TORONTO, Feb. 26, 2020 /CNW/ - Sun Life Global Investments
(Canada) Inc. ("Sun Life Global
Investments") is pleased to announce the launch of the Sun Life
Private Investment Pools ("the Pools") today. The Pools leverage
the breadth and strength of Sun Life's capabilities and are
designed to address the needs of investors in today's uncertain
environment.
"We recognize that today's investment marketplace is more
challenging than ever due to low interest rates, a historic bull
market, and the need to take on more risk to meet income
requirements – and we are in a unique position to help," says
Jordy Chilcott, President, Sun Life
Global Investments and Senior Vice-President, Investment
Solutions.
Sun Life Global Investments is offering five differentiated
solutions that are actively managed, competitively priced and
available without the high minimum investment requirements
typically associated with private pools:
Pool
name
|
Risk
Rating
|
Asset
Class
|
Management Fee
(Series F)
|
Sun Life Core
Advantage Credit
Private Pool
|
Low
|
North American
Fixed
Income
|
0.48%
|
Sun Life
Opportunistic Fixed
Income Private Pool1
|
Low
|
Alternative
Credit
Focused
|
0.77%
|
Sun Life Global
Tactical Yield
Private Pool
|
Low
|
Tactical
Balanced
|
0.68%
|
Sun Life Global
Dividend Private
Pool
|
Low to
medium
|
Global
Equity
|
0.75%
|
Sun Life Real Assets
Private
Pool2
|
Low to
medium
|
Global
Equity
|
0.90%
|
In addition to helping diversify portfolios and manage risk, the
Pools, managed by Sun Life Global Investments, offer investors
exclusive access to solutions from active, world-class
investment managers:
- KBI Global Investors
- Lazard Asset Management
- MFS Investment Management
- SLC Management
- Wellington Management
As sub-advisors to the Pools, these investment managers have
deep institutional experience and risk management expertise, which
contributes to building unique investment solutions for advisors
and their Clients.
1On May
24, 2019, the Sun Life Opportunistic Fixed Income Fund, previously
the Sun Life Multi-Strategy Return Fund, changed its name and
underwent a change in investment objective to seek exposure to
diverse global fixed income strategies; it is structured as an
alternative mutual fund. The sub-advisor assumed portfolio
management responsibilities at that time. Today, the Sun Life
Opportunistic Fixed Income Fund has been renamed to Sun Life
Opportunistic Fixed Income Private Pool.
|
|
2On May
31, 2019, the Sun Life Real Assets Fund, previously the Sun Life
Infrastructure Fund, changed its name and underwent a change in
investment objective. Today, the fund has been renamed to Sun Life
Real Assets Private Pool.
|
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. As of January 31, 2020, Sun
Life Global Investments manages $29.68
billion on behalf of institutional and retail investors from
coast-to-coast and is a member of the Sun Life group of companies.
For more information visit www.sunlifeglobalinvestments.com or
connect with us on Twitter @SLGI_Canada.
About Sun Life
Sun Life is a leading international financial services organization
providing insurance, wealth and asset management solutions to
individual and corporate Clients. Sun Life 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 December
31, 2019, Sun Life had total assets under management of
$1,099 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 figures in Canadian dollars
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.
Series F is available only to eligible investors who have
fee-based accounts with their dealers.
© Sun Life Global Investments (Canada) Inc., 2020. Sun Life Global
Investments (Canada) Inc. is a
member of the Sun Life group of companies.
Media Relations Contact:
Alexandra Locke
Manager, Corporate Communications
T. 416-408-7357
Alexandra.locke@sunlife.com
SOURCE Sun Life Global Investments (Canada) Inc.