March 09, 2018

Sun Life Global Investments and Excel announce additional changes as part of integration process

TORONTO, March 9, 2018 /CNW/ - Sun Life Global Investments (Canada) Inc. ("Sun Life Global Investments") and Excel Funds Management Inc. ("Excel") today announced additional changes as part of the ongoing integration of Excel and Sun Life Global Investments. The announcement follows the changes previously announced on February 28, 2018. 

Sun Life Global Investments (CNW Group/Sun Life Global Investments (Canada) Inc.)

Sun Life Global Investments and Excel are proposing that the current master declaration of trust governing Excel's fund lineup be amended and restated to adopt the terms and conditions of the master declaration of trust governing the Sun Life Global Investments funds (the "Sun Life Declaration of Trust"). This change will take effect on or about June 18, 2018, provided that it receives the required unitholder approvals. The unitholder vote is scheduled to take place on or about May 25, 2018.

Notice of the change will be sent to unitholders in advance of the unitholder meetings and full details of the change will be set out in a management information circular that will be made available to unitholders on Excel's website and on SEDAR at

About Sun Life Global Investments (Canada) Inc.
Sun Life Global Investments is a subsidiary of Sun Life Financial Inc. It offers Canadians a diverse lineup of mutual funds and innovative portfolio solutions, empowering them to pursue their financial goals at every life stage. We bring together the strength of one of Canada's most trusted names in financial services with some of the best asset managers from around the world to deliver a truly global investment platform. Sun Life Global Investments manages $21 billion on behalf of institutional and retail investors from coast to coast and is a member of the Sun Life Financial group of companies. For more information, visit or connect with us on Twitter @SLGI_Canada.

About Sun Life Financial
Sun Life Financial Inc. is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life Financial has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of December 31, 2017, Sun Life Financial had total assets under management of $975 billion. For more information please visit

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.

About Excel Funds Management Inc. 
Founded in 1998, Excel Funds Management Inc. is an investment fund manager offering actively-managed core and specialty investment solutions to retail investors, including access to the largest suite of emerging markets investments in Canada. Excel Funds' strategic alignment with active, on-the-ground sub-advisors who work in collaboration with its in-house managers, enhances the depth and breadth of its portfolio management team. Excel Funds has access to a global network of over 700 portfolio managers and 200 research analysts, who provide firsthand knowledge of the markets in which they invest. For more information, please visit

Note to Editors: All figures in Canadian dollars.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Media Relations Contact:
Derek Kirk
Manager, Media & PR
Corporate Communications
T. 416-432-2996


SOURCE Sun Life Global Investments (Canada) Inc.