Effective November 27, 2021, the deferred sales charge and low load sales charge purchase options will no longer be available for purchase on Sun Life Global Investments mutual funds. Switches between funds of the same sales charge purchase option will be permitted.

BlackRock Asset Management

BlackRock is one of the largest investment managers in the world. With global reach and local presence, they bring their in-depth experience to Canadian equity investing.

  • Deep history

    BlackRock was established in 1988 in the United States1

  • Trusted partner

    Today, they manage over $12.7 trillion in assets, offering more than 850 iShares® exchange traded funds (ETFs) world-wide 2

  • Vast capabilities

    They have over 2,300 investment professionals and 25 primary investment centers spread across the globe, with clients in over 100 countries

  • Well-recognized

    Their parent firm trades on the New York Stock Exchange under the ticker BLK

Investment process

Sun Life BlackRock Canadian Equity Fund is a passively managed portfolio that invests in BlackRock’s iShares ETFs – which offer diversified and low-cost ways to tap into the potential of the markets. 

The Fund provides a strategic mix of approximately 70% Canadian equities and 30% global equities. 

The global equity component typically:

  • Includes about 20% exposure to the United States and 10% to the rest of the world;
  • Includes sectors that are not well represented in Canada, such as Information technology, Health care, Consumer discretionary, Consumer staples, and Industrials;
  • Serves as a natural diversifier to the Canadian equities, helping to lower the portfolio risk. 

Funds sub-advised

Sun Life BlackRock Canadian Equity Fund

A passive, Canadian-focused equity fund designed for capital growth. 

Learn more

1 “BlackRock” means BlackRock Asset Management Canada Limited and other BlackRock affiliates world-wide. BlackRock Asset Management Canada Limited is the sub-advisor for Sun Life BlackRock Canadian Equity Fund.

2 Source: Blackrock as of January 31, 2022; U.S. currency converted to Canadian dollars.