Upcoming changes to Future Finder fund line up

April 30, 2026

Sun Life periodically reviews the Future Finder fund line-up to ensure it meets your and your members’ evolving needs.

Currently, Future Finder offers passive (index) funds managed by BlackRock and active funds managed by SLGI Asset Management Inc. (“SLGI”).

As SLGI starts offering passive (index) funds in 2026, we are taking this opportunity to evolve the line-up by replacing most BlackRock Index funds with SLGI’s new Index funds. This change will become effective in October 2026.

The SLGI’s Index funds have the same investment objective and benchmark as the BlackRock Index funds. State Street Global Advisors is the underlying manager of the SLGI Index funds. As a reminder, SLGI doesn’t pick individual stocks and bonds for their funds. They select and monitor other investment managers from around the world.

There’s no change to the active funds and the passive funds in the Global Equity and Specialty Assets categories.

Below is the comparison of the current and the new fund line up.

Asset category

Current line up

Line up starting October 2026

Target Date
  • Sun Life Granite Target Date (active)
  • Sun Life Granite Target Date (active)

Guaranteed
  • SLA Guaranteed Daily Interest Account
  • SLA Guaranteed Funds (1-, 3-, 5-Year)
  • SLA Guaranteed Daily Interest Account
  • SLA Guaranteed Funds (1-, 3-, 5-Year)

Fixed Income
  • Sun Life Multi Strategy Bond
  • BlackRock Universe Bond Index
  • Sun Life Multi Strategy Bond
  • Sun Life State Street Canadian Bond Index

Canadian Equity
  • Sun Life Multi Strategy Canadian Equity
  • BlackRock S&P/TSX Composite Index
  • Sun Life Multi Strategy Canadian Equity
  • Sun Life State Street Canadian Equity index

U.S. Equity
  • BlackRock U.S. Equity Index (Registered)*
  • BlackRock U.S. Equity Index
  • BlackRock U.S. Equity Index (Registered)*
  • Sun Life State Street US Equity Index

International Equity
  • BlackRock EAFE Equity Index
  • Sun Life State Street International Equity Index

Global Equity
  • Sun Life Multi Strategy Global Equity
  • BlackRock Global Equity Index
  • Sun Life Multi Strategy Global Equity
  • BlackRock Global Equity Index

Real Assets
  • Sun Life Multi Strategy Real Asset
  • Sun Life Multi Strategy Real Asset

Specialty Assets
  • BlackRock MSCI ACWI Islamic Equity Index
  • BlackRock MSCI ACWI Islamic Equity Index

* This fund will be replaced by Sun Life State Street U.S. Equity Index (Registered) in late 2026 or early 2027.

How will this affect your members?

We’ll automatically transfer any money remaining in – and any future contributions directed to – the removed funds to the replacement funds. When the change happens, your members will see a sale of the discontinued funds and the purchase of the replacement funds in their account(s). These changes won’t result in taxable gains or losses because your members invest in registered plan.

There is no change in fees as a result of these changes.

We’ll send an email to members who hold the removed funds at the end of August / early September 2026.

About State Street Global Advisors (“SSgA”)

SSgA is one of the world’s largest institutional index managers with decades of experience managing over US $5.66 Trillion in Assets Under Management (AUM) (as of December 31, 2025). The firm brings proven expertise in scale, disciplined portfolio construction, and strong risk controls.

Have questions or need access to the plan sponsor website? We’re here to help.

Please reach out to the Client Relationship Centre at  CR.Centre@sunlife.com.

*Registered as financial security advisors in Quebec.