EX-99.E UNDR CONTR 4 exhibite4.htm exhibite4.htm
 
 

 

 
  UNDERWRITING AGREEMENT
Amendment No. 3

July 11, 2008

 The Underwriting Agreement dated February 1, 2004 and amended May 1, 2006 and January 1, 2008 (the “Agreement”) by and between Sun Capital Advisers Trust (the “Trust”), a Delaware statutory trust, on behalf of each of its series (each, a “Fund” and collectively, the “Funds”), and Clarendon Insurance Agency, Inc. (the “Underwriter”) is hereby amended as follows:

Schedule A of the Agreement is replaced in its entirety with the attached revised Schedule A which reflects the following changes:

(a) the establishment of the following eight new funds:  SC Ibbotson Moderate Fund, SC Ibbotson Balanced Fund, SC Ibbotson Growth Fund, SC Dreman Small Cap Value Fund, SC AIM Small Cap Growth Fund, SC AllianceBernstein International Value Fund, SC PIMCO Total Return Fund, and SC BlackRock Inflation Protected Bond Fund;

(b) the adoption of new subadvisers for the following funds:  SC Oppenheimer Large Cap Core Fund, formerly the Sun Capital All Cap Fund, and SC WMC Large Cap Growth Fund, formerly the SC FI Large Cap Growth Fund; and

(c) the adoption of the following name changes:
(i)   Sun Capital Global Real Estate Fund (formerly the Sun Capital Real Estate Fund)
(ii)  SC WMC Blue Chip Mid Cap Fund (formerly the SC Blue Chip Mid Cap Fund)
(iii) SC Oppenheimer Large Cap Core Fund (formerly the Sun Capital All Cap Fund)
(iv) SC WMC Large Cap Growth Fund (formerly the SC FI Large Cap Growth Fund).

IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed by their duly authorized officers and their seals to be hereto affixed as of the day and year first above written.

ATTEST:
SUN CAPITAL ADVISERS TRUST,
 
on behalf of each series listed onSchedule A



By: /s/ Maura A. Murphy                        By: /s/ James M.A. Anderson                                                                
Maura A. Murphy                                   James M.A. Anderson
Secretary                                              President, Chief Executive Officer

CLARENDON INSURANCE AGENCY, INC.


                                                                By: /s/ Michelle A. D’Albero                                                                
Michelle A. D’Albero
                                                                Authorized Signer


By: /s/ Michael S. Bloom                                                      
Michael S. Bloom
                                                      Authorized Signer


 
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Schedule A
Effective Date:  July 11, 2008


 
Initial Class
Service Class
Sun Capital Investment Grade Bond Fund
None
*
Sun Capital Global Real Estate Fund
None
*
Sun Capital Money Market Fund
None
*
SC Davis Venture Value Fund
None
*
SC Oppenheimer Main Street Small Cap Fund
None
*
SC Oppenheimer Large Cap Core Fund
None
*
SC WMC Large Cap Growth Fund
None
*
SC WMC Blue Chip Mid Cap Fund
None
*
SC Lord Abbett Growth & Income Fund
None
*
SC Goldman Sachs Mid Cap Value Fund
None
*
SC Goldman Sachs Short Duration Fund
None
*
SC PIMCO High Yield Fund
None
*
SC PIMCO Total Return Fund
None
*
SC Ibbotson Moderate Fund
None
*
SC Ibbotson Balanced Fund
None
*
SC Ibbotson Growth Fund
None
*
SC AIM Small Cap Growth Fund
None
*
SC AllianceBernstein International Value Fund
None
*
SC BlackRock Inflation Protected Bond Fund
None
*
SC Dreman Small Cap Value Fund
None
*

* Underwriter shall be paid a distribution and/or service fee at an annual rate not to exceed 0.25% of the average daily net assets attributable to the Service Class shares in accordance with the Trust’s Distribution and Service Plan for such class.  The fee will be accrued daily and paid monthly in arrears, within thirty (30) business days after the end of each calendar month.


 
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