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.