Sun Life Global Investments Launches Innovative ETF Series
Sun Life Global Investments has recently unveiled a new exchange-traded fund (ETF) series as part of its ongoing commitment to meet the evolving wealth needs of Canadians. This exciting new offering is designed to provide greater flexibility and choice for both advisors and their clients, focusing on lifelong financial security.
New Series Includes Popular Fixed Income Funds
The new ETF Series features three of the most well-received active fixed income funds, providing investors with additional avenues to tap into the specialized portfolio management expertise of prominent sub-advisors, including MFS Investment Management, SLC Management, and Crescent Capital Group. The ETF market in Canada has seen considerable growth, now roughly totaling $612.6 billion in assets, indicating a palpable shift in investment preferences among Canadians.
Details of the ETF Offerings
The launched funds within the ETF series include:
- Sun Life Core Advantage Credit Private Pool – ETF Series (Ticker: SLCA) - Management Fee: 0.43%
- Sun Life MFS Global Core Plus Bond Fund – ETF Series (Ticker: SLGC) - Management Fee: 0.43%
- Sun Life Crescent Specialty Credit Private Pool – ETF Series (Ticker: SLSC) - Management Fee: 0.70%
Meeting the Needs of Modern Canadians
The focus of the ETF series is to empower advisors and their clients as they navigate the complexities of financial planning. With retirement being a significant concern for many, the introduction of these ETFs aims to enhance income portfolios tailored to individual needs. This launch resonates with Canadian investors seeking effective solutions to achieve financial wellness.
A Vision for Future Financial Security
Oricia Smith, President of SLGI Asset Management Inc., beautifully articulated the vision behind the ETF series: "The launch of our ETF Series marks a new chapter in delivering innovative, flexible solutions to Canadians. Our goal is to ensure that Canadians feel secure in their long-term financial journey, reinforcing our role as a trustworthy partner in the industry." Smith noted this milestone as a reflection of Sun Life Global Investments' commitment to holistic wealth solutions.
15 Years of Growth and Innovation
Having launched 15 years ago as a product manufacturer, Sun Life Global Investments has continually evolved, focusing on offering institutional-quality investment solutions accessible to retail investors. Throughout their history, they have become one of the leading asset managers for defined contribution pensions, setting a standard for innovation in the financial services sector.
Expanding Access to Quality Investments
As part of Sun Life's overarching commitment to aiding Canadians in achieving lifetime financial security, the new ETF series adds an important layer to their already diverse suite of solutions. This suite includes a variety of offerings such as mutual funds, segregated funds, annuities, and now, ETFs. The objective is not just to provide investment opportunities but also to inform and empower investors regarding their financial futures.
Conclusion and Contacts
Sun Life Global Investments continues to set the bar high for asset management in Canada, standing prepared to meet the diverse investment needs of their clients. For more information regarding the ETF Series or other services, reach out via the following contact:
Media Relations Contact:
Sun Life Canada: media.relations@sunlife.com
Frequently Asked Questions
What products are included in the new ETF series by Sun Life Global Investments?
The ETF series includes Sun Life Core Advantage Credit Private Pool, Sun Life MFS Global Core Plus Bond Fund, and Sun Life Crescent Specialty Credit Private Pool.
What are the management fees for the new ETFs?
The management fees are 0.43% for SLCA and SLGC, and 0.70% for SLSC.
What is the goal of launching this ETF series?
The goal is to provide Canadians with greater options for income generation and capital preservation, reflecting their changing financial needs.
How long has Sun Life Global Investments been operating?
Sun Life Global Investments has been established for 15 years, focusing on innovation and the delivery of financial solutions.
Who are the key sub-advisors for these new ETFs?
The key sub-advisors are MFS Investment Management, SLC Management, and Crescent Capital Group, who bring expertise in managing fixed income solutions.
