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.

Exclusive access to world class investment managers

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 KBI Global Investors
  • 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 Lazard Asset Management
  • 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 MFS Investment Management
  • 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 SLC Management
  • 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
Wellington Management Wellington Management
  • 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.

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.