The Sun Life Tactical ETF Portfolios are five distinct portfolios designed to align with your unique risk tolerance and investment objectives – all at a cost-effective price.
Each portfolio invests in a broadly diversified mix of ETFs and mutual funds. Our experienced Portfolio Management team actively manages the asset allocation and tactically shifts the portfolios to navigate market conditions.
Benefits of Sun Life Tactical ETF Portfolios
Diversified. Active. Cost-effective.
Designed for investors who want exposure to exchange traded funds (ETFs) within the convenient structure of an actively managed mutual fund.
Explore our Tactical ETF Portfolios
1Each portfolio invests primarily in a carefully selected mix of ETFs as well as mutual funds. The strategic mix and tactical allocation of each fund is actively managed. 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. The Sun Life Tactical ETF Portfolios are mutual fund trusts that invest in a portfolio of ETFs and mutual funds and are actively managed by Sun Life Global Investments (Canada) Inc. Commissions and trailing commissions are not payable on Series F units of the Fund but management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Investors may pay a fee-based account fee that is negotiated and payable by you to your registered dealer. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Quarterly fund review
CIO Sadiq S. Adatia discusses geographic and asset class positioning in our Q4 2019 video review of Sun Life Tactical ETF Portfolios.
Get a brief introduction to the Portfolios from CIO Sadiq S. Adatia.