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.

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Built for the future

Sun Life Private Investment Pools are designed to help you achieve your financial goals — and invest for the future you dream of.

sunlife private sunlife private

Built for the future

Sun Life Private Investment Pools are designed to help you achieve your financial goals — and invest for the future you dream of.

Uniquely engineered...

to diversify your portfolio and reduce risk, while still offering growth potential.

Exclusive access...

to solutions from active, world-class investment managers.

Meet the sub-advisors

Competitively priced...

with one best price for all investors.

Fund codes & fees

Jordy Chilcott, President, Sun Life Global Investments, discusses:

  • What makes us ideally suited to bring the Sun Life Private Investment Pools to market
  • Why now is the best time to make these available

Sadiq S. Adatia, Chief Investment Officer, Sun Life Global Investments, discusses:

  • Sun Life Global Investments’ research capabilities and strengths
  • How active management is a key factor for success in these Pools

Five differentiated and strategically designed solutions:

Asset Class
Global Equity

Investment Risk
Low to medium

Benchmark
MSCI World Index (C$)

Highlights

  • Core global dividend solution that seeks to achieve a blend of dividend income and capital appreciation by investing in dividend paying securities around the world
  • Actively managed systematic investment approach designed to capture the secular, cyclical and proprietary sources of alpha when investing in dividend-yielding securities
  • Utilizes an environmental, social & governance (ESG) framework as part of the investment process
Series Fixed Monthly Distribution (per unit)1 Management Fees (%) Fixed Administration Fees (%) Fund Codes
Series F $0.026 0.68 0.15 SUN470
Series A (FE) $0.016 1.68 0.20 SUN170

Investment Management

  • Sub-advised by Wellington Management Canada ULC; part of Wellington Investment Advisors Holdings LLP, one of the largest asset managers in the world with roots dating back to 1928
  • More than 800 investment professionals—with ~240 dedicated fixed income professionals

As of September 30, 2019

Video

“This fund focuses on delivering yield in a sustainable way, with monthly distributions to help investors with their income needs”.

Chhad Aul, Portfolio Manager at Sun Life Global Investments (SLGI) discusses:

  • The potential benefits of Sun Life Global Tactical Yield Private Pool
  • What drives the asset allocation decisions
  • Why investors might consider allocating to this strategy

Resources

1 Distributions should not be confused with “yield” or “income”, and are not intended to reflect a fund’s investment performance or rate of return. Distributions may be comprised of income, capital gains or return of capital. The distribution rate on units held by an investor may be greater than the return on the fund’s investments. If the cash distributions paid to an investor are greater than the net increase in the value of the investment, the distribution will erode the value of the original investment. Distributions are automatically reinvested in additional units of the applicable fund unless the investor instructs us to distribute cash. If necessary, a fund will make an additional distribution of income and capital gains in December of each year. The funds may make additional distributions of income, capital gains or return of capital at any other time as we consider appropriate. A distribution of capital is not immediately taxable to an investor but will reduce the adjusted cost basis of the investor’s units. There can be no assurance that a fund will make any distributions in any particular month, and we reserve the right to adjust the amount of monthly distribution if we consider it appropriate, without notice.

Asset Class
Alternative Credit Focused

Investment Risk
Low

Benchmark
Bloomberg Barclays Global Aggregate Bond Index (C$ Hedged)

Highlights

  • High-conviction, unconstrained portfolio of global fixed income securities seeking core bond-like volatility
  • Diversified across multiple asset types, geographies, credit tiers and time horizons
  • Three drivers of returns: strategic sector positioning, market-neutral strategies and tactical allocation
  • Can complement a core fixed income portfolio through the use of alternative investment strategies
Series Fixed Monthly Distribution (per unit)1 Management Fees (%) Fixed Administration Fees (%) Fund Codes
Series F $0.026 0.68 0.15 SUN470
Series A (FE) $0.016 1.68 0.20 SUN170

Investment Management

  • Sub-advised by Wellington Management Canada ULC; part of Wellington Investment Advisors Holdings LLP, one of the largest asset managers in the world with roots dating back to 1928
  • More than 800 investment professionals—with ~240 dedicated fixed income professionals

As of September 30, 2019

Video

“This fund focuses on delivering yield in a sustainable way, with monthly distributions to help investors with their income needs”.

Chhad Aul, Portfolio Manager at Sun Life Global Investments (SLGI) discusses:

  • The potential benefits of Sun Life Global Tactical Yield Private Pool
  • What drives the asset allocation decisions
  • Why investors might consider allocating to this strategy

Resources

1 Distributions should not be confused with “yield” or “income”, and are not intended to reflect a fund’s investment performance or rate of return. Distributions may be comprised of income, capital gains or return of capital. The distribution rate on units held by an investor may be greater than the return on the fund’s investments. If the cash distributions paid to an investor are greater than the net increase in the value of the investment, the distribution will erode the value of the original investment. Distributions are automatically reinvested in additional units of the applicable fund unless the investor instructs us to distribute cash. If necessary, a fund will make an additional distribution of income and capital gains in December of each year. The funds may make additional distributions of income, capital gains or return of capital at any other time as we consider appropriate. A distribution of capital is not immediately taxable to an investor but will reduce the adjusted cost basis of the investor’s units. There can be no assurance that a fund will make any distributions in any particular month, and we reserve the right to adjust the amount of monthly distribution if we consider it appropriate, without notice.

2 On May 24, 2019 the Sun Life Opportunistic Fixed Income Fund, previously the Sun Life Multi-Strategy Return Fund, changed its name and underwent a change in investment objective to seek exposure to diverse global fixed income strategies; it is structured as an alternative mutual fund. The sub-advisor assumed portfolio management responsibilities at that time. On February 26, 2020, the Sun Life Opportunistic Fixed Income Fund was renamed to Sun Life Opportunistic Fixed Income Private Pool.

3 On May 31, 2019 the Sun Life Real Assets Fund, previously the Sun Life Infrastructure Fund changed its name and underwent a change in investment objective. On February 26, 2020, the name was changed to Sun Life Real Assets Private Pool.

Asset Class
Tactical Balanced

Investment Risk
Low

Benchmark

  • 10% Bloomberg Barclays Global Aggregate Bond Index (C$ Hedged)
  • 40% FTSE Canada Universe Bond Index
  • 50% MSCI World Index (C$)

Highlights

  • Leverages Sun Life Global Investments’ proven expertise in asset allocation
  • Flexible tactical asset allocation capitalizes on potential short- and mid-term opportunities while protecting capital
  • Globally diversified balanced portfolio offering exposure to typically low-correlated alternative asset classes, including real assets and alternative credit
  • Seeks to generate yield through a diversified portfolio of equity and fixed income
Series Fixed Monthly Distribution (per unit)1 Management Fees (%) Fixed Administration Fees (%) Fund Codes
Series F $0.026 0.68 0.15 SUN470
Series A (FE) $0.016 1.68 0.20 SUN170

Investment Management

The experienced team at Sun Life Global Investments provides asset allocation expertise with tactical shifting.

Sadiq S. Adatia, CFA, FSA, FCIA
CIO & Portfolio Manager

Chhad Aul, CFA
Portfolio Manager

Kathrin Forrest, CFA
Portfolio Manager

The team primarily allocates across four key asset strategies with typically low correlation:

Core Fixed Income
Sun Life Core Advantage Credit Private Pool

Core Fixed Income
Sun Life Core Advantage Credit Private Pool

Core Fixed Income
Sun Life Core Advantage Credit Private Pool

Core Fixed Income
Sun Life Core Advantage Credit Private Pool

Video

“This fund focuses on delivering yield in a sustainable way, with monthly distributions to help investors with their income needs”.

Chhad Aul, Portfolio Manager at Sun Life Global Investments (SLGI) discusses:

  • The potential benefits of Sun Life Global Tactical Yield Private Pool
  • What drives the asset allocation decisions
  • Why investors might consider allocating to this strategy

Resources

1 Distributions should not be confused with “yield” or “income”, and are not intended to reflect a fund’s investment performance or rate of return. Distributions may be comprised of income, capital gains or return of capital. The distribution rate on units held by an investor may be greater than the return on the fund’s investments. If the cash distributions paid to an investor are greater than the net increase in the value of the investment, the distribution will erode the value of the original investment. Distributions are automatically reinvested in additional units of the applicable fund unless the investor instructs us to distribute cash. If necessary, a fund will make an additional distribution of income and capital gains in December of each year. The funds may make additional distributions of income, capital gains or return of capital at any other time as we consider appropriate. A distribution of capital is not immediately taxable to an investor but will reduce the adjusted cost basis of the investor’s units. There can be no assurance that a fund will make any distributions in any particular month, and we reserve the right to adjust the amount of monthly distribution if we consider it appropriate, without notice.

2 On May 24, 2019 the Sun Life Opportunistic Fixed Income Fund, previously the Sun Life Multi-Strategy Return Fund, changed its name and underwent a change in investment objective to seek exposure to diverse global fixed income strategies; it is structured as an alternative mutual fund. The sub-advisor assumed portfolio management responsibilities at that time. On February 26, 2020, the Sun Life Opportunistic Fixed Income Fund was renamed to Sun Life Opportunistic Fixed Income Private Pool.

3 On May 31, 2019 the Sun Life Real Assets Fund, previously the Sun Life Infrastructure Fund changed its name and underwent a change in investment objective. On February 26, 2020, the name was changed to Sun Life Real Assets Private Pool.

Asset Class
Global Equity

Investment Risk
Low to medium

Benchmark
MSCI World Index (C$)

Highlights

  • Core global dividend solution that seeks to achieve a blend of dividend income and capital appreciation by investing in dividend paying securities around the world
  • Actively managed systematic investment approach designed to capture the secular, cyclical and proprietary sources of alpha when investing in dividend-yielding securities
  • Utilizes an environmental, social & governance (ESG) framework as part of the investment process
Series Fixed Monthly Distribution (per unit)1 Management Fees (%) Fixed Administration Fees (%) Fund Codes
Series F $0.026 0.68 0.15 SUN470
Series A (FE) $0.016 1.68 0.20 SUN170

Investment Management

  • Sub-advised by Wellington Management Canada ULC; part of Wellington Investment Advisors Holdings LLP, one of the largest asset managers in the world with roots dating back to 1928
  • More than 800 investment professionals—with ~240 dedicated fixed income professionals

As of September 30, 2019

Video

“This fund focuses on delivering yield in a sustainable way, with monthly distributions to help investors with their income needs”.

Chhad Aul, Portfolio Manager at Sun Life Global Investments (SLGI) discusses:

  • The potential benefits of Sun Life Global Tactical Yield Private Pool
  • What drives the asset allocation decisions
  • Why investors might consider allocating to this strategy

Resources

1 Distributions should not be confused with “yield” or “income”, and are not intended to reflect a fund’s investment performance or rate of return. Distributions may be comprised of income, capital gains or return of capital. The distribution rate on units held by an investor may be greater than the return on the fund’s investments. If the cash distributions paid to an investor are greater than the net increase in the value of the investment, the distribution will erode the value of the original investment. Distributions are automatically reinvested in additional units of the applicable fund unless the investor instructs us to distribute cash. If necessary, a fund will make an additional distribution of income and capital gains in December of each year. The funds may make additional distributions of income, capital gains or return of capital at any other time as we consider appropriate. A distribution of capital is not immediately taxable to an investor but will reduce the adjusted cost basis of the investor’s units. There can be no assurance that a fund will make any distributions in any particular month, and we reserve the right to adjust the amount of monthly distribution if we consider it appropriate, without notice.

 

Asset Class
Tactical Balanced

Investment Risk
Low

Benchmark

  • 10% Bloomberg Barclays Global Aggregate Bond Index (C$ Hedged)
  • 40% FTSE Canada Universe Bond Index
  • 50% MSCI World Index (C$)

Highlights

  • Leverages Sun Life Global Investments’ proven expertise in asset allocation
  • Flexible tactical asset allocation capitalizes on potential short- and mid-term opportunities while protecting capital
  • Globally diversified balanced portfolio offering exposure to typically low-correlated alternative asset classes, including real assets and alternative credit
  • Seeks to generate yield through a diversified portfolio of equity and fixed income
Series Fixed Monthly Distribution (per unit)1 Management Fees (%) Fixed Administration Fees (%) Fund Codes
Series F $0.026 0.68 0.15 SUN470
Series A (FE) $0.016 1.68 0.20 SUN170

Investment Management

Asset Allocation

The experienced team at Sun Life Global Investments provides asset allocation with tactical shifting to capitalize on potential opportunities and protect capital.

Sub Advisor

Asset class

REITS

Infrasrtucture

Natural Resources

Sub-advisor*

About the sub-advisor

  • Parent company founded in 1924
  • Established the first U.S. mutual fund
  • Acquired by Sun Life in 1982
  • Parent company founded in 1924
  • Established the first U.S. mutual fund
  • Acquired by Sun Life in 1982
  • Parent company founded in 1924
  • Established the first U.S. mutual fund
  • Acquired by Sun Life in 1982

About the sub-advisor

  • Parent company founded in 1924
  • Established the first U.S. mutual fund
  • Acquired by Sun Life in 1982
  • Parent company founded in 1924
  • Established the first U.S. mutual fund
  • Acquired by Sun Life in 1982
  • Parent company founded in 1924
  • Established the first U.S. mutual fund
  • Acquired by Sun Life in 1982

Video

“This fund focuses on delivering yield in a sustainable way, with monthly distributions to help investors with their income needs”.

Chhad Aul, Portfolio Manager at Sun Life Global Investments (SLGI) discusses:

  • The potential benefits of Sun Life Global Tactical Yield Private Pool
  • What drives the asset allocation decisions
  • Why investors might consider allocating to this strategy

Resources

Note: On May 31, 2019 the Sun Life Real Assets Fund, previously the Sun Life Infrastructure Fund changed its name and underwent a change in investment objective. On February 26, 2020, the name was changed to Sun Life Real Assets Private Pool.

* MFS refers to MFS Investment Management Canada Limited, Lazard refers to Lazard Asset Management (Canada), Inc., and KBI refers to (KBI Global Investors (North America) Ltd.