Innovative Financial Solutions: Sun Life and PICTON Joint Venture

New Frontiers in Investment Options with Sun Life and PICTON

In an exciting development for Canadian investors, Sun Life Global Investments has joined forces with Picton Mahoney Asset Management. Together, they aim to enrich segregated fund offerings within Sun Life's Guaranteed Investment Fund products, introducing the Sun PICTON Income Fund and the Sun PICTON Balanced Fund. This collaboration stands out as it marks a pioneering instance where PICTON Investments' funds are now accessible as part of segregated funds, a significant leap in the investment landscape for Canadians.

Enhancing Investment Choices

The innovation doesn’t stop with these two new funds. Sun Life has also launched six additional index-tracking ETF segregated funds, which provide cost-effective investment solutions paired with competitive Management Expense Ratios (MERs). Furthermore, two segregated funds will invest in the reputable PIMCO Monthly Income Fund and the Sun Life MFS Global Core Plus Bond Fund, recognized globally for their robust fixed-income strategies.

The Vision for Canadian Investors

Oricia Smith, President of SLGI Asset Management Inc. and Senior Vice-President of Investment Solutions at Sun Life Canada, expressed her enthusiasm about these developments. She stated, "By expanding our lineup with new segregated fund solutions, we empower Canadians to grow their savings while enjoying certain protections." This initiative not only aims to diversify investment strategies but also seeks to instill confidence among Canadian investors amid fluctuating market conditions.

Investment Strategies That Adapt

These segregated funds are designed with a focus on adaptability in both rising and falling markets, merging insurance benefits with innovative investment strategies. This unique approach enables the safeguarding of savings while simultaneously fostering opportunities for long-term growth. Modernizing the investment offerings available through collaboration with PICTON and PIMCO, advisors can furnish Canadians with comprehensive tools necessary for building diversified portfolios.

Revolutionizing Portfolio Construction

David Picton, President & CEO of PICTON Investments, emphasized the goal of achieving greater certainty for investors. He stated, "By blending our depth of alternative investment expertise with the established scale of Sun Life, we can offer resilient portfolios that excel in different market scenarios. This collaboration is transforming the investment landscape in Canada."

Commitment to Client Support

As a frontrunner in retirement and estate planning, Sun Life Global Investments is dedicated to providing advisors with diverse product offerings, enhancing flexibility, and increasing choices for Canadians. Sun Life aims to facilitate the approach to retirement with confidence and peace of mind. By providing access to a suite of investment strategies that offer estate planning benefits, potential creditor protection, and various guarantees, they ensure comprehensive support for Canadian investors.

About the Companies Involved

About Sun Life Global Investments

Sun Life Global Investments operates as a trade name of SLGI Asset Management Inc. and is part of the Sun Life group of companies. They cater to a variety of client needs, empowering Canadians to pursue their financial ambitions at every life stage. By combining the trusted reputation of Sun Life with leading asset managers from around the globe, they provide a robust investment platform that fulfills diverse investment aspirations.

About PICTON Investments

PICTON Investments is widely respected in the Canadian investment community, managing over $15 billion in assets. They focus on alternative investment strategies that challenge conventional methods. Established in 2004, PICTON promotes a modern approach that encourages advisors and investors to embrace environments of resiliency and strength. Their commitment is centered on delivering consistent, risk-adjusted returns irrespective of market fluctuations.

Frequently Asked Questions

What is the primary goal of the collaboration between Sun Life and PICTON?

The collaboration aims to enhance segregated fund options for Canadians, allowing access to innovative investment strategies and market protections.

What new funds are being introduced as part of this collaboration?

The collaboration introduces the Sun PICTON Income Fund and the Sun PICTON Balanced Fund, along with additional index-tracking ETF segregated funds.

How do these new funds benefit investors?

These funds are designed to grow savings while providing certain protections and adaptable strategies for various market conditions.

What is the overall mission of PICTON Investments?

PICTON Investments aims to offer resilient portfolios that thrive in any market, focusing on delivering consistent, risk-adjusted returns.

What is the importance of diversified portfolios in investment?

Diversified portfolios help mitigate risk, allowing for steadier growth by spreading investments across various asset classes and strategies.

About The Author

Greetings, I'm 32-year-old author and financial specialist Evelyn Baker. My introduction into the financial industry started with an economics degree and continued with a wealth of experience in wealth management and financial consulting. My great passion over the years has been assisting people and companies in making wise, well-informed decisions to reach their financial objectives.

My goal with writing is to simplify difficult financial ideas into understandable, doable guidance. My goal in writing many books and articles is to make personal finance understandable to everyone, irrespective of their experience or background. I want to give readers the information they need to take charge of their financial futures, from investing and retirement planning to budgeting and saving.

Along with my writing, I lead webinars and workshops where I provide doable advice and methods for achieving financial success. To reach a larger audience, I also frequently contribute to financial blogs and publications. My method is always to offer doable, real-world guidance that can actually improve people's lives.

Aside from my job, I like to cook, travel, and experience other cultures. I work hard to apply my belief in the value of a balanced life to my financial counsel. My goal in working is to encourage and enable people to succeed financially so they may lead the best lives possible.

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