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. 

  • 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.

Meet the sub-advisors

The Sun Life Private Investment Pools bring together a collection of strategically selected world-class investment managers with deep institutional experience, proven track records and risk management expertise. 

Learn more about each of our sub-advisors in our series of short videos outlining what makes each Pool a uniquely attractive investment opportunity. 

Differentiated and strategically designed solutions:

Visit the fund page Asset class Pool profile Quarterly fund review
Sun Life Core Advantage Credit Private Pool North American Fixed Income View View
Sun Life Crescent Specialty Credit Private Pool High Yield Fixed Income View -
Sun Life Wellington Opportunistic Fixed Income Private Pool Alternative Credit Focused View
View
Sun Life Global Tactical Yield Private Pool Tactical Balanced View
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Sun Life KBI Global Dividend Private Pool Global Equity View
View
Sun Life Real Assets Private Pool Global Equity View
View
Sun Life KBI Sustainable Infrastructure Private Pool Global Infrastructure Equity View
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Fund codes & fees

Fund codes & Fees Fund Codes - Series F Management Fees (%) - Series F
Admin Fees (%) - Series F
Fund Codes - Series A (FE)
Management Fees (%) - Series A (FE) Admin Fees (%) - Series A (FE)
Sun Life Core Advantage Credit Private Pool
SUN630 0.48 0.10
SUN430
0.98
0.15
Sun Life Crescent Specialty Credit Private Pool SUN434 0.75 0.15 SUN134 1.25 0.20
Sun Life Wellington Opportunistic Fixed Income Private Pool SUN1410 0.77 0.10
SUN1110
1.52
0.15
Sun Life Global Tactical Yield Private Pool SUN470 0.68 0.15
SUN170
1.68
0.20
Sun Life KBI Global Dividend Private Pool SUN465
0.75 0.15
SUN165
1.75
0.20
Sun Life Real Assets Private Pool SUN485 0.90 0.15
SUN185
1.90
0.20
Sun Life KBI Sustainable Infrastructure Private Pool SUN467 0.95 0.15 SUN167 1.95 0.20

Our Private Investment Pools are also available in segregated fund contracts

Four strategically designed solutions, combined with guarantees and the additional insurance benefits of Sun GIF Solutions contracts.

 

Learn more about Sun GIF Solutions Private Investment Pools

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