Strategy

The SLC Management Long Term Core Fixed Income Plus Strategy (Long Term Core Strategy) invests primarily in a diverse portfolio of public fixed income assets – and seeks to achieve total return by providing income while preserving capital over the long term. The Long Term Core Strategy may also seek additional income and return from private fixed income sources, Canadian commercial mortgages, and/or non-Canadian investment-grade public and private fixed income assets.

Philosophy

The Long Term Core Strategy intends to achieve exposure to public fixed income securities, and private assets, such as private debt or commercial mortgage debt, by investing in one or more of the SLC Management Private Fixed Income Plus Strategy, SLC Management Long Term Private Fixed Income Plus Strategy and SLC Management Canadian Commercial Mortgage Strategy.

The Long Term Core Strategy invests in a wide range of securities available in public fixed income markets, and seeks to achieve positive active returns, optimize the risk/reward trade-off of the portfolio, and support ongoing cash flow management.

Our investment in the private asset investments seeks to incrementally add value through higher yields relative to publicly available fixed income alternatives and potentially stronger credit quality (typically ranking senior in the capital structure with security over assets and customized covenants). Private asset investments typically consist of highly negotiated customized debt financing solutions to address the issuer's unique needs and are, thus, not suited to public market debt financing.

Investment Team

Douglas J. Gardiner,
Portfolio Manager and Head of Public Fixed Income

Randall Malcolm,
Senior Managing Director and Portfolio Manager, Canadian Total Return Public Fixed Income


Please note that Sun Life Capital Management (Canada) Inc. advises on this strategy. Sun Life Capital Management (Canada) Inc. is a Canadian registered portfolio manager, investment fund manager, exempt market dealer and in Ontario, a commodity trading manager.

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