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Sun GIF Solutions Sun Life Tactical Conservative ETF Portfolio O

Approach - SLGI

#Approach - SLGI
#Approach - SLGI
Internal

INVESTMENT MANAGEMENT APPROACH

SLGI Asset Management Inc.

The SLGI Asset Management Inc. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors.

The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors.

In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time.

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Management company - SLGI

#Management company - SLGI
#Management company - SLGI
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Management company

SLGI Asset Management Inc.

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Fund suitability - 80

#Fund suitability - 80
#Fund suitability - 80
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This Fund may be suitable for investors who:

  • Seek income and capital appreciation, with a bias towards income
  • Seek diversification through a broad range of asset classes, geographies and investment styles
  • Are medium to long-term investors
  • Are comfortable with low investment risk
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Risk profile - Low

#Risk profile - Low
#Risk profile - Low
META-SEC-LBL-EXT

Risk profile

Risk profile: Low

Refer to Simplified Prospectus for more detail.

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10K

#10K
#10K
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The growth of $10K calculator calculates an approximate rate of return using the performance information as at the first business day of each month in your chosen timeframe.
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Objective - 82

#Objective - 82
#Objective - 82
Internal

Investment objective

The Fund's investment objective is to seek income and capital appreciation, with a bias towards income, by investing primarily in a mix of fixed income and equity exchange traded funds and other mutual funds, with a bias toward fixed income exchange traded funds and other fixed income mutual funds.

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Fund essentials - Sun GIF Solutions Sun Life TAC Conservative ETF Portfolio Estate Series O

#Fund essentials - Sun GIF Solutions Sun Life TAC Conservative ETF Portfolio Estate Series O
#Fund essentials - Sun GIF Solutions Sun Life TAC Conservative ETF Portfolio Estate Series O
Internal

Fund essentials

Inception date 08/06/2020
Min initial inv $ 500
Min additional inv $ 100
MER %^ 0.00
Management fee % 0.00
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Management team - SLGI

#Management team - SLGI
#Management team - SLGI
Internal

Management team

SLGI Asset Management Inc.: 

  • Chhad Aul, CFA, Portfolio Manager
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