# Sun Life Global Investments Lowers Management and Administration Fees on MFS Funds and ETF+ Portfolios

> Sun Life Global Investments cuts management fees by 0.25% on two MFS funds and fixed administration fees by 0.20% on ETF+ Portfolios.

- Published: 2026-10-21T22:19:23+00:00
- Section: Business
- Author: News Desk
- URL: https://newsforagent.com/news/2026-10-21/sun-life-global-investments-fund-fee-cuts
- Source: [Newswire](https://www.newswire.ca/news-releases/sun-life-global-investments-lowers-fees-for-sun-life-mfs-international-value-and-global-value-funds-and-sun-life-etf-portfolios-868154451.html)

## Key takeaways

- Sun Life Global Investments reduced management fees by 0.25% for retail series and 0.20% for regular series on Sun Life MFS International Value Fund and Sun Life MFS Global Value Fund.
- Fixed administration fees for the Sun Life ETF+ Portfolios were cut by 0.20% for retail series and 0.15% for regular series.
- The fee reductions take effect November 16, 2026.

Sun Life Global Investments will cut management fees on certain series of Sun Life MFS International Value Fund and Sun Life MFS Global Value Fund and reduce fixed administration fees on the Sun Life ETF+ Portfolios, effective November 16, 2026. The reductions are 0.25% for retail series and 0.20% for regular series on the MFS funds, and 0.20% for retail and 0.15% for regular series on the ETF+ Portfolios, [Newswire](https://www.newswire.ca/news-releases/sun-life-global-investments-lowers-fees-for-sun-life-mfs-international-value-and-global-value-funds-and-sun-life-etf-portfolios-868154451.html) reported. Sun Life Global Investments is the trade name of SLGI Asset Management Inc., which offers Canadian mutual funds and ETF solutions.

## What the Sun Life MFS Fee Cuts Cover

For Sun Life MFS International Value Fund, the management fee on F, F5 and F8 series falls from 0.95% to 0.70%, a reduction of 0.25%. The R series fee drops from 0.70% to 0.65%, a reduction of 0.05%. For Sun Life MFS Global Value Fund, the F, F5 and F8 series fee falls from 0.95% to 0.70%, a reduction of 0.25%, while the R series fee drops from 0.85% to 0.65%, a reduction of 0.20%.

Sun Life MFS International Value Fund offers active exposure to high-quality businesses in international markets, with a preference for larger companies in developed markets. Sun Life MFS Global Value Fund is an actively managed global equity fund focused on high-quality, undervalued companies, primarily larger businesses in developed markets.

## Fixed Administration Fees on the ETF+ Portfolios

The Sun Life ETF+ Portfolios combine core mutual funds and passive ETFs with targeted allocations to gold, private fixed income and an in-house systematic U.S. Sector rotation strategy. Fixed administration fees fall by 0.20% for A and T5 series and by 0.15% for F, F5 and P series across the affected portfolios. For example, the A series fee drops from 0.875% to 0.10% on one portfolio and from 1.450% to 0.10% on another, while F series fees fall from 0.375% to 0.05% and from 0.450% to 0.05%.

## Earlier Sun Life Global Investments Moves

In September 2026, Sun Life Global Investments announced regular monthly distributions for three ETFs, including potential return of capital, AInvest reported. The same month, the firm announced Q3 2026 cash distributions for three ETFs, payable September 30 to unitholders of record on September 23, with amounts per unit ranging from $0.075 to $0.108 across the ETF series. In May 2026, Sun Life Global Investments expanded its Granite target date fund suite with Sun Life Granite Index+ funds, a passive option offering broad diversification and private market exposure.

## Effective Date for the New Fees

The management fee and fixed administration fee reductions take effect November 16, 2026, according to the announcement. More information is available on the [Sun Life Global Investments website](http://www.sunlifeglobalinvestments.com).

## Companies in this story

- Sun Life Global Investments · website: http://www.sunlifeglobalinvestments.com

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