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.

Nuveen Asset Management

Nuveen has supported the financial futures for millions of investors for over 120 years. Under the leadership of TIAA, their investment specialists offer deep expertise across traditional and alternative investments.

  • A heritage of excellence

    With a wide range of portfolio offerings since 1898

  • Global scale

    Recognized as one of the largest investment managers in the world with specialist expertise around the globe

  • 120+ years

    Of managing assets designed for income2

Investment process

Philosophy

Nuveen believes they can achieve solid returns over time by combining deep sector expertise, an active investment approach and risk management. The tenets of their philosophy are to:

  • Leverage sector specialists
  • Exploit market inefficiencies through active management
  • Consider risk at every decision point
  • Take a long-term view
     

Process

Their investment team takes a unique approach to multi-sector management.

Key highlights include:

Income-focused strategy 

Seek attractive yields, while monitoring interest rate sensitivity

Invests across the capital structure

Diversifies by investing in a range of income-producing securities:

  • Corporate bonds
  • Convertibles
  • Preferred stock
  • Equities

Fundamental research approach

Combines fixed income portfolio management and bottom-up equity research expertise.

Optimization of opportunity Looks to invest in the most attractive securities across a company’s capital structure
Relative value Identifies investments that are attractive within their market sectors

Funds sub-advised

Sun Life Nuveen Flexible Income Fund3


Sun Life Nuveen Flexible Income Fund invests in a diversified portfolio of income producing securities, seeking regular monthly income and capital appreciation. The fund may invest anywhere in the world, but it’s generally focused in the U.S.  

Learn more

1 Nuveen Asset Management, LLC is the sub-advisor for Sun Life Nuveen Flexible Income Fund. Nuveen is a subsidiary of Nuveen Fund Advisors, LLC and Nuveen, LLC, which represent the asset management division of Teachers Insurance and Annuity Association of America (also known as “TIAA”), a financial services provider.

2 Nuveen traces its history back to 1898 and TIAA was founded in 1918.

3 Effective June 20, 2022, Sun Life NWQ Flexible Income Fund was renamed Sun Life Nuveen Flexible Income Fund.