What is it?
Shareholders have the right and responsibility to vote on certain aspects of a company's business. Mutual funds hold shares of companies and its unit holders are entitled to exercise their voting rights. This is most often done through the use of proxies. A proxy is the legal transfer of a shareholder's right to vote to the professionals who manage their investments.
Sun Life Global Investments requires its investment sub-advisors to have proxy voting policies in place. These serve as guidelines for voting proxies in the best interests of shareholders.
Each year, we provide the voting records of our mutual funds that hold voting securities. These are available on our website by August 31 for the previous period (July 1 – June 30).
Can't find a proxy voting record of a fund?
Some funds invest in non-voting securities or in units of investment funds. Funds launched after June 30 will have their proxy records disclosed by August 31 of the subsequent annual period.
Proxy voting records - as of June 30, 2020
Sun Life BlackRock Canadian Composite Equity Fund
Sun Life BlackRock Canadian Equity Fund
Sun Life Dynamic American Fund
Sun Life Dynamic Energy Fund
Sun Life Dynamic Equity Income Fund
Sun Life Dynamic Strategic Yield
Sun Life Excel China Fund
Sun Life Excel Emerging Markets Fund
Sun Life Franklin Bissett Canadian Equity Class
Sun Life Global Dividend Private Pool
Sun Life Granite Enhanced Income Portfolio
Sun Life Granite Income Portfolio
Sun Life JPMorgan International Equity Fund
Sun Life MFS Canadian Equity Fund(formerly, Sun Life MFS Canadian Equity Growth Fund)
Sun Life MFS Dividend Income Fund
Sun Life MFS Global Growth Fund
Sun Life MFS Global Total Return Fund
Sun Life MFS Global Value Fund
Sun Life MFS International Opportunities Fund (formerly, Sun Life MFS International Growth Fund)
Sun Life MFS International Value Fund
Sun Life MFS Low Volatility Global Equity Fund
Sun Life MFS Low Volatility International Equity Fund
Sun Life MFS Monthly Income Fund
Sun Life MFS U.S. Equity Fund
Sun Life MFS U.S. Growth Fund
Sun Life MFS U.S. Value Fund
Sun Life NWQ Flexible Income Fund
Sun Life Opportunistic Fixed Income Private Pool (formerly, Sun Life Opportunistic Fixed Income Fund)
Sun Life Real Assets Private Pool (formerly, Sun Life Real Assets Fund)
Sun Life Schroder Global Mid Cap Fund
Sun Life Sentry Value Fund
Available on request
Unit holders can obtain the current proxy voting policies and procedures of Sun Life Global Investments (Canada) Inc.
Please call 1-877-344-1434 or email firstname.lastname@example.org
We also offer accessible PDF versions for each fund available on demand. Please email email@example.com should you require an accessible PDF version.