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Sun Life Global Investments appoints Schroders as sub-advisor


Schroder Investment Management North America Inc is to assume the portfolio sub-advisory responsibilities for Sun Life Tradewinds Emerging Markets Fund, effective 29 August 2013.

As a result of a sub-advisor review, Tradewinds Global Investors will no longer be the sub-advisor for this fund.
The fund will be renamed Sun Life Schroder Emerging Markets Fund on the effective date of the change.
"Schroders has a strong heritage based on more than 200 years of investment experience and they are committed to providing long-term value for clients," says Sadiq S Adatia, chief investment officer, Sun Life Global Investments.
The investment objective of Sun Life Schroder Emerging Markets Fund remains unchanged – to seek capital appreciation by investing primarily in equity securities of companies with a connection to emerging markets.
"We look forward to working alongside Sun Life Global Investments to create long term value for Canadian investors," says Ross Servick, head of Canadian distribution for Schroders. "We are pleased to bring our global perspective and expertise to the management of the Sun Life Schroder Emerging Markets Fund."
The investment strategies for the fund will be amended to reflect the new investment opportunities provided by Schroders, including the addition of the ability to invest in certain other investment funds. There will be a transition plan to rebalance the portfolio to securities and asset classes to reflect the new investment strategies. Schroders has engaged its affiliate, Schroder Investment Management North America Limited, to provide portfolio advisory services as well.

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