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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Featured products

Having a tough time making a choice?  Here are a few of our featured solutions to ask your advisor about.

Sun Life Tactical ETF Portfolios

Risk-managed portfolios offering exposure to ETFs in a convenient mutual fund structure – for fee sensitive investors.

Emerging Markets Funds

Tap into the growth potential, opportunity and diversification of developing market stocks or bonds.

Sun Life Milestone Funds

Easy to use target date portfolios with a guaranteed maturity value − to help reach your investing milestones.

Investment solutions

Choose from a wide range of asset categories.

Money market funds invest in short term debt and cash equivalent securities. Investors who have low risk tolerance, a short time horizon and who are seeking regular monthly income often use money market funds. Fixed income funds invest in bonds and other debt securities that pay income to investors on a fixed schedule. They may help generate income, preserve capital and lower portfolio volatility. There are a wide variety of types you can select from.

Canadian money market funds

Canadian fixed income funds

North American fixed income funds

Alternative credit focused funds

Emerging markets fixed income funds

Equity funds invest in stocks and typically offer the potential for long-term capital growth. There is a wide selection to choose from, covering different regions and geographies, investment styles and even company size.

Canadian equity funds

U.S. equity funds

International equity funds

Global equity funds

Emerging markets equity funds

Geographic equity funds

Diversified income funds focus on generating income by investing across a variety of income-oriented strategies, asset classes, sectors, and/or geographies.

Balanced funds and managed portfolios contain a mix of equities, bonds, and cash, helping provide diversification within a single fund or portfolio.

Managed portfolios

Target date funds

Private investment pools

Global balanced funds

If you are investing outside of a registered plan, corporate class funds offer a tax-smart option. They offer the potential for tax-deferred growth via reduced taxable distributions. If there are dividends from these funds, they will only be paid as capital gains or Canadian dividends – among the most tax-efficient forms of income.

Fixed Income Corporate Class Funds

U.S. Equity Corporate Class Funds

International Equity Corporate Class Funds

Global Equity Corporate Class Funds

Sun Life Granite Managed Portfolio Class

To learn more about how our investment solutions can help you meet your goals, talk to your financial advisor today.

 

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

On July 14, 2021 the following funds were renamed: Sun Life Excel High Income Fund was renamed Sun Life Amundi Emerging Markets Debt Fund; Sun Life Excel India Fund was renamed Sun Life Aditya Birla India Fund; Sun Life Global Dividend Private Pool was renamed Sun Life KBI Global Dividend Private Pool; Sun Life Excel Emerging Markets Fund was renamed Sun Life Schroder Emerging Markets Fund; Sun Life Opportunistic Fixed Income Private Pool was renamed Sun Life Wellington Opportunistic Fixed Income Private Pool.