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Effective on or about October 2, 2017, Schroder Investment Management North America Inc. (“Schroders”) will assume the portfolio sub-advisory responsibilities for Sun Life Sentry Global Mid Cap Fund, and the fund will be renamed Sun Life Schroder Global Mid Cap Fund. The investment strategies of the fund will be amended to reflect Schroders’ internationally focused investment style. The investment objective will remain the same.

Effective on or about October 27, 2017, Sun Life Global Investments proposes to merge Sun Life Sentry Conservative Balanced Fund into Sun Life Granite Income Portfolio provided that it receives the required unitholder and regulatory approvals. The unitholder vote is expected to be scheduled on or about October 6, 2017.

Sun Life Multi-Strategy Target Return Fund is offered under a long form prospectus. In order to sell this fund, your financial representative must meet certain proficiency requirements.

Clicking on any of the funds on this page will bring you to the Canadian dollar (CAD) purchase option of the fund profile page.

We are working on adding U.S. dollar (USD) purchase option information on the Sun Life Global Investments website as soon as possible. In the interim, information on any of our funds that offer a U.S. Dollar Purchase Option is available on the Morningstar website.

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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Effective on or about October 2, 2017, Schroder Investment Management North America Inc. (“Schroders”) will assume the portfolio sub-advisory responsibilities for Sun Life Sentry Global Mid Cap Fund, and the fund will be renamed Sun Life Schroder Global Mid Cap Fund. The investment strategies of the fund will be amended to reflect Schroders’ internationally focused investment style. The investment objective will remain the same.

Effective on or about October 27, 2017, Sun Life Global Investments proposes to merge Sun Life Sentry Conservative Balanced Fund into Sun Life Granite Income Portfolio provided that it receives the required unitholder and regulatory approvals. The unitholder vote is expected to be scheduled on or about October 6, 2017.

Sun Life Multi-Strategy Target Return Fund is offered under a long form prospectus. In order to sell this fund, your financial representative must meet certain proficiency requirements.

Clicking on any of the funds on this page will bring you to the Canadian dollar (CAD) purchase option of the fund profile page.

We are working on adding U.S. dollar (USD) purchase option information on the Sun Life Global Investments website as soon as possible. In the interim, information on any of our funds that offer a U.S. Dollar Purchase Option is available on the Morningstar website.

Fund Name
 
Series
 
Distribution date
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1Please note that Series T funds have a unique distribution policy. Please refer to the simplified prospectus for the distribution policy for this series.
 

Effective on or about October 2, 2017, Schroder Investment Management North America Inc. (“Schroders”) will assume the portfolio sub-advisory responsibilities for Sun Life Sentry Global Mid Cap Fund, and the fund will be renamed Sun Life Schroder Global Mid Cap Fund. The investment strategies of the fund will be amended to reflect Schroders’ internationally focused investment style. The investment objective will remain the same.

Effective on or about October 27, 2017, Sun Life Global Investments proposes to merge Sun Life Sentry Conservative Balanced Fund into Sun Life Granite Income Portfolio provided that it receives the required unitholder and regulatory approvals. The unitholder vote is expected to be scheduled on or about October 6, 2017.

Sun Life Multi-Strategy Target Return Fund is offered under a long form prospectus. In order to sell this fund, your financial representative must meet certain proficiency requirements.

Clicking on any of the funds on this page will bring you to the Canadian dollar (CAD) purchase option of the fund profile page.

We are working on adding U.S. dollar (USD) purchase option information on the Sun Life Global Investments website as soon as possible. In the interim, information on any of our funds that offer a U.S. Dollar Purchase Option is available on the Morningstar website.

Fund Name
 
 
Series
 
Guaranteed value per unit
 
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Effective on or about October 2, 2017, Schroder Investment Management North America Inc. (“Schroders”) will assume the portfolio sub-advisory responsibilities for Sun Life Sentry Global Mid Cap Fund, and the fund will be renamed Sun Life Schroder Global Mid Cap Fund. The investment strategies of the fund will be amended to reflect Schroders’ internationally focused investment style. The investment objective will remain the same.

Effective on or about October 27, 2017, Sun Life Global Investments proposes to merge Sun Life Sentry Conservative Balanced Fund into Sun Life Granite Income Portfolio provided that it receives the required unitholder and regulatory approvals. The unitholder vote is expected to be scheduled on or about October 6, 2017.

Sun Life Multi-Strategy Target Return Fund is offered under a long form prospectus. In order to sell this fund, your financial representative must meet certain proficiency requirements.

Fund Name
 
Series
 
Sales charge
 
Fund Code
 

Effective on or about October 2, 2017, Schroder Investment Management North America Inc. (“Schroders”) will assume the portfolio sub-advisory responsibilities for Sun Life Sentry Global Mid Cap Fund, and the fund will be renamed Sun Life Schroder Global Mid Cap Fund. The investment strategies of the fund will be amended to reflect Schroders’ internationally focused investment style. The investment objective will remain the same.

Effective on or about October 27, 2017, Sun Life Global Investments proposes to merge Sun Life Sentry Conservative Balanced Fund into Sun Life Granite Income Portfolio provided that it receives the required unitholder and regulatory approvals. The unitholder vote is expected to be scheduled on or about October 6, 2017.

Sun Life Multi-Strategy Target Return Fund is offered under a long form prospectus. In order to sell this fund, your financial representative must meet certain proficiency requirements.

Clicking on any of the funds on this page will bring you to the Canadian dollar (CAD) purchase option of the fund profile page.

As of August 12th, information on the funds available for the US dollar (USD) purchase option will be shown on the Sun Life Global Investments website.  In the interim, information on any of the Excel funds offering the US Dollar Purchase Option is available on the Morningstar website.