Effective November 27, 2021, the deferred sales charge and low load sales charge purchase options will no longer be available for purchase on Sun Life Global Investments mutual funds. Switches between funds of the same sales charge purchase option will be permitted.

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Sun GIF Solutions Sun Life Tactical Conservative ETF Portfolio O

Approach - SLGI

#Approach - SLGI
#Approach - SLGI
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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
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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
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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
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Management team

SLGI Asset Management Inc.: 

  • Chhad Aul, CFA, Portfolio Manager
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