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Sun GIF Solutions Strategic Income

Sun GIF Solutions Strategic Income is designed for Clients seeking a lifetime guaranteed income within five years of their deposit, with ongoing access to their money as needed.

The Fund is available within Sun GIF Solutions Income Series, which provides:

  • A lifetime income guarantee as early as age 50, with the guaranteed income amount based on minimum income rates at the time of deposit. Each year the Client defers electing income, a higher lifetime guaranteed income becomes available.
  • A guarantee of 75% of deposits at maturity (age 105).
  • A guarantee of 75% of deposits upon death.

The Fund seeks to achieve its objectives by:

  • Investing solely in pooled funds (the “SLC Management Funds”) managed by Sun Life Capital Management (Canada) Inc.(“SLC Management”). At this time, the Fund intends to achieve exposure to:
    • a Canadian core plus fixed income strategy by investing in the SLC Management Core Plus Bond Fund; and 
    • a long-term Canadian core plus fixed income strategy, by investing in the SLC Management Long Core Plus Bond Fund. 

SLC Management is the portfolio manager for each of the SLC Management Funds.

The SLC Management Funds invest in a wide range of securities available in public fixed income markets. The SLC Management Funds also have exposures to below investment grade public fixed income and private credit, such as private fixed income and Canadian commercial mortgages, to seek to achieve positive active returns, optimize the risk/reward trade-off of the portfolio, and to support ongoing cash flow management. 

The public fixed income portion of the Fund may invest in fixed income investment types, including:

  • Government of Canada bonds,
  • Provincial and municipal bonds
  • Canadian and U.S. corporate bonds, and
  • Bank loans and high yield bonds

The fund may invest in private fixed income investments issued by companies or entities outside of the public capital markets.

Corporate Credit

 Infrastructure Debt Structured Credit

Consumer, healthcare and industrials

  • Food and beverage
  • Hospitals
  • Industrials
  • Social housing
  • Long-term care facilities

Credit tenant leases

  • Government offices
  • Corporate headquarters
  • Healthcare & medical offices

Financials

  • Alternative asset managers (GP level)
  • BDCs & ‘40 Act Funds

Ground leases

  • Marquee Assets
  • Premier locations

Transportation

  • Aviation
  • Marine finance

Utilities and government related contracts

  • ESPCs
  • Utilities

Power generation

  • Solar
  • Wind
  • Hydro
  • Gas power plants

Energy infrastructure

  • Transmission
  • Pipelines
  • LNG
  • Electrical & gas distribution
  • District energy

Social

  • Public private partnerships
  • Hospitals & schools
  • Justice
  • Water utilities
  • Stadiums

Transportation

  • Ports & terminals
  • Rail & related infrastructure
  • Toll roads & bridges

Digital

  • Fiber
  • Data centers
  • Cell towers
  • Semiconductor infrastructure

Commercial equipment

  • Small-ticket
  • Mid-ticket
  • Fleet
  • Dealer floorplan

Consumer finance

  • Home improvement
  • Credit cards
  • Prime auto
  • Subprime auto
  • Unsecured

Fund finance

  • Lender finance
  • NAV facilities
  • Capital call facilities

Other

  • Litigation finance
  • Small-business loans
  • Trade receivables
  • Private student loans

For illustrative purposes only. There is no guarantee that investment in any named asset class will be made.

The Fund invests in Canadian commercial mortgage investments classified as investment grade and typically fixed-rate first mortgage loans secured by high quality income-producing office, retail, industrial and multi-family rental properties located in Canadian urban markets.

These mortgage loans are made to qualified, financially strong borrowers with expertise in the ownership, management and operation of commercial real estate and/or multi-family rental properties.

We believe that SLC Management has extensive experience in liability-driven investing for institutional Clients such as pension plans and insurance companies. Liability-driven investing involves the customized matching of Fund assets to align specifically with the profile of the Fund's liabilities. For Sun GIF Solutions Strategic Income, the liability is the promise of lifetime guaranteed income to investors, along with maturity and death benefit guarantees.

In seeking to align the Fund’s assets to these liabilities, the Fund invests in a mix of public and private fixed income investments, with public investments that have the potential to provide low volatility, secure income, and liquidity, and the private asset classes which may provide diversification and enhanced yields.

For over ten years, SLC Management has helped their institutional clients meet their long-term income and capital appreciation objectives by creating value through our disciplined and diversified approach to investment management. They leverage extensive expertise in fixed income, liability-driven investing and alternative asset classes to develop innovative investment solutions through a global network of specialty managers.

Sun Life Capital Management (Canada) Inc. is a Canadian registered portfolio manager, investment fund manager, exempt market dealer and in Ontario, a commodity trading manager, and is the manager of the SLC Management Core Plus Bond Fund and SLC Management Long Core Plus Bond Fund.

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. subject to change and Sun Life accepts no responsibility for any losses arising from any use of or reliance on the information provided herein.