Newsroom

November 15, 2021

SLGI Asset Management Inc. launches Sun Life KBI Sustainable Infrastructure Private Pool and Sun Life MFS U.S. Mid Cap Growth Fund to meet growing demand

The new solutions add to SLGI Asset Management's depth and breadth of investment solutions

SLGI Asset Management Inc. Logo (CNW Group/SLGI Asset Management Inc.)

TORONTO, Nov. 15, 2021 /CNW/ - SLGI Asset Management Inc. ("SLGI Asset Management") announced today the launch of two new investment solutions: Sun Life KBI Sustainable Infrastructure Private Pool (the "Pool") and Sun Life MFS U.S. Mid Cap Growth Fund (the "Fund").

Sun Life KBI Sustainable Infrastructure Private Pool
With the launch of the Pool, SLGI Asset Management solidifies its commitment to sustainable investing. The Pool, sub-advised by KBI Global Investors (North America) Ltd., is built to capture a trillion-dollar opportunity in global sustainable infrastructure, focusing primarily on water and food infrastructure and technological advances in clean, efficient, renewable sources of energy. 

"At SLGI Asset Management, we're proactively seeking new ways to become more sustainable across all facets of our organization," said Oricia Smith, President, SLGI Asset Management, and Senior-Vice President, Investment Solutions, Sun Life Canada. "We believe there is an intersection of sustainable investments and investment opportunities that are financially beneficial for investors. Launching the Pool broadens our platform of investment solutions available to Clients. It also builds on our commitment to investing strategies that drive long-term sustainable outcomes while helping investors build wealth and secure their financial future."

The Pool will allow SLGI Asset Management to support investors' growing demand for sustainable investing, while offering income and inflation protection.  

Sustainable investing is a key pillar of Sun Life's sustainability strategy. Sun Life believes that looking at investments through an environmental, social and governance (ESG) lens leads to superior financial results over the long term. SLGI Asset Management recently announced their participation in the Net Zero Asset Managers initiative, an international group of asset managers committed to supporting the goal of net zero greenhouse gas emissions by 2050 or sooner. Learn more about our commitment to sustainable investing.

Sun Life MFS U.S. Mid Cap Growth Fund
With the launch of the Fund, SLGI Asset Management is taking steps to meet increasing advisor demand for U.S. midcap stocks. The Fund is built to seek long-term capital appreciation and strong risk adjusted returns by investing in medium sized, innovative U.S. companies.

With the unique risk-return opportunity of the Fund fitting between fast-growing small businesses and mature large companies, the Fund can be used to diversify portfolios while providing strong growth opportunities.

Sub-advised by MFS Investment Management Canada Limited, the Fund leverages the global research platform of the successful Sun Life MFS U.S. Growth Fund, finding high-quality businesses to deliver long-term growth.

Both the Pool and Fund provide access to actively managed strategies that capitalize on the experience of their world-class sub-advisors.

About SLGI Asset Management Inc.
SLGI Asset Management Inc. is a subsidiary of Sun Life Financial Inc. It offers Canadians a diverse lineup of mutual funds and innovative portfolio solutions, empowering them to pursue their financial goals at every life stage. We bring together the strength of one of Canada's most trusted names in financial services, Sun Life, with some of the best asset managers from around the world to deliver a truly global investment platform. As of September 30, 2021, SLGI Asset Management Inc. manages $36.09 billion on behalf of institutional and retail investors from coast-to-coast and is a member of the Sun Life group of companies. For more information visit www.sunlifeglobalinvestments.com or connect with us on Twitter @SLGI_Canada.

About Sun Life
Sun Life is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of September 30, 2021, Sun Life had total assets under management of $1.39 trillion. For more information please visit www.sunlife.com.

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.

Media Relations Contact:              
Alexandra Locke
Manager, Corporate Communications
T. 416-408-7357
alexandra.locke@sunlife.com 

SOURCE SLGI Asset Management Inc.

About SLC Management

SLC Management is the brand name for the institutional asset management business of Sun Life Financial Inc. (“Sun Life”) under which Sun Life Capital Management (U.S.) LLC in the United States, and Sun Life Capital Management (Canada) Inc. in Canada operate.

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. Sun Life Capital Management (U.S.) LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser and is also a Commodity Trading Advisor and Commodity Pool Operator registered with the Commodity Futures Trading Commission under the Commodity Exchange Act and Members of the National Futures Association.

BentallGreenOak, InfraRed Capital Partners (InfraRed), Crescent Capital Group (Crescent), and Advisors Asset Management are also part of SLC Management.

BentallGreenOak is a global real estate investment management advisor and a provider of real estate services. In the U.S., real estate mandates are offered by BentallGreenOak (U.S.) Limited Partnership, who is registered with the SEC as an investment adviser, or Sun Life Institutional Distributors (U.S.) LLC, an SEC registered broker-dealer and a member of the Financial Industry Regulatory Authority (“FINRA”) . In Canada, real estate mandates are offered by BentallGreenOak (Canada) Limited Partnership, BGO Capital (Canada) Inc. or Sun Life Capital Management (Canada) Inc. BGO Capital (Canada) Inc. is a Canadian registered portfolio manager and exempt market dealer and is registered as an investment fund manager in British Columbia, Ontario and Quebec.

InfraRed Capital Partners is an international investment manager focused on infrastructure. Operating worldwide, InfraRed manages equity capital in multiple private and listed funds, primarily for institutional investors across the globe. InfraRed Capital Partners Ltd. is authorized and regulated in the UK by the Financial Conduct Authority.

Crescent Capital Group is a global alternative credit investment asset manager registered with the U.S. Securities and Exchange Commission as an investment adviser. Crescent provides private credit financing (including senior, unitranche and junior debt) to middle-market companies in the U.S. and Europe, and invests in high-yield bonds and broadly syndicated loans.

Securities will only be offered and sold in compliance with applicable securities laws.

AAM is an independent U.S. retail distribution firm that provides a range of solutions and products to financial advisors at wirehouses, registered investment advisors and independent broker-dealers.

Website content

The content of this website is intended for institutional investors only. It is not for retail use or distribution to individual investors. All investments involve risk including the possible loss of capital. All asset classes have associated risks. Certain asset classes are speculative, can include a high degree of risk and are suitable only for long-term investment. Further information available upon request. This website is for informational and educational purposes only. Past performance is not a guarantee of future results.

The information contained in this website is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained on this website. The assets under management (AUM) represent the combined AUM of Sun Life Capital Management (Canada) Inc., Sun Life Capital Management (U.S) LLC, BentallGreenOak, Crescent Capital Group, InfraRed Capital Partners, and Advisors Asset Management.

AUM as of March 31, 2025. Total firm AUM includes approximately $8B in cash, other, unfunded commitments, and Advisors Asset Management equity. Total firm AUM excludes $11 billion in assets under administration by AAM.

Currency conversion rate: USD $1.00 CAD $1.4387 as of March 31, 2025.

SLC Management Newsroom: SLC-20221101-2566004

UK Tax Strategy - InfraRed (UK) Holdco 2020 Limited

InfraRed (UK) Holdco 2020 Ltd is the UK holding company of InfraRed Partners LLP and a subsidiary of Sun Life (U.S.) Holdco 2020 Inc, which has its headquarters in the U.S. The company was incorporated to purchase InfraRed Partners LLP and acts solely as a passive holding company. The Tax Strategy for the InfraRed Holdco Group sets out our approach to the management of InfraRed Holdco Group UK tax affairs in supporting business activities in the UK. 

This UK tax strategy is published in accordance with the requirements set out in Schedule 19 of Finance Act 2016. The strategy, which has been approved by the Board of Directors of InfraRed (UK) Holdco 2020 Ltd, is effective for the period ending 31 December 2024. It applies to InfraRed (UK) Holdco 2020 Ltd and its dormant subsidiary Sun Life (UK) Designated Member Ltd, referred to as the “InfraRed Holdco Group”. InfraRed Holdco Group.