Note: Returns for funds less than one year old cannot be displayed

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Effective on or about October 2, 2017, Schroder Investment Management North America Inc. (“Schroders”) will assume the portfolio sub-advisory responsibilities for Sun Life Sentry Global Mid Cap Fund, and the fund will be renamed Sun Life Schroder Global Mid Cap Fund. The investment strategies of the fund will be amended to reflect Schroders’ internationally focused investment style. The investment objective will remain the same.

Effective on or about October 27, 2017, Sun Life Global Investments proposes to merge Sun Life Sentry Conservative Balanced Fund into Sun Life Granite Income Portfolio provided that it receives the required unitholder and regulatory approvals. The unitholder vote is expected to be scheduled on or about October 6, 2017.

Sun Life Multi-Strategy Target Return Fund is offered under a long form prospectus. In order to sell this fund, your financial representative must meet certain proficiency requirements.

Clicking on any of the funds on this page will bring you to the Canadian dollar (CAD) purchase option of the fund profile page.

Sun Life Sionna Canadian Small Cap Equity Class was closed as of November 16, 2018.

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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Effective on or about October 2, 2017, Schroder Investment Management North America Inc. (“Schroders”) will assume the portfolio sub-advisory responsibilities for Sun Life Sentry Global Mid Cap Fund, and the fund will be renamed Sun Life Schroder Global Mid Cap Fund. The investment strategies of the fund will be amended to reflect Schroders’ internationally focused investment style. The investment objective will remain the same.

Effective on or about October 27, 2017, Sun Life Global Investments proposes to merge Sun Life Sentry Conservative Balanced Fund into Sun Life Granite Income Portfolio provided that it receives the required unitholder and regulatory approvals. The unitholder vote is expected to be scheduled on or about October 6, 2017.

Sun Life Multi-Strategy Target Return Fund is offered under a long form prospectus. In order to sell this fund, your financial representative must meet certain proficiency requirements.

Clicking on any of the funds on this page will bring you to the Canadian dollar (CAD) purchase option of the fund profile page.

Sun Life Sionna Canadian Small Cap Equity Class was closed as of November 16, 2018.

Fund Name
 
Series
 
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Distribution date
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Total amount per security
 

1Please note that Series T funds have a unique distribution policy. Please refer to the simplified prospectus for the distribution policy for this series.
 

Effective on or about October 2, 2017, Schroder Investment Management North America Inc. (“Schroders”) will assume the portfolio sub-advisory responsibilities for Sun Life Sentry Global Mid Cap Fund, and the fund will be renamed Sun Life Schroder Global Mid Cap Fund. The investment strategies of the fund will be amended to reflect Schroders’ internationally focused investment style. The investment objective will remain the same.

Effective on or about October 27, 2017, Sun Life Global Investments proposes to merge Sun Life Sentry Conservative Balanced Fund into Sun Life Granite Income Portfolio provided that it receives the required unitholder and regulatory approvals. The unitholder vote is expected to be scheduled on or about October 6, 2017.

Sun Life Multi-Strategy Target Return Fund is offered under a long form prospectus. In order to sell this fund, your financial representative must meet certain proficiency requirements.

Clicking on any of the funds on this page will bring you to the Canadian dollar (CAD) purchase option of the fund profile page.

Sun Life Sionna Canadian Small Cap Equity Class was closed as of November 16, 2018.

Fund Name
 
Series
 
Currency
 
Guaranteed value per unit
 
Learn more about the Milestone Funds guarantee.

Effective on or about October 2, 2017, Schroder Investment Management North America Inc. (“Schroders”) will assume the portfolio sub-advisory responsibilities for Sun Life Sentry Global Mid Cap Fund, and the fund will be renamed Sun Life Schroder Global Mid Cap Fund. The investment strategies of the fund will be amended to reflect Schroders’ internationally focused investment style. The investment objective will remain the same.

Effective on or about October 27, 2017, Sun Life Global Investments proposes to merge Sun Life Sentry Conservative Balanced Fund into Sun Life Granite Income Portfolio provided that it receives the required unitholder and regulatory approvals. The unitholder vote is expected to be scheduled on or about October 6, 2017.

Sun Life Multi-Strategy Target Return Fund is offered under a long form prospectus. In order to sell this fund, your financial representative must meet certain proficiency requirements.

Sun Life Sionna Canadian Small Cap Equity Class was closed as of November 16, 2018.

Fund Name
 
Series
 
Currency
 
Sales charge
 
Fund Code
 

Effective on or about October 2, 2017, Schroder Investment Management North America Inc. (“Schroders”) will assume the portfolio sub-advisory responsibilities for Sun Life Sentry Global Mid Cap Fund, and the fund will be renamed Sun Life Schroder Global Mid Cap Fund. The investment strategies of the fund will be amended to reflect Schroders’ internationally focused investment style. The investment objective will remain the same.

Effective on or about October 27, 2017, Sun Life Global Investments proposes to merge Sun Life Sentry Conservative Balanced Fund into Sun Life Granite Income Portfolio provided that it receives the required unitholder and regulatory approvals. The unitholder vote is expected to be scheduled on or about October 6, 2017.

Sun Life Multi-Strategy Target Return Fund is offered under a long form prospectus. In order to sell this fund, your financial representative must meet certain proficiency requirements.

Clicking on any of the funds on this page will bring you to the Canadian dollar (CAD) purchase option of the fund profile page.

Sun Life Sionna Canadian Small Cap Equity Class was closed as of November 16, 2018.