Sun Life Global Investments Announces Management Fee Reductions and Fund Name Changes - Sun Life Financial (NYSE:SLF)

Core Viewpoint - SLGI Asset Management Inc. is reducing management fees for its low volatility international and global equity funds and is renaming these funds to better reflect their investment strategies [1][2]. Management Fee Reductions - Effective February 1, 2026, management fees for both funds will be reduced by 0.25% [2]. Fund Name Changes - Effective January 12, 2026, the following name changes will occur: - Sun Life MFS Low Volatility Global Equity Fund will be renamed SLGI MFS Blended Research Low Vol Global Fund - Sun Life MFS Low Volatility International Equity Fund will be renamed SLGI MFS Blended Research Low Vol International Fund [4][5]. Investment Approach - The changes emphasize the proprietary Blended Research approach used by MFS Investment Management, which combines fundamental and quantitative research to create diversified low volatility equity portfolios [5]. - The investment objectives and strategies of the funds will remain unchanged [5]. Company Overview - Sun Life Global Investments is a trade name of SLGI Asset Management Inc., part of the Sun Life group, which offers diverse investment solutions to Canadians [6]. - Sun Life is a leading international financial services organization with operations in multiple markets worldwide and had total assets under management of $1.62 trillion as of September 30, 2025 [7].