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.

Private Investment Pools

Built for the future

Sun Life Private Investment Pools are designed to help you achieve your financial goals — and invest for the future you dream of.

Built for the future

Sun Life Private Investment Pools are designed to help you achieve your financial goals — and invest for the future you dream of.

Uniquely engineered...

to diversify your portfolio and reduce risk, while still offering growth potential.

Exclusive access...

to solutions from active, world-class investment managers.

Competitively priced...

with one best price for all investors.

Five differentiated and strategically designed solutions:

Asset Class
North American Fixed Income

Investment Risk
Low

Benchmark
FTSE Canada Universe Bond Index

Highlights

  • Well-diversified, North American, investment-grade fixed income portfolio
  • Deep global credit expertise helps improve diversification and return potential through the use of foreign bonds and sophisticated hedging strategies
  • Investment-grade private fixed income designed to further enhance diversification and maximize return potential while maintaining a lower risk profile
  • Unique inflation protection capabilities through investments like real return bonds help to protect from inflation risk while enhancing return potential
Series Fixed Monthly Distribution (per unit)1 Management Fees (%) Fixed Administration Fees (%) Fund Codes
Series F $0.018 0.48 0.10 SUN630
Series A (FE) $0.013 0.98 0.15 SUN430

Investment Management

  • Global institutional asset manager with $303 billion in assets and more than 1,300 institutional clients
  • Deep expertise in fixed income (public, private and real estate debt)
  • A team of 65 investment professionals dedicated to public fixed income management and 55 dedicated to private fixed income

As of December 31, 2020

Video

“We strive to add value by pursuing relative value opportunities across issuers and sectors”.

Eugene Lundrigan, President, Sun Life Capital Management Canada and Randall Malcolm, Senior Managing Director, Public Fixed Income at SLC Management discuss:

  • The benefits of Sun Life Core Advantage Credit Private Pool
  • The philosophy and process
  • Why investors might consider allocating a portion of their portfolio to this strategy

Resources

Asset Class
Alternative Credit Focused

Investment Risk
Low

Benchmark
Bloomberg Barclays Global Aggregate Bond Index (C$ Hedged)

Highlights

  • High-conviction, unconstrained portfolio of global fixed income securities seeking core bond-like volatility
  • Diversified across multiple asset types, geographies, credit tiers and time horizons
  • Three drivers of returns: strategic sector positioning, market-neutral strategies and tactical allocation
  • Can complement a core fixed income portfolio through the use of alternative investment strategies
Series Fixed Monthly Distribution (per unit)1 Management Fees (%) Fixed Administration Fees (%) Fund Codes
Series F $0.024 0.77 0.10 SUN1410
Series A (FE) $0.017 1.52 0.15 SUN1110

Investment Management

  • Sub-advised by Wellington Management Canada ULC; part of Wellington Management Group LLP, one of the largest asset managers in the world with roots dating back to 1928
  • More than 800 investment professionals—with ~240 dedicated fixed income professionals

As of September 30, 2020

Video

“We believe investors can benefit from the strategy’s total-return focus and core-like volatility target”.

Brij S. Khurana, Fixed Income Portfolio Manager at Wellington Management, discusses:

  • The potential advantages of Sun Life Wellington Opportunistic Fixed Income Private Pool. 
  • The philosophy and process
  • Why investors might consider allocating a portion of their portfolio to this strategy

Resources

Effective July 14, 2021 Sun Life Opportunistic Fixed Income Private Pool was renamed Sun Life Wellington Opportunistic Fixed Income Private Pool. 

Asset Class
Tactical Balanced

Investment Risk
Low

Benchmark

  • 10% Bloomberg Barclays Global Aggregate Bond Index (C$ Hedged)
  • 40% FTSE Canada Universe Bond Index
  • 50% MSCI World Index (C$)

Highlights

  • Leverages Sun Life Global Investments’ proven expertise in asset allocation
  • Flexible tactical asset allocation capitalizes on potential short- and mid-term opportunities while protecting capital
  • Globally diversified balanced portfolio offering exposure to typically low-correlated alternative asset classes, including real assets and alternative credit
  • Seeks to generate yield through a diversified portfolio of equity and fixed income
Series Fixed Monthly Distribution (per unit)1 Management Fees (%) Fixed Administration Fees (%) Fund Codes
Series F $0.026 0.68 0.15 SUN470
Series A (FE) $0.016 1.68 0.20 SUN170

Investment Management

The experienced team at Sun Life Global Investments provides asset allocation expertise with tactical shifting.

Sadiq S. Adatia, CFA, FSA, FCIA
CIO & Portfolio Manager

Chhad Aul, CFA
Portfolio Manager

Kathrin Forrest, CFA
Portfolio Manager

The team primarily allocates across four key asset strategies with typically low correlation:

Core Fixed Income
Sun Life Core Advantage Credit Private Pool

Alternative Fixed Income
Sun Life Opportunistic Fixed Income Private Pool

Core Global Equity
Sun Life Global Dividend Private Pool

Global Real Asset Equity
Sun Life Real Assets Private Pool

Video

“This fund focuses on delivering yield in a sustainable way, with monthly distributions to help investors with their income needs”.

Chhad Aul, Portfolio Manager at Sun Life Global Investments (SLGI) discusses:

  • The potential benefits of Sun Life Global Tactical Yield Private Pool
  • What drives the asset allocation decisions
  • Why investors might consider allocating to this strategy

Resources

Asset Class
Global Equity

Investment Risk
Low to medium

Benchmark
MSCI World Index (C$)

Highlights

  • Core global dividend solution that seeks to achieve a blend of dividend income and capital appreciation by investing in dividend paying securities around the world
  • Actively managed systematic investment approach designed to capture the secular, cyclical and proprietary sources of alpha when investing in dividend-yielding securities
  • Utilizes an environmental, social & governance (ESG) framework as part of the investment process
Series Fixed Monthly Distribution (per unit)1 Management Fees (%) Fixed Administration Fees (%) Fund Codes
Series F $0.033 0.75 0.15 SUN465
Series A (FE) $0.024 1.75 0.20 SUN165

Investment Management

  • Sub-advised by KBI Global Investors (North America) Ltd., part of the KBI Global Investors Ltd. group, headquartered in Dublin, Ireland
  • Established in 1980—managing global equity portfolios for more than 35 years

Video

“Environmental, social and governance factors are a strong non-financial quality indicator for our strategy”.

David Hogarty, Head of Strategy Development - Global Equity Strategies at KBI Global Investors, discusses:

  • The potential advantages of Sun Life KBI Global Dividend Private Pool
  • The philosophy and process
  • Why investors might consider allocating a portion of their portfolio to this strategy

Resources

Effective July 14, 2021 Sun Life Global Dividend Private Pool was renamed Sun Life KBI Global Dividend Private Pool. 

Asset Class
Global Equity

Investment Risk
Low to medium

Benchmark

  • 35% FTSE EPRA/NAREIT Developed Real Estate Index (C$)
  • 35% S&P Global Infrastructure Index (C$)
  • 30% S&P Global Natural Resource Index (C$)

Highlights

  • Diverse portfolio of listed real assets, including: infrastructure, REITs, and natural resources (including agri-business, clean energy, and water)
  • Strategically and tactically managed asset mix
  • Sub-advisors selected for their deep, specialized expertise
  • Can help diversify traditional portfolios by adding alternative investments and asset classes that have performed well during inflationary periods
  • Natural resources sleeve has a focus on environmental, social & governance factors (ESG)
Series Management Fees (%) Fixed Administration Fees (%) Fund Codes
Series F 0.90 0.15 SUN485
Series A (FE) 1.90 0.20 SUN185

Investment Management

Asset Allocation

The experienced team at Sun Life Global Investments provides asset allocation with tactical shifting to capitalize on potential opportunities and protect capital.

Sub-advisors
Asset class REITS Infrastructure Natural Resources
Sub-advisor*

About the sub-advisor
  • Parent company founded in 1924
  • Established the first U.S. mutual fund
  • Acquired by Sun Life in 1982
  • Parent firm has a history tracing back to 1848
  • Global presence in 16 countries world-wide
  • Parent firm established in 1980
  • Expertise in total return and resource investing with an environment, social & governance (ESG) focus
Portfolio details
  • Hybrid approach combining equity, fixed income, and commercial real estate fundamentals
  • Diversified across property types, business models, geographies
  • Emphasis on sustainable durable income and durable free cash flow growth
  • Qualitative risk ranking using revenue certainty, profitability, and longevity
  • Seek assets which feature long duration, inflation-linking and lower risk of capital loss
  • Screens for companies that are:
    • Pure plays: >50% of their sales from either water, agri-business or clean energy
    • Market leaders: global leader and >10% of their sales from sustainable sources
  • Avoids volatile extractive sectors, such as fossil fuel and precious metals

Video

Sun Life Real Assets Private Pool with Kathrin Forrest, Portfolio Manager at Sun Life Global Investments (SLGI)

Global REITs with Richard R. Gable, Portfolio Manager at MFS Investment Management

Global Infrastructure with Edward P. Keating, Director, Client Portfolio Manager at Lazard Asset Management.

Global Resources with Matt Sheldon, Senior Portfolio Manager at KBI Global Investors.

Resources

* MFS refers to MFS Investment Management Canada Limited, Lazard refers to Lazard Asset Management (Canada), Inc., and KBI refers to (KBI Global Investors (North America) Ltd.

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*Mandatory fields

1 Distributions should not be confused with “yield” or “income”, and are not intended to reflect a fund’s investment performance or rate of return. Distributions may be comprised of income, capital gains or return of capital. The distribution rate on units held by an investor may be greater than the return on the fund’s investments. If the cash distributions paid to an investor are greater than the net increase in the value of the investment, the distribution will erode the value of the original investment. Distributions are automatically reinvested in additional units of the applicable fund unless the investor instructs us to distribute cash. If necessary, a fund will make an additional distribution of income and capital gains in December of each year. The funds may make additional distributions of income, capital gains or return of capital at any other time as we consider appropriate. A distribution of capital is not immediately taxable to an investor but will reduce the adjusted cost basis of the investor’s units. There can be no assurance that a fund will make any distributions in any particular month, and we reserve the right to adjust the amount of monthly distribution if we consider it appropriate, without notice.