Sun Life Granite Balanced Growth Portfolio T8 (SUN152)
9.279
-0.02
(-0.25%)
CAD |
Oct 19 2026
SUN152 Asset Allocations & Exposures
Asset Allocation
As of August 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.59% |
| Stock | 61.78% |
| Bond | 26.14% |
| Convertible | 0.00% |
| Preferred | 0.07% |
| Other | 10.41% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 63.09% |
|---|---|
|
North America
|
60.46% |
| Canada | 25.18% |
| United States | 35.28% |
|
Latin America
|
2.63% |
| Argentina | 0.13% |
| Brazil | 0.50% |
| Chile | 0.09% |
| Colombia | 0.15% |
| Mexico | 0.42% |
| Peru | 0.22% |
| Venezuela | 0.04% |
As of August 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 14.51% |
|---|---|
| United Kingdom | 2.62% |
|
Europe Developed
|
9.13% |
| Austria | 0.06% |
| Belgium | 0.14% |
| Denmark | 0.09% |
| Finland | 0.09% |
| France | 1.82% |
| Germany | 1.18% |
| Greece | 0.05% |
| Ireland | 0.68% |
| Italy | 0.21% |
| Netherlands | 1.27% |
| Norway | 0.15% |
| Portugal | 0.02% |
| Spain | 0.67% |
| Sweden | 0.50% |
| Switzerland | 2.03% |
|
Europe Emerging
|
0.93% |
| Czech Republic | 0.05% |
| Poland | 0.37% |
| Turkey | 0.19% |
|
Africa And Middle East
|
1.83% |
| Egypt | 0.16% |
| Israel | 0.05% |
| Nigeria | 0.13% |
| Qatar | 0.08% |
| Saudi Arabia | 0.22% |
| South Africa | 0.27% |
| United Arab Emirates | 0.32% |
| Greater Asia | 11.37% |
|---|---|
| Japan | 2.81% |
|
Australasia
|
0.56% |
| Australia | 0.55% |
|
Asia Developed
|
5.05% |
| Hong Kong | 0.64% |
| Singapore | 0.48% |
| South Korea | 1.19% |
| Taiwan | 2.72% |
|
Asia Emerging
|
2.94% |
| China | 1.61% |
| India | 0.52% |
| Indonesia | 0.14% |
| Kazakhstan | 0.03% |
| Malaysia | 0.09% |
| Pakistan | 0.05% |
| Philippines | 0.11% |
| Thailand | 0.28% |
| Unidentified Region | 11.03% |
|---|
Bond Credit Quality Exposure
| AAA | 14.87% |
| AA | 14.14% |
| A | 15.78% |
| BBB | 16.63% |
| BB | 11.24% |
| B | 6.86% |
| Below B | 0.97% |
| CCC | 0.88% |
| CC | 0.00% |
| C | 0.09% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.32% |
| Not Available | 19.19% |
| Short Term | 0.00% |
As of August 31, 2026
Stock Sector Exposure
| Cyclical |
|
36.80% |
| Materials |
|
6.50% |
| Consumer Discretionary |
|
6.64% |
| Financials |
|
21.04% |
| Real Estate |
|
2.62% |
| Sensitive |
|
46.48% |
| Communication Services |
|
5.57% |
| Energy |
|
5.24% |
| Industrials |
|
10.82% |
| Information Technology |
|
24.84% |
| Defensive |
|
15.85% |
| Consumer Staples |
|
5.04% |
| Health Care |
|
9.20% |
| Utilities |
|
1.61% |
| Not Classified |
|
0.88% |
| Non Classified Equity |
|
0.88% |
As of August 31, 2026
Bond Sector Exposure
As of August 31, 2026
| Type | % Net |
|---|---|
| Government | 38.56% |
| Corporate | 35.29% |
| Securitized | 8.36% |
| Municipal | 14.13% |
| Other | 3.66% |
Bond Maturity Exposure
| Short Term |
|
13.41% |
| Less than 1 Year |
|
13.41% |
| Intermediate |
|
53.62% |
| 1 to 3 Years |
|
12.50% |
| 3 to 5 Years |
|
14.24% |
| 5 to 10 Years |
|
26.89% |
| Long Term |
|
32.68% |
| 10 to 20 Years |
|
10.57% |
| 20 to 30 Years |
|
15.64% |
| Over 30 Years |
|
6.48% |
| Other |
|
0.28% |
As of August 31, 2026