- Not owning shares of energy companies contributed to relative performance as did stock selection in health care.
- Notable individual contributors included Gartner Inc., American Tower Corp., Agilent Technologies and Microsoft Corp.
- Gartner inc.
- An overweight position in the technology research and advisory company boosted relative performance as it delivered healthy growth in research contract value.
- American Tower
- The portfolio's overweight position in the broadcast and communication tower management firm buoyed relative results. The share price rose after it announced higher-than-expected revenue and organic growth projections.
- Agilent Technologies
- The portfolio's overweight position in the life sciences and diagnostics solutions provider benefited relative performance. Despite showing some weakness in its China operations, it reported revenue results ahead of expectations as orders for life science tools remained robust.
- Gartner inc.
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SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund’s prospectus. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Sun Life Assurance Company of Canada is the issuer of accumulation annuities (insurance GICs), payout annuities and individual variable annuity contracts (segregated fund contracts). 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. Sun Life Financial Trust Inc. is the issuer of guaranteed investment certificates.
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.