Sun Life Global Investments has launched corporate class funds which the company claims are a tax-efficient solution for non-registered assets.
According to the company, the new funds will give investors the ability to rebalance their portfolio without immediate tax consequences.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Sun Life Global Investments corporate class funds will also allow tax-deferred switching, which can lead to more tax-efficient asset growth.
Rick Headrick, president, Sun Life Global Investments, said: "Our priority is to ensure investors have access to a wide range of options to meet their savings goals and objectives."
Sadiq Adatia, CIO of Sun Life Global Investments, said: "Investors are looking for ways to build and protect their wealth. Corporate class funds give investors the ability to rebalance their portfolios without triggering immediate tax consequences. In today’s environment of slow economic growth and low interest rates, tax-efficient growth means more of an investor’s capital may remain invested and benefit from compounding over time."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
