This rating is based on how much the fund's returns have changed from year to year. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. 4) The largest of the remaining stocks are assigned to the mid-cap group until cumulative capitalization equals or exceeds 90% of the total capitalization of the style zone. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. USD 1.2678: Global Growth Fund. Please read the prospectus before investing. Aditya Birla Sun Life Income Fund - Direct Plan 3 Value Research 15756 4-15756 Aditya Birla Sun Life Mutual Fund The scheme seeks to generate consistent income through superior yields on its investment at relatively moderate levels of risk through a diversified investment approach. Name of the Scheme Aditya Birla Sun Life Income Fund Structure An open ended medium term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 4-7 years Inception Date October 21, 1995 No. Please read the prospectus before investing. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Nav. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. 3) The largest of the remaining stocks are assigned to the large-cap group until cumulative capitalization equals or exceeds 70% of the total capitalization of the style zone. 34.236 +0.01 (+0.03%) View Details. Aditya Birla Sun Life Monthly Income: Merged with Aditya Birla Sun Life Regular Savings Fund: Debt-MIP: Hybrid-Conservative. Neither MSCI, S&P, nor any other party involved in making or compiling the GICS or any GICS classifications makes any express or implied warranties or representations with respect to such standard or classification (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability and fitness for a particular purpose with respect to any of such standard or classification. The Bond Fund is invested only in high-quality fixed-income instruments that are classified as below average risk.. View the latest VUL Bond Fund Performance Reports Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds. Learn more about RRIFs and LIFs Aditya Birla Sun Life Income Fund 3 Value Research 29 4-29 Aditya Birla Sun Life Mutual Fund The scheme seeks to generate consistent income through superior yields on its investment at relatively moderate levels of risk through a diversified investment approach. If you would like a print version of Sun Life’s 2019 Consolidated Financial Statements, send us an email to request a free copy. LRIFs, RLIFs and PRIFs are only available in some provinces. By signing in, you agree to these terms and conditions. Get latest updates on Top Holdings, NAV, Mutual Fund Risk Return Analysis, Fund Manager Details, Comparision with other peers and Portfolio Allocation of Aditya Birla Sun Life Income Plus Growth Option Direct Plan *Dynamic, Dynamic Funds and Dynamic Equity Income Fund are registered and proprietary trademarks of Scotiabank, an affiliate of 1832 Asset Management L.P., used under license by the Manager. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund/ETF investments. We’re here for you. This document contains key information you should know about Sun Life Excel High Income Fund - Series A. Chief Investment Officer Eric Bushell was named Morningstar Fund Manager of the Decade in 2010. Request a copy. Index Fund is offered as a fund option exclusive to Sun FlexiLink, Sun FlexiLink 1, Sun FlexiLink Assist, Sun MaxiLink Prime, Sun MaxiLink Bright, and Sun MaxiLink One 1 which are investment-linked life insurance products regulated by the Insurance Commission.. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Income Fund is invested only in high-quality fixed-income instruments that are classified as below average risk. Ratings and/or ranking information is subject to change monthly. Go. Aditya Birla Sun Life Regular Savings Fund. The fund predominantly focuses on long term growth, investing in low risk debt securities such as government securities. Capitalization assignments are determined as follows: 1) For all stocks in a style zone, the market cap of each stock is converted into a common currency. The portfolio analysis section is representative of the underlying Fund. seek income and capital appreciation primarily through equities that pay a dividend or distribution, are comfortable with medium investment risk. There can be no assurance that a fund will make any distributions in any particular month, and we reserve the right to adjust the amount of monthly distribution if we consider it appropriate, without notice. Category : Medium to Long Duration Fund. Nav. managed by CI Investments Inc. issued by Sun Life Assurance Company of Canada Sun Life Assurance Company of Canada Fund Fact Sheets - December 2017 The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. The funds may make additional distributions of income, capital gains or return of capital at any other time as we consider appropriate. Sun Life Granite Enhanced Income Por tfolio - Series A. July 21, 2020. Aditya Birla Sun Life Income Fund - Regular Plan - Growth. Register Managements is among the largest portfolio management teams in Canada, managing a full range of global and Canadian income, equity and balanced mandates. The point in which half the funds had better performance and half had worse performance is the median. Learn about our fund options that suit the conservative investor. Please sign in through sunnet.sunlife.com. About SUN Life Granite Income Portfolio Sun Life Granite Income Portfolio is an open-end fund incorporated in Canada. Past performance is no guarantee of future results. Get complete research on Aditya Birla Sun Life Income Plus Growth Option Regular Plan. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. If you left a job where you had a pension plan, you may have transferred your pension entitlement to a locked-in retirement account (LIRA) or locked-in RRSP, where it has been invested according to your directions. 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