| FEL | SLF SI105 | DSC | SLF SI205 | LSC | SLF SI305 | CB | SLF SI705 |
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr | Since inception | |
|---|---|---|---|---|---|---|---|---|
| Fund % | -1.3 | 6.8 | 5.9 | 10.2 | 10.3 | 6.9 | 5.8 | 4.5 |
| YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund % | 6.8 | 5.4 | 13.5 | 6.0 | -8.1 | 16.6 | 0.0 | 15.3 | -4.9 | 2.0 | 5.4 |
| Holdings | Percentage% |
|---|---|
| Ferrovial SE | 2.9 |
| Williams Companies Inc | 2.6 |
| Cheniere Energy Inc | 2.6 |
| First Capital REIT | 2.3 |
| Ventas Inc | 2.2 |
| Targa Resources Corp | 1.9 |
| CI Global Infrastructure Pri Pl ETF C$ | 1.8 |
| CI Private Markets Income Fd F | 1.8 |
| Transurban Group | 1.7 |
| Enbridge Inc | 1.7 |
^Management Expense Ratio is an estimate in the first year.
Portfolio holdings are as at the date indicated and may change due to ongoing portfolio transactions of the investment fund
Any amount allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value
Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts, including Accumulation Annuities (Insurance GICs), Payout Annuities, and Individual Variable Insurance Contracts (Sun Life GIFs).
Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the issuer of Sun Life GIFs individual variable annuity contracts. A description of the key features of this contract is contained in the information folder.
Subject to any applicable death benefit and maturity guarantees, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value according to fluctuations in the market value of the assets of the segregated fund.
Please refer to sunlifegifs.com for additional information.
The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions.