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Sun Life Global Investments (Canada) Inc

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Sun Life Global Investments (Canada) Inc February 22, 2019 Sun Life Global Investments (Canada) Inc. SIMPLIFIED PROSPECTUS Offering Series A, Series AT5, Series T5, Series T8, Series D, Series F, Series F5, Series F8, Series FT5, Series I and Series O securities as indicated. Sun Life Granite Conservative Portfolio (Series A, T5, F, F5, I, O securities) Sun Life Granite Moderate Portfolio (Series A, T5, F, F5, I, O securities) Sun Life Granite Balanced Portfolio (Series A, T5, D, F, F5, I, O securities) Sun Life Granite Balanced Growth Portfolio (Series A, T5, T8, F, F5, F8, I, O securities) Sun Life Granite Growth Portfolio (Series A, T5, T8, F, F5, F8, I, O securities) Sun Life Granite Income Portfolio (Series A, T5, F, F5, I, O securities) Sun Life Granite Enhanced Income Portfolio (Series A, F, I, O securities) Sun Life Sentry Value Fund (Series A, F, I, O securities) Sun Life Infrastructure Fund† (Series A, F, I, O securities) Sun Life Schroder Global Mid Cap Fund (Series A, T5, T8, F, F5, F8, I, O securities) Sun Life Dynamic American Fund (Series A, T5, T8, F, F5, F8, I, O securities) Sun Life Templeton Global Bond Fund (Series A, F, I, O securities) Sun Life Dynamic Equity Income Fund (Series A, F, I, O securities) Sun Life Dynamic Strategic Yield Fund (Series A, F, I, O securities) Sun Life NWQ Flexible Income Fund (Series A, F, I, O securities) Sun Life BlackRock Canadian Equity Fund (Series A, T5, T8, F, F5, F8, I and O securities) Sun Life BlackRock Canadian Balanced Fund (Series A, T5, F, F5, I and O securities) Sun Life MFS Canadian Bond Fund (Series A, D, F, I and O securities) Sun Life MFS Canadian Equity Growth Fund (Series A, D, F, I and O securities) Sun Life MFS Dividend Income Fund (Series A, D, F, I and O securities) Sun Life MFS U.S. Equity Fund (Series A, D, F, I and O securities) Sun Life MFS Low Volatility International Equity Fund (Series A, T5, T8, F, F5, F8, I, O securities) Sun Life MFS Low Volatility Global Equity Fund (Series A, T5, T8, F, F5, F8, I, O securities) Sun Life Franklin Bissett Canadian Equity Class* (Series A, AT5, F, FT5, I and O securities) Sun Life Invesco Canadian Class (formerly Sun Life Trimark Canadian Class)* (Series A, AT5, F, FT5, I and O securities) *each a class of shares of Sun Life Global Investments Corporate Class Inc., a mutual fund corporation. †Subject to the change of investment objective of the Fund being approved by unitholders at a meeting to be held on or about May 17, 2019 as further described herein, effective on or about May 31, 2019, to be renamed Sun Life Real Assets Fund. No securities regulatory authority has expressed an opinion about these securities. It is an offence to claim otherwise. The Funds and the securities of the Funds offered under this Simplified Prospectus are not registered with the United States Securities and Exchange Commission and they are sold in the United States only in reliance on exemptions from registration. Table of Contents Introduction .................................................... 1 Sun Life Granite Balanced Portfolio ........... 65 What is a mutual fund and what are the risks Sun Life Granite Balanced Growth of investing in a mutual fund? ....................... 3 Portfolio ......................................................... 68 What is a mutual fund? ................................. 3 How mutual funds are structured .................. 3 Sun Life Granite Growth Portfolio ............. 71 Structure of the Funds ................................... 4 Classes and series of securities ..................... 4 Sun Life Granite Income Portfolio .............. 74 What are the general risks of investing in a Sun Life Granite Enhanced Income mutual fund? ................................................. 4 Portfolio ......................................................... 77 What are the specific risks of investing in a mutual fund? ................................................. 5 Sun Life Sentry Value Fund ........................ 80 † Organization and management of the Sun Life Infrastructure Fund ..................... 83 Funds ............................................................. 15 Sun Life Schroder Global Mid Cap Fund .. 87 Who organizes and manages the Funds? .... 15 Who works with the Funds? ....................... 15 Sun Life Dynamic American Fund* ............ 90 Purchases, redemptions and switches ......... 20 Sun Life Templeton Global Bond Fund ...... 94 Series of securities ...................................... 20 Sun Life Dynamic Equity Income Fund* ... 98 How to buy securities of the Funds ............ 23 How to redeem your securities ................... 25 Sun Life Dynamic Strategic Yield Fund* . 101 Redemption fees ......................................... 25 Sun Life NWQ Flexible Income Fund ....... 105 How to switch your securities ..................... 29 Sun Life BlackRock Canadian Equity Optional services ........................................... 32 Fund ............................................................. 108 Pre-authorized chequing (PAC) plan .......... 32 Systematic withdrawal plan (SWP) ............ 32 Sun Life BlackRock Canadian Balanced Systematic transfer plan (STP) ................... 33 Fund ............................................................. 111 Fees and expenses ......................................... 35 Sun Life MFS Canadian Bond Fund ......... 115 Fees and expenses payable by the Funds .... 35 Sun Life MFS Canadian Equity Growth Fees and expenses payable directly by you 40 Fund ............................................................. 118 Impact of sales charges ............................... 44 Sun Life MFS Dividend Income Fund ...... 121 Dealer compensation .................................... 44 Commissions we pay to your Dealer .......... 44 Sun Life MFS U.S. Equity Fund ................ 124 Series O Service Fees ................................. 48 Sun Life MFS Low Volatility International Other sales incentives ................................. 48 Equity Fund ................................................. 126 Equity interest ............................................. 48 Sun Life MFS Low Volatility Global Equity Dealer compensation from management Fund ............................................................. 129 fees .................................................................. 48 Sun Life Franklin Bissett Canadian Equity Income tax considerations for investors ..... 48 Class ............................................................. 132 Mutual fund earnings .................................. 49 How your investment is taxed .................... 49 Sun Life Invesco Canadian Class (formerly Non-registered accounts ............................. 50 Sun Life Trimark Canadian Class) ........... 135 Registered Plans ......................................... 51 *Dynamic, Dynamic Funds, Dynamic American Fund, Dynamic Equity Income Fund and Dynamic Strategic Yield Fund are registered and What are your legal rights? ......................... 52 proprietary trademarks of The Bank of Nova Scotia, an affiliate of 1832 Asset Management L.P., used under license by the Manager. Specific information about each of the mutual funds described in this document ... 53 Sun Life Granite Conservative Portfolio .... 59 Sun Life Granite Moderate Portfolio .......... 62 Simplified Prospectus | i Introduction This document contains selected important information to help you make an informed investment decision and understand your rights as an investor. Throughout this document: • we, us, our, Sun Life Global Investments Canada or the Manager means Sun Life Global Investments (Canada) Inc.; • you means each person who invests in the Funds; • advisor means the registered representative who advises you on your investments; • BlackRock Funds means the following Funds: Sun Life BlackRock Canadian Equity Fund; and Sun Life BlackRock Canadian Balanced Fund; • Corporate Classes means Sun Life Franklin Bissett Canadian Equity Class and Sun Life Invesco Canadian Class, which are each organized as separate classes of shares of Sun Life Global Investments Corporate Class Inc.; • dealer means the company where your investment advisor works; • Fund means a mutual fund listed on the front cover of this Simplified Prospectus; • intermediary means a third party that your dealer may use to administer your account; • Investment Objective Change means the change to the investment objective of Sun Life Infrastructure Fund effective on or about May 31, 2019 if approved by unitholders of the Fund at a meeting to be held on or about May 17, 2019 as described in greater detail in the part of this Simplified Prospectus relating to specific information on Sun Life Infrastructure Fund. • IRC means the independent review committee established by the Manager under National Instrument 81-107 - Independent Review Committee for Investment Funds; • MFS IMC Funds means the following Funds: Sun Life MFS Canadian Bond Fund; Sun Life MFS Canadian Equity Growth Fund; Sun Life MFS Dividend Income Fund; Sun Life MFS U.S. Equity Fund; Sun Life MFS Low Volatility International Equity Fund; and Sun Life MFS Low Volatility Global Equity Fund; • NAV means net asset value; • Portfolio(s) or Sun Life Granite Portfolio(s) means the following Funds: Sun Life Granite Conservative Portfolio; Sun Life Granite Moderate Portfolio; Sun Life Granite Balanced Portfolio; Sun Life Granite Balanced Growth Portfolio; Simplified Prospectus | 1 Sun Life Granite Growth Portfolio; Sun Life Granite Income Portfolio; and Sun Life Granite Enhanced Income
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