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Sun Enhanced Balanced

Fund overview

Sun Enhanced Balanced is a globally diversified, multi-asset portfolio that seeks to provide stable, reliable income with long-term growth potential. The combination of strategies from MFS, JPMorgan and SLC Management provides investors with access to core equity and fixed income, including private fixed income and commercial mortgage asset classes, which are traditionally only available to institutional investors.

Key benefits

Sun Enhanced Balanced is available in our industry-leading suite of segregated fund contracts offering the benefits of protection with insurance guarantees. This combination helps you meet the unique needs of each Client. The fund provides:

  • Broad global diversification, including private asset classes, and
  • Access to leading global investment expertise.

Broad global diversification

Sun Enhanced Balanced seeks diversity through a broad range of asset classes, geographies and investment styles. It invests in a variety of value and growth-oriented equity solutions, including:

Canadian Equity, U.S. Equity, International Equity, Canadian Bonds, Global Government Bonds Global Corporate Bonds, Global High Yield Bonds, Emerging Market Bonds

It also incorporates a fixed income allocation to the SLC Management Plus Bond Fund that includes:

  • private fixed income, and
  • commercial mortgages.

The SLC Management Core Plus Bond Fund provides access to private fixed income assets and Canadian commercial mortgages, in addition to publicly traded fixed income. 

Access to global investment expertise

45% equity*

Access to Canadian, U.S. and international equities are provided through investments in:

  • MFS – Over 90 years’ experience managing equity portfolios through all market cycles
  • JPMorgan Asset Management – Global perspective with 400+ global equity investment professionals

55% fixed income*

Access to fixed income securities are provided through investments in:

  • SLC Management - global asset manager offering private and public fixed income asset classes1 to institutional investors
  • MFS Investment Management - Over 50 years experience managing fixed-income portfolios.

*These are target allocations and may fluctuate.   Reviews of the allocations are done on a regular basis, and rebalancing is done if required. 

Sun Enhanced Balanced Fund is available in:

Sun GIF Solutions

Investment and Estate Series

  • Guarantees at a competitive price
  • The ability to maximize estate value
  • Guarantees with potential access to money

Sun Lifetime Advantage GIF

  • Lifetime guaranteed income certainty
  • Market and interest rate risk protection, through guarantees
  • Guarantees with potential access to money

Sun Protect GIF2

  • The ability to invest in the market
  • Estate protection with a 100% death benefit guarantee
  • A guaranteed legacy
  • The ability to maximize estate value
  • Guarantees with potential access to money

Learn more about the fund details and availability

Fund availability

Sun Enhanced Balanced is available in the following industry-leading suite of segregated fund products offering the benefits of protection with insurance guarantees.

Sales charge options Sun GIF Solutions Investment Series Sun GIF Solutions Estate Series Sun Lifetime Advantage GIF Sun Protect GIF
Front-end load SLF SI190 SLF SE190 SLF AG190 SLF SS190
Deferred SLF SI290 SLF SE290 SLF AG290 SLF SS290
Low-load SLF SI390 SLF SE390 SLF AG390 SLF SS390
Advisor chargeback SLF SI790 SLF SE790 N/A N/A
F class SLF SI690 SLF SE690 SLF AG690 SLF SS690

1 SLC Management is the brand name used by Sun Life Capital Management (Canada) Inc. and Sun Life Capital Management (U.S.) LLC, the registered fund managers for the Canadian and U.S. fixed income component.
2 Sun Protect GIF is not available for new contract sales. Deposits can continue to be made to existing contracts.

SLC Management is the brand name for the institutional asset management business of Sun Life under which Sun Life Capital Management (U.S.) LLC in the United States and Sun Life Capital Management (Canada) Inc. in Canada operate.

Information is provided by Sun Life Global Investments for informational purposes only. It is not offered to, nor approved for, any investor on behalf of SLC Management. Information is not intended for investors for which the information is unsuitable, nor for investors in any jurisdiction in which distribution of the investment is not possible or authorized.