Sun Life Global Investments Expands ETF Series Lineup with New Low Volatility Offerings
Executive Summary
- Sun Life Global Investments launched two new low‑volatility exchange‑traded fund (ETF) series on the Toronto Stock Exchange: SLGI MFS Blended Research Low Vol Global Fund (Ticker SBLG) and SLGI MFS Blended Research Low Vol International Fund (Ticker SBLI).
- Both ETFs carry a 0.50% management fee and replace previously named Sun Life MFS Low‑Volatility funds, retaining identical investment objectives.
- The rollout follows recent management‑fee reductions and reflects the firm’s “Blended Research” approach that combines fundamental and quantitative analysis.
Key Details
- Fund Names & Tickers
- SLGI MFS Blended Research Low Vol Global Fund – ETF Series (SBLG)
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SLGI MFS Blended Research Low Vol International Fund – ETF Series (SBLI)
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Management Fee: 0.50% for each fund.
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Effective Date of Renaming: January 12, 2026 (previously Sun Life MFS Low‑Volatility Global/International Equity Funds).
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Investment Objective – SBLG: Long‑term capital appreciation with low volatility by investing in a diversified global equity portfolio, including indirect exposure via mutual funds and other ETFs.
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Investment Objective – SBLI: Long‑term capital appreciation with low volatility by investing primarily in equities of issuers outside Canada and the United States, also allowing indirect exposure through mutual funds/ETFs.
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Strategic Rationale: Enhances the existing MFS Blended Research Low Vol funds, aligns naming with the proprietary “Blended Research®” methodology, and builds on recent fee‑reduction announcements.
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Quote from Leadership:
“Evolving our lineup with this new low volatility ETF series, integrating the strengths of both fundamental and quantitative research gives Canadian investors more ways to invest,” said Oricia Smith, President, SLGI Asset Management Inc. and Senior Vice‑President, Investment Solutions at Sun Life Canada. -
Trading Commencement: Both ETFs began trading at market open on February 2, 2026 on the Toronto Stock Exchange.
Notable Quotes
- “We continue to innovate to provide diversified and resilient solutions to help Canadians navigate uncertainty and feel confident in their long‑term financial security.” – Oricia Smith, President, SLGI Asset Management Inc.