SLGI Asset Management Reveals Strategic Mutual Fund Updates

Author: Owen Jenkins Updated: 08-13-2025 04:15 PM

SLGI Asset Management Introduces Key Changes

SLGI Asset Management Inc. has announced noteworthy adjustments to its mutual fund lineup, aiming to enhance investment opportunities. This strategic realignment will reflect a commitment to providing quality services to investors.

Changes to the Investment Strategy

Among the significant transitions, SLGI will replace Lazard Asset Management as the sub-advisor for the infrastructure segment of the Sun Life Real Assets Private Pool. The esteemed Cohen & Steers Capital Management will now steer this portion of the fund, given their expertise in global infrastructure investments.

Replacement and Strategy Expansion

As of the close of business, effective October 14, 2025, SLGI Asset Management itself will take on the role of the portfolio manager, replacing KBI Global Investors. This shift is anticipated to streamline operations and boost investor confidence.

New Investment Horizons

In addition, the strategy will pivot to encompass exposure to physical commodities, continuing the pool's unwavering investment objective while diversifying risk and returns.

Closure of Sun Life JPMorgan International Equity Fund

The management also revealed the closure of the Sun Life JPMorgan International Equity Fund. This closure marks a move towards simplifying their offerings, refining focus on funds that best serve the investors' interests.

As of October 14, 2025, SLGI plans to redeem all remaining investors in the fund, ensuring a smooth transition and support for their clients.

About SLGI Asset Management Inc.

SLGI Asset Management is a division of Sun Life Financial Inc., renowned for offering diverse mutual funds and innovative portfolio solutions. Their mission is to empower Canadians in achieving financial goals across different life stages.

The Legacy of Sun Life

Sun Life Financial Inc., a premier financial services entity, has a global footprint and is recognized for providing asset management, wealth solutions, insurance, and health support to both individuals and institutions. They proudly trade on significant stock exchanges with the ticker symbol SLF.

For those interested in further details, SLGI Asset Management manages an impressive $40.95 billion on behalf of investors across Canada.

Media Relations Contact

For media inquiries, contact SLGI Asset Management via email at media.relations@sunlife.com.

Frequently Asked Questions

What changes did SLGI make to its mutual fund lineup?

SLGI announced the replacement of Lazard Asset Management with Cohen & Steers for the infrastructure portion of the Sun Life Real Assets Private Pool.

Why is the Sun Life JPMorgan International Equity Fund closing?

The closure aims to streamline offerings and focus on more effective funds for investors.

When will these changes take effect?

All changes will be effective as of October 14, 2025.

What is the role of SLGI Asset Management in these changes?

SLGI will act as the portfolio manager and oversee the updated investment strategies.

How much does SLGI manage on behalf of investors?

SLGI manages approximately $40.95 billion for clients across Canada.

About The Author

Hi there I'm 38-year-old author and financial consultant Owen Jenkins. Having worked in the financial sector for more than ten years, I am well-versed in the subtleties and complexity that mold our financial environment. Following a degree in finance, I worked in a number of financial institutions honing my abilities in market analysis, financial planning, and investment strategies.

My love is teaching others about investing and personal finance. My goal in writing many books and articles has been to demystify financial ideas and give readers the information they need to make wise financial decisions. I write with a direct, useful style that emphasizes doable suggestions for daily living.

Along with writing, I lead webinars and seminars where I impart knowledge on how to successfully negotiate the financial world. I also write for financial journals and show up as a guest expert on financial news programs a lot. Whether they are new to investing or want to improve their approach, my mission is to enable people to take charge of their financial futures.

Beyond work, I like to hike, play the guitar, and spend time with my family. I think that balance is crucial and want to encourage people to strike a balance between their financial aspirations and their hobbies. I want to help people succeed and achieve financial security through my work, so having a good influence.

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