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.

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, core, investment grade fixed income portfolio
  • Flexibly allocated across different sectors
  • Seeks to achieve total return by providing income while preserving capital in all market conditions
  • Leverages SLC Management’s fixed income expertise and long history in risk management
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

  • Sub-advised by SLC Management (Canada) Inc., affiliate of SLC Management—a global institutional asset manager with deep expertise in fixed income investing (public, private and real estate debt)
  • More than 200 investment professionals (40+ dedicated to public fixed income) with over 1,000 institutional clients

As of September 30, 2019

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

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.

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 Investment Advisors Holdings 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, 2019

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 Opportunistic Fixed Income Private Pool
  • The philosophy and process
  • Why investors might consider allocating a portion of their portfolio to this strategy

Resources

Note: On May 24, 2019 the Sun Life Opportunistic Fixed Income Fund, previously the Sun Life Multi-Strategy Return Fund, changed its name and underwent a change in investment objective to seek exposure to diverse global fixed income strategies; it is structured as an alternative mutual fund. The sub-advisor assumed portfolio management responsibilities at that time. On February 26, 2020 the Sun Life Opportunistic Fixed Income Fund was renamed to Sun Life Opportunistic Fixed Income Private Pool.

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.

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 Pool2

Core Global Equity
Sun Life Global Dividend Private Pool

Global Real Asset Equity
Sun Life Real Assets Private Pool3

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

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.

2 On May 24, 2019 the Sun Life Opportunistic Fixed Income Fund, previously the Sun Life Multi-Strategy Return Fund, changed its name and underwent a change in investment objective to seek exposure to diverse global fixed income strategies; it is structured as an alternative mutual fund. The sub-advisor assumed portfolio management responsibilities at that time. On February 26, 2020, the Sun Life Opportunistic Fixed Income Fund was renamed to Sun Life Opportunistic Fixed Income Private Pool.

3 On May 31, 2019 the Sun Life Real Assets Fund, previously the Sun Life Infrastructure Fund changed its name and underwent a change in investment objective. On February 26, 2020, the name was changed to Sun Life Real Assets Private Pool.

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

Resources

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.

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

Note: On May 31, 2019 the Sun Life Real Assets Fund, previously the Sun Life Infrastructure Fund changed its name and underwent a change in investment objective. On February 26, 2020, the name was changed to Sun Life Real Assets Private Pool.

* 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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