Sun Life MFS U.S. Growth Fund Portfolio Management Change

March 17, 2014

Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans.

In February 2014, Sun Life Global Investments (Canada) Inc. (SLGI) announced that effective April 30, 2014, Matthew Sabel will join Eric Fischman as a portfolio manager on the MFS U.S. Growth Equity strategy; this fund is sub-advised by MFS Institutional Advisors, Inc. (MFS).

Mr. Sabel will share management responsibilities with Mr. Fischman, who has served as a manager on the strategy since 2002. The decision to expand the portfolio management team is consistent with MFS' team-based approach to investment management.

MFS has confirmed that the investment philosophy, style and process of the strategy will remain unchanged with the above appointment.

Mr. Sabel is an Investment Officer, Equity Research Analyst and Equity Portfolio Manager at MFS. His current research responsibilities include coverage of hardware and semiconductor stocks as a member of MFS' global technology sector team. Prior to joining MFS in 2009, Mr. Sabel had a nine year career at Fidelity Management & Research Co., where he held a number of senior investment research and portfolio management positions. While at Fidelity he served as a research analyst covering technology, retail, and healthcare and later served as a sector leader and portfolio manager covering healthcare. Mr. Sabel also served as an associate consultant at Putnam Associates for two years. He began his career in financial services as a mutual fund accountant at Investors Bank & Trust in 1997.


Please contact your Sun Life Financial Group Retirement Services representative.