Sun Life Managed Enhanced Income Portfolio
Investment objective
The Fund seeks to generate a consistent level of income by investing primarily in a mix of income-focused fixed income and equity mutual funds (including exchange-traded funds), with an emphasis towards higher yielding investments.
Who should invest in this fund?
This fund may be suitable for investors who:
- seek regular income through monthly distributions
- seek diversified sources of income in a single fund
- seek diversification through exposure to a broad range of asset classes and geographies
- are medium- to long-term investors
- are comfortable with medium investment risk
Risk profile
Fund facts
Asset class
Diversified income
Benchmark
30% S&P/TSX Capped Composite
20% MSCI World Index
20% BC Global Aggregate
15% BoA/ML HY US Bond Index (C$ hedged)
15% JPM EMBI Global Diversified (C$ hedged)
Inception date
January 17, 2013
Portfolio management team
Sadiq S. Adatia, CFA
Chief Investment Officer,
Portfolio Manager
Sun Life Global Investments (Canada) Inc.
Jeff Israel, MFin, CFA
Portfolio Manager
Sun Life Global Investments (Canada) Inc.
