The investment solutions sub-advised by Sun Life Global Investments are available as segregated funds exclusively through Sun Life Group Retirement Services*.
The Sun Life Global Investments portfolio managers are exclusively focused on manager selection and building managed solutions for Canadians – 100% of their time. Your plan members can benefit from their expertise in a wide variety of solutions, including our flagship Granite family, multi-strategy funds and Milestone funds.
We believe your plan members are best served with simple (yet robust) investment solutions that are designed to help them achieve their retirement goals. No matter what stage of life your plan members are at, or what their investment goals are, there is a Granite solution designed to help.
Strives to provide broad diversification in each category in order to help mitigate risk and add value over the long-term. Strategies available:
These target date funds provide a powerful shield against the impact of market volatility – providing the opportunity for growth, while at the same time offering downside protection. They have a unique “Guaranteed Maturity Value” that can provide peace of mind for your plan members. Available in maturities 2025 to 20602.
We have selected institutional-quality asset managers from around the world to create a suite of select stand-alone mandates.
Sun Life Money Market
Sun Life Dynamic Equity Income
Sun Life Dynamic Strategic Yield
Sun Life BlackRock Canadian Equity
Sun Life Sentry Value
Sun Life Opportunistic Fixed Income
Sun Life JP Morgan International Equity
Sun Life MFS Global Growth
Sun Life MFS International Growth
Sun Life MFS Low Volatility International Equity
Sun Life MFS U.S. Growth
Sun Life MFS U.S. Value
Sun Life MFS U.S. Equity
Sun Life Schroder Emerging Markets
Sun Life Schroder Global Mid Cap
All investment solutions are offered as segregated funds for group retirement plans exclusively by Sun Life Assurance Company of Canada, through Sun Life Group Retirement Services, a member of the Sun Life group of companies.
1Source: Investor Economics Group Retirement Savings and Pensions Report, Q2 2020 Update.
2The 2060 maturity funds were added July 2, 2019. Sun Life Granite 2025 Fund and Sun Life Milestone 2025 Fund, DSC option is closed to new purchases as of July 1, 2018. LSC will close in 2022 for the 2025 fund.
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.
SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools.
© SLGI Asset Management Inc. and its licensors, 2020. SLGI Asset Management Inc. is a member of the Sun Life group of companies. All rights reserved.