Investor suitability

For those who:

  • want income and capital appreciation from a well diversified fund, with a bias towards income
  • are investing for the medium-to-long term
  • can tolerate low risk

Fund overview

The Fund invests in the Sun Life Granite Conservative Portfolio. The Underlying Fund invests mostly in bonds and shares of firms from around the world.


Fund facts (2020-12-31)

Inception date

2012-08-01

Asset class

Global Balanced

Income distribution

Annually

Minimum investment

$500 initial / $100 additional

Growth of $10,000