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.
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.
Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies.
SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates.
