Unlock more ways to invest with our new ETF Series. Blending the deep and specialized portfolio management expertise of our world class sub-advisors with the flexibility of ETF structures. We're empowering you to build portfolios your way.
Why Sun Life Global Investments Active Fixed Income ETF Series
Attractive yield potential
Core, Core Plus, or diversified high-yield we have the key building blocks for your fixed income portfolio - all with a monthly distribution.
Unmatched experience
Three seasoned sub-advisors with deep domestic and global fixed income experience.
Direct access
Access hard to reach fixed income assets including private credit, bank loans, high-yield bonds, and narrowly syndicated credit.
Featured ETF Series
Sun Life Core Advantage Credit Private Pool - SLCA
Sub-advised by: SLC Management
CUSIP: 86679B104
Category: Canadian Fixed Income
Management fee: 0.43%
Distribution: $0.083 monthly
Sun Life MFS Global Core Plus Bond Fund - SLGC
Sub-advised by: MFS Investment Management
CUSIP: 86681Y100
Category: Global Core Plus Fixed Income
Management fee: 0.43%
Distribution: $0.075 monthly
Sun Life Crescent Specialty Credit Private Pool - SLSC
Sub-advised by: Crescent Capital Group
CUSIP: 86679C102
Category: High Yield Fixed Income
Management fee: 0.70%
Distribution: $0.108 monthly
Also available in other mutual funds series.
Insights that take you beyond the benchmark
Market Volatility
Navigate the highs and lows of the market with confidence.
Diversify today. Navigate tomorrow.
Discover featured investments and tap into our network of resources designed to help you discover the benefits of diversification
The case for ETF Series and ETFs
Diversification
ETF Series, ETFs and other investment funds provide you the ability to diversify across many asset classes, industries, trends, and sectors.
Liquidity
ETF Series & ETFs trade intraday, similarly to a stock, with units available for purchase and sale at any time during exchange trading hours.
Vehicle of your choice
Active ETFs can go beyond the benchmark because they are managed by a professional portfolio management team.
Providing you choice in your portfolio.
What is an ETF? A beginner’s guide to exchange-traded funds in Canada
Since making their debut in Canada in 1990, ETFs have surged in popularity – reaching over half a trillion dollars in assets by the end of 2024.
ETF series vs mutual funds: key differences for Canadian investors
Discover what defines an ETF Series, how they work and if they may be a good fit for your investment portfolio.
Manager Spotlight
MFS Investment Management
A pioneer in global bond investing
MFS Investment Management is a trailblazer in bond investing – they were the first company to build an active fixed income department in the U.S. and launch the first global bond fund in North America.
In 1924, they also launched the first mutual fund in the United States. Today, they focus on creating long-term value by using a three-pillar approach that emphasizes responsible capital allocation.
Sun Life Global Investments brings MFS’ expertise to Canadian investors.
Learn more about MFS Investment Mangement
Sun Life MFS Global Core Plus Bond Fund
Invests primarily in investment-grade bonds across a broad, global investment universe. May tactically invest up to 20% in global high-yield bonds for greater growth and income potential.
Sun Life Capital Management
SLC Management has a long, active history in fixed income, specializing in both public and private strategies, including investment-grade and high-yield bonds.
Their bottom-up, research-driven approach emphasizes careful security selection, with expertise in private debt and commercial mortgages.
Learn more about Sun Life Capital Management
Sun Life Core Advantage Credit Private Pool
A Canadian Fixed Income Fund with a dedicated 10% strategic allocation to investment-grade private fixed income1.
Crescent Capital Group
“30 + years of investing in alternative credit”
Crescent is an experienced leader in multi-strategy fixed income investing, with over 30 years of experience in high-yield and below investment grade credit.
Learn more about Crescent Capital Group
Sun Life Crescent Specialty Credit Private Pool
A specialized fixed income fund focused on below investment grade debt with three credit opportunities in a single portfolio – bank loans, high yield bonds and narrowly syndicated credit.
Oricia Smith
President
"The launch of our ETF Series marks a new chapter in delivering innovative, flexible solutions to Canadians. As SLGI Asset Management celebrates 15 years of growth, this milestone reflects our continued commitment to helping advisors and their clients build holistic wealth solutions. Enabling Canadians to feel confident in their long-term financial security is why we’re seen as a true, trusted partner in the industry."
Have questions? Contact us.
Phone: 1-877-344-1434, Monday to Friday, 8 a.m. to 8 p.m. ET
Address: SLGI Asset Management Inc., 1 York Street, Toronto, ON M5J 0B6
Email: info@sunlifeglobalinvestments.com
For questions about your benefits, savings or investments through your workplace plan, or insurance products purchased through an advisor, visit sunlife.ca/contactus.
By mail or courier: SLGI Asset Management Inc., 30 Adelaide Street East, Suite 1, Toronto, ON M5C 3G9
1Exposure to private fixed income is through investment in the SLC Management Short Term Private Fixed Income Plus Fund and the SLC Management Private Fixed Income Plus Fund.
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.