Sun Life Tactical ETF Portfolios
Sun Life Tactical ETF Portfolios are designed for investors who want exposure to exchange traded funds (ETFs) within the structure of an actively managed mutual fund. The portfolios invest in ETFs and mutual funds and are actively managed to navigate market conditions by the experienced Portfolio Management team at Sun Life Global Investments. The following portfolios are available:
- Sun Life Tactical Fixed Income ETF Portfolio
- Sun Life Tactical Conservative ETF Portfolio
- Sun Life Tactical Balanced ETF Portfolio
- Sun Life Tactical Growth ETF Portfolio
- Sun Life Tactical Equity ETF Portfolio
Sun Life Tactical ETF Portfolios offer three benefits:
1) Value and access
- A single ticket solution that can be a core holding in any investment portfolio
- Experienced team that actively manages the allocations within each portfolio to deliver the potential for attractive risk-adjusted returns
- Each portfolio invests primarily in a carefully selected mix of ETFs
2) Strategic and tactical asset allocation
- Strategic asset allocation sets the foundational exposures to various asset classes.
- Beyond that the Managers make incremental, tactical adjustments, to reduce risk and seek higher returns.
- The Managers assess the market environment for dislocations. If the risk/reward profile meets their criteria, they may make tactical shifts to the asset allocation.
3) Broad diversification
- Diversified by asset class, region, market capitalization and/or credit quality to strengthen focus on capital preservation while maximizing the opportunity to benefit from changes in market and business cycles.
- Seeks to invest in a variety of recognizable equity and fixed income ETFs, to provide targeted exposure within the portfolios.
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