An all-in-one ETF portfolio that combines core market exposure with select alternative and tactical strategies, so you don’t have to manage multiple investments yourself. Built to help you stay invested through changing market conditions.
An ETF portfolio brings together multiple exchange-traded funds (ETFs) into one investment aligned to a specific risk level. Each ETF exposes you to different markets and is regularly rebalanced to maintain its target allocation.
This approach keeps exposure broad while simplifying how you invest.
Sun Life ETF+ Portfolios build on how typical ETF portfolios work by expanding the range of investments included.
While many ETF portfolios focus mainly on stocks and bonds, Sun Life ETF+ Portfolios also incorporate select alternative and tactical strategies within the same framework. These added exposures are designed to broaden the sources of return within a single investment.
| Feature | Sun Life ETF+ Portfolios The 'plus' factor |
Standard ETF Portfolios Traditional approach |
|---|---|---|
| Canadian equity | Yes | Yes |
| U.S. equity | Yes | Yes |
| International equity | Yes | Yes |
| Canadian bonds | Yes | Yes |
| U.S. Bonds | Yes | Yes |
| Basic indexing | No | Yes |
Gold
|
Yes | No |
Private fixed income
|
Yes | No |
U.S. sector rotation
|
Yes | No |
Lower-fee advantage: Sun Life ETF+ Portfolios are typically 30% lower than our competitors.1
Do you have questions about risk, fees or how Sun Life ETF+ Portfolios compare to your current investments? A Prospr by Sun Life advisor can help.
Schedule a time to speak with a Prospr advisor about whether ETF+ portfolios align with your goals and risk level.
Virtual or phone options available
Call a Prospr advisor to ask questions or discuss your investment options.
Weekdays, 8 am to 8 pm ET
Professionally managed and automatically rebalanced.
Competitive management fees designed to help manage overall investment costs.
Risk: Low
98% Bonds | 2% Alternatives (Alt)
Best for: Capital preservation
Risk: Low-Medium
63% Bonds | 35% Equity | 2% Alt
Best for: Income with some growth
Risk: Low-Medium
60% Equity | 38% Bonds | 2% Alt
Best for: Balanced growth and income
Risk: Low-Medium
80% Equity | 18% Fixed income | 2% Alt
Best for: Long-term growth
Risk: Medium
98% Equity | 2% Alt
Best for: Maximum growth
Lower investment fees mean more of your money stays invested and working for you. Over time, even modest fee differences can have a meaningful impact on your long-term account value.
Sun Life ETF+ Portfolios charge between ~1% - 1.1% MER – which is often 30% lower than other actively managed funds.2
Investment fees are deducted from your fund before performance is calculated. This means fees don’t just reduce your returns once, they reduce your returns every year.
The long-term impact:
ETF portfolios typically charge a management fee or MER, which covers professional management and administration.
As of 2025, Sun Life ETF+ Portfolios generally range from approximately 1% to 1.1% MER, depending on the portfolio. An advisor can help you understand how fees fit within your overall investment plan.
Fees vary by series and may change over time. For the most up-to-date details, review the Fund Facts or speak with an advisor.
Yes. Connect with a Prospr by Sun Life advisor to start investing in a Sun Life ETF+ Portfolio.
Book an appointment or call to connect with a Prospr by Sun Life advisor to get started.
Sun Life ETF+ Portfolios can be held in registered accounts like Registered Retirement Saving Plans (RRSPs), Tax-Free Savings Accounts (TFSAs), and Registered Education Saving Plans (RESPs). You can also hold Sun Life ETF+ Portfolios in non-registered accounts.
All Sun Life ETF+ Portfolios have a minimum investment of $50/month or a lump sum of $500.
Yes. A Prospr by Sun Life advisor can help adjust your portfolio if your goals or time horizon change.
ETF portfolios can suit investors who want broad market exposure without managing individual investments. An advisor can also help determine suitability.
This information is meant for educational and illustrative purposes only. Before acting on any of the information, make sure you seek advice from a qualified professional. Unless stated otherwise, the values and rates are not guaranteed. Some conditions, exclusions and restrictions apply.
Get advice tailored to you, when you need it. A Prospr by Sun Life advisor can help you build your wealth and protect your finances.
Virtual or phone options available
Legal notes:
1 Based on a comparison between management fees of Series P mutual funds and comparable Series A mutual funds from SLGI Asset Management Inc.
2 Exposure to private fixed income is achieved through investment in the SLC Management Private Fixed Income Plus Fund. Indirect exposure to gold is achieved by investing in underlying ETFs that seek to replicate the performance of the price of gold bullion.
