Sun Life Financial Inc.

Frequently Asked Questions About SLF

What does SLF invest in?

Sun Life Financial Inc. operates as a global financial institution, delivering a wide range of insurance, wealth management, and asset accumulation services to both individual and corporate clients worldwide. Its offerings encompass diverse life insurance products, including term and whole life policies, in addition to personal health, dental, critical illness, long-term care, and disability coverage. The company also engages in reinsurance activities, provides investment advisory and portfolio management services, and administers mutual and segregated funds. Furthermore, it offers trust and banking solutions, along with real estate brokerage, appraisal, and merchant banking services. Its distribution network is extensive, utilizing direct sales representatives, various general agents (both managing and independent), financial intermediaries, broker-dealers, banking institutions, pension and benefits consultants, and other external marketing organizations. Founded in 1871, the firm's headquarters are located in Toronto, Canada.

What is the expense ratio of SLF?

An expense ratio for Sun Life Financial Inc. (SLF) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is SLF?

Sun Life Financial Inc. (SLF) manages $45.11B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is SLF actively managed or an index fund?

SLF's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was SLF launched?

Sun Life Financial Inc. (SLF) launched in March 2000 and is managed by the fund issuer.

How has SLF performed?

SLF's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.