Income |
Capital appreciation & income, with a bias towards capital appreciation | Sun Life Granite Balanced Portfolio |
| Balanced Growth | 70% Equity
30% Fixed Income |
Capital appreciation & income, with a bias towards capital appreciation | Sun Life Granite Balanced Growth Portfolio |
| Growth | 80% Equity
20% Fixed Income |
Capital appreciation | Sun Life Granite Growth Portfolio |
A smoother investment experience with broad diversification
Diversification means having a mix of investments that behave differently in different market conditions. To capitalize on opportunities for growth and to help reduce risk our portfolios are diversified by:
Seize opportunities with tactical asset allocation
Each Granite Managed Solution has a foundational mix of investments that make up its strategic allocations. However, market changes may create opportunities to reduce risk or earn potentially higher returns. Temporarily adjusting the strategic allocations to capture these opportunities is called tactical asset allocation.
Examples:
You can also call 1-888-222-7957, Monday to Friday 8 a.m. to 8 p.m. ET.
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