SLC Management U.S. Core Fixed Income Fund

Sun Life Capital Management is a global institutional asset manager that offers institutional investors traditional, alternative, and yield-orientated investment solutions across public and private fixed income markets, as well as global real estate equity and debt. “SLC Management” is the brand name for the institutional asset management business of Sun Life Financial Inc. under which Sun Life Capital Management (U.S.) LLC in the United States, and Sun Life Capital Management (Canada) Inc. in Canada operate. These entities are also referred to as SLC Fixed Income and represent the investment grade public and private fixed income strategies of SLC Management. BGO, InfraRed Capital Partners (InfraRed), Crescent Capital Group (Crescent) and Advisors Asset Management (AAM) are also part of SLC Management. BGO is a global real estate investment management advisor and a global provider of real estate services. InfraRed is an international investment manager focused on infrastructure, managing equity capital in mu

The SLC Management seeks total return versus the Bloomberg U.S. Aggregate Index while mitigating against interest rate  risk. SLC Management attempts to accomplish these investment objectives by investing in U.S. dollar denominated, investment grade fixed income securities. The long term objective of the strategy is to outperform the Bloomberg U.S. Aggregate Index when measured over 3-to-5 year periods. The sensitivity to interest rate changes is intended to track the market for domestic, investment grade fixed income securities. The effective duration of the account’s investment portfolio at the end of each calendar month during a fiscal year will typically be within half a year of the benchmark. The primary strategies utilized for value add are sector rotation, issue selection, and yield curve positioning.

The Fund’s investment objective is to seek to generate income and capital appreciation primarily by investing directly in an actively managed and diversified portfolio of U.S. fixed-income securities or by investing indirectly in mutual funds (including exchange-traded funds) that invest in such securities.