Sun Life Granite Balanced Growth Portfolio A (SUN150)
16.36
+0.03
(+0.16%)
CAD |
Apr 10 2026
SUN150 Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 0.98% |
| Stock | 68.55% |
| Bond | 27.95% |
| Convertible | 0.00% |
| Preferred | 0.11% |
| Other | 2.41% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 69.27% |
|---|---|
|
North America
|
66.60% |
| Canada | 31.43% |
| United States | 35.17% |
|
Latin America
|
2.67% |
| Argentina | 0.12% |
| Brazil | 0.56% |
| Chile | 0.11% |
| Colombia | 0.13% |
| Mexico | 0.39% |
| Peru | 0.26% |
| Venezuela | 0.03% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 15.77% |
|---|---|
| United Kingdom | 2.88% |
|
Europe Developed
|
9.93% |
| Austria | 0.09% |
| Belgium | 0.14% |
| Denmark | 0.14% |
| Finland | 0.04% |
| France | 1.78% |
| Germany | 1.36% |
| Greece | 0.05% |
| Ireland | 1.01% |
| Italy | 0.17% |
| Netherlands | 1.26% |
| Norway | 0.09% |
| Portugal | 0.01% |
| Spain | 0.93% |
| Sweden | 0.57% |
| Switzerland | 2.15% |
|
Europe Emerging
|
0.92% |
| Czech Republic | 0.07% |
| Poland | 0.40% |
| Turkey | 0.18% |
|
Africa And Middle East
|
2.04% |
| Egypt | 0.16% |
| Israel | 0.07% |
| Nigeria | 0.12% |
| Qatar | 0.11% |
| Saudi Arabia | 0.26% |
| South Africa | 0.35% |
| United Arab Emirates | 0.38% |
| Greater Asia | 11.63% |
|---|---|
| Japan | 2.81% |
|
Australasia
|
0.72% |
| Australia | 0.70% |
|
Asia Developed
|
4.69% |
| Hong Kong | 0.72% |
| Singapore | 0.53% |
| South Korea | 1.25% |
| Taiwan | 2.13% |
|
Asia Emerging
|
3.41% |
| China | 1.67% |
| India | 0.85% |
| Indonesia | 0.16% |
| Kazakhstan | 0.03% |
| Malaysia | 0.12% |
| Pakistan | 0.05% |
| Philippines | 0.12% |
| Thailand | 0.30% |
| Unidentified Region | 3.33% |
|---|
Bond Credit Quality Exposure
| AAA | 18.00% |
| AA | 14.81% |
| A | 17.79% |
| BBB | 17.28% |
| BB | 10.34% |
| B | 5.64% |
| Below B | 1.56% |
| CCC | 1.48% |
| CC | 0.00% |
| C | 0.08% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.33% |
| Not Available | 14.24% |
| Short Term | 0.00% |
As of February 28, 2026
Stock Sector Exposure
| Cyclical |
|
27.03% |
| Materials |
|
5.49% |
| Consumer Discretionary |
|
5.30% |
| Financials |
|
14.67% |
| Real Estate |
|
1.58% |
| Sensitive |
|
31.70% |
| Communication Services |
|
4.39% |
| Energy |
|
4.39% |
| Industrials |
|
8.19% |
| Information Technology |
|
14.73% |
| Defensive |
|
11.86% |
| Consumer Staples |
|
3.84% |
| Health Care |
|
6.43% |
| Utilities |
|
1.60% |
| Not Classified |
|
29.41% |
| Non Classified Equity |
|
0.29% |
| Not Classified - Non Equity |
|
29.12% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 38.47% |
| Corporate | 34.06% |
| Securitized | 7.82% |
| Municipal | 15.66% |
| Other | 3.99% |
Bond Maturity Exposure
| Short Term |
|
9.24% |
| Less than 1 Year |
|
9.24% |
| Intermediate |
|
58.84% |
| 1 to 3 Years |
|
13.52% |
| 3 to 5 Years |
|
15.27% |
| 5 to 10 Years |
|
30.05% |
| Long Term |
|
31.51% |
| 10 to 20 Years |
|
10.66% |
| 20 to 30 Years |
|
16.20% |
| Over 30 Years |
|
4.66% |
| Other |
|
0.41% |
As of February 28, 2026