EX-99.E UNDR CONTR 10 exhibite5.htm exhibite5.htm
 
 

 

 
  UNDERWRITING AGREEMENT
Amendment No. 4

May 12, 2010

 The Underwriting Agreement dated February 1, 2004 and amended May 1, 2006, January 1, 2008 and July 11, 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 adoption of a new subadviser for the following fund:  SC Columbia Small Cap Value Fund, formerly the SC Dreman Small Cap Value Fund; and

 (b) the adoption of the following name change:  SC Invesco Small Cap Growth Fund (formerly the SC AIM Small Cap Growth Fund); and

(c) the payment of fees on a semi-monthly basis (i.e., twice per month), rather than on a monthly basis.


IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed by their duly authorized officers 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/John T. Donnelly                                                      
    Maura A. Murphy                                                                       John T. Donnelly
    Secretary                                                                           President, Chief Executive Officer


CLARENDON INSURANCE AGENCY, INC.


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


By:           /s/William T. Evers                                                      
   William T. Evers
    Authorized Signer

 
 

 


Schedule A
Effective Date:  May 12, 2010


 
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 Invesco Small Cap Growth Fund
None
*
SC AllianceBernstein International Value Fund
None
*
SC BlackRock Inflation Protected Bond Fund
None
*
SC Columbia 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 at two times each month, once on the 15th day of the month and once on the last day of the month, in each case, within thirty (30) business days after the end of the payment period.