Sun Life Managed Income Portfolio

Daily Price

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).

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 low to medium investment risk

Risk profile

Risk profile: Low-to-medium

Fund facts

Asset class
Diversified income

Benchmark
35% BC Global Aggregate
25% DEX Universe Bond Index
20% S&P/TSX Capped Composite
20% MSCI World Index

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.

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