As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments.

Sun GIF Solutions Private Investment Pools

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.

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

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 FEL/DSC/LL MER Front-end load Deferred sales charge Low-load Advisor chargeback F class MER F class O class MER O class
Investment Series 1.70 SI191 SI291 SI391 SI791 1.14 SI691 0.37 SI591
Estate Series 1.91 SE191 SE291 SE391 SE791 1.35 SE691 0.59 SE591

Asset Class
Tactical Balanced

Investment Risk
Low

Benchmark

  • 10% Bloomberg Barclays Global Aggregate Bond Index (C$ Hedged)
  • 40% FTSE Canada Universe Bond Index
  • 50% MSCI World Index (C$)

 

Highlights

  • Leverages Sun Life Global Investments’ proven expertise in asset allocation
  • Flexible tactical asset allocation capitalizes on potential short- and mid-term opportunities while protecting capital
  • Globally diversified balanced portfolio offering exposure to typically low-correlated alternative asset classes, including real assets and alternative credit
  • Seeks to generate yield through a diversified portfolio of equity and fixed income
Sun GIF Solutions Sun Life Global Tactical Yield Private Pool FEL/DSC/LL MER Front-end load Deferred sales charge Low-load Advisor chargeback F class MER F class O class MER O class
Investment Series 2.40 SI192 SI292 SI392 SI792 1.29 SI692 0.41 SI592
Estate Series 2.80 SE192 SE292 SE392 SE792 1.69 SE692 0.80 SE592

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 Global Dividend Private Pool FEL/DSC/LL MER Front-end load Deferred sales charge Low-load Advisor chargeback F class MER F class O class MER O class
Investment Series 2.60 SI193 SI293 SI393 SI793 1.49 SI693 0.43 SI593
Estate Series 3.15 SE193 SE293 SE393 SE793 2.04 SE693 0.97 SE593

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
  • Natural resources sleeve has a focus on environmental, social & governance factors (ESG)
Sun GIF Solutions Sun Life Global Dividend Private Pool FEL/DSC/LL MER Front-end load Deferred sales charge Low-load Advisor chargeback F class MER F class O class MER O class
Investment Series 2.96 SI122 SI222 SI322 SI722 1.88 SI622 0.61 SI522
Estate Series 3.48 SE122 SE222 SE322 SE722 2.39 SE622 1.14 SE522

Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life Financial 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.