Sun Life Dynamic Strategic Yield Fund
Investment objective
The Fund seeks to achieve income and long-term capital growth by primarily investing directly in a diversified portfolio of fixed income and income-oriented equity securities, 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 growth potential through investments in both equities and fixed income securities
- are long-term investors
- are comfortable with low to medium investment risk
Risk profile
Fund facts
Asset class
Diversified income
Benchmark
50% S&P/TSX Composite Index TR,
50% DEX Universe Bond Index
Inception date
January 17, 2013
Sub-advisor
GCIC Ltd.
(Dynamic Funds)
Toronto, ON
Portfolio management team
Oscar Belaiche, Vice President, Portfolio Manager
Dynamic Funds
Michael McHugh, Vice President, Portfolio Manager
Dynamic Funds
