Advisor use only Not for distribution to clients FUNDS AT-A-GLANCE SUN LIFE GUARANTEED INVESTMENT FUNDS MAY Life s brighter under the sun
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1 Advisor use only Not for distribution to clients FUNDS AT-A-GLANCE SUN LIFE GUARANTEED INVESTMENT FUNDS MAY 2016 Life s brighter under the sun
2 CONTENTS Sun Guaranteed Investment Fund (GIF) Solutions Investment Series Estate Series Income Series Sun Lifetime Advantage GIF Sun Protect GIF
3 SUN GUARANTEED INVESTMENT FUND (GIF) SOLUTIONS INVESTMENT SERIES NAME FUND MANAGER Front-end load ** MONEY MARKET FUNDS Sun GIF Solutions Daily Interest 0.89 SI164 SI264 SI SI664 very low Sun GIF Solutions Dollar Cost Average Daily Interest 0.91 SI165 SI265 SI SI665 very low Sun GIF Solutions Estate Settlement* 0.42 SI166 SI266 SI SI666 very low Sun GIF Solutions Sun Life Money Market 1.10 SI153 SI253 SI SI SI553 low FIXED INCOME FUNDS Sun GIF Solutions Fidelity Floating Rate High Income Fidelity Investments Canada ULC 2.33 SI111 SI211 SI SI611 low-to-medium Sun GIF Solutions PH&N Short Term Bond and Mortgage RBC Global Asset Management Inc SI118 SI218 SI SI618 low Sun GIF Solutions RBC Global High Yield Bond RBC Global Asset Management Inc SI119 SI219 SI SI619 low-to-medium Sun GIF Solutions Sun Life BlackRock Canadian Universe Bond 1.90 SI127 SI227 SI SI SI527 low Sun GIF Solutions Sun Life MFS Canadian Bond 2.06 SI140 SI240 SI SI SI540 low Sun GIF Solutions Sun Life Multi-Strategy Bond 1.93 SI123 SI223 SI SI SI523 low Sun GIF Solutions Sun Life NWQ Flexible Income 2.17 SI154 SI254 SI SI SI554 low-to-medium Sun GIF Solutions Sun Life Templeton Global Bond 2.38 SI160 SI260 SI SI SI560 low-to-medium Sun GIF Solutions TD Canadian Bond TD Asset Management Inc SI157 SI257 SI SI657 low Sun GIF Solutions TD Real Return Bond TD Asset Management Inc SI159 SI259 SI SI659 low-to-medium SUN LIFE GRANITE MANAGED PORTFOLIOS Sun GIF Solutions Sun Life Granite Balanced 2.55 SI131 SI231 SI SI SI531 low-to-medium Sun GIF Solutions Sun Life Granite Balanced Growth 2.61 SI132 SI232 SI SI SI532 medium Sun GIF Solutions Sun Life Granite Conservative 2.40 SI133 SI233 SI SI SI533 low Sun GIF Solutions Sun Life Granite Enhanced Income 2.71 SI134 SI234 SI SI SI534 low-to-medium Sun GIF Solutions Sun Life Granite Growth 2.64 SI135 SI235 SI SI SI535 medium Sun GIF Solutions Sun Life Granite Income 2.58 SI136 SI236 SI SI SI536 low-to-medium Sun GIF Solutions Sun Life Granite Moderate 2.48 SI137 SI237 SI SI SI537 low-to-medium CANADIAN BALANCED FUNDS Sun GIF Solutions CI Cambridge Canadian Asset Allocation CI Investments Inc SI102 SI202 SI SI602 low-to-medium Sun GIF Solutions Fidelity Income Allocation Fidelity Investments Canada ULC 2.80 SI110 SI210 SI SI610 low-to-medium Sun GIF Solutions Fidelity Monthly Income Fidelity Investments Canada ULC 2.80 SI109 SI209 SI SI609 low-to-medium Sun GIF Solutions Sun Life BlackRock Canadian Balanced 2.43 SI124 SI224 SI SI SI524 low-to-medium Sun GIF Solutions Sun Life Sentry Conservative Balanced 2.60 SI163 SI263 SI SI SI563 low-to-medium Sun GIF Solutions TD Dividend Income TD Asset Management Inc SI158 SI258 SI SI658 low-to-medium GLOBAL BALANCED FUNDS Sun GIF Solutions CI Signature Diversified Yield II CI Investments Inc SI104 SI204 SI SI604 low-to-medium Sun GIF Solutions CI Signature High Income CI Investments Inc SI105 SI205 SI SI605 low-to-medium Sun GIF Solutions CI Signature Income & Growth CI Investments Inc SI106 SI206 SI SI606 low-to-medium Sun GIF Solutions Sun Life Dynamic Strategic Yield 2.57 SI130 SI230 SI SI SI530 low-to-medium Sun GIF Solutions Sun Life MFS Global Total Return 2.58 SI145 SI245 SI SI SI545 low-to-medium Sun GIF Solutions Sun Life MFS Monthly Income 2.44 SI149 SI249 SI SI SI549 medium For funds which invest in the units of another fund, the fund manager shown is the manager of the underlying fund. The FundSERV Manufacturer code SLF precedes all fund codes. * The Estate Settlement fund is for death claim purposes only and is not available for transactions. **The for does not include management fees or the advisor service fee, which are both paid by the redemption of units from the contract. 4 SUN LIFE GUARANTEED INVESTMENT FUNDS FUNDS-AT-A-GLANCE 5
4 SUN GIF SOLUTIONS INVESTMENT SERIES NAME FUND MANAGER Front-end load ** CANADIAN EQUITY FUNDS Sun GIF Solutions CI Cambridge Canadian Equity CI Investments Inc SI101 SI201 SI SI601 medium Sun GIF Solutions Fidelity True North Fidelity Investments Canada ULC 3.15 SI113 SI213 SI SI613 medium Sun GIF Solutions RBC North American Value RBC Global Asset Management Inc SI120 SI220 SI SI620 medium Sun GIF Solutions Sun Life BlackRock Canadian Composite Equity 2.33 SI125 SI225 SI SI SI525 medium Sun GIF Solutions Sun Life BlackRock Canadian Equity 2.62 SI126 SI226 SI SI SI526 medium Sun GIF Solutions Sun Life Dynamic Equity Income 2.84 SI129 SI229 SI SI SI529 medium Sun GIF Solutions Sun Life Franklin Bissett Canadian Equity 2.85 SI116 SI216 SI SI SI516 low-to-medium Sun GIF Solutions Sun Life MFS Canadian Equity Growth 2.57 SI141 SI241 SI SI SI541 medium Sun GIF Solutions Sun Life MFS Canadian Equity Value 2.70 SI142 SI242 SI SI SI542 medium Sun GIF Solutions Sun Life MFS Dividend Income 2.73 SI143 SI243 SI SI SI543 medium Sun GIF Solutions Sun Life Sentry Value 2.80 SI156 SI256 SI SI SI556 medium Sun GIF Solutions Sun Life Sionna Canadian Small Cap Equity 3.01 SI128 SI228 SI SI SI528 medium-to-high Sun GIF Solutions Sun Life Trimark Canadian 3.05 SI161 SI261 SI SI SI561 medium U.S. EQUITY Sun GIF Solutions Fiera US Equity Fiera Capital Corporation 3.21 SI115 SI215 SI SI615 medium Sun GIF Solutions Sun Life Dynamic American Value 3.18 SI107 SI207 SI SI SI507 medium Sun GIF Solutions Sun Life MFS US Equity 2.65 SI150 SI250 SI SI SI550 medium Sun GIF Solutions Sun Life MFS US Growth 2.75 SI151 SI251 SI SI SI551 medium Sun GIF Solutions Sun Life MFS US Value 2.70 SI152 SI252 SI SI SI552 medium GLOBAL EQUITY Sun GIF Solutions CI Cambridge Global Equity CI Investments Inc SI103 SI203 SI SI603 medium Sun GIF Solutions Fidelity NorthStar Fidelity Investments Canada ULC 3.23 SI112 SI212 SI SI612 medium Sun GIF Solutions Fiera Global Equity Fiera Capital Corporation 3.17 SI114 SI214 SI SI614 medium Sun GIF Solutions Franklin World Growth Franklin Templeton Investments Corp SI117 SI217 SI SI617 medium Sun GIF Solutions Sun Life MFS Global Growth 2.85 SI144 SI244 SI SI SI544 medium Sun GIF Solutions Sun Life MFS Global Value 2.79 SI146 SI246 SI SI SI546 medium Sun GIF Solutions Sun Life MFS International Growth 2.91 SI147 SI247 SI SI SI547 medium Sun GIF Solutions Sun Life MFS International Value 2.80 SI148 SI248 SI SI SI548 medium Sun GIF Solutions Sun Life MFS Low Volatility Global Equity 2.75 SI183 SI283 SI SI SI583 medium Sun GIF Solutions Sun Life MFS Low Volatility International Equity 2.75 SI184 SI284 SI SI SI584 medium Sun GIF Solutions Sun Life Schroder Emerging Markets 3.52 SI155 SI255 SI SI SI555 high Sun GIF Solutions Sun Life Sentry Global Mid Cap 2.95 SI121 SI221 SI SI SI521 medium-to-high Sun GIF Solutions Sun Life Sentry Infrastructure 2.95 SI122 SI222 SI SI SI522 medium Sun GIF Solutions Trimark Invesco Canada Ltd SI162 SI262 SI SI662 medium Management expense ratios (s) for Sun GIF Solutions Sun Life MFS Low Volatility Global Equity and Sun GIF Solutions Sun Life MFS Low Volatility International Equity are estimates in the first year. **The for does not include management fees or the advisor service fee, which are both paid by the redemption of units from the contract. 6 SUN LIFE GUARANTEED INVESTMENT FUNDS FUNDS-AT-A-GLANCE 7
5 SUN GIF SOLUTIONS ESTATE SERIES NAME FUND MANAGER Front-end load ** MONEY MARKET FUNDS Sun GIF Solutions Daily Interest 0.90 SE164 SE264 SE SE664 very low Sun GIF Solutions Dollar Cost Average Daily Interest 0.97 SE165 SE265 SE SE665 very low Sun GIF Solutions Estate Settlement* 0.92 SE166 SE266 SE SE666 very low Sun GIF Solutions Sun Life Money Market 1.18 SE153 SE253 SE SE SE553 low FIXED INCOME FUNDS Sun GIF Solutions Fidelity Floating Rate High Income Fidelity Investments Canada ULC 2.68 SE111 SE211 SE SE611 low-to-medium Sun GIF Solutions PH&N Short Term Bond and Mortgage RBC Global Asset Management Inc SE118 SE218 SE SE618 low Sun GIF Solutions RBC Global High Yield Bond RBC Global Asset Management Inc SE119 SE219 SE SE619 low-to-medium Sun GIF Solutions Sun Life BlackRock Canadian Universe Bond 2.07 SE127 SE227 SE SE SE527 low Sun GIF Solutions Sun Life MFS Canadian Bond 2.26 SE140 SE240 SE SE SE540 low Sun GIF Solutions Sun Life Multi-Strategy Bond 2.10 SE123 SE223 SE SE SE523 low Sun GIF Solutions Sun Life NWQ Flexible Income 2.30 SE154 SE254 SE SE SE554 low-to-medium Sun GIF Solutions TD Canadian Bond TD Asset Management Inc SE157 SE257 SE SE657 low Sun GIF Solutions TD Real Return Bond TD Asset Management Inc SE159 SE259 SE SE659 low-to-medium SUN LIFE GRANITE MANAGED PORTFOLIOS Sun GIF Solutions Sun Life Granite Balanced 2.92 SE131 SE231 SE SE SE531 low-to-medium Sun GIF Solutions Sun Life Granite Balanced Growth 2.94 SE132 SE232 SE SE SE532 medium Sun GIF Solutions Sun Life Granite Conservative 2.78 SE133 SE233 SE SE SE533 low Sun GIF Solutions Sun Life Granite Enhanced Income 3.02 SE134 SE234 SE SE SE534 low-to-medium Sun GIF Solutions Sun Life Granite Growth 3.00 SE135 SE235 SE SE SE535 medium Sun GIF Solutions Sun Life Granite Income 2.77 SE136 SE236 SE SE SE536 low-to-medium Sun GIF Solutions Sun Life Granite Moderate 2.74 SE137 SE237 SE SE SE537 low-to-medium CANADIAN BALANCED FUNDS Sun GIF Solutions CI Cambridge Canadian Asset Allocation CI Investments Inc SE102 SE202 SE SE602 low-to-medium Sun GIF Solutions Fidelity Income Allocation Fidelity Investments Canada ULC 3.13 SE110 SE210 SE SE610 low-to-medium Sun GIF Solutions Fidelity Monthly Income Fidelity Investments Canada ULC 3.20 SE109 SE209 SE SE609 low-to-medium Sun GIF Solutions Sun Life BlackRock Canadian Balanced 2.76 SE124 SE224 SE SE SE524 low-to-medium Sun GIF Solutions Sun Life Sentry Conservative Balanced 2.93 SE163 SE263 SE SE SE563 low-to-medium Sun GIF Solutions TD Dividend Income TD Asset Management Inc SE158 SE258 SE SE658 low-to-medium GLOBAL BALANCED FUNDS Sun GIF Solutions CI Signature Diversified Yield II CI Investments Inc SE104 SE204 SE SE604 low-to-medium Sun GIF Solutions CI Signature High Income CI Investments Inc SE105 SE205 SE SE605 low-to-medium Sun GIF Solutions CI Signature Income & Growth CI Investments Inc SE106 SE206 SE SE606 low-to-medium Sun GIF Solutions Sun Life Dynamic Strategic Yield 3.00 SE130 SE230 SE SE SE530 low-to-medium Sun GIF Solutions Sun Life MFS Global Total Return 2.99 SE145 SE245 SE SE SE545 low-to-medium Sun GIF Solutions Sun Life MFS Monthly Income 2.70 SE149 SE249 SE SE SE549 medium *The Estate Settlement fund is for death claim purposes only and is not available for transactions. **The for does not include management fees or the advisor service fee, which are both paid by the redemption of units from the contract. 8 SUN LIFE GUARANTEED INVESTMENT FUNDS FUNDS-AT-A-GLANCE 9
6 SUN GIF SOLUTIONS ESTATE SERIES NAME FUND MANAGER Front-end load ** CANADIAN EQUITY FUNDS Sun GIF Solutions CI Cambridge Canadian Equity CI Investments Inc SE101 SE201 SE SE601 medium Sun GIF Solutions Fidelity True North Fidelity Investments Canada ULC 3.54 SE113 SE213 SE SE613 medium Sun GIF Solutions RBC North American Value RBC Global Asset Management Inc SE120 SE220 SE SE620 medium Sun GIF Solutions Sun Life BlackRock Canadian Composite Equity 2.84 SE125 SE225 SE SE SE525 medium Sun GIF Solutions Sun Life BlackRock Canadian Equity 3.06 SE126 SE226 SE SE SE526 medium Sun GIF Solutions Sun Life Dynamic Equity Income 3.28 SE129 SE229 SE SE SE529 medium Sun GIF Solutions Sun Life Franklin Bissett Canadian Equity 3.31 SE116 SE216 SE SE SE516 low-to-medium Sun GIF Solutions Sun Life MFS Canadian Equity Growth 3.20 SE141 SE241 SE SE SE541 medium Sun GIF Solutions Sun Life MFS Canadian Equity Value 3.14 SE142 SE242 SE SE SE542 medium Sun GIF Solutions Sun Life MFS Dividend Income 3.17 SE143 SE243 SE SE SE543 medium Sun GIF Solutions Sun Life Sentry Value 3.24 SE156 SE256 SE SE SE556 medium Sun GIF Solutions Sun Life Sionna Canadian Small Cap Equity 3.59 SE128 SE228 SE SE SE528 medium-to-high Sun GIF Solutions Sun Life Trimark Canadian 3.51 SE161 SE261 SE SE SE561 medium U.S. EQUITY Sun GIF Solutions Sun Life MFS US Equity 3.19 SE150 SE250 SE SE SE550 medium Sun GIF Solutions Sun Life MFS US Growth 3.52 SE151 SE251 SE SE SE551 medium Sun GIF Solutions Sun Life MFS US Value 3.22 SE152 SE252 SE SE SE552 medium GLOBAL EQUITY Sun GIF Solutions CI Cambridge Global Equity CI Investments Inc SE103 SE203 SE SE603 medium Sun GIF Solutions Fiera Global Equity Fiera Capital Corporation 3.68 SE114 SE214 SE SE614 medium Sun GIF Solutions Sun Life MFS Global Growth 3.57 SE144 SE244 SE SE SE544 medium Sun GIF Solutions Sun Life MFS Global Value 3.35 SE146 SE246 SE SE SE546 medium Sun GIF Solutions Sun Life MFS International Growth 3.42 SE147 SE247 SE SE SE547 medium Sun GIF Solutions Sun Life MFS International Value 3.33 SE148 SE248 SE SE SE548 medium Sun GIF Solutions Sun Life MFS Low Volatility Global Equity 3.25 SE183 SE283 SE SE SE583 medium Sun GIF Solutions Sun Life MFS Low Volatility International Equity 3.25 SE184 SE284 SE SE SE584 medium Sun GIF Solutions Sun Life Sentry Infrastructure 3.49 SE122 SE222 SE SE SE522 medium Management expense ratios (s) for Sun GIF Solutions Sun Life MFS Low Volatility Global Equity and Sun GIF Solutions Sun Life MFS Low Volatility International Equity are estimates in the first year. **The for does not include management fees or the advisor service fee, which are both paid by the redemption of units from the contract. 10 SUN LIFE GUARANTEED INVESTMENT FUNDS FUNDS-AT-A-GLANCE 11
7 SUN GIF SOLUTIONS INCOME SERIES NAME FUND MANAGER Front-end load MONEY MARKET FUND Sun GIF Solutions Estate Settlement* 0.91 SP166 SP266 SP SP666 very low FIXED INCOME FUND Sun GIF Solutions Strategic Income 2.78 SP167 SP267 SP SP667 low SUN LIFETIME ADVANTAGE GIF NAME FUND MANAGER BUNDLE COMPONENTS Front-end Load ** MONEY MARKET FUNDS Sun Lifetime Advantage GIF Daily Interest Sun Lifetime Advantage GIF Dollar Cost Average Daily Interest Sun Lifetime Advantage GIF Estate Settlement* Money Market FIXED INCOME Sun Lifetime Advantage GIF PH&N Short Term Bond and Mortgage BlackRock Canadian Universe Bond MFS Canadian Bond Multi-Strategy Bond RBC Global Asset Management Inc AG164 AG264 AG AG664 very low 1.03 AG165 AG265 AG AG665 very low 0.91 AG166 AG266 AG AG666 very low 1.17 AG153 AG253 AG AG AG553 low 3.09 AG118 AG218 AG AG618 low 2.86 AG127 AG227 AG AG AG527 low 3.01 AG140 AG240 AG AG AG540 low 2.90 AG123 AG223 AG AG AG523 low Sun Lifetime Advantage GIF TD Canadian Bond TD Asset Management Inc AG157 AG257 AG AG657 low For funds which invest in the units of another fund, the fund manager shown is the manager of the underlying fund. The FundSERV Manufacturer code SLF precedes all fund codes. * The Estate Settlement fund is for death claim purposes only and is not available for transactions. **The for does not include management fees or the advisor service fee, which are both paid by the redemption of units from the contract. 12 SUN LIFE GUARANTEED INVESTMENT FUNDS FUNDS-AT-A-GLANCE 13
8 SUN LIFETIME ADVANTAGE GIF NAME FUND MANAGER BUNDLE COMPONENTS Front-end Load ** SUN LIFE GRANITE MANAGED PORTFOLIOS Granite Balanced 3.94 AG131 AG231 AG AG AG531 low-to-medium Granite Balanced Growth 4.02 AG132 AG232 AG AG AG532 medium Granite Conservative 3.81 AG133 AG233 AG AG AG533 low Granite Enhanced Income 4.18 AG134 AG234 AG AG AG534 low-to-medium Granite Growth 3.97 AG135 AG235 AG AG AG535 medium Granite Income 4.03 AG136 AG236 AG AG AG536 low-to-medium Granite Moderate 4.05 AG137 AG237 AG AG AG537 low-to-medium CANADIAN BALANCED Sun Lifetime Advantage GIF Canadian Balanced Bundle Fidelity True North Fund; 3.76 AG172 AG272 AG AG672 low-to-medium Sun Lifetime Advantage GIF CI Cambridge/MFS Canadian Bundle Cambridge Canadian Equity Corporate Class; 4.08 AG170 AG270 AG AG670 low-to-medium Sun Lifetime Advantage GIF Fidelity Income Allocation Fidelity Investments Canada ULC 4.12 AG110 AG210 AG AG610 low-to-medium Sun Lifetime Advantage GIF Fidelity Monthly Income Fidelity Investments Canada ULC 3.82 AG109 AG209 AG AG609 low-to-medium Sun Lifetime Advantage GIF RBC North American Value Bundle RBC North American Value Fund; 4.02 AG181 AG281 AG AG681 low-to-medium BlackRock Canadian Balanced 3.90 AG124 AG224 AG AG AG524 low-to-medium BlackRock Canadian Composite Equity Bundle Sun Life BlackRock Canadian Composite Equity Class; 3.73 AG168 AG268 AG AG AG568 low-to-medium BlackRock Canadian Equity Bundle Sun Life BlackRock Canadian Equity Class; 3.90 AG169 AG269 AG AG AG569 low-to-medium Franklin Bissett Canadian Equity Bundle Sun Life Franklin Bissett Canadian Equity Class; 3.75 AG173 AG273 AG AG AG573 low-to-medium MFS Canadian Equity Growth Bundle Sun Life MFS Canadian Equity Growth Fund; 3.92 AG174 AG274 AG AG AG574 low-to-medium **The for does not include management fees or the advisor service fee, which are both paid by the redemption of units from the contract. 14 SUN LIFE GUARANTEED INVESTMENT FUNDS FUNDS-AT-A-GLANCE 15
9 SUN LIFETIME ADVANTAGE GIF NAME FUND MANAGER BUNDLE COMPONENTS Front-end Load ** CANADIAN BALANCED CONT D MFS Canadian Equity Value Bundle Sun Life MFS Canadian Equity Value Fund; 3.82 AG175 AG275 AG AG AG575 low-to-medium Sentry Conservative Balanced 4.03 AG163 AG263 AG AG AG563 low-to-medium Sentry Value Bundle Sun Life Sentry Value Class; 3.95 AG182 AG282 AG AG AG582 low-to-medium Sun Lifetime Advantage GIF TD Dividend Income TD Asset Management Inc AG158 AG258 AG AG658 low-to-medium GLOBAL BALANCED Sun Lifetime Advantage GIF CI Cambridge/MFS Global Bundle Cambridge Global Equity Corporate Class; 3.98 AG171 AG271 AG AG671 low-to-medium Sun Lifetime Advantage GIF CI Signature Diversified Yield II CI Investments Inc AG104 AG204 AG AG604 low-to-medium Sun Lifetime Advantage GIF CI Signature Income & Growth CI Investments Inc AG106 AG206 AG AG606 low-to-medium MFS Global Total Return 4.02 AG145 AG245 AG AG AG545 low-to-medium MFS Global Value Bundle Sun Life MFS Global Value Fund; 3.68 AG176 AG276 AG AG AG576 low-to-medium MFS International Growth Bundle Sun Life MFS International Growth Fund; 4.09 AG177 AG277 AG AG AG577 low-to-medium MFS International Value Bundle Sun Life MFS International Value Fund; 4.01 AG178 AG278 AG AG AG578 low-to-medium MFS US Equity Bundle Sun Life MFS U.S. Equity Fund; 3.78 AG179 AG279 AG AG AG579 low-to-medium MFS US Value Bundle Sun Life MFS U.S. Value Fund; 3.88 AG180 AG280 AG AG AG580 low-to-medium **The for does not include management fees or the advisor service fee, which are both paid by the redemption of units from the contract. 16 SUN LIFE GUARANTEED INVESTMENT FUNDS FUNDS-AT-A-GLANCE 17
10 SUN PROTECT GIF NAME FUND MANAGER Front-end load ** MONEY MARKET Sun Protect GIF Daily Interest 1.02 SS164 SS264 SS SS664 very low Sun Protect GIF Dollar Cost Average Daily Interest 1.02 SS165 SS265 SS SS665 very low Sun Protect GIF Estate Settlement* 0.78 SS166 SS266 SS SS666 very low Sun Protect GIF Sun Life Money Market 1.23 SS153 SS253 SS SS SS553 low FIXED INCOME Sun Protect GIF Sun Life BlackRock Canadian Universe Bond 2.51 SS127 SS227 SS SS SS527 low Sun Protect GIF Sun Life MFS Canadian Bond 2.82 SS140 SS240 SS SS SS540 low Sun Protect GIF Sun Life Multi-Strategy Bond 2.58 SS123 SS223 SS SS SS523 low SUN LIFE GRANITE MANAGED PORTFOLIOS Sun Protect GIF Sun Life Granite Balanced 3.65 SS131 SS231 SS SS SS531 low-to-medium Sun Protect GIF Sun Life Granite Balanced Growth 3.79 SS132 SS232 SS SS SS532 medium Sun Protect GIF Sun Life Granite Conservative 3.19 SS133 SS233 SS SS SS533 low Sun Protect GIF Sun Life Granite Enhanced Income 3.66 SS134 SS234 SS SS SS534 low-to-medium Sun Protect GIF Sun Life Granite Growth 3.75 SS135 SS235 SS SS SS535 medium Sun Protect GIF Sun Life Granite Income 3.55 SS136 SS236 SS SS SS536 low-to-medium Sun Protect GIF Sun Life Granite Moderate 3.16 SS137 SS237 SS SS SS537 low-to-medium BALANCED Sun Protect GIF Sun Life BlackRock Canadian Balanced 3.19 SS124 SS224 SS SS SS524 low-to-medium Sun Protect GIF Sun Life MFS Global Total Return 3.73 SS145 SS245 SS SS SS545 low-to-medium EQUITY Sun Protect GIF Sun Life BlackRock Canadian Composite Equity 3.56 SS125 SS225 SS SS SS525 medium Sun Protect GIF Sun Life BlackRock Canadian Equity 3.84 SS126 SS226 SS SS SS526 medium Sun Protect GIF Sun Life MFS Canadian Equity Value 3.97 SS142 SS242 SS SS SS542 medium Sun Protect GIF Sun Life MFS Global Value 4.34 SS146 SS246 SS SS SS546 medium Sun Protect GIF Sun Life MFS US Value 4.07 SS152 SS252 SS SS SS552 medium For funds which invest in the units of another fund, the fund manager shown is the manager of the underlying fund. The FundSERV Manufacturer code SLF precedes all fund codes. * The Estate Settlement fund is for death claim purposes only and is not available for transactions. **The for does not include management fees or the advisor service fee, which are both paid by the redemption of units from the contract. 18 SUN LIFE GUARANTEED INVESTMENT FUNDS FUNDS-AT-A-GLANCE 19
11 About Sun Life Financial Founded in 1865, Sun Life Financial has helped Canadians manage and grow their assets for over 150 years. FINANCIAL STRENGTH, DISCIPLINED RISK MANAGEMENT International financial services provider with total assets under management of $891 billion* One s oldest, most trusted financial institutions, recognized for sustainability and proven, disciplined risk management INVESTMENT MANAGEMENT EXPERTISE Investment funds from leading global portfolio managers Focus is on risk management through experience, insight and innovation LEADING PRODUCTS AND SERVICE Full suite of leading insurance and investment products for individuals and corporate customers Strong commitment to service excellence * As of December 31, 2015 for the Sun Life Financial group of companies. Life s brighter under the sun Sun Life GIFs are individual variable annuity contracts issued by, a member of the Sun Life Financial group of companies.,
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