Total net assets ($CAD):
$3.38 million

The top 15 holdings make up 87.00% of the Fund.
Canadian Bonds - Funds
Foreign Bonds - Funds
US Equity
International Equity
Foreign Corporate Bonds
Canadian Equity
Cash and Equivalents
Foreign Government Bonds
Canadian Government Bonds
United States
North America
United Kingdom
Cayman Islands
Fixed Income
Mutual Fund
Financial Services
Consumer Goods
Cash and Cash Equivalent
Industrial Goods
Consumer Services
Top holdings Sector allocation (%)
Sun Life U.S. Core Fixed Income Fund, Series I Fixed Income 18.30%
PH&N Bond Fund Series O Fixed Income 17.98%
Sun Life BlackRock Canadian Universe Bond Fund, Series I Fixed Income 10.60%
Sun Life Granite Tactical Completion Fund, Series I Mutual Fund 8.50%
Sun Life Opportunistic Fixed Income Private Pool A Mutual Fund 4.19%
RBC Emerging Markets Bond Fund Series O Fixed Income 3.61%
Sun Life NWQ Flexible Income Fund Series I Mutual Fund 3.61%
RBC High Yield Bond Fund Series O Fixed Income 3.31%
iShares Core S&P 500 Index ETF C$ Hgd (XSP) Exchange Traded Fund 3.23%
Sun Life JPMorgan International Equity Fund I Mutual Fund 2.52%
Sun Life MFS U.S. Growth Fund Series A Mutual Fund 2.35%
iShares Core S&P 500 Index ETF (IVV) Exchange Traded Fund 2.33%
Sun Life Schroder Global Mid Cap Fund Series A Mutual Fund 2.25%
Sun Life Excel Emerging Markets Fund Series A Mutual Fund 2.18%
Sun Life MFS U.S. Value Fund Series A Mutual Fund 2.04%
Asset allocation

Canadian Bonds - Funds 31.89%

Foreign Bonds - Funds 21.91%

US Equity 12.11%

International Equity 10.70%

Other 10.22%

Foreign Corporate Bonds 3.79%

Canadian Equity 3.72%

Cash and Equivalents 2.60%

Foreign Government Bonds 2.16%

Canadian Government Bonds 0.90%

Geographic allocation

Multi-National 30.85%

Canada 28.42%

United States 17.29%

North America 10.60%

Other 7.34%

United Kingdom 1.42%

Japan 1.22%

Cayman Islands 1.02%

Switzerland 0.92%

Germany 0.92%

Sector allocation

Fixed Income 61.69%

Mutual Fund 10.19%

Other 6.65%

Technology 6.10%

Financial Services 3.61%

Consumer Goods 2.86%

Cash and Cash Equivalent 2.60%

Healthcare 2.42%

Industrial Goods 1.99%

Consumer Services 1.89%