CC&L Canadian Small Cap fund closed to new clients

February 18, 2014

Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. Sun Life Assurance Company of Canada purchases units of the funds listed below, which are established as segregated funds in accordance with the Insurance Companies Act (Canada).

Effective immediately, the CC&L Small Cap Segregated fund will no longer be marketed as part of our Core investment platform. Connor, Clark & Lunn Investment Management Ltd. (CC&L) has closed the Fund to new clients in order to manage capacity in the underlying strategy.

Governance for the Fund will continue indefinitely. Plans currently offering the fund are not impacted by this closure and contributions from members in those plans can continue in the future.

Investment Guidelines and MorningstarĀ® investment reporting are available on Sun Life Financial's Plan Sponsor Services website at When logged into the website, under the Administration and reporting tab, select Group Retirement Services, then on the top navigation menu select Investments >> Governance reports.

Please contact your Sun Life Financial Group Retirement Services representative.