Sun Life Dynamic Equity Income Fund
Investment objective
The Fund seeks to achieve income and long-term capital growth primarily by investing directly in equity securities that pay a dividend or distribution, or indirectly by investing in mutual funds and exchange-traded funds that invest in such securities.
Who should invest in this fund?
This fund may be suitable for investors who:
- seek income and capital appreciation primarily through equities that pay a dividend or distribution
- are long term investors
- are comfortable with medium investment risk
Risk profile
Fund facts
Asset class
Equity income
Benchmark
S&P/TSX Composite Index (TR)
Inception date
January 17, 2013
Sub-advisor
GCIC Ltd.
(Dynamic Funds)
Toronto, ON
Portfolio management team
Oscar Belaiche, Vice President, Portfolio Manager
Dynamic Funds
