Today’s investor expects innovative, simplistic, and cost-efficient solutions.
That’s why we built Sun Life ETF+ Portfolios – a suite of five investment solutions, each actively managed to fit varying risk profiles. Sun Life ETF+ Portfolios blend the strength of core mutual funds and passive ETFs that track major indices with next-level opportunity:
1. Strength of core mutual funds and ETFs that track major indices
Plus
2. Innovation through next-level opportunities1
Beyond traditional diversification with purposeful, targeted allocations to private fixed income (PFI) and gold. PFI and gold can act as defensive allocations in stressed markets, and may also offer an inflationary hedge.
Access our unique in-house systematic U.S. sector rotation strategy:
The portfolios are actively managed so investors don’t have to. Access the benefits of gold without the complexity of owning bullion or futures.
The portfolios combine the cost advantages of ETF building blocks with the scale benefits of a managed solution. This can help reduce fees across asset classes while simplifying manager oversight and ongoing portfolio maintenance.
With the active oversight and strategic asset allocation experience of our Multi-Asset Solutions Team, our core allocations are:
Leveraging efficient, low-cost passive exposures, each portfolio seeks to deliver long-term results without unnecessary cost or complexity.
| Gold | Private fixed income (PFI) | U.S. sector rotation |
|---|---|---|
A timeless hedge in a volatile world, gold can help to smooth out portfolio outcomes over time.
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PFI may offer enhanced yield from non-traditional credit markets that individual investors can’t access on their own.
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Within U.S. equity, our unique in-house U.S. sector rotation strategy provides tactical access to the current most dynamic corners of the economy.
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| Fixed income | Conservative | Balanced | Growth | Equity |
|---|---|---|---|---|
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98% Fixed income 2% Alternatives |
63% Fixed income 35% Equity 2% Alternatives |
60% Equity 38% Fixed income 2% Alternatives |
80% Equity 18% Fixed income 2% Alternatives |
98% Equity 2% Alternatives |
| Diversified income focused on capital preservation | Balanced with a higher allocation to fixed income | Balanced with a tilt towards growth | Growth-oriented with fixed income and alternative components | Equity and alternative components, focused on long-term growth |
Our Multi-Asset Solutions Team is devoted to fund manager selection, oversight, and building solutions that deliver risk-adjusted returns. They have access to the International Investment Centre (IIC), an independent investment research engine. The IIC has over 100 global asset manager relationships and provides guidance on external manager selection.
