Here are a few actions you can take to get a handle on your finances.
Sun Life ETF+ Portfolios
Five next-generation solutions for forward-thinking investors
The Sun Life ETF+ Portfolios are a suite of professionally managed portfolios that blend the strength of core mutual funds and ETFs that track major indices with next-level opportunity.
They’re designed for forward-thinking investors who want to diversify beyond traditional balanced funds.
Access gold, private fixed income, and a unique systematic U.S. sector rotation strategy.
Benefits of Sun Life ETF+ Portfolios
Innovation.
Beyond traditional diversification with purposeful, targeted allocations to gold and private fixed income, and access to a unique U.S. sector rotation strategy. *
Simplicity.
- Actively managed portfolios so you don’t have to
- Access the benefits of gold without the complexity of owning bullion or futures
Cost-efficiency.
- Managed portfolios may experience lower fees across asset classes
- Cost efficient way to invest in a diversified portfolio with management fees starting as low as 0.775%
*Exposure to private fixed income is achieved through investment in the SLC Management Private Fixed Income Plus Fund. Indirect exposure to gold is achieved by investing in underlying ETFs that seek to replicate the performance of the price of gold bullion.
| Type | Strategic allocation | Link |
|---|---|---|
| Fixed Income | 98% Fixed Income 2% Alternatives |
Sun Life Tactical Fixed Income ETF+ Portfolio |
| Conservative | 63% Fixed income 35% Equity 2% Alternatives |
Sun Life Tactical Conservative ETF+ Portfolio |
| Balanced | 60% Equity 38% Fixed income 2% Alternatives |
Sun Life Tactical Balanced ETF+ Portfolio |
| Growth | 80% Equity 18% Fixed income 2% Alternatives |
Sun Life Tactical Growth ETF+ Portfolio |
| Equity | 98% Equity 2% Alternatives |
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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