As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments.

Aditya Birla Sun Life

One of the oldest private asset managers in India, the team has extensive experience managing assets on the ground in India. 

  • Deep history

    The company was founded in 1994, and is part of the global conglomerate, Aditya Birla Group

  • Scale

    4th largest asset management company in India with $37.6 billion1 in assets under management2

  • Trusted partner

    The partnership provides Canadian investors access to public Indian securities, previously not readily available

Investment process

The team of portfolio managers and research analysts place a strong emphasis on in-house, systematic research. They use a blended top down and bottom up process to find growth oriented companies and employ a quality growth at a reasonable price (GARP) approach to manage the funds. The manager adds value by investing in off benchmark securities that will benefit from the secular growth themes in India. 

Funds sub-advised:

Aditya Birla Sun Life Asset Management Company Pte. Ltd. 

Sun Life Excel India Fund

Invests in a diversified portfolio of large and mid-cap funds primarily located in India using bottom up investing. Sun Life Excel India Fund has a 20+ year track record3, making it the longest running India focused strategy in Canada.

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Aditya Birla Sun Life AMC Limited 

Sun Life Excel New India Leaders Fund

Designed to find high alpha generating small and mid-cap companies that are considered to be emerging industry leaders, through a concentrated portfolio of 30-35 stocks. 

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Sun Life Excel India Balanced Fund

A balanced approach to investing in India with a mix of equities and bonds, with the objective to achieve both growth and income.

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1 March 30th, 2020, in Canadian dollars.

2 Source: Association of Mutual Funds of India, March 30, 2020.

3 Series A.

Aditya Birla Capital Limited is the holding company for the financial services businesses of the Aditya Birla Group which includes the following: Aditya Birla Sun Life Asset Management Company Pte. Ltd., based in Singapore, is sub-advisor to Sun Life Excel India Fund. Aditya Birla Sun Life AMC Limited, based in India, is portfolio manager to the underlying funds of the Sun Life Excel India Balanced Fund and Sun Life New India Leaders Fund.