Sun Life Global Investments lowers fees for Sun Life MFS International Value and Global Value funds and Sun Life ETF+ Portfolios
SLGI Asset Management Inc. ("Sun Life Global Investments") today announced reductions in management fees for certain series of...
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SLGI Asset Management Inc. (“Sun Life Global Investments”) today announced reductions in management fees for certain series of Sun Life MFS International Value Fund and Sun Life MFS Global Value Fund, and in fixed administration fees for the Sun Life ETF+ Portfolios, effective, November 16, 2026.
These reductions reflect Sun Life Global Investments’ ongoing commitment to delivering greater value to investors by combining strong investment management with cost-effective solutions and competitive pricing.
Full details of the fee reductions are outlined below.
Management Fee (MF) reductions for certain Sun Life MFS funds
Sun Life MFS International Value Fund offers active exposure to high-quality businesses in international markets, with a preference for larger companies in developed markets. The Fund seeks attractive valuations while carefully managing downside risk, focusing on underestimated companies where improving conditions may help unlock long-term value. Guided by a disciplined, research-driven investment process, the strategy emphasizes thoughtful stock selection across full market cycles.
Sun Life MFS Global Value Fund is an actively managed global equity fund that offers investors exposure to high-quality, undervalued companies, with a focus on larger businesses primarily in developed markets. The Fund seeks to identify underestimated companies where improving business conditions may help unlock long-term value, supported by a disciplined, research-driven investment approach focused on strong stock selection across full market cycles.
Fixed Administration Fee (FAF) reductions for Sun Life ETF+ Portfolios
The Sun Life ETF+ Portfolios combine core mutual funds and passive ETFs plus targeted allocations to gold, private fixed income, and an in-house systematic U.S. sector rotation strategy1. The Sun Life ETF+ Portfolios provide investors with diversified, all-in-one solutions designed to be convenient and cost efficient.
1 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.
About Sun Life Global Investments
Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada and Sun Life Financial Trust Inc., all of which are members of the Sunlife group of companies. Sun Life Global Investments offers Canadians diverse investment solutions, empowering them to pursue their financial goals at every life stage. Sun Life Global Investments brings together the strength of one of Canada’s most trusted names in financial services, Sunlife, with world class asset managers from around the world to deliver a truly global investment platform. For more information, visit www.sunlifeglobalinvestments.com.
About Sunlife
Sunlife is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sunlife has operations in a number of markets worldwide, including Canada, the U.S., the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of June 30, 2026, Sunlife had total assets under management of $1.70 trillion. For more information, please visit www.sunlife.com.
Source : SLGI Asset Management Inc.
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