This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

New Funds Offer Investors Greater Tax Flexibility

Sun Life Global Investments expands product lineup with new corporate class funds

TORONTO, Aug. 1, 2013 /CNW/ - Sun Life Global Investments launched corporate class funds today, a tax-efficient solution for non-registered assets. The new funds give investors the ability to rebalance their portfolio without immediate tax consequences.

"We are excited to expand our suite of investments with the introduction of corporate class funds," said Rick Headrick, President, Sun Life Global Investments. "Our priority is to ensure investors have access to a wide range of options to meet their savings goals and objectives."

Tax implications may leave investors hesitant to make portfolio adjustments in response to market conditions or changing life stages. Sun Life Global Investments' corporate class funds allow for tax-deferred switching 1, which can lead to more tax-efficient asset growth.

"Investors are looking for ways to build and protect their wealth," said Sadiq S. Adatia, Chief Investment Officer, Sun Life Global Investments. "Corporate class funds give investors the ability to rebalance their portfolios without triggering immediate tax consequences. In today's environment of slow economic growth and low interest rates, tax-efficient growth means more of an investor's capital may remain invested and benefit from compounding over time."

Sun Life Global Investments' corporate class lineup consists of 17 funds, each managed by a diverse, world class team of fund managers:

Sun Life BlackRock Canadian Balanced Class Sun Life BlackRock Canadian Equity Class Sun Life BlackRock Canadian Composite Equity Class Sun Life Dynamic Equity Income Class Sun Life Dynamic Strategic Yield Class Sun Life Money Market Class Sun Life MFS Dividend Income Class Sun Life MFS Canadian Equity Class Sun Life MFS U.S. Growth Class Sun Life MFS Global Growth Class Sun Life MFS International Growth Class Sun Life Sentry Value Class

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free


Chart of I:DJI
DOW 17,813.39 +1.20 0.01%
S&P 500 2,088.87 -0.27 -0.01%
NASDAQ 5,116.1430 +13.3350 0.26%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs