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 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 | 0.50% 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.

© SLGI Asset Management Inc. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies.