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Innovation. Simplicity. Cost-efficiency.
Today’s investor expects innovative, simplistic, and cost-efficient solutions.
That’s why we built Sun Life ETF+ Portfolios – a suite of five investment solutions, each in an actively managed mutual fund structure to fit varying risk profiles. Sun Life ETF+ Portfolios blend the strength of core mutual funds and passive ETFs that track major indices with next-level opportunity:
1. Strength of core mutual funds and ETFs that track major indices
Plus
2. Next-level opportunity1
Beyond traditional diversification with purposeful, targeted allocations to private fixed income (PFI) and gold. PFI and gold can act as defensive allocations in stressed markets, and may also offer an inflationary hedge.
Access our unique in-house systematic U.S. sector rotation strategy:
The portfolios are actively managed so advisors and investors don’t have to. Access the benefits of gold without the complexity of owning bullion or futures.
With the active oversight and strategic asset allocation experience of our Multi-Asset Solutions Team, our core allocations are:
Leveraging efficient, low-cost passive exposures, each portfolio seeks to deliver long-term results without unnecessary cost or complexity.
| Gold | Private fixed income (PFI) | U.S. sector rotation |
|---|---|---|
| A timeless hedge in a volatile world, gold can help to smooth out portfolio outcomes over time. | PFI may offer enhanced yield from non-traditional credit markets that individual investors can’t access on their own. | Within U.S. equity, our unique in-house U.S. sector rotation strategy provides tactical access to the current most dynamic corners of the economy. |
| Fixed income | Conservative | Balanced | Growth | Equity |
|---|---|---|---|---|
 |
 |
 |
 |
 |
98% Fixed income 2% Alternatives |
63% Fixed income 35% Equity 2% Alternatives |
60% Equity 38% Fixed income 2% Alternatives |
80% Equity 18% Fixed income 2% Alternatives |
98% Equity 2% Alternatives |
| Series F management fee: 0.375% | Series F management fee: 0.375% | Series F management fee: 0.400% | Series F management fee: 0.450% | Series F management fee: 0.450% |
| Low risk | Low to medium risk | Low to medium risk | Low to medium risk | Medium risk |
| Diversified income focused on capital preservation | Balanced with a higher allocation to fixed income | Balanced with a tilt towards growth | Growth-oriented with fixed income and alternative components | Equity and alternative components, focused on long-term growth |
| View Sun Life Fixed Income ETF+ Portfolio | View Sun Life Conservative ETF+ Portfolio | View Sun Life Balanced ETF+ Portfolio | View Sun Life Growth ETF+ Portfolio | View Sun Life Equity ETF+ Portfolio |
Our Multi-Asset Solutions Team is devoted to fund manager selection, oversight, and building solutions that deliver risk-adjusted returns. They have access to the International Investment Centre (IIC), an independent investment research engine. The IIC has over 100 global asset manager relationships and provides guidance on external manager selection.
Effective December 8, 2025, the Sun Life Tactical ETF Portfolios were renamed the Sun Life ETF+ Portfolios, they adopted changes to their investment strategies to include exposure to physical commodities, and their management fees were reduced for mutual fund accounts. Management fee reductions are not available for ETF portfolios held in segregated fund contracts. The new names of the product suite and individual ETF portfolios will not be implemented for segregated fund contracts until Spring, 2026.