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.

Uniquely engineered...

 to diversify your client portfolios while seeking to maximize risk-adjusted returns

Exclusive access...

to active, world-class sub-advisors with a history of navigating volatile markets

No large minimums,

additional paperwork or complex tiered pricing 

Risks are often highlighted in times of uncertainty. But choosing the right ally can help minimize risk and create opportunity.

Our parent firm has been protecting and growing Canadians’ wealth for 155 years. And our insurance roots mean we have a deep culture of risk management.

Sun Life Global Investments can be a powerful partner in this world of permanent uncertainty. Sun Life Private Investment Pools are just one way we help investors navigate today's challenging environment and achieve their financial goals. 

Choose from five competitively priced investment funds, or four segregated funds with two guarantee options.

Five specially structured, attractively priced and easy-to-use Pools designed to address the challenges you face today—and into the future.  

Sun Life Core Advantage Credit Private Pool

  • A core, quality, North American, fixed income portfolio with a monthly distribution
  • Seeks to achieve total return by providing income while preserving capital in all market conditions

Sun Life Opportunistic Fixed Income Private Pool

  • A 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

Sun Life Global Tactical Yield Private Pool

  • Globally diversified balanced portfolio offering exposure to typically low-correlated alternative asset classes, including real assets and alternative credit
  • Flexible tactical asset allocation capitalizes on potential short- and mid-term opportunities while protecting capital

Sun Life Global Dividend Private Pool

  • A 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
  • Utilizes an environmental, social & governance (ESG) framework as part of the investment process

Sun Life Real Assets Private Pool

  • Diverse portfolio of listed real assets, including: infrastructure, REITs, and natural resources (e.g., agri-business, clean energy, and water)
  • Can help diversify traditional portfolios by adding alternative investments and asset classes that have performed well during inflationary periods

Sun GIF Solutions Private Investment Pools

Built to protect your Clients’ futures.

Four uniquely designed segregated funds–available in two guarantee options to help meet your clients’ specific needs.

Sun GIF Solutions Investment Series

  • Guarantees that offer protection: 75% maturity guarantee/75% death benefit guarantee
  • Growth potential from market participation

Sun GIF Solutions Estate Series

  • Guarantees that offer protection: 75% maturity guarantee/100% death benefit guarantee
  • Growth potential from market participation
  • Annual Resets of the Death Benefit Guarantee to age 80
  • Estate planning solutions
Sun GIF Solutions Sun Life Core Advantage Credit Private Pool Sun GIF Solutions Sun Life Global Tactical Yield Private Pool Sun GIF Solutions Sun Life Global Dividend Private Pool Sun GIF Solutions Sun Life Real Assets Private Pool
North American Fixed Income Tactical Balanced Global Equity Global Equity

Investment funds

Advisor brochure*

An overview of each Pool, the world-class sub-advisors, as well as fund codes and fees.

Investor brochure

Use this piece with investors to explain the features and benefits of the Pools.

Segregated funds

Advisor brochure

Explore the features and benefits of the segregated funds, and the two guarantee options available.

Investor brochure

Investor-friendly brochure detailing the features and benefits of the segregated funds.

Overview

A brief look at each underlying investment.

Codes, Fees & Commissions Sun Life Core Advantage Credit Private Pool Sun Life Opportunistic Fixed Income Private Pool Sun Life Global Tactical Yield Private Pool Sun Life Global Dividend Private Pool Sun Life Real Assets Private Pool
Series F - Fund Codes SUN630 SUN1410 SUN470 SUN465 SUN485
Series F - Management Fees (%) 0.48 0.77 0.68 0.75 0.90
Series F - Admin Fees (%) 0.10 0.10 0.15 0.15 0.15
Series A (FE) - Fund Codes SUN430 SUN1110 SUN170
SUN165 SUN185
Series A (FE) - Management Fees (%) 0.98 1.52 1.68 1.75 1.90
Series A (FE) - Admin Fees (%) 0.15 0.15 0.20 0.20 0.20

  FEL/DSC/LL MER* Front-end load Deferred sales charge Low-load Advisor chargeback F class MER F class O class MER* O class
SUN GIF Solutions Sun Life Core Advantage Credit Private Pool
Investment Series 1.70 SI191 SI291 SI391 SI791 1.14 SI691 0.37 SI591
Estate Series 1.91 SE191 SE291 SE391 SE791 1.35 SE691 0.59 SE591
Sun GIF Solutions Sun Life Global Tactical Yield Private Pool
Investment Series 2.40 SI192 SI292 SI392 SI792 1.29 SI692 0.41 SI592
Estate Series 2.80 SE192 SE292 SE392 SE792 1.69 SE692 0.80 SE592
Sun GIF Solutions Sun Life Global Dividend Private Pool
Investment Series 2.60 SI193 SI293 SI393 SI793 1.49 SI693 0.43 SI593
Estate Series 3.15 SE193 SE293 SE393 SE793 2.04 SE693 0.97 SE593
Sun GIF Solutions Sun Life Real Assets Private Pool
Investment Series 2.96 SI122 SI222 SI322 SI722 1.88 SI622 0.61 SI522
Estate Series 3.48 SE122 SE222 SE322
SE722 2.39 SE622 1.14 SE522

*All MERs shown are estimates

You may not know us yet and it could be costing you.

Sun Life Global Investments benefits from the strength of Sun Life’s asset management capabilities:

 CAD $1 trillion+ in AUM globally

 150+ years helping Canadians grow and protect wealth

 Sun Life’s scale means pricing power and a broader global reach

 Insurance roots instil a strong risk-management culture

 The International Investment Centre—the investment research engine for the Sun Life group of companies

We solve for more dimensions of risk.

This unified strength means Sun Life Global Investments has the ability solve for more dimensions of risk, both inside and outside of investment portfolios.

Risks others cannot address. Risks you may be overlooking. Risks we have been successfully handling for decades. Risks such as:

  • Longevity Risk: The risk of running out of money before you run out of breath, which amplifies the following four other risks:
  • Inflation Risk: The risk of your purchasing power eroding over time.
  • Market Risk: The risk of loss due to market performance.
  • Performance Risk: The risk of loss due to assets not being managed effectively
  • Mortality risk: The risk of being able to provide income continuation after the untimely death of a spouse or partner.

We are here to help—and our Private Investment Pools are just one way we do that. 

Looking for more?

  • Investment funds

    Discover an intro video from our President and Chief Investment Officer, hear directly from the portfolio managers, and learn about our world class sub-advisors.

    Learn more about mutual finds

  • Segregated funds

    Find out more about Sun GIF Solutions Private Investment Pools, including information on the underlying portfolio managers and sub-advisors.

    Learn more about segregated funds

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.

The Sun Life Private Investment Pools are offered as mutual fund trusts managed by SLGI Asset Management Inc. or as individual variable annuity contracts issued by Sun Life Assurance Company of Canada. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Investors should read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Series F is available only to eligible investors who have fee-based accounts with their dealers. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value.

SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts, including Accumulation Annuities (Insurance GICs), Payout Annuities, and Individual Variable Insurance Contracts (Sun Life GIFs).

© SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors, 2020. SLGI Asset Management Inc. and Sun Life Assurance Company of Canada are members of the Sun Life group of companies. All rights reserved.