Effective November 27, 2021, the deferred sales charge and low load sales charge purchase options will no longer be available for purchase on Sun Life Global Investments mutual funds. Switches between funds of the same sales charge purchase option will be permitted.

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Sun Life Tactical ETF Portfolios

The Sun Life Tactical ETF Portfolios are five distinct portfolios designed to align with your unique risk tolerance and investment objectives – all at a cost-effective price. 

Each portfolio invests in a broadly diversified mix of ETFs and mutual funds. Our experienced Portfolio Management team actively manages the asset allocation and tactically shifts the portfolios to navigate market conditions.

Benefits of Sun Life Tactical ETF Portfolios

Diversified. Active. Cost-effective.

Designed for investors who want exposure to exchange traded funds (ETFs) within the convenient structure of an actively managed mutual fund.

  • Available with management fees ranging from 0.45% to 0.55% for Series F

  • Actively managed

  • Strategically diversified with tactical shifting

Explore our Tactical ETF Portfolios

Sun Life Tactical Fixed Income ETF Portfolio

100% Fixed Income | 0.45% Series F Management Fee
Low Risk

Sun Life Tactical Conservative ETF Portfolio

65% Fixed Income/35% Equity | 0.45% Series F Management Fee
Low Risk

Sun Life Tactical Balanced ETF Portfolio

40% Fixed Income/60% Equity | 0.45% Series F Management Fee
Low to Medium Risk

Sun Life Tactical Growth ETF Portfolio

20% Fixed Income/80% Equity | 0.55% Series F Management Fee
Low to Medium Risk

Sun Life Tactical Equity ETF Portfolio

100% Equity | 0.55% Series F Management Fee
Low to Medium Risk

1Each portfolio invests primarily in a carefully selected mix of ETFs as well as mutual funds. The strategic mix and tactical allocation of each fund is actively managed. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The Sun Life Tactical ETF Portfolios are mutual fund trusts that invest in a portfolio of ETFs and mutual funds and are actively managed by SLGI Asset Management Inc. Commissions and trailing commissions are not payable on Series F units of the Fund but management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Investors may pay a fee-based account fee that is negotiated and payable by you to your registered dealer. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.