Sun Life Granite Balanced Growth Portfolio T8 (SUN152)
9.734
+0.04
(+0.41%)
CAD |
May 22 2026
SUN152 Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.05% |
| Stock | 61.79% |
| Bond | 26.45% |
| Convertible | 0.00% |
| Preferred | 0.10% |
| Other | 10.61% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 62.23% |
|---|---|
|
North America
|
59.53% |
| Canada | 25.16% |
| United States | 34.37% |
|
Latin America
|
2.70% |
| Argentina | 0.12% |
| Brazil | 0.56% |
| Chile | 0.10% |
| Colombia | 0.13% |
| Mexico | 0.41% |
| Peru | 0.28% |
| Venezuela | 0.04% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 15.02% |
|---|---|
| United Kingdom | 2.77% |
|
Europe Developed
|
9.29% |
| Austria | 0.05% |
| Belgium | 0.14% |
| Denmark | 0.10% |
| Finland | 0.04% |
| France | 1.59% |
| Germany | 1.25% |
| Greece | 0.04% |
| Ireland | 0.95% |
| Italy | 0.21% |
| Netherlands | 1.25% |
| Norway | 0.09% |
| Portugal | 0.01% |
| Spain | 0.81% |
| Sweden | 0.51% |
| Switzerland | 2.04% |
|
Europe Emerging
|
0.91% |
| Czech Republic | 0.06% |
| Poland | 0.38% |
| Turkey | 0.18% |
|
Africa And Middle East
|
2.05% |
| Egypt | 0.15% |
| Israel | 0.06% |
| Nigeria | 0.12% |
| Qatar | 0.11% |
| Saudi Arabia | 0.22% |
| South Africa | 0.38% |
| United Arab Emirates | 0.39% |
| Greater Asia | 11.37% |
|---|---|
| Japan | 2.69% |
|
Australasia
|
0.67% |
| Australia | 0.65% |
|
Asia Developed
|
5.04% |
| Hong Kong | 0.90% |
| Singapore | 0.49% |
| South Korea | 1.30% |
| Taiwan | 2.29% |
|
Asia Emerging
|
2.97% |
| China | 1.44% |
| India | 0.65% |
| Indonesia | 0.19% |
| Kazakhstan | 0.03% |
| Malaysia | 0.12% |
| Pakistan | 0.05% |
| Philippines | 0.13% |
| Thailand | 0.27% |
| Unidentified Region | 11.38% |
|---|
Bond Credit Quality Exposure
| AAA | 16.65% |
| AA | 16.50% |
| A | 17.36% |
| BBB | 17.15% |
| BB | 11.32% |
| B | 5.85% |
| Below B | 1.56% |
| CCC | 1.47% |
| CC | 0.00% |
| C | 0.09% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.29% |
| Not Available | 13.32% |
| Short Term | 0.00% |
As of March 31, 2026
Stock Sector Exposure
| Cyclical |
|
23.66% |
| Materials |
|
5.16% |
| Consumer Discretionary |
|
4.43% |
| Financials |
|
12.41% |
| Real Estate |
|
1.67% |
| Sensitive |
|
28.36% |
| Communication Services |
|
3.74% |
| Energy |
|
3.56% |
| Industrials |
|
7.57% |
| Information Technology |
|
13.49% |
| Defensive |
|
11.57% |
| Consumer Staples |
|
3.68% |
| Health Care |
|
6.38% |
| Utilities |
|
1.51% |
| Not Classified |
|
36.41% |
| Non Classified Equity |
|
0.48% |
| Not Classified - Non Equity |
|
35.93% |
As of March 31, 2026
Bond Sector Exposure
As of March 31, 2026
| Type | % Net |
|---|---|
| Government | 40.68% |
| Corporate | 33.99% |
| Securitized | 7.33% |
| Municipal | 14.01% |
| Other | 3.98% |
Bond Maturity Exposure
| Short Term |
|
8.65% |
| Less than 1 Year |
|
8.65% |
| Intermediate |
|
59.01% |
| 1 to 3 Years |
|
13.76% |
| 3 to 5 Years |
|
16.78% |
| 5 to 10 Years |
|
28.47% |
| Long Term |
|
31.97% |
| 10 to 20 Years |
|
10.99% |
| 20 to 30 Years |
|
15.97% |
| Over 30 Years |
|
5.02% |
| Other |
|
0.37% |
As of March 31, 2026