SLGI Asset Management Inc., operating as Sun Life Global Investments, has announced that it will implement new names and lower management fees for its Sun Life Tactical ETF Portfolios. The changes, which take effect on December 8, 2025, include renaming the products to Sun Life ETF+ Portfolios.
The updated lineup will combine core mutual funds and passive ETFs with specific allocations to gold, private fixed income assets, and an in-house systematic U.S. sector rotation strategy. According to the company, these enhancements are designed to improve portfolio stability during periods of market stress or high inflation and provide a more adaptive investment experience for Canadian investors.
Sun Life stated: "Evolution is at the heart of the changes to the portfolios. New allocations to gold and private fixed income are added to enhance stability during periods of market stress or high inflation. Sun Life's in-house, systematic U.S. sector rotation strategy is designed to capture market opportunities in ways that passive strategies can't, allowing the applicable portfolios to adjust as economic conditions change. Together, these enhancements are intended to offer Canadians a more adaptive and resilient investment experience to help them stay better positioned through changing markets."
The company highlighted that managed portfolios such as Sun Life ETF+ Portfolios benefit from size advantages that allow access to institutional pricing not available to individual investors. The management fees for some series will start as low as 0.375% for the Sun Life Fixed Income ETF+ Series F.
Sun Life also reminded investors: "Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund and ETF investments. Please read the fund's prospectus. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated."
Sun Life Global Investments operates under SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all part of the broader Sun Life group of companies. The firm provides various investment solutions in partnership with global asset managers.
Sun Life is an international financial services organization with operations in several countries including Canada, the United States, United Kingdom, Ireland, Hong Kong, Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of September 30, 2025, its total assets under management were $1.62 trillion (https://www.sunlife.com). The company's shares trade on multiple exchanges under the ticker symbol SLF.
For more information about these changes or other offerings from Sun Life Global Investments visit www.sunlifeglobalinvestments.com.