2018

July 30, 2018

Invesco Fund Name Changes

In July, Invesco Canada (Invesco) has announced changes to the names of several of their funds. As a result, effective July 31, 2018, the Sun Life Financial segregated fund names were updated to reflect the new underlying fund names. The name change affects the following segregated funds (the Funds) available on our Core investment platform:

Previous fund name New fund name
Trimark Income Growth Segregated Fund Invesco Income Growth Segregated Fund
Trimark Segregated Fund Invesco Global Companies Segregated Fund
Trimark Canadian Segregated Fund* Invesco Canadian Segregated Fund

* Note: This fund is no longer marketed as part of our Core Investment Platform.

Rationale for the changes
Invesco has decided to consolidate its various brands – Trimark, Perpetual, Powershares – under the single brand Invesco. There will be no changes to any of the Funds’ strategies, investment objectives or investment teams as a result of this name change.

How does this impact you and your plan members?
There is no impact to plan sponsors or plan members and no action required as a result of this change. Plan members invested in the Funds will see the name changes reflected on their accounts as of July 31, 2018. We will also communicate this change to plan members through Morningstar.

Questions?
Please contact your Sun Life Financial Group Retirement Services representative.