To receive a copy of the PFIC statement(s) available for the funds listed below, please contact your advisor who can make a request through the Sun Life Wealth Distribution sales team.To ensure you have the best possible experience, please verify that your Internet browser meets the following requirements: taxpayers consult their tax advisor concerning the overall tax consequences of their ownership of the fund and their U.S. taxpayers who hold Canadian mutual funds in a non-registered account are likely subject to PFIC rules and are required to report income from each PFIC when filing U.S. Under this definition, Canadian mutual funds are treated as PFICs. tax principles as a corporation) where 75% or more of its gross income is passive income, or at least 50% of the corporation's assets produce or are held to produce passive income. What is a PFIC?Ī Passive Foreign Investment Company (PFIC) is defined as a non-U.S. To support investors who are affected by the Passive Foreign Investment Company (PFIC) rules, we provide PFIC Annual Information Statements for 23 of our mutual funds, should investors choose to make Qualified Electing Fund (QEF) elections on their U.S. Information for mutual fund investors who are U.S.
SUN LIFE FINANCIAL USA PDF
Please email you require an accessible PDF version. Please call 1-87 or email also offer accessible PDF versions for each fund available on demand. Unit holders can obtain the current proxy voting policies and procedures of SLGI Asset Management Inc. Sun Life Schroder Global Mid Cap Fund Contact us Sun Life Wellington Opportunistic Fixed Income Private Pool (Formerly, Sun Life Opportunistic Fixed Income Private Pool) Sun Life MFS Low Volatility Global Equity Fund Sun Life MFS Low Volatility International Equity Fund Sun Life MFS International Opportunities Fund Sun Life JPMorgan International Equity Fund Sun Life Granite Enhanced Income Portfolio Sun Life KBI Global Dividend Private Pool (Formerly, Sun Life Global Dividend Private Pool) Sun Life Schroder Emerging Markets Fund (Formerly, Sun Life Excel Emerging Markets Fund) Sun Life BlackRock Canadian Composite Equity Fund Proxy voting records - as of June 30, 2021 Funds launched after June 30 will have their proxy records disclosed by August 31 of the subsequent annual period. Some funds invest in non-voting securities or in units of investment funds. Can't find a proxy voting record of a fund? These are available on our website by August 31 for the previous period (July 1 – June 30). These serve as guidelines for voting proxies in the best interests of shareholders.Įach year, we provide the voting records of our mutual funds that hold voting securities. Sun Life Global Investments requires its investment sub-advisors to have proxy voting policies in place. A proxy is the legal transfer of a shareholder's right to vote to the professionals who manage their investments. This is most often done through the use of proxies. Mutual funds hold shares of companies and its unit holders are entitled to exercise their voting rights. Shareholders have the right and responsibility to vote on certain aspects of a company's business. Sun Life MFS International Opportunities Class.Sun Life Wellington Opportunistic Fixed Income Private Pool (formerly, Sun Life Opportunistic Fixed Income Private Pool).Sun Life Global Tactical Yield Private Pool.Sun Life KBI Global Dividend Private Pool (formerly, Sun Life Global Dividend Private Pool).Sun Life Core Advantage Credit Private Pool.Sun Life Granite Enhanced Income Portfolio.Sun Life Granite Balanced Growth Portfolio.Sun Life Granite Conservative Portfolio.Sun Life Tactical Balanced ETF Portfolio.Sun Life Tactical Conservative ETF Portfolio.Sun Life Tactical Fixed Income ETF Portfolio.Sun Life MFS Low Volatility Global Equity Fund.Sun Life MFS Low Volatility International Equity Fund.Sun Life BlackRock Canadian Equity Fund.Sun Life Aditya Birla India Fund (formerly, Sun Life Excel India Fund).Sun Life Amundi Emerging Markets Debt Fund (formerly, Sun Life Excel High Income Fund).Sun Life JPMorgan International Equity Fund.Sun Life Schroder Emerging Markets Fund (formerly, Sun Life Excel Emerging Markets Fund).Sun Life MFS International Opportunities Fund.
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