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Portfolio Rebalancing
Portfolio rebalancing helps keep your investments in line with your investment strategy by automatically selling units that have outperformed and investing in units that have underperformed. If market conditions cause your portfolio to be overweighted in one type of investment, your portfolio will be re-adjusted automatically, either quarterly, semiannually or annually – to match your original allocations.
Prospectuses for the Futurity, Regatta and Regatta Masters products and any underlying funds, which contain more complete information, including all charges and expenses, are available from your financial adviser. You may also order a prospectus by requesting one by mail, e-mail, or telephone or by downloading one now. Please read the prospectus carefully before investing.br>
Sun Life Assurance Company of Canada (U.S.) issues Futurity, Regatta and Regatta Masters products and MFS/Sun Life Financial Distributors, Inc. distributes the Futurity, Regatta and Regatta Masters product line. Both companies are members of the Sun Life Financial group of companies.
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