Sun Life Global Investments continues growth by deepening product line-up with new energy fund
TORONTO, Aug. 10, 2015 /CNW/ - Sun Life Global Investments (Canada) Inc. launched a new energy fund for retail investors today. The Sun Life Dynamic Energy Fund* gives investors access to a portfolio of energy-focused securities in North America and builds on the continuous growth of product offerings available through Sun Life Global Investments.
"Despite the short term dip, we believe there are longer term opportunities in the energy sector for investors, and the Sun Life Dynamic Energy Fund will focus on some of those opportunities," said Sadiq S. Adatia, Chief Investment Officer at Sun Life Global Investments.
In addition to the launch of the new energy fund, Sun Life Global Investments introduced Series EF for 29 of their retail funds. Series EF securities are only available through the Sun Life Global Investments Private Client program to investors who have a fee-based account with their dealer and whose dealer has signed an agreement with Sun Life Global Investments. Instead of paying sales charges, investors buying Series EF securities pay fees to their dealer for investment advice and other services. Sun Life Global Investments can charge a lower management fee for Series EF securities than Series E since it does not pay any commissions to dealers on Series EF. Series EF benefits from the householding feature of our Private Client Program. Series EF is available for the following funds:
|Sun Life Beutel Goodman Canadian Bond Fund|
|Sun Life BlackRock Canadian Balanced Class|
|Sun Life BlackRock Canadian Composite Equity Class|
|Sun Life BlackRock Canadian Equity Class|
|Sun Life Dynamic Equity Income Class|
|Sun Life Dynamic Strategic Yield Class|
|Sun Life Dynamic Energy Fund|
|Sun Life Granite Balanced Class|
|Sun Life Granite Balanced Growth Class|
|Sun Life Granite Conservative Class|
|Sun Life Granite Growth Class|
|Sun Life Granite Moderate Class|
|Sun Life MFS Canadian Equity Class|
|Sun Life MFS Dividend Income Class|
|Sun Life MFS Global Growth Class|
|Sun Life MFS Global Growth Fund|
|Sun Life MFS Global Total Return Fund|
|Sun Life MFS Global Value Fund|
|Sun Life MFS International Growth Class|
|Sun Life MFS International Growth Fund|
|Sun Life MFS International Value Fund|
|Sun Life MFS Monthly Income Fund|
|Sun Life MFS U.S. Growth Class|
|Sun Life MFS U.S. Growth Fund|
|Sun Life MFS U.S. Value Fund|
|Sun Life Money Market Class|
|Sun Life Money Market Fund|
|Sun Life Schroder Emerging Markets Fund|
|Sun Life Sentry Value Class|
Sun Life Global Investments has over $10.9 billion in client assets under management, as of June 30, 2015, and now offers 62 retail mutual funds.
Series "E", "EF" and "O" units are only available within the Sun Life Global Investments Private Client program. For a full list of program requirements, please read the simplified prospectus or visit www.sunlifeglobalinvestments.com.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
About Sun Life Global Investments (Canada) Inc.
Sun Life Global Investments offers Canadians a diverse line-up of mutual funds and innovative portfolio solutions, empowering them to pursue their financial goals at every life stage. We bring together the strength of one of Canada's most trusted names in financial services with some of the best asset managers from around the world to deliver a truly global investment platform. Sun Life Global Investments manages more than $10 billion on behalf of institutional and retail investors from coast to coast and is a member of the Sun Life Financial group of companies. For more information, visit www.sunlifeglobalinvestments.com or connect with us on Twitter @SLGI_Canada.
About Sun Life Financial
Celebrating 150 years in 2015, Sun Life Financial is a leading international financial services organization providing a diverse range of protection and wealth products and services to individuals and corporate customers. Sun Life Financial and its partners have operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of June 30, 2015, the Sun Life Financial group of companies had total assets under management of $808 billion. For more information please visit www.sunlife.com.
Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.
About Dynamic Funds
Dynamic Funds is managed by 1832 Asset Management L.P., which offers a range of wealth management solutions, including mutual funds, investment solutions for private clients, institutional clients and managed asset programs. 1832 Asset Management L.P. is a limited partnership, the general partner of which is wholly owned by Scotiabank. ® Dynamic Funds is a registered trademark of its owner, used under license.
*Dynamic Funds and Dynamic are registered and proprietary trademarks of an affiliate of 1832 Asset Management L.P., the manager of Dynamic Funds, and used under license by Sun Life Global Investments (Canada) Inc.
Note to Editors: All figures in Canadian dollars.
SOURCE Sun Life Global Investments (Canada) Inc.
Manager, Media Relations