February 02, 2015

Sun Life Global Investments expands product suite and welcomes Franklin Templeton Investments to its fund lineup

New funds provide more choice for Canadian investors with world-class providers

TORONTO, Feb. 2, 2015 /CNW/ - Sun Life Global Investments (Canada) Inc. launched five new retail funds and introduced an additional sub-advisor today, Franklin Templeton Institutional, part of Franklin Templeton Investments, to grow its product shelf. This expansion gives Canadian investors more access to world-class avenues to diversify their investments.

"We are excited to add Franklin Templeton Investments to our fund lineup and to expand our successful partnerships with Dynamic Funds* and Sentry Investments," said Sadiq S. Adatia, Chief Investment Officer, Sun Life Global Investments. "These new funds provide Canadian investors more choice while helping them to structure a well-diversified portfolio."

The new funds to be launched are:

Sun Life Dynamic American Value Fund*
Sun Life Sentry Infrastructure Fund
Sun Life Sentry Conservative Balanced Fund
Sun Life Templeton Global Bond Fund
Sun Life Sentry Global Mid Cap Fund

"We look forward to expanding our relationship with Sun Life Global Investments to help Canadian investors find innovative solutions that match their investment goals and risk tolerance. It is rewarding to be recognized by Sun Life through their thorough selection process," said Duane Green, Head of Institutional Canada for Franklin Templeton Institutional, part of Franklin Templeton Investments Corp.

Sun Life Global Investments has $9.5 billion in Client Assets Under Management, as of December 31, 2014 and an increased offering of 58 retail mutual funds.

The new funds will be available through Sun Life Financial advisors, Mutual Fund Dealers Association (MFDA) and Investment Industry Regulatory Organization of Canada (IIROC) dealers.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing.

About Sun Life Global Investments (Canada) Inc.

Sun Life Global Investments (Canada) Inc. brings 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. With a focus on risk management, our rigorous selection and monitoring process provides access to leading asset managers who use insight and innovation to manage high quality investment solutions for Canadian investors. Sun Life Global Investments (Canada) Inc. is a member of the Sun Life Financial group of companies. For more information, visit

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 key 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 September 30, 2014 the Sun Life Financial group of companies had total assets under management of $698 billion. For more information please visit

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.

Note to Editors: All figures in Canadian dollars.

About Franklin Templeton Investments 

Franklin Templeton Investments Corp. (Canada) is a wholly owned subsidiary of Franklin Resources, Inc. [NYSE:BEN], a global investment management organization. Franklin Templeton Institutional (Canada), part of Franklin Templeton Investments Corp., offers clients global and domestic investment capabilities across a diverse range of asset classes and styles. Each manager's specialized expertise, combined with Franklin Templeton's global institutional platform, balanced portfolio services and risk management capabilities, provides clients with investment strategies that can be tailored to meet their unique objectives. The company's more than 600 investment professionals are supported by its integrated, worldwide team of risk management professionals and global trading desk network. With offices in 35 countries, the California–based company has more than 65 years of investment experience and over US$880 billion (over C$1,022 billion) in assets under management as of December 31, 2014. For more information, please visit and

About Sentry Investments Inc.

Sentry Investments was founded in 1997 and is one of Canada's fastest-growing independent asset management companies. Sentry manages over $16 billion in assets on behalf of more than 450,000 Canadian investors. Sentry offers a diverse range of award-winning investment products available through financial advisors, including domestic and global mutual funds, and separately managed accounts.

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 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.

SOURCE Sun Life Global Investments (Canada) Inc.


Satish Sarangarajan, Media & Public Relations, 416-951-9081,