March 29, 2018

Organizational Changes at Invesco

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 fund listed below, which is established as a segregated fund in accordance with the Insurance Companies Act (Canada).

On January 31, 2018, Invesco Fixed Income (IFI) announced that Alexander Schwiersch will be named Lead Portfolio Manager of the Trimark Canadian Bond Fund and will also assume lead responsibilities on the fixed-income portion of the Trimark Income Growth Fund, effective March 31, 2018. Mr. Schwiersch replaces Jennifer Hartviksen, Head of Invesco Fixed Income Canada, in the new roles, but Ms. Hartviksen will remain a member of the portfolio management team. They will continue to be supported by staff based in Invesco’s headquarters in Atlanta.

There will be no changes to any of the funds’ investment objectives.

SunINsight Watch List
The Trimark Canadian Bond and Trimark Income Growth Funds continue to be included in the Additional Monitoring category due to extensive changes to the team and process in recent years. We do not expect the change in roles on the portfolio management team to have a material impact on the strategy.

Please contact your Sun Life Financial Group Retirement Services representative.