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Sun Life Global Investments Expands ETF Series Lineup with New Low Volatility Offerings

MWN-AI** Summary

Sun Life Global Investments has expanded its ETF series lineup with the launch of two new low volatility exchange-traded funds (ETFs) aimed at providing Canadian investors with enhanced investment options. The newly introduced funds, which began trading on the Toronto Stock Exchange on February 2, 2026, are the SLGI MFS Blended Research Low Vol Global Fund (SBLG) and the SLGI MFS Blended Research Low Vol International Fund (SBLI). Each fund carries a management fee of 0.50%.

These ETFs represent a rebranding and enhancement of the previously established Sun Life MFS Low Volatility funds, which have now been adjusted to better reflect the proprietary Blended Research approach employed by Sun Life's sub-advisor, MFS Investment Management. The investment strategy remains intact, focusing on achieving long-term capital appreciation with reduced volatility. The Global Fund targets a diversified portfolio of equity securities from around the world, while the International Fund emphasizes equities outside of Canada and the U.S.

The launch of these low volatility ETFs is part of Sun Life Global Investments' ongoing commitment to innovation, aiming to provide resilient investment solutions to help Canadians navigate uncertain market conditions. As asserted by Oricia Smith, President of SLGI Asset Management, the combination of fundamental and quantitative research employed in the MFS Blended Research approach aims to build more informed portfolios, catering to the varied needs of investors.

Overall, the introduction of these new funds aligns with Sun Life's broader mission to empower Canadians in achieving their financial goals through a diverse range of investment solutions, backed by the robust resources of one of the nation's most respected financial institutions.

MWN-AI** Analysis

Sun Life Global Investments' recent expansion of its ETF series lineup with the launch of two low volatility funds presents an intriguing opportunity for investors seeking stability amid market fluctuations. The new offerings, the SLGI MFS Blended Research Low Vol Global Fund (SBLG) and the SLGI MFS Blended Research Low Vol International Fund (SBLI), aim to attract those who prioritize capital appreciation with minimized volatility, pivotal in today’s uncertain economic environment.

With management fees pegged at a competitive 0.50%, these ETFs stand out not only for their low-cost structure but also for their strategic focus on diversified equity securities globally and outside North America. This diversification is expected to buffer investors against regional market dips, enhancing overall portfolio resilience.

The integration of MFS Investment Management’s Blended Research approach adds a robust qualitative and quantitative analysis layer, ensuring investment decisions are well-informed. This methodological advantage should appeal to investors aiming for both growth and risk mitigation, particularly important during periods of heightened market volatility or economic downturns.

Investors should consider their own risk tolerance and investment horizon before diving into these funds, especially given the potential of low volatility strategies underperforming during robust market rallies. However, the recent trend towards lower fees within Sun Life's offerings could be a compelling argument for prospective investors looking for cost-effective ways to enhance portfolio diversification.

As markets continue to fluctuate, holding a portion of one’s portfolio in low volatility equities could be a prudent strategy. For those wary of economic uncertainties but still eager to participate in market growth, these new SLGI ETFs are an option worth examining closely. Keeping a watchful eye on performance metrics and market trends will be crucial for optimizing investment outcomes with these new vehicles.

**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.

Source: PR Newswire

Canada NewsWire

TORONTO, Feb. 2, 2026 /CNW/ - SLGI Asset Management Inc. ("Sun Life Global Investments") today announced the launch of two new exchange-traded series, (the "ETF series") strengthening its ETF series lineup and providing more options for Canadians. The following ETF series will begin trading on the Toronto Stock Exchange at the market open today. Each fund has closed the initial offering of ETF series units, and details of the two funds offering ETF series units are provided below:

Fund Name

Ticker Symbol 

Management Fee 

SLGI MFS Blended Research Low Vol Global Fund – ETF Series*

SBLG

0.50 %

SLGI MFS Blended Research Low Vol International Fund – ETF Series* 

SBLI

0.50 %

*Effective January 12, 2026, the Sun Life MFS Low Volatility Global Equity Fund was renamed SLGI MFS Blended Research Low Vol Global Fund, and the Sun Life MFS Low Volatility International Equity Fund was renamed SLGI MFS Blended Research Low Vol International Fund.  Their investment objectives and strategies remain unchanged.

SLGI MFS Blended Research Low Vol Global Fund – ETF Series (TSX: SBLG) seeks to achieve long-term capital appreciation with low volatility by investing primarily in a diversified portfolio of equity securities of issuers located anywhere in the world, or indirectly by investing in mutual funds (including exchange-traded funds) that invest primarily in such securities.

SLGI MFS Blended Research Low Vol International Fund – ETF Series (TSX: SBLI) seeks to achieve long-term capital appreciation with low volatility by investing primarily in a diversified portfolio of equity securities of issuers outside Canada and the United States, or indirectly by investing in mutual funds (including exchange-traded funds) that primarily invest in such securities.

The introduction of these new ETF series represents another enhancement to the two MFS Blended Research Low Vol funds, building on the recently announced management fee reductions. Both funds were also renamed to better reflect the proprietary Blended Research approach used by Sun Life Global Investments' sub-advisor, MFS Investment Management (MFS).

Introduction to MFS Blended Research®
MFS Blended Research® is a differentiated investment approach that seamlessly integrates the strengths of both fundamental research and quantitative research that is intended to build more informed and resilient portfolios. By combining these two complementary disciplines, the approach provides MFS with a fuller understanding of the investable universe and supports stronger long-term decision making.

"Evolving our lineup with this new low volatility ETF series, integrating the strengths of both fundamental and quantitative research gives Canadian investors more ways to invest," said Oricia Smith, President, SLGI Asset Management Inc. and Senior Vice-President, Investment Solutions at Sun Life Canada. "We continue to innovate to provide diversified and resilient solutions to help Canadians navigate uncertainty and feel confident in their long-term financial security."

About Sun Life Global Investments
Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. Sun Life Global Investments offers Canadians diverse investment solutions, empowering them to pursue their financial goals at every life stage. Sun Life Global Investments brings together the strength of one of Canada's most trusted names in financial services, Sun Life, with world class asset managers from around the world to deliver a truly global investment platform. For more information, visit www.sunlifeglobalinvestments.com.

About Sun Life
Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life has operations in a number of markets worldwide, including Canada, the U.S., the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of September 30, 2025, Sun Life had total assets under management of $1.62 trillion. For more information, please visit www.sunlife.com.

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE), and Philippine (PSE) stock exchanges under the ticker symbol SLF.

Note to editors: All figures in Canadian dollars

Media Relations Contact:
media.relations@sunlife.com

SOURCE SLGI Asset Management Inc.

FAQ**

What strategies does Sun Life Financial Inc. SLF utilize to maintain low volatility within the new ETF series offerings, specifically for the SLGI MFS Blended Research Low Vol Global Fund and International Fund?

Sun Life Financial Inc. employs a strategic approach in its new ETF series by utilizing a blend of diversified asset allocation, risk management techniques, and a focus on low volatility equities to maintain stability in the SLGI MFS Blended Research Low Vol Global Fund and International Fund.

How does the integration of fundamental and quantitative research in MFS Blended Research® impact the long-term performance of the newly launched ETFs by Sun Life Financial Inc. SLF?

The integration of fundamental and quantitative research in MFS Blended Research® enhances the long-term performance of Sun Life Financial Inc.'s newly launched ETFs by providing a comprehensive analytical framework that informs better investment decisions and risk management.

What are the primary geographic focuses of the SLGI MFS Blended Research Low Vol Global Fund and the International Fund under the Sun Life Financial Inc. SLF umbrella, and how might this affect investor diversification?

The SLGI MFS Blended Research Low Vol Global Fund primarily focuses on developed markets, while the International Fund targets emerging markets, which can enhance investor diversification by providing exposure to different economic conditions and growth opportunities.

With the recent management fee reductions, how does Sun Life Financial Inc. SLF plan to enhance the appeal of its low volatility ETF series to Canadian investors in a competitive market?

Sun Life Financial Inc. plans to enhance the appeal of its low volatility ETF series by leveraging recent management fee reductions to attract cost-conscious Canadian investors while differentiating its offerings through effective marketing and showcasing performance stability.

**MWN-AI FAQ is based on asking OpenAI questions about Sun Life Financial Inc. (TSXC: SLF:CC).

Sun Life Financial Inc.

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