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Fund facts are clear, plain language documents that contain key information about a specific mutual fund. Check out the fund facts guide to better understand the various elements that make up these documents.
Amended and Restated Simplified Prospectus
Amended and Restated Simplified Prospectus
Here you can download copies of our annual and semi-annual financial statements:
Annual Mutual Fund Trust financial statements - as of December 31, 2024
Annual Corporate Class financial statements - as of December 31, 2024
Annual Sun Life GIFs financial statements - as of December 31, 2024
Semi-annual Mutual Fund Trust financial statements- as of June 30, 2025
Semi-annual Corporate Class financial statements- as of June 30, 2025
Semi-annual Sun Life GIFs financial statements - as of June 30, 2025
Semi-annual reports - As of June 30, 2025
Annual reports - As of December 31, 2024
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).
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.
Sun Life BlackRock Canadian Composite Equity Fund
Sun Life BlackRock Canadian Equity Fund
Sun Life Dynamic Equity Income Fund
Sun Life Dynamic Strategic Yield
Sun Life Schroder Emerging Markets Fund
Sun Life KBI Global Dividend Private Pool
Sun Life KBI Sustainable Infrastructure Private Pool
Sun Life JPMorgan International Equity Fund
Sun Life MFS Canadian Equity Fund
Sun Life MFS Diversified Income Fund
Sun Life MFS Global Growth Fund
Sun Life MFS Global Total Return Fund
Sun Life MFS Global Value Fund
Sun Life MFS International Opportunities Fund
Sun Life MFS International Value Fund
Sun Life MFS Low Volatility International Equity Fund
Sun Life MFS Low Volatility Global Equity Fund
Sun Life MFS U.S. Mid Cap Growth Fund
Sun Life Nuveen Flexible Income Fund
Sun Life Real Assets Private Pool
Sun Life Acadian International Equity Fund
Available on request
Unit holders can obtain the current proxy voting policies and procedures of SLGI Asset Management Inc.
Please call 1-877-344-1434 or email info@sunlifeglobalinvestments.com
We also offer accessible PDF versions for each fund available on demand. Please email marketing@sunlifeglobalinvestments.com should you require an accessible PDF version.
Sun Life Global Investments:
Information for mutual fund investors who are U.S. taxpayers
To support investors who are affected by the Passive Foreign Investment Company (PFIC) rules, we provide PFIC Annual Information Statements for 16 of our mutual funds, should investors choose to make Qualified Electing Fund (QEF) elections on their U.S. income tax return.
A Passive Foreign Investment Company (PFIC) is defined as a non-U.S. corporation (or a non-U.S. entity treated under U.S. tax principles as a corporation) where 75% or more of its gross income is passive income, or at least 50% of the corporation's assets produce or are held to produce passive income. Under this definition, Canadian mutual funds are treated as PFICs.
U.S. taxpayers who hold Canadian mutual funds in a non-registered account are likely subject to PFIC rules and are required to report income from each PFIC when filing U.S. income tax returns.
The PFIC rules are complex. It’s recommended that U.S. taxpayers consult their tax advisor concerning the overall tax consequences of their ownership of the fund and their U.S. tax reporting requirements.
To receive a copy of the PFIC statement(s) available for the funds listed below, please contact your advisor who can make a request through the Sun Life Wealth Distribution sales team.
Sun Life Global Investments provides PFIC Annual Information Statements for the following funds:
Mutual fund trust
Sun Life Granite Balanced Growth Portfolio
Sun Life MFS Diversified Income Fund
Sun Life MFS Global Growth Fund
Sun Life MFS Global Value Fund
Sun Life MFS International Opportunities Fund
Sun Life MFS International Value Fund
Sun Life Core Advantage Credit Private Pool
Sun life KBI Sustainable Infrastructure Private Pool
Sun Life Real Assets Private Pool
Sun Life MFS U.S. Growth Fund
Sun Life MFS U.S. Mid Cap Growth Fund
Sun Life MFS U.S. Value Fund
Sun Life Granite Balanced Portfolio
Corporate class
Sun Life MFS Global Growth Class
Sun Life MFS International Opportunities Class
Sun Life MFS U.S. Growth Class
