As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments.

Please select your language preference on the right hand side

Languages - Canada

Back
Regions
Language
Skip to signin Skip to main content Skip to footer
Navigation Menu      

Sun Protect GIF Sun Life Tactical Balanced ETF Portfolio F

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.

false
false

Content type Content

order 4

Management company - SLGI

#Management company - SLGI
#Management company - SLGI
Internal

Management company

SLGI Asset Management Inc.

false
false

Content type RightNav

order 4

10K

#10K
#10K
Internal
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.
false
false

Content type Content

order 3

Content type RightNav

order 6

Risk profile - Low-Medium

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

Risk profile

Risk profile: Low-to-medium

Refer to Simplified Prospectus for more detail.

false
false

Content type RightNav

order 5

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
Internal

Fund essentials

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

Content type RightNav

order 3

Fund suitability - 79

#Fund suitability - 79
#Fund suitability - 79
Internal

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
false
false

Content type RightNav

order 2

Objective - 81

#Objective - 81
#Objective - 81
Internal

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

false
false

Content type RightNav

order 1

Management team - SLGI

#Management team - SLGI
#Management team - SLGI
Internal

Management team

SLGI Asset Management Inc.: 

  • Sadiq S. Adatia, CFA, Chief Investment Officer, Portfolio Manager; 
  • Chhad Aul, CFA, Portfolio Manager
false
false

Content type RightNav

order 7

Please replace ... Java content goes here