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Sun Life Granite Growth Portfolio T5 (0P0000V5DM)

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16.151 0.000    0%
13/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 1.53B
Type:  Fund
Market:  Canada
Issuer:  Sun Life Global Investments (Canada) Inc
Asset Class:  Equity
Sun Life Granite Growth Portfolio T5 16.151 0.000 0%

0P0000V5DM Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Sun Life Granite Growth Portfolio T5 (0P0000V5DM) fund. Our Sun Life Granite Growth Portfolio T5 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 2.000 2.960 0.960
Stocks 75.650 75.650 0.000
Bonds 13.090 13.140 0.050
Convertible 0.120 0.120 0.000
Preferred 0.160 0.160 0.000
Other 8.980 8.990 0.010

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.127 17.867
Price to Book 2.254 2.879
Price to Sales 1.895 1.950
Price to Cash Flow 10.641 11.654
Dividend Yield 2.587 2.099
5 Years Earnings Growth 10.978 11.579

Sector Allocation

Name  Net % Category Average
Financial Services 19.930 18.974
Technology 18.330 18.728
Industrials 14.440 12.992
Consumer Cyclical 7.980 10.344
Healthcare 6.650 11.202
Energy 6.130 6.078
Basic Materials 5.690 5.040
Consumer Defensive 5.370 8.067
Real Estate 5.340 2.959
Communication Services 5.330 6.108
Utilities 4.800 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: 0

Name ISIN Weight % Last Change %
  ishares S&P 500 US4642872000 13.75 600.20 +0.08%
Sun Life BlackRock Cdn Composite Equity - 9.04 - -
Sunlife Granite Tactical Completion Fd I - 8.48 - -
Sun Life Real Assets Private Pool I - 8.02 - -
Sun Life Schroder Emerging Markets I - 6.04 - -
Sun Life JPMorgan International Eq I - 5.41 - -
Sun Life MFS Intl Opportunities I - 5.29 - -
Sun Life Acadian International Eq I - 5.28 - -
Sun Life MFS Canadian Equity I - 5.11 - -
Beutel Goodman Canadian Equity Class I - 5.10 - -

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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