At Sun Life Global Investments, we believe that thinking and acting from a global perspective brings to light the best opportunities for our investors. Our goal is to help them invest confidently so they can live life on their terms. In 2018, Sun Life Global Investments acquired Excel Funds – an investment fund manager specializing in emerging markets funds. The acquisition adds to our global sub-advisor network by providing access to Aditya Birla Sun Life Asset Management, Amundi Asset Management and China Asset Management Company Limited.
As a member of the Sun Life Financial group of companies, we have access to investment professionals located around the world who for years have sought out and engaged best-in-class investment managers. We are able to leverage these preferred relationships to provide Canadian investors a diverse line up of mutual funds, investment solutions and services designed to help them pursue their financial goals, both now and in the future.
We are a fund manager however we also select global managers from other firms, who share our vision and objectives, to sub-advise funds built for our product shelf. Partnering with these managers allows us to bring additional investment expertise to the Canadian investor all offered through Sun Life Global Investments.
We offer a diverse lineup of mutual funds through the following sub-advisory relationships:
These teams each have a unique, disciplined, research-based approach to selecting and managing the funds in their portfolios, with a view to attaining long-term performance results. Together, they have a worldwide reach and a long and proven history of success. This expertise, combined with the best-in-class risk management practices Sun Life Financial has developed over the last 150 years, allows us to open up a whole new world of investment opportunities for Canadian investors.
Effective May 2, 2016, the Sun Life Beutel Goodman Canadian Bond Fund moved to a multi-strategy approach, was renamed Sun Life Multi-Strategy Bond Fund, and Beutel Goodman and Company Ltd. was removed as sub-advisor. The Fund's assets will be allocated amongst four underlying managers: BlackRock Asset Management; Connor, Clark & Lunn Investment Management Ltd. (as sub-advisor), Franklin Templeton Investments and Phillips, Hager & North Investment Management.
Facts and figures
Launched in October 2010
63 mutual funds available to Canadian investors
Assets under management (AUM) as of January 31, 2018: