Shareholders have the right and responsibility to vote on certain aspects of a company's business. Mutual funds hold shares of companies and its unit holders are entitled to exercise their voting rights. This is most often done through the use of proxies. A proxy is the legal transfer of a shareholder's right to vote to the professionals who manage their investments.
Sun Life Global Investments requires its investment sub-advisors to have proxy voting policies in place. These serve as guidelines for voting proxies in the best interests of shareholders.
Each year, we provide the voting records of our mutual funds that hold voting securities. These are available on our website by August 31 for the previous period (July 1 – June 30).
Can't find a proxy voting record of a fund?
Some funds invest in non-voting securities or in units of investment funds. Funds launched after June 30 will have their proxy records disclosed by August 31 of the subsequent annual period.