Investor suitability

For those who:

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

Fund overview

The Fund invests in the Sun Life Granite Balanced Portfolio.


Fund/ETF Facts (2024-03-28)

Asset class

Global Balanced

Income distribution

Annually

Minimum investment

$500 initial/$100 additional

Growth of $10,000