Sun Life Global Investments and PICTON Investments Collaborate to Elevate Segregated Fund Options for Canadians

Executive Summary

• Sun Life Global Investments (SLGI) announced a collaboration with PICTON Investments to launch two new segregated funds – the Sun PICTON Income Fund and the Sun PICTON Balanced Fund – marking the first time PICTON’s strategies will be used as underlying assets in segregated funds.
• SLGI also introduced six new index‑tracking ETF‑segregated funds with competitive MERs, plus two additional segregated funds that will invest in the PIMCO Monthly Income Fund and Sun Life MFS Global Core Plus Bond Fund.
• The expanded lineup provides Canadian investors and advisors with broader diversified options, combining market‑linked growth potential with insurance‑related protections.

Key Details

• Collaboration: SLGI + PICTON Investments – first inclusion of PICTON’s funds in segregated fund structures.
• New Segregated Funds:
• Sun PICTON Income Fund (income‑focused strategy).
• Sun PICTON Balanced Fund (balanced growth/ income mix).
• Additional Offerings:
• Six index‑tracking ETF‑segregated funds – cost‑effective, low MERs.
• Two segregated funds investing in:
  • PIMCO Monthly Income Fund (fixed‑income mandate).
  • Sun Life MFS Global Core Plus Bond Fund (global bond mandate).
• Strategic Benefits: Combines market‑linked upside/downside potential with insurance benefits such as creditor protection and certain guarantees.
• Target Audience: Financial advisors and Canadian retail investors seeking diversified, protected investment solutions for retirement, estate planning, and wealth accumulation.
• Quotes:
• “Expanding our lineup with new segregated fund solutions gives Canadians more ways to grow their savings while benefiting from certain protections,” – Oricia Smith, President, SLGI Asset Management Inc. & SVP, Investment Solutions, Sun Life Canada.
• “Our mission is simple but powerful: to bring greater certainty to investors… we can provide Canadian investors with resilient portfolios that thrive in any market,” – David Picton, President & CEO, PICTON Investments.

Notable Quotes

• Oricia Smith: “Through our collaboration with PICTON Investments, Canadians gain access to resilient strategies that can adapt to changing market conditions.”
• David Picton: “By combining our depth of alternatives expertise with Sun Life’s scale and trusted relationships, we can provide Canadian investors with resilient portfolios that thrive in any market.”