The Investment Illustration tool is an effective way for advisors to start a conversation with investors about their needs and show hypothetical performance for any constructed model portfolio of funds.

Advisors can generate a printable version of the investment illustration for client reference.

investor information

advisor information

Client 1 title:

Client 1 first name:

Client 1 last name:

Client 2 title:

Client 2 first name:

Client 2 last name:

Address:

City:

Postal code:

Province:

Date (YYYY/MM/DD):

Advisor first name:

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Dealer:

Email:

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INVESTMENT ILLUSTRATION

The investment illustration provides historical performance and other analysis for the selected portfolio of funds.

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Investment Options

Fund Selection

Investment amount:

Investment series:

Investment amount:

Select your funds and asset allocation in dollars or percentage.
A maximum of 20 funds can be selected.

FUND NAME

ALLOCATION

Canadian Equity

Allocation subtotal: $

Total: $

RESULTS

The following sections provide historical performance data for the selected model portfolio.

Results

Trailing Returns

The table below shows the hypothetical compound returns of the selected model portfolio and the actual returns of the underlying funds.

As of

This is a selected model portfolio built for illustration purposes only. Sun Life Global Investments does not manage this portfolio for investors.

*The performance start date for the most recently established mutual fund is used as the reference start date for each return illustration, so as to ensure it is comprised of actual returns of the funds selected, and not based on hypothetical or proxy returns of a reference benchmark or index. For start date returns which are less than a full month, the inception of the model portfolio is considered to be the first business day of the following month - as partial month returns are not considered in the calculations.
Historical Data

The graph below illustrates the hypothetical cumulative return of the selected model portfolio.

As of
Annualized Returns

The chart shows the hypothetical historical annual compounded and simple monthly rates of return of the selected model portfolio.

As of
Calendar Year

The chart below illustrates the hypothetical historical calendar year rates of return of the selected model portfolio.

As of

Calendar year returns are not available as you have selected a fund which has not yet generated a full calendar year of performance.

Rolling Returns

The graphs in this section illustrate the hypothetical annualized rolling rates of return for the selected model portfolio. Click the tabs on the right hand side to view additional graphs.

Rolling 12 month rates of return Rolling 36 month rates of return Rolling 60 month rates of return Rolling 120 month rates of return

Asset Allocation

The asset allocation chart illustrates the hypothetical percentage allocation by asset class for the selected model portfolio.

The country allocation chart illustrates the hypothetical percentage allocation by country for the selected model portfolio.

Click the tabs on the right hand side to view each chart.

Asset allocation Country allocation

Global Equity Sectors

The global equity sectors chart illustrates the hypothetical distribution of the chosen funds’ underlying holdings in the selected model portfolio across various sectors, such as utilities and energy.

Source: Morningstar

Correlation Matrix

As of

Source: Morningstar, Royal Bank of Canada

Risk/Return

As of

Source: Morningstar, Royal Bank of Canada

Standard Deviation - Standard deviation measures volatility, which is often used as an indicator of risk. In general, funds with higher standard deviation (higher volatility) will have returns that change more over time. They typically have a greater chance of losing money and may have a greater chance of higher returns. Funds with lower standard deviation (lower volatility) tend to have returns that change less over time. They typically have lower returns and may have a lower chance of losing money.

Disclosures

Reports

Sun Life Global Investments recommends investors retain the printed report for their records.

Disclosures

Generate Report (PDF)

Prepared for:

Name

Address

Advisor name:

Name

Date:

YYYY | MM | DD

1. PROPOSED PORTFOLIO

Below outlines the proposed allocation of $100,000 invested in the following mutual funds:

FUND NAME	CATEGORY	ALLOCATION
Sun Life Granite Balanced Growth Portfolio	Portfolio Solutions	$100,000

2. ANNUAL COMPOUND RETURNS

The table below shows the hypothetical annual compound returns of the proposed hypothetical portfolio and the actual returns of the underlying funds in that Portfolio.

As of November 30, 2016

Product Title	1 Year	3 Year	5 Year	10 Year	Since Inception	Title
Title	3.53%	7.30%	7.30%	7.30%	8.89%	January 17, 2012
Sun Life Granite Balanced Growth Portfolio	3.53%	7.30%	7.30%	7.30%	8.89%	January 17, 2012

¹ Performance information shown for the Proposed Portfolio is hypothetical in nature and is not intended to represent actual performance for this Portfolio over the time period shown nor is it a guarantee of future performance. Actual results could be different The Proposed Portfolio shown is not a separate portfolio of mutual funds managed for individual investors by Sun Life Global Investments.

² The inception date for the Proposed Portfolio is set as the inception date for the most recently established mutual fund in the Proposed Portfolio for purposes of the return illustration.

3. HISTORICAL DATA

The graph below shows the hypothetical cumulative return of the selected model portfolio.

As of November 30, 2016

Performance information shown for the Proposed Portfolio is hypothetical in nature and is not intended to represent actual performance for this Portfolio over the time period shown nor is it a guarantee of future performance. Actual results could be different. The Proposed Portfolio shown is not a separate portfolio of mutual funds managed for individual investors by Sun Life Global Investments.

The inception date for the Proposed Portfolio is set as the inception date for the most recently established mutual fund in the Proposed Portfolio for purposes of the return illustration.

Compound growth calculations are used only for the purpose of illustrating the effects of compound growth over time and are not intended to reflect future value of any mutual fund or returns on investment in any mutual fund.

4. ANNUALIZED RETURNS

The chart shows the hypothetical annual compounded and simple monthly rates of return of the Proposed Portfolio since the Portfolio's inception.

As of November 30, 2016

The inception date for the Proposed Portfolio is set as the inception date for the most recently established mutual fund in the Proposed Portfolio for purposes of the return illustration.

5. CALENDAR YEAR RETURNS

The chart below shows the hypothetical calendar year rates of return of the Proposed Portfolio since the Portfolio's inception.

As of November 30, 2016

The inception date for the Proposed Portfolio is set as the inception date for the most recently established mutual fund in the Proposed Portfolio for purposes of the return illustration.

6.1 ROLLING 12 MONTH RETURNS

This chart shows the hypothetical annualized rolling rates of return for the Proposed Portfolio for the past 12 months.

6.2 ROLLING 36 MONTH RETURNS

This chart shows the hypothetical annualized rolling rates of return for the Proposed Portfolio for the past 36 months.

6.3 ROLLING 60 MONTH RETURNS

This chart shows the hypothetical annualized rolling rates of return for the Proposed Portfolio for the past 60 months.

6.4 ROLLING 120 MONTH RETURNS

This chart shows the hypothetical annualized rolling rates of return for the Proposed Portfolio for the past 120 months.

7. ASSET ALLOCATION

This chart shows the hypothetical percentage allocation by asset class for the Proposed Portfolio.

8. COUNTRY ALLOCATION

This chart shows the hypothetical percentage allocation by country for the Proposed Portfolio.

9. GLOBAL EQUITY SECTORS

This chart shows the hypothetical distribution of the chosen funds' underlying holdings in the selected model portfolio across various sectors, such as utilities and energy.

*Global Industry Classification Standard (GICS).

Source: Morningstar

10. CORRELATION MATRIX

As of November 30, 2016

This chart shows the degree to which the actual returns of the different underlying mutual funds that make up the Proposed Portfolio move up or down at the same time and at a similar degree to each other.

Source: Morningstar, Royal Bank of Canada

11. RISK/RETURN

This chart shows how widely the hypothetical compound returns of the Proposed Portfolio and the actual returns of the underlying funds varied over the time periods shown.

As of November 30, 2016

Source: Morningstar, Royal Bank of Canada

12. DISCLOSURE STATEMENT

Sun Life Global Investments (Canada) Inc. is a member of the Sun Life Financial group of companies.

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INVESTMENT ILLUSTRATION

RESULTS

Reports

Generate Report (PDF)

1. PROPOSED PORTFOLIO

2. ANNUAL COMPOUND RETURNS

3. HISTORICAL DATA

4. ANNUALIZED RETURNS

5. CALENDAR YEAR RETURNS

6.1 ROLLING 12 MONTH RETURNS

6.2 ROLLING 36 MONTH RETURNS

6.3 ROLLING 60 MONTH RETURNS

6.4 ROLLING 120 MONTH RETURNS

7. ASSET ALLOCATION

8. COUNTRY ALLOCATION

9. GLOBAL EQUITY SECTORS

10. CORRELATION MATRIX

11. RISK/RETURN

12. DISCLOSURE STATEMENT

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