Asset allocation

Asset allocation can be a key determinant of investment performance over time. Sun Life Financial offers investors three pre-selected allocation models.

Your client may elect to enroll in one of the strategic asset allocation models, based on their risk tolerance.

The assets are rebalanced on a quarterly basis.

Client's investments are allocated according the selected asset allocation model.

Sun Life Assurance Company of Canada may add or remove one of more of the asset allocation models without notice. Not all models are available with all Optional Product Features.

Asset allocation does not assure profit and does not protect against a loss in declining markets. The value of the sub-accounts singly and within the asset allocation models, will fluctuate with market, regulatory, economic, or political developments and, when redeemed, may be worth more or less than their original cost.

The Asset Allocation models selected should correspond to your client's financial needs, goals, and risk tolerance.

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