Here are a few actions you can take to get a handle on your finances.
Sun Life Tactical ETF Portfolios
Smart investing with built-in flexibility
The Sun Life Tactical ETF Portfolios are five distinct portfolios designed to align with your unique risk tolerance and investment objectives – all at a cost-effective price.
Each portfolio invests in a broadly diversified mix of ETFs and mutual funds. Our experienced Portfolio Management team actively manages the asset allocation and tactically shifts the portfolios to navigate market conditions.
Benefits of Sun Life Tactical ETF Portfolios
Diversified. Active. Cost-effective. Designed for investors who want exposure to exchange traded funds (ETFs) within the convenient structure of an actively managed mutual fund.
- Actively managed
- Strategically diversified with tactical shifting
| Type | Strategic allocation | Link |
|---|---|---|
| Fixed Income | 100% Fixed Income | Sun Life Tactical Fixed Income ETF Portfolio |
| Conservative | 35% Equity
65% Fixed Income |
Sun Life Tactical Conservative ETF Portfolio |
| Balanced | 60% Equity
40% Fixed Income |
Sun Life Tactical Balanced ETF Portfolio |
| Growth | 80% Equity
20% Fixed Income |
Sun Life Tactical Growth ETF Portfolio |
| Equity | 100% Equity
|
Sun Life Tactical Equity ETF Portfolio |
Start investing in 4 simple steps
- Connect with a Prospr advisor to discuss your goals.
- Together, build your personalized investment strategy.
- Set up the right accounts for your needs.
- Start investing and getting closer to your goals!
You can also call 1-888-222-7957, Monday to Friday 8 a.m. to 8 p.m. ET.
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