Investment solutions

We have one goal

And that's to create products designed to help plan sponsors deliver a better retirement for plan members. We achieve this goal by:

  1. Constructing multi-manager solutions comprised of the managers we believe are best in each category.
  2. Identifying world-class sub-advisors and making their stand-alone funds available to your plan members.

Multi-manager solutions

The Sun Life Global Investments portfolio managers are exclusively focused on manager selection and building managed solutions for Canadians – 100% of their time. Your plan members can benefit from their expertise in a wide variety of solutions, including our flagship Granite family, multi-strategy funds and Milestone funds.

Granite Solutions

We believe your plan members are best served with simple (yet robust) investment solutions that are designed to help them achieve their retirement goals. No matter what stage of life your plan members are at, or what their investment goals are, there is a Granite solution designed to help.

  • Granite Target Date
     

    They offer broad diversification across asset class, manager, style and market capitalization. Available with target maturity dates in 5-year intervals from 2025 to 2065 and three retirement funds.

  • Granite Target Risk 
     

    Portfolios managed to risk tolerance – conservative, moderate, balanced, balanced growth and growth. Plan members just choose their level of comfort and our portfolio managers take care of the rest.

  • Granite Income
     

    Income is a primary concern for many plan members, especially when approaching retirement. Sun Life Granite income solutions provide steady income through a consistent monthly distribution.

Multi-strategy

Strives to provide broad diversification in each category in order to help mitigate risk and add value over the long-term. Strategies available:

  • Multi-Strategy Bond
  • Multi-Strategy Core Plus Bond
  • Multi-Strategy Canadian Equity
  • Multi-Strategy Global Equity
  • Multi-Strategy Real Assets

Milestone

These target date funds provide a powerful shield against the impact of market volatility – providing the opportunity for growth, while at the same time offering downside protection. They have a unique “Guaranteed Maturity Value” that can provide peace of mind for your plan members. Available in maturities 2025 to 20601.

Sub-advised stand-alone solutions

We have selected institutional-quality asset managers from around the world to create a suite of select stand-alone mandates.

Sun Life Money Market

Sun Life Dynamic Equity Income

Sun Life Dynamic Strategic Yield

Sun Life MFS Diversified Income Fund

Sun Life BlackRock Canadian Equity

Sun Life Wellington Opportunistic Fixed Income

Sun Life JP Morgan International Equity

Sun Life KBI Sustainable Infrastructure

Sun Life MFS Global Growth

Sun Life MFS International Growth

Sun Life MFS Low Volatility International Equity

Sun Life MFS U.S. Growth

Sun Life MFS U.S. Value

Sun Life MFS U.S. Equity

Sun Life Schroder Emerging Markets

Sun Life Schroder Global Mid Cap

1SLGI Asset Management Inc. does not plan to add any new funds with maturity beyond the 2060 Fund. Milestone Funds are no longer available to Clients who don’t already offer them. 

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All investment solutions are offered as segregated funds for group retirement plans exclusively by Sun Life Assurance Company of Canada, through Sun Life Group Retirement Services, a member of the Sun Life group of companies.

 

Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc. 

SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds.

© SLGI Asset Management Inc. and its licensors, 2024. SLGI Asset Management Inc. is a member of the Sun Life group of companies. All rights reserved.