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Sun Life Global Investments

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Schroders*

Headquartered in London, England, Schroders is a world-class multinational asset management company. With locations world-wide, Schroders is close to the markets in which it invests and well-positioned to serve clients. 

  • Deep history

    Established in 1804, with over 200 years of investing experience

  • Scale

    $1.25 trillion1 in assets under management

  • Global presence 

    35 locations across Europe, the Americas, Asia, the Middle East and Africa

Investment process

Global equity process

Bottom up stock selection is core to this investment process. The manager aims to identify undervalued companies with superior visible growth and sustainable returns. Invest with long-term, fundamentally driven and research-based investment philosophy.

Emerging markets process

Mix of top-down analysis and bottom-up stock selection, looking to derive 50% of added value from country allocation and 50% from stock selection. The core investment process does not target any particular style bias and aims to outperform in most market environments. Country allocation is driven by a quantitative model, to which the team applies judgmental overlay in a controlled manner, while fundamental research forms the basis of the stock selection process.

Funds sub-advised:

Sun Life Schroder Emerging Markets Fund

Designed to seek capital appreciation by investing primarily in equity securities of companies with a connection to emerging markets.

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Sun Life Schroder Global Mid Cap Fund

Designed to achieve long-term capital appreciation primarily by investing directly in a diversified portfolio of medium capitalization global companies or indirectly by investing in mutual funds (including exchange-traded funds) that invest in such securities.

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*Schroder Investment Management North America Inc. is an indirect wholly owned subsidiary of Schroders plc and SEC registered adviser providing asset management products and services to clients in the United States and Canada.  Schroder Investment Management North America Inc. acts as a sub-advisor to Sun Life Excel Emerging Markets Fund and Sun Life Schroder Global Mid Cap Fund. Schroders has engaged its affiliate, Schroder Investment Management North America Limited (“SIMNA Ltd.”), to provide investment advisory services with respect to these Funds.

1 As of Dec. 31, 2021, in Canadian dollars.