Current Price
As of Mar 16, 2026
$16.1348 CAD
$0.1257 CAD | 0.78%
As of Mar 16, 2026
CIFSC category
Global Equity Balanced

Risk profile

Low to medium

MER
2.41%
As of Dec 31, 2024
Key reasons to invest in Sun GIF Solutions Sun Life Tactical Growth ETF Portfolio Investment Series A
  • A streamlined and innovative portfolio that invests primarily in exchange traded funds (ETFs), professionally managed to help maximize growth potential.
  • Access strategies that historically have performed well in inflationary or stressed environments, such as gold, and diversify with a targeted allocation to alternative return streams, such as private fixed income.
  • Leverages our systematic U.S. sector rotation strategy, designed to capture evolving market leadership and adapt to shifting economic climates.
  • High value investing that blends low costs with experienced and dedicated active management.
    <ul class="ann-list"></ul>
    Fund essentials

    • Effective December 8, 2025, the underlying fund was renamed Sun Life Balanced ETF+ Portfolio and it adopted changes to its investment strategies. Please see Notes & Disclosures below for details.

    <ul class="ann-list"><li id="ann-S90-fundEssentials"><p>Effective December 8, 2025, the underlying fund was renamed Sun Life Balanced ETF+ Portfolio and it adopted changes to its investment strategies. Please see Notes & Disclosures below for details.</p></li></ul>
    • Inception date
      Jun 3, 2019
    • Benchmark
      Blended benchmark
    • Management fee
      1.74%
    • Fund assets As of Feb 28, 2026
      $13.2M
    • Number of holdings As of Nov 30, 2025
      26
    • Min initial investment
      $500
    • Min additional investment
      $100
    Fund codes
    FELSLF SI188DSCSLF SI288LSCSLF SI388CBSLF SI788
    Performance

    Investment growth

    Feb 28, 2026
    • Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any segregated fund or returns on investment in any segregated fund.
    <ul class="ann-list"><li id="ann-investmentGrowthHasReturns">Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any segregated fund or returns on investment in any segregated fund.</li></ul>

    Compound returns

    As of Feb 28, 2026
    Fund %
    1 mth3 mth6 mth1 yr3 yr5 yr10 yrSince inception
    Fund %3.74.611.518.214.47.88.0

    Calendar returns

    As of Feb 28, 2026
    Fund %
      <ul class="ann-list"></ul>
      YTD2025202420232022202120202019201820172016
      Fund %5.215.515.99.6-13.09.76.814.9
        <ul class="ann-list"></ul>
        Portfolio analysis

        Overall allocation

        As of Dec 31, 2025
          <ul class="ann-list"></ul>

          Equity allocation

          As of Dec 31, 2025
          • Global Industry Classification Standard (GICS).
          <ul class="ann-list"><li id="ann-equityAllocationHasSectorData">Global Industry Classification Standard (GICS).</li></ul>

          Fixed income allocation

          As of Dec 31, 2025

          Fixed income characteristics

          As of Dec 31, 2025

          • Yield To Maturity
            3.80%
          • Effective duration (years)
            6.54
          • Average maturity (years)
            9.53
          • Average credit quality
            AA
          • Sun GIF Solutions Sun Life Tactical Growth ETF Portfolio Investment Series A invests directly in units of the Sun Tactical Growth ETF Portfolio (the "underlying fund"). The portfolio analysis section is representative of the underlying Fund.
          <ul class="ann-list"><li id="ann-S90IA-CAD-portfolioAnalysis">Sun GIF Solutions Sun Life Tactical Growth ETF Portfolio Investment Series A invests directly in units of the Sun Tactical Growth ETF Portfolio (the "underlying fund"). The portfolio analysis section is representative of the underlying Fund.</li></ul>
          Holdings

          Top ten holdings

          As of Dec 31, 2025
          HoldingsPercentage%
          Sun Life BlackRock Cdn Composite Equity24.9
          iShares Core S&P 500 ETF18.9
          SPDR® Portfolio Developed Wld ex-US ETF16.9
          Sunlife Granite Tactical Completion Fd I8.4
          iShares Core MSCI Emerging Markets ETF5.7
          iShares Core US Aggregate Bond ETF2.8
          Schwab International Small-Cap Eq ETF™2.7
          Vanguard Small-Cap ETF2.5
          VanEck Fallen Angel HiYld Bd ETF2.1
          Vanguard Real Estate ETF2.1
          • The holdings section is representative of the underlying Fund.
          <ul class="ann-list"><li id="ann-S90IA-CAD-top10">The holdings section is representative of the underlying Fund.</li></ul>
          • Cash and cash equivalents are not shown.
          <ul class="ann-list"><li id="ann-top10CashDisclaimer">Cash and cash equivalents are not shown.</li></ul>
          Management & Commentary

          Management

          Management Company :

          SLGI Asset Management Inc.

          image
          The Multi-Asset Solutions Team at Sun Life Global Investments is devoted to fund manager selection, oversight, and building managed solutions for Canadian investors – 100% of their time.

          Documents

          Notes and disclosures

          • ^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.

          <ul class="ann-list"><li id="ann-S90IA-Disclosure"><p>^Management Expense Ratio is an estimate in the first year.</p> <p>Portfolio holdings are as at the date indicated and may change due to ongoing portfolio transactions of the investment fund</p> <p>Any amount allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value</p> <p>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). </p> <p>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.</p> <p>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.</p> <p>Please refer to sunlifegifs.com for additional information.</p> <p>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.</p></li></ul>