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 Protect GIF Sun Life Tactical Balanced ETF Portfolio F

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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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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Risk profile - Low-Medium

#Risk profile - Low-Medium
#Risk profile - Low-Medium
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Risk profile

Risk profile: Low-to-medium

Refer to Simplified Prospectus for more detail.

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Fund essentials - Sun Protect GIF Sun Life TAC Balanced ETF Portfolio F

#Fund essentials - Sun Protect GIF Sun Life TAC Balanced ETF Portfolio F
#Fund essentials - Sun Protect GIF Sun Life TAC Balanced ETF Portfolio F
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Fund essentials

Inception date 03/06/2019
Min initial inv $ 1,000
Min additional inv $ 100
MER %^ 0.00
Management fee % 0.00
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Fund suitability - 79

#Fund suitability - 79
#Fund suitability - 79
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This Fund may be suitable for investors who:

  • Seek capital appreciation and income, with a small bias towards capital appreciation
  • Seek diversification through a broad range of asset classes, geographies and investment styles
  • Are medium to long-term investors
  • Are comfortable with low to medium investment risk
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Objective - 81

#Objective - 81
#Objective - 81
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Investment objective

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

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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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