July 08, 2019

Addition of MFS Responsible Canadian Fixed Income Segregated Fund to the Core investment platform

Sun Life regularly reviews the Core investment platform in response to client interest and evolving fund offerings in the market.

We are pleased to announce the addition of MFS Responsible Canadian Fixed Income Segregated Fund to our DC and DB investment platform effective July 2, 2019. This fund increases the breadth of our investment solutions and complements our existing investment line-up of funds from leading investment managers.

About the MFS Responsible Canadian Fixed Income Fund

The Fund aims to provide a moderate return through investment in a diversified portfolio of Canadian-dollar investment grade debt.

MFS manage the fund by leveraging their experience in Canada and their global research resources, similar to their other Canadian fixed income funds.

The Fund will not invest in:

  • Companies engage principally in the manufacture and sale of alcoholic beverages, tobacco products, armaments, pornography or from the operation of gambling casinos.
  • Companies with significant operations and/or suppliers that do not adhere to local employment standards.
  • Companies whose negative impact on the environment is greater than the average of their peers in the industry.

The addition of this fund is consistent with Sun Life’s sustainable investment strategy and offering plan sponsors investment options that consider environmental responsibility, organizational resilience, community wellness and strong governance and risk management. We will continue to look for ways to evolve our investment platform in this regard.

What action is required by you and your plan members?
You and your plan members are not impacted by these changes and do not need to take any action. You may wish to consider whether the MFS Responsible Fixed Income fund would be suitable to add to your lineup.

Please contact your Sun Life Financial Group Retirement Services representative.