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. 

  • KBI Global Investors was established in 1980
  • Manages investments for an institutional, globally diverse client-base (UK, Europe, North America and Asia)
  • A pioneer in Natural resource equity investing since 2000 with a strong commitment to environmental, social & governance (ESG) investing
  • Lazard Asset Management has a history tracing back to 1848
  • Known for a global view on investing and vast experience with global, regional, and domestic portfolios
  • MFS Investment Management was established in 1924, and is one of the oldest asset management companies in the world
  • Ranked as the 26th largest U.S money management firm1 and 10th largest U.S. mutual fund manager2
  • Launched America’s first mutual fund
  • Acquired by Sun Life in 1982
  • SLC Management is a global institutional asset manager
  • Deep expertise in fixed income (public, private and real estate debt)
  • More than 200 investment professionals with over 1,000 institutional clients
  • The parent company of Wellington Management Canada ULC was established in 1928
  • One of the largest asset managers in the world
  • More than 800 investment professionals—240 dedicated to fixed income

Information as of September 30, 2019, unless noted otherwise.

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

Five differentiated and strategically designed solutions:

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 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

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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Take a deeper look at the Sun Life Private Investment Pools. Sign in to view Advisor only materials

 

Institutional Investor, April 2019, based on December 31, 2018, data (https://www.institutionalinvestor.com/research/7873/America-s-Top-300-Money-Managers)

Strategic Insight, as of December 31, 2018.

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

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