Built to protect your future

Sun GIF Solutions Private Investment Pools are designed to help you achieve your financial goals — and invest for the future you dream of.

Uniquely engineered

To diversify client portfolios and deliver strong risk-adjusted returns

Exclusive access

To active, world-class investment managers

No large minimums

Or complex tiered pricing

Additional protection

With the guarantees and insurance benefits of Sun GIF Solutions

Sun GIF Solutions Private Investment Pools

Available in two guarantee options, depending on your Clients’ specific needs:

Sun GIF Solutions Investment Series

  • a valuable savings option with guarantees at a fair price
  • Investors looking for growth potential, as well as protection

Sun GIF Solutions Estate Series

  • Investors looking for growth potential, protection and estate planning solutions
  • 100% death benefit guarantee
  • Annual Resets of the Death Benefit Guarantee to age 80

Sun GIF Solutions Estate Heritage Series

  • 100% death benefit guarantee
  • Legacy planning at a fair price
  • Guarantees with access to money*

Four strategically designed solutions, combined with guarantees and the additional insurance benefits of Sun GIF Solutions contracts:

Asset Class
North American Fixed Income

Investment Risk
Low

Benchmark
FTSE Canada Universe Bond Index

Highlights

  • Well-diversified, North American, core, investment grade fixed income portfolio
  • Flexibly allocated across different sectors
  • Seeks to achieve total return by providing income while preserving capital in all market conditions
  • Leverages SLC Management’s fixed income expertise and long history in risk management
Sun GIF Solutions Sun Life Core Advantage Credit Private Pool DSC/LL/CB/FEL MER Front-end load Deferred sales charge1 Low-load1 Advisor chargeback F class MER F class O class MER O class
Investment Series 1.74 SI191 SI291 SI391 SI791 1.17 SI691 0.40 SI591
Estate Series 1.96 SE191 SE291 SE391 SE791 1.38 SE691 0.60 SE591
Estate Heritage Series 2.40 SH191       1.85 SH691 1.07 SH591

All MERs shown are as of December 31, 2024.

Asset Class
Global Equity

Investment Risk
Low-to-medium

Benchmark
MSCI World Index (C$)

Highlights

  • Core global dividend solution that seeks to achieve a blend of dividend income and capital appreciation by investing in dividend paying securities around the world
  • Actively managed systematic investment approach designed to capture the secular, cyclical and proprietary sources of alpha when investing in dividend-yielding securities
  • Utilizes an environmental, social & governance (ESG) framework as part of the investment process
Sun GIF Solutions Sun Life KBI Global Dividend Private Pool DSC/LL/CB/FEL MER Front-end load Deferred sales charge1 Low-load1 Advisor chargeback F class MER F class O class MER O class
Investment Series

2.58

 SI193 SI293 SI393 SI793 1.54 SI693 0.44 SI593
Estate Series 3.11 SE193 SE293 SE393 SE793 2.09 SE693 1.02 SE593

All MERs shown are as of December 31, 2024.

Asset Class
Global Equity

Investment Risk
Low-to-medium

Benchmark

  • 35% FTSE EPRA/NAREIT Developed Real Estate Index (C$)
  • 35% S&P Global Infrastructure Index (C$)
  • 30% S&P Global Natural Resource Index (C$)

 

Highlights

  • Diverse portfolio of listed real assets, including: infrastructure, REITs, and natural resources (including agri-business, clean energy, and water)
  • Strategically and tactically managed asset mix
  • Sub-advisors selected for their deep, specialized expertise
  • Can help diversify traditional portfolios by adding alternative investments and asset classes that have performed well during inflationary periods
Sun GIF Solutions Sun Life Real Assets Private Pool DSC/LL/CB/FEL MER Front-end load Deferred sales charge1 Low-load1 Advisor chargeback F class MER F class O class MER O class
Investment Series 2.98 SI122 SI222 SI322 SI722 1.88 SI622 0.64 SI522
Estate Series 3.46 SE122 SE222 SE322 SE722 2.39 SE622 1.09 SE522

All MERs shown are as of December 31, 2024.

Asset Class
Global Infrastructure Equity

Investment Risk
Medium

Benchmark

  • S&P Global Infrastructure Index

Highlights

  • Core global dividend solution that seeks to achieve a blend of dividend income and capital appreciation by investing in dividend paying securities around the world
  • Actively managed systematic investment approach designed to capture the secular, cyclical and proprietary sources of alpha when investing in dividend-yielding securities
  • Utilizes an environmental, social & governance (ESG) framework as part of the investment process 
Sun GIF Solutions 
Sun Life KBI Sustainable Infrastructure Private Pool		 FEL/DSC/LL MER Front-end load Deferred sales charge1 Low-load1 Advisor chargeback F class MER F class O class MER O class
Investment Series 2.89 SI100 - - SI700 1.76 SI600 0.67 SI500

All MERs shown are as of December 31, 2024.

1The Deferred Sales Charge (DSC) option and Low Load (LL) Sales Charge option are not available for new purchases. Switching from a fund previously purchased under DSC or LL Sales Charge options to other DSC or LL funds, will be permitted.

For more information on the segregated funds, visit Prices and Performance

Sun GIF Solutions Private Investment Pools Support Material :

Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life group of companies. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value.