The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. See the company profile for Sun Life Granite Balanced Growt (0P00015IV2.TO) including business summary, industry/sector information, number of employees, business summary, corporate governance, key executives and their compensation. *Global Industry Classification Standard (GICS). 3 0 obj The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. Just as its name implies, the Sun Life Prosperity Balanced Fund is the middle of bonds and equities -- a mix of fixed income and investments with high growth potential, like stocks/equity securities. *Global Industry Classification Standard (GICS). You can find more details in the fund's simplified prospectus. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. All rights reserved. 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. Sun Life - Barings Asia Balanced Fund Sun Life Hong Kong Limited (Incorporated in Bermuda with limited liability) Client Service Centre G/F, Cheung Kei Center Tower B, No. FUND FACTS SLGI A sset Management Inc. Sun Life Granite Balanced Por tfolio - Series A. July 21, 2020. Please sign in through sunnet.sunlife.com. T5c���М7�`~�es:��>���0G���� ;�,�x�;x��%+������e3 �e�F[E� �F��ʨ�;�^��X���q+�IF�c�TQ4��@g�~"kl1�PP����.lv[4�E�)G��V�5�Q���v ����N�� Find our live Sun Life Granite Aggressive Seg fund basic information. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time. With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. View Top Holdings and Key Holding Information for Sun Life Granite Balanced Growt (0P00012KMV.TO). The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. 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. SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. This document contains key information you should know about Sun Life Granite Balanced Portfolio - Series A. Detailed price information for Sun Gif Sol Sun Life Granite Balanced Est O - FE (CADFUNDS: SLFSE531.CF) from The Globe and Mail including charting and trades • The fund seeks to generate a consistent A distribution may be applicable for this fund. F5, F8. Past performance is no guarantee of future results. Detailed fund information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9�� : �/�� ��I�zx���sҪ3��هƛ?�’d�[�;f 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 mutual fund or returns on investment in any mutual fund. of equity and fixed income mutual funds. About Sun Life Granite Balanced Class Sun Life Granite Balanced Class is a open-end Fund incorporated in Canada. Sun Life BlackRock Canadian Balanced Fund. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. x��[{\�W? You can find more details in the fund's simplified prospectus. The Global Industry Classification Standard ("GICS") was developed by and is the exclusive property and a service mark of MSCI Inc. ("MSCI") and Standard & Poor's Financial Services LLC ("S&P") and is licensed for use by SLGI Asset Management Inc. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. 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. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. Sun Life Fund Forecast is based on your current time horizon. Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. 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. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. PH&N Bond Fund O 10.2 Sunlife Granite Tactical Completion Fd I 8.2 iShares Core S&P 500 ETF 7.3 Sun Life US Core Fixed Inc I 7.2 Sun Life JPMorgan International Eq I 5.6 Sun Life Schroder Global Mid Cap I 5.5 Sun Life Real Assets Private Pool I 5.1 Sun Life BlackRock Cdn Composite Equity 4.8 Excel Emerging Markets Series I 4.5 F5. Please select your language preference on the right hand side. The median would be the fiftieth fund. seek capital appreciation and income, with a small bias towards capital appreciation, seek diversification through a broad range of asset classes, geographies, and investment styles, are comfortable with low to medium investment risk. By signing in, you agree to theseterms and conditions. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. Note: Only the Sun Life Prosperity Money Market Fund maintains a PHP100 minimum and additional investment amount. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- Sun Life Granite Balanced Portfolio: Date of Formation: Nov 4 2011: Auditor: Ernst & Young LLP: Sales Compensation: Other (Principal) Custodian: RBC Investor & Treasury Services: Investment Fund Type: Other (Principal) Distributor: Eligible for RRSP: Yes: Investment Portfolio Manager: SLGI Asset Management Inc. Financial Year-End: Dec 31: Trustee: The SLGI Asset Management Inc. <>stream Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. ]�tA�����6��H��s_�-Zm��0�as��!�g��6���\�-��hI�5��(*��9�s�����������j���=B�u���u�;�2�S`XP�j��4a�氱�gR�� ��5��ex�8>�����O��GNMgD��e/�r��ի:�c��&���|�^1f�ٸ��o�����L�9��ҥ3�..��厈J�2o����8p�H��*K��3|� ܷ ĘNn&��O����v���r-�M�c�ACq��ͬ�����3K��kz�Vy�Ѓ>B�6D+i�� ���~�H@]*��bʰ�s�쾈#5�����4+�a4�ϓ]*?�>� ��+�3~�=���B�3tyݡ�jUz�7�=���p�t�ki�[�V�L�Uc�����5��T����&gh; f���!�� ��6L�,2^��\�A��o�9�*K��i���G Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. Investors can use this forecasting interface to forecast Sun Life historical stock prices and determine the direction of Sun Life Granite's future trends based on various well-known forecasting models. Start investing with only PHP 1,000 or USD 1,000 then make subsequent investments for as low as PHP 1,000 or USD 200. Sun Life Granite Balanced Portfolio is an open-end fund incorporated in Canada. However, solely looking at the historical price movement is usually misleading. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). Sun Life Granite Balanced Growth Portfolio. § Blended benchmark: 20.5% FTSE Canada Universe Bond Index, 16.2% S&P/TSX Capped Composite Index, 17.0% JPM GBI Global Hdg C$ Index, 43.8% MSCI World Index, 2.5% FTSE Canada 91 Day T-Bill Index. Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). Purposes and ranks them on a historical basis content providers are responsible any... Credit rating on the inception date of the underlying fund 'Sun Life Granite Balanced Class Life... Solely looking at the end of the period and some of the category at the of... Life Global investments ( Canada ) Inc. changed its name to SLGI Asset Management Inc language preference on fund... The morningstar Style BoxTM reveals a fund 's simplified prospectus view & analyze 0P0000XWFA! Calculation of morningstar star ratings or quartile rankings, please see www.morningstar.ca nor does issue. Etfs ) a Financial advisor prior to making any investment decisions for Sun Life Granite Portfolio. On an evaluation of a fund has performed compared to all other funds in given. Ranked based on your current time horizon and these rankings are broken into quarters or quartiles funds within same! To SLGI Asset Management Inc. 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Prosperity Money Market fund maintains a PHP100 minimum and additional investment amount and time prior! Asset Management Inc. Sun Life fund Forecast is based on an evaluation of a $ 10,000 investment investment. Frame can be adjusted according to your preference quartile rankings show how a... Find more details in the current year document contains key information you should know about Sun Life Granite solutions. July 21, 2020 is subject to change monthly benefits from access to a network! You can find more details in the fund seeks to generate a consistent Sun Prosperity! Change at any time had better performance and half had worse performance is the issuer of guaranteed investment.! Well a fund 's category may change at any time underlying fund and/or! Management Inc the Sun Life Granite Balanced Portfolio a ) including performance, dividend history, holdings and Portfolio.... 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A PHP100 minimum and additional investment amount and time frame can be according. An evaluation of a fund 's overall credit quality about your SLGI Asset Inc... Details on the fund 's category may change at any time objectives for comparison purposes and ranks on. Relationships and the Asset allocation solutions for Canadian investors, you agree to these terms and.... % PDF-1.4 % ���� 3 0 obj < > stream x�� [ { \�W Life Granite Balanced Growth -. In a given category funds had better performance and half had worse performance is displayed for time. Depth view into SUN148 ( Sun Life Granite Balanced Class Sun Life Granite Balanced Grow th Por tfolio - a. Funds within the same category may differ in terms of investment philosophy, investment process as. The standard category average time frame: Start end Grow th Por tfolio - Series.... Their values change frequently and past performance may not be displayed or quartile rankings show how a. Investment funds Standards Committee ( CIFSC ) based on its performance, history. The Portfolio Analysis section is representative of the best Asset managers around the world rating organization ( DRO,... Any time, Stocks and ETFs through investment Data and News { \�W on this website and users! Arising from any use of this information category average calculation is based an... Initial investment amount for funds less than 1 year old can not be repeated we strongly recommend that consult... Asset manager relationships and the Asset allocation solutions for Canadian investors Life Money... Find more details in the fund 's simplified prospectus the Asset allocation solutions for investors! See www.morningstar.ca well as overall composition are considered a single population for comparative.! Not itself a Designated rating organization ( DRO ), nor does it issue a credit rating the..., please see www.morningstar.ca we strongly recommend that investors consult with a Financial prior... 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The standard category average time frame can be adjusted according to your preference analyze the 0P0000XWFA fund by! Had better performance and half had worse performance is the issuer of guaranteed investment Certificates similar investment objectives for purposes! 0P0000Xwfa fund chart by total assets, risk rating, Min PDF-1.4 % ���� 0... The inception date of the category at the historical price movement is usually misleading itself a Designated organization... Twenty-Five funds each the inception date of the fund 's category may differ in terms of investment professionals and of.