Sub-advised by: MFS Investment Management
CUSIP: 831330105
Category: International Equity
Management fee: 0.50%
In today’s rapidly changing market landscape, managing risk and finding opportunity can be challenging. Our solutions are built for what’s ahead, empowering you through thoughtful, effective diversification.
Low volatility investments tend to be thought of only as solutions designed to help reduce risk during market downturns. This raises the question: should investors incorporate these funds in their portfolio when markets are strong, and what potential trade-offs might they face during strong market conditions?
MFS Investment Management's unique Blended Research process combines fundamental and quantitative research for low volatility solutions. It aims to protect in down markets and perform in up markets, complementing passive and growth-oriented strategies, helping to smooth out the investment experience.
Visual:
Think beyond low volatility.
Powered by: multi-factor quant research, fundamental analysis.
Management fees 0.50%
Narrator:
Think beyond low volatility.
SLGI MFS Blended Research ETF Series, where multi-factor quant research meets fundamental analysis and management fees are just 0.5%!
Effective Jan. 12, 2026 the Sun Life MFS Low Volatility funds were renamed SLGI MFS Blended Research Low Vol funds. Their investment objectives and strategies remained unchanged. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds and ETFs. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund and ETF investments. Please read the fund’s prospectus. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated.
Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada and Sun Life Financial Trust Inc. all of which are members of the Sun Life group of companies.
© SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. All rights reserved. Effective January 12, 2026, the Sun Life MFS Low Volatility Global Equity Fund was renamed SLGI MFS Blended Research Low Vol Global Fund, and the Sun Life MFS Low Volatility International Equity Fund was renamed SLGI MFS Blended Research Low Vol International Fund. Their investment objectives and strategies remain unchanged.
Sub-advised by: MFS Investment Management
CUSIP: 831330105
Category: International Equity
Management fee: 0.50%
Sub-advised by: MFS Investments Management
CUSIP: 831332101
Category: Global Equity
Management fee: 0.50%
Effective January 12, 2026, the Sun Life MFS Low Volatility Global Equity Fund was renamed SLGI MFS Blended Research Low Vol Global Fund, and the Sun Life MFS Low Volatility International Equity Fund was renamed SLGI MFS Blended Research Low Vol International Fund. Their investment objectives and strategies remain unchanged. Effective Feb. 1, their management fees were reduced.
Active fixed income solutions, managed by experienced professionals, provide flexibility in changing markets. Active management offers advantages like adapting to interest rate changes, sector shifts, and credit selection. Also, active managers can respond to macroeconomic and geopolitical risks, to potentially mitigate risks more effectively than passive funds. Many of our solutions also provide access to fixed income asset classes that may not otherwise be available to retail investors.
Sub-advised by: SLC Management
CUSIP: 86679B104
Category: Canadian Fixed Income
Management fee: 0.43%
Distribution: $0.083 monthly
Sub-advised by: MFS Investment Management
CUSIP: 86681Y100
Category: Global Core Plus Fixed Income
Management fee: 0.43%
Distribution: $0.075 monthly
Sub-advised by: Crescent Capital Group
CUSIP: 86679C102
Category: High Yield Fixed Income
Management fee: 0.70%
Distribution: $0.108 monthly
Segregated fund contracts can be a strategic tool to help advisors address client concerns around capital preservation, estate planning, and guaranteed income. Segregated funds are offered through insurance contracts and provide certain benefits including maturity and death benefit guarantees, potential creditor protection, estate planning advantages and some can even provide a guaranteed income for life.
Underlying fund manager: PIMCO Canada
Investment Series (75/75) F-Class: Si60i
MER3,4 – 1.57%
Estate Series (75/100) F-Class Code: Se60i
MER3,4 – 1.85%
Also offered in Estate Heritage Series & Lifetime Advantage
Underlying fund manager Picton Mahoney Asset Management
Investment Series (75/75) F-Class: Si60h
MER3,4 – 1.99%
Estate Series (75/100) F-Class Code: Se60h
MER3,4 – 2.19%
Also offered in Estate Heritage Series & Lifetime Advantage
Underlying fund manager: Fidelity Investments Canada ULC
Investment Series (75/75) F-Class Code: si62b
MER3 -2.03%
Estate Series (75/100) F-Class Code: se62b
MER3 – 2.74%
1 Fund Inception: October 8, 2025. 2 Fund Inception: May 4, 2026. 3The Management Expense Ratio (MER) is estimated for funds in their first year. 4 MER estimate as of December 31, 2025.
Withdrawals affect the value of contract guarantees. Moving between Sun GIF Solutions series in a non-registered contract can result in a taxable event.
See the Sun GIF Solutions Information folders & contracts and supplements for more information.
As a trusted partner, Sun Life Global Investments brings investment expertise and products designed to help clients achieve their financial goals and build for what’s ahead.
An ETF is a stand-alone investment fund, while an ETF series is an exchange-traded class of securities offered by a conventional mutual fund. Investors generally pay brokerage fees to their dealer if they purchase or sell units of an ETF or ETF series on a recognized Canadian stock exchange. Investors may pay more than the current net asset value when buying units of the ETF or ETF series and may receive less than the current asset value when selling them. Please read the prospectus and ETF Facts before investing.
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. For mutual fund series, distributions are automatically reinvested in additional units of the applicable fund unless the investor instructs us to distribute cash. For ETF series, distributions will be paid in cash unless the investor has enrolled in the applicable Distribution Reinvestment Plan of the respective ETF series. 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.