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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