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Investment solutions

We have one goal

And that's to create products designed to help plan sponsors deliver a better retirement for plan members. We achieve this goal by:

  1. Constructing multi-manager solutions comprised of the managers we believe are best in each category.
  2. Identifying world-class sub-advisors and making their stand-alone funds available to your plan members.

The investment solutions sub-advised by Sun Life Global Investments are available as segregated funds exclusively through Sun Life Group Retirement Services*.

Multi-manager solutions

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.

Granite Solutions

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.

  • Granite Target Date
     

    Our flagship solutions – and the largest active target date family in Canada.1 They offer broad diversification across asset class, manager, style and market capitalization. Maturities 2025 through 20602, and available as multi-risk.

  • Granite Target Risk
     

    Portfolios managed to risk tolerance – conservative, moderate, balanced, balanced growth and growth. Plan members just choose their level of comfort and our portfolio managers take care of the rest.

  • Granite Income
     

    Income is a primary concern for many plan members, especially when approaching retirement. Sun Life Granite income solutions provide steady income through a consistent monthly distribution.

Multi-strategy

Strives to provide broad diversification in each category in order to help mitigate risk and add value over the long-term. Strategies available:

  • Multi-Strategy Bond
  • Multi-Strategy Core Plus Bond
  • Multi-Strategy Canadian Equity
  • Multi-Strategy Global Equity
  • Multi-Strategy Real Assets

Milestone

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.

Sub-advised stand-alone solutions

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 MFS Diversified Income Fund

Sun Life BlackRock Canadian Equity

Sun Life Wellington Opportunistic Fixed Income

Sun Life JP Morgan International Equity

Sun Life KBI Sustainable Infrastructure3 - NEW!

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.

3Sun Life KBI Sustainability Infrastructure Segregated Fund is a segregated fund offered by Sun Life Assurance Company of Canada through its Group Retirement Services platform; it invests directly in series I units of the Sun Life KBI Sustainability Infrastructure Private Pool, a mutual fund managed by SLGI Asset Management Inc. Series I securities are only available to certain mutual funds and eligible institutional investors. Commissions and trailing commissions are not payable on Series I securities but management fees and expenses may be associated with these investments. Each Series I investor negotiates its own management and advisory fee that is paid directly to SLGI Asset Management Inc. Please read the prospectus before investing.

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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.

 

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, 2023. SLGI Asset Management Inc. is a member of the Sun Life group of companies. All rights reserved.

This content is intended for Institutional Investors Only (Plan Sponsors, Consultants & Group Advisors).