SUN LIFE CRESCENT SPECIALTY CREDIT PRIVATE POOL (CAD) SLSC.CA

Sun Life Crescent Specialty Credit Private Pool is an actively managed fixed income fund whose primary objective is to provide income while preserving capital by investing in below‐investment grade debt.

Key securities include fixed- and floating-rate high yield corporate debt, broadly and narrowly syndicated bonds, and bank loans. It also has discretion to invest up to 100% of its assets in foreign‐denominated debt, with most foreign currency exposure hedged back to the Canadian dollar.

Asset class scope is non-investment grade credit across corporate debt and bank loans globally, with dominant exposure to U.S. issuers but with allocations also outside the U.S. The investment process combines top-down and bottom-up analysis by its sub-advisor, Crescent Capital Group LP, overseen by SLGI Asset Management Inc. The provider is SLGI Asset Management Inc., part of Sun Life Global Investments.

The vehicle is a Private Pool fund series that includes multiple share classes, including an ETF series, and conforms to Canadian mutual fund regulatory structure.