Sun Life Global Investments expands lineup with launch of Sun Life Tactical ETF Portfolios

Oct 26, 2018

Actively managed portfolios offer Clients value, access and broad diversification

TORONTO, Oct. 26, 2018 /CNW/ - Sun Life Global Investments (Canada) Inc. ("Sun Life Global Investments") today announced the launch of Sun Life Tactical ETF Portfolios, a lineup of five new mutual fund portfolios that invest in exchange-traded funds ("ETFs") and other mutual funds and are actively managed by Sun Life Global Investments' portfolio management team. These include:

  • Sun Life Tactical Fixed Income ETF Portfolio
  • Sun Life Tactical Conservative ETF Portfolio
  • Sun Life Tactical Balanced ETF Portfolio
  • Sun Life Tactical Growth ETF Portfolio
  • Sun Life Tactical Equity ETF Portfolio

"ETFs have become increasingly popular with Canadians as a way to invest and we're excited to launch this new portfolio lineup," said Sadiq S. Adatia, Chief Investment Officer, Sun Life Global Investments. "The Sun Life Tactical ETF Portfolios offer Clients the benefits of investing in ETFs with the peace of mind provided by our experienced team who will actively manage these portfolios while navigating market conditions."

The Sun Life Tactical ETF Portfolios are designed for investors who want exposure to ETFs within the structure of an actively managed mutual fund. They offer Clients value, access and strategic and tactical asset allocation with broad diversification.

Fund Name

Objective

Sun Life Tactical Fixed Income
ETF Portfolio

The fund's investment objective is to seek income, by investing primarily in fixed-income exchange-traded funds and other fixed-income mutual funds.

Sun Life Tactical Conservative ETF Portfolio

The fund's investment objective is to seek income and capital appreciation, with a bias towards income, by investing primarily in a mix of fixed-income and equity exchange-traded funds and other mutual funds, with a bias toward fixed-income exchange-traded funds and other mutual funds.

Sun Life Tactical Balanced
ETF Portfolio

The fund's investment objective is to seek capital appreciation and income, with a small bias towards capital appreciation, by investing primarily in a mix of equity and fixed-income exchange-traded funds and other mutual funds.

Sun Life Tactical Growth

ETF Portfolio

The fund's investment objective is to seek capital appreciation by investing primarily in equity exchange-traded funds and other equity mutual funds, and, to a lesser extent, fixed-income exchange-traded funds and other fixed-income mutual funds.

Sun Life Tactical Equity

ETF Portfolio

The fund's investment objective is to seek capital appreciation by investing primarily in equity exchange-traded funds and other equity mutual funds.

 

For more detailed information on Sun Life Tactical ETF Portfolios, visit www.sunlifeglobalinvestments.com.

About Sun Life Global Investments (Canada) Inc.
Sun Life Global Investments is a subsidiary of Sun Life Financial Inc. It offers Canadians a diverse lineup of mutual funds and innovative portfolio solutions, empowering them to pursue their financial goals at every life stage. We bring together the strength of one of Canada's most trusted names in financial services with some of the best asset managers from around the world to deliver a truly global investment platform. Sun Life Global Investments manages $23 billion on behalf of institutional and retail investors from coast-to-coast and is a member of the Sun Life Financial group of companies. For more information, visit www.sunlifeglobalinvestments.com or connect with us on Twitter @SLGI_Canada.

About Sun Life Financial
Sun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life Financial has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of June 30, 2018, Sun Life Financial had total assets under management of $986 billion. For more information please visit www.sunlife.com

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.

Note to Editors: All amounts in Canadian dollars.

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 Sun Life Global Investments (Canada) Inc. 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.

© Sun Life Global Investments (Canada) Inc., 2018. Sun Life Global Investments (Canada) Inc. is a member of the Sun Life Financial group of companies.


 

Media Relations Contact:
Derek Kirk
Manager, Media & PR
Corporate Communications
T. 416-432-2996
derek.kirk@sunlife.com

SOURCE Sun Life Global Investments (Canada) Inc.