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As an SEC-registered investment adviser and indirect wholly-owned subsidiary of Sun Life Financial, Inc., Sun Capital Advisers LLC is dedicated to providing high-quality asset management and risk management services to investors.
Sun Capital's clients are primarily institutional investors including insurance companies, pension funds, and mutual funds. Sun Capital's experienced investment professionals collectively manage a broad range of asset classes including public and private fixed income, equities, direct real estate, REITs, commercial mortgages, and risk-management-structured strategies.
Sun Capital's investment team believes that consistency is the cornerstone of a successful investment strategy, and therefore it abides by a disciplined investment process rooted firmly in analysis.
Sun Capital Global Real Estate Fund
Sun Capital Investment Grade Bond Fund®
Sun Capital Money Market Fund®
Sun Capital Advisers LLC also employs subadvisers who provide day-to-day management for the following investment options:
SCSM AIM Small Cap Growth Fund
SCSM AllianceBernstein International Value Fund
SCSM BlackRock Inflation Protected Bond Fund
SCSM Davis Venture Value Fund
SCSM Dreman Small Cap Value Fund
SCSM Goldman Sachs Short Duration Fund
SCSM Goldman Sachs Mid Cap Value Fund
SCSM Ibbotson Balanced Fund
SCSM Ibbotson Growth Fund
SCSM Ibbotson Moderate Fund
SCSM Lord Abbett Growth & Income Fund
SCSM Oppenheimer Large Cap Core Fund
SCSM Oppenheimer Main Street Small Cap Fund
SCSM PIMCO High Yield Fund
SCSM PIMCO Total Return Fund
SCSM WMC Blue Chip Mid Cap Fund
SCSM WMC Large Cap Growth Fund
Small cap securities are generally more volatile and less liquid than mid- or large-cap securities, and may decline in value more steeply or become less liquid than the stocks of larger companies.
Foreign investing involves special risks not present in U.S. securities that may increase the chance that the fund will lose money, including foreign currency risk and the risk of substantial volatility due to adverse political, economic or other developments.
Funds that invest in REITs are subject to many of the risks associated with direct real estate ownership and as such, may be adversely affected by declines in real estate values and general and local economic conditions.
Investing in variable annuity portfolios involves risks; variable annuity accumulation units, when redeemed, could be worth more or less than their original cost.
The investment objectives and policies of certain funds may be similar to those of other funds managed by the same investment advisor. No representation is made, and there can be no assurance given, that any fund's investment results will be comparable to the investment results of any other fund, including another fund with the same investment advisor or manager. The fund's investment results may be expected to differ and may be higher or lower than the investment results of other such funds. Differences in portfolio size, investment holdings, contract and fund expenses, and other factors are all expected to contribute to differences in fund performance.
You should carefully consider the investment objectives, risks, charges and expenses of an investment in a variable annuity. The prospectus contains this and other important information. Prospectuses for the Sun Life Financial Masters® variable annuities are available by clicking here. Please read all prospectuses carefully before investing or sending money.
Sun Life Financial Masters variable annuities are issued by Sun Life Assurance Company of Canada (U.S.) (Wellesley Hills, MA) in all states except New York. In New York, the contracts are issued by Sun Life Insurance and Annuity Company of New York (New York, NY). All guarantees are based on the claims paying ability of the issuing company. Variable products are distributed through Sun Life Financial Distributors, Inc. All three companies are members of the Sun Life Financial group of companies.
SLPC 19347 (09/08) (Exp. 04/11)
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