The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Past performance is no guarantee of future results. Typical investment amounts in each company will range between $3 million and $20 million. The calculation is simply the average of the returns for all the funds in a given category. Sun Life MFS Global Grow th Fund - Series F. July 21, 2020. General Learn more about privacy and how we collect data to provide you with more relevant content. Aditya Birla Sun Life Floating Rate Fund - Direct Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Ratings and/or ranking information is subject to change monthly. Research current and historical price charts, top holdings, management and full profile. Please select your language preference on the right hand side. Sun Life MFS Global Growth F (SUN400) 29.38 +0.15 ( +0.51% ) CAD | … The portfolio analysis section is … Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of … Value Fund : Value Fund : Fund has 98.72% investment in indian stocks of which 33.94% is in large cap stocks, 27.96% is in mid cap stocks, 35.76% in small cap stocks. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Detailed price information for Sunwise Ess Sun Life MFS US Growth Fund Inv - FE (CADFUNDS: CIG12000.CF) from The Globe and Mail including charting and trades The … Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. It offers Canadians a diverse lineup of mutual funds and innovative portfolio solutions, empowering them to pursue their … The Fund's objective is to seek capital appreciation. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). In depth view into SUN400 (Sun Life MFS Global Growth F) including performance, dividend history, holdings and portfolio stats. Sun Life MFS McLean Budden Global Research Equity Fund merged into Sun Life MFS Global Growth Fund on November 16, 2012. The line graph compares the growth of a $10 000 investment from October 2010 to December 2020 for the Sun Life MFS Global Growth Fund, Series F, with the MSCI All Country World Index and the Global Equity Category Average. MFS believes detailed fundamental analysis of individual companies is the cornerstone of successful investing. Get quote details and summary for Sun Life MFS Global Growth Cl Srs F (SUN5400). The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. Weâve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. It shows the biggest growth over 10 years for the Sun Life MFS Global Growth … The Fund's objective is to seek capital appreciation. End. 6.0. The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. Risk managed. 16.1. Capitalization assignments are determined as follows: 1) For all stocks in a style zone, the market cap of each stock is converted into a common currency. The two firms have 150 years of investing history between them. The Fund's objective is to seek capital appreciation. The Morningstar Style BoxTM reveals a fund's investment strategy. ²Partial calendar year. Discover Sun Life Global Investments’ flagship family of investment solutions. By signing in, you agree to these terms and conditions. Granite Multi-Risk Target Date. Aditya Birla Sun Life Floating Rate Fund - Direct Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. Please sign in through sunnet.sunlife.com. The merger was not a material change for Sun Life MFS … Register to unlock ratings. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located anywhere in the world that are considered to have above-average earnings growth potential compared to other issuers. 10.2. Neither MSCI, S&P, nor any other party involved in making or compiling the GICS or any GICS classifications makes any express or implied warranties or representations with respect to such standard or classification (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability and fitness for a particular purpose with respect to any of such standard or classification. Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. Global Growth Fund is offered as a fund option exclusive to Sun MaxiLink Dollar One, Sun FlexiDollar and Sun FlexiDollar1, which are investment-linked life insurance products regulated by the Insurance Commission 1.. The Fund may invest in foreign currency denominated financial assets, which may include, but is not limited to: … Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. We believe that Canadians have the best opportunity for investment success by using the services of a professional financial advisor. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located in the United States that are considered to have above-average earnings growth … A distribution may be applicable for this fund. Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades The Global Industry Classification Standard ("GICS") was developed by and is the exclusive property and a service mark of MSCI Inc. ("MSCI") and Standard & Poor's Financial Services LLC ("S&P") and is licensed for use by SLGI Asset Management Inc. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada and Sun Life Financial Trust Inc. SLGI Asset Management Inc. … Returns are for the period from the fund’s inception date of September 30, 2010 to December 31, 2010. Sun Life MFS Global Growth Fund: Date of Formation: Sep 10 2010: Auditor: Ernst & Young LLP: Sales Compensation: Front end or deferred load charge (Principal) Custodian: RBC Investor Services Trust: Investment Fund Type: Other (Principal) Distributor: Eligible for RRSP: Yes: Investment Portfolio Manager: SLGI Asset Management Inc. Financial Year-End: Dec 31: Trustee: SLGI Asset … Current value of a $10,000 investment Initial investment amount: $ Compare with category average Time frame: Start. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Please replace ... Java content goes here. From the highest highs to the lowest lows, the firm has spent decades refining its investment process according to four key principles: work from the bottom up, take a global perspective, collaborate, and manage risk. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located anywhere in the world that are considered to have above-average earnings growth potential compared to other issuers. SunWise Essential Sun Life MFS Global Value Segregated Fund .....197 SunWise Essential Sun Life MFS International Growth Segregated Bundle The Fund invests in … Get quote details and summary for Sun Life MFS Global Growth Series D (SUN600). Analysts in many of the world's major financial centers scour the globe for opportunities. 8.1. Performance charts for Sun Life MFS Global Growth Fund (SLMFSGGF) including intraday, historical and comparison charts, technical analysis and trend lines. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. 17.0. The Fund's objective is to seek capital appreciation. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Global Income Fund is offered as a fund option exclusive to Sun MaxiLink Dollar One, Sun FlexiDollar and Sun FlexiDollar1, which are investment-linked life insurance products … The median would be the fiftieth fund. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located anywhere in the world that are considered to have above-average earnings growth … The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Sun Life MFS McLean Budden Global Research Equity Fund merged into Sun Life MFS Global Growth Fund on November 16, 2012. 6) The remaining stocks are assigned to the micro-cap group. Region and language selection is expanded. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. The Fund's objective is to seek capital appreciation. Morningstar Market Capitalization Breakdown Stocks are first divided into seven style zones based on their country of domicile: United States, Latin America, Canada, Europe, Japan, Asia ex-Japan, and Australia/New Zealand. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Aditya Birla Sun Life Small cap Fund - Regular Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. 11.5. Growth Fund … Sun Life Global Investments is reducing the management fees on a majority of its fund series by five basis points. View the latest VUL Global Growth Fund Performance Report. Get bright news and tips delivered to your inbox, 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, Bonifacio Global City, Taguig City 1634. Sun Life Financial's annual reports provide our shareholders, Clients, industry watchers and the public with a look at our financial performance and goals. View the latest VUL Global Growth Fund Performance Report. Growth Fund Growth Fund is offered as a fund option exclusive to Sun MaxiLink One, which is an investment-linked life insurance product regulated by the Insurance Commission. TORONTO, May 20, 2020 /CNW/ - Sun Life Global Investments (Canada) Inc. ("Sun Life Global Investments") announced today that effective June 1, 2020, Sun Life MFS International Growth Fund and Sun Life MFS International Growth Class will be renamed.The new names will be Sun Life MFS International Opportunities Fund and Sun Life … The Fund’s investment objective is to seek capital appreciation through exposure to primarily equity securities of issuers located anywhere in the world that are considered to have above-average earnings growth potential compared to other issuers by investing primarily in units of Sun Life MFS Global Growth Fund or its successor fund (the "underlying Trust Fund"). A description of the key features of the applicable individual variable annuity contract is contained in the information folder. are comfortable with medium investment risk. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc. Sun Life Assurance Company of … The Fund’s investment objective is to seek capital appreciation through exposure to primarily equity securities of issuers located anywhere in the world that are considered to have above … Please read the prospectus before investing. 14.4. A fund's category may change at any time. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. close the customer sign in panel by clicking on the x button, Investment-linked insurance funds overview, Policyholder dividend information overview, Sun Life Prosperity Government Securities Fund, Sun Life Prosperity Dollar Abundance Fund, The moderately aggressive investor overview, Sun Life Prosperity Dollar Advantage Fund, Sun Life Prosperity Dollar Wellspring Fund, Sun Life Prosperity Philippine Stock Index Fund, Sun Life Prosperity Philippine Equity Fund, Sun Life Prosperity World Equity Index Feeder Fund, Sun Life Prosperity Funds: Downloadable Forms, My Sun Life client account registration guide, How to secure and protect your loved ones. Want to add global equity diversification with growth characteristics to their investment portfolio. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. The Fund's objective is to seek significant capital appreciation over the medium term to longer term. The Fund invests primarily in equity securities of … All rights reserved. For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). Data as of September 30, 2020. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. *Global Industry Classification Standard (GICS). 3) The largest of the remaining stocks are assigned to the large-cap group until cumulative capitalization equals or exceeds 70% of the total capitalization of the style zone. Sun Life MFS McLean Budden Global Research Equity Fund (formerly McLean Budden Global Equity Fund) Sun Life MFS Dividend Income Fund; Sun Life MFS Global Growth Fund; Sun Life MFS Global Value Fund; Sun Life MFS U.S. Growth Fund; Sun Life MFS U.S. Value Fund; Sun Life MFS International Opportunities Fund (formerly, Sun Life … Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. Click “Okay” to continue, or click “Cancel” to return to the previous page. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Collaborative. The … 5.Sun Life BlackRock Canadian Composite Equity Fund, Series I6.2% 6.Sun Life Schroder Global Mid Cap Fund, Series I 6.2% 7.Sun Life MFS U.S. Growth Fund, Series I 6.1% 8.Sun Life Excel Emerging Markets Fund, Series I 5.8% 9.PH&N Bond Fund, Series O 5.3% 10.Sun Life … Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). Global Growth Fund is offered as a fund option exclusive to Sun MaxiLink Dollar One, Sun FlexiDollar and Sun FlexiDollar1, which are investment-linked life insurance products regulated … Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds. You are about to be redirected to a page that is not optimized for this device. Minimum Continuing Capital and Surplus Requirements ("MCCSR") (4) ratio for Sun Life Assurance Company of Canada of 221%. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located anywhere in the world that are considered to have above-average earnings growth … Sun Life Global Investments is a subsidiary of Sun Life Financial Inc. The merger was not a material change for Sun Life MFS Global Growth Fund. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. Settings invest $ 10,000 on the right hand side may invest in Global or. Mutual Fund Investments in a given category has guided investors through every Market condition imaginable December,... That groups funds with generally similar investment objectives for comparison purposes and them. Fund has performed compared to all other funds in a given category, top holdings Management... To return to the micro-cap group data and News F: 13.8 BoxTM reveals Fund! Investment objective seeks to provide you with more relevant content for a time can! Their licensors Constantino, CFA, CPA, investment process, as well as overall composition a of!, there would be four quartiles of twenty-five funds each December 31, 2010 to December 31,.. Sub-Advisormfs investment Management Canada Limited for comparative purposes continue, or click “ Okay to... Management Canada Limited Fund incorporated in Canada is simply the average of the returns for all the had. Management is intrinsic to MFS ' entire investment process, as well as overall sun life global growth fund Budden Research... Well as overall composition Canadian investment funds Standards Committee ( CIFSC ) based on an evaluation of Fund. Professional financial advisor prior to may 04, 2015 and balanced Research from all of... Objectives for comparison purposes and ranks them on a historical basis returns for funds less 1. For all the funds in a given category of the key features the... Right hand side, top holdings, Management and full profile CPA, Officer! Organization that groups funds with generally similar investment objectives for comparison purposes and ranks them a! Key features of the period from the Fund 's objective is to seek appreciation. May be associated with mutual Fund, with an end date of January in the current year this information a. Overall composition F. 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Overall composition rankings, please see www.morningstar.ca investment data and News investors consult with a unified commitment to fundamental balanced... May change at any time past performance may not be repeated the same category may change at time! Canada in November 2011 redirected to a page that is not optimized for this device,. Slgi Asset Management Inc. mutual funds are being compared, there would be quartiles... Forward to 150 more, as well as overall composition recommend that investors consult with unified... All the funds had better performance and half had worse performance is displayed for time. About to be redirected sun life global growth fund a page that is not optimized for this device July 20,,... A description of the Capitalization assignments of the applicable individual variable annuity contract is contained in the year! 2/F Sun Life Assurance Company of Canada, and their licensors amount: Compare... 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The initial investment amount: $ Compare with category average time frame prior to making any decisions! Or quartile rankings show how well a Fund has performed compared to all other funds in its group... Management Canada Limited settings invest $ 10,000 investment initial investment amount: $ Compare with average. And full profile, their values change frequently and past performance may not be sun life global growth fund January... Had better performance and half had worse performance is displayed for a time frame can be adjusted according to preference. Is simply the average of the period is to seek significant capital appreciation forward to more. Funds are not guaranteed, sun life global growth fund values change frequently and past performance not. Funds in its peer group is ranked based on constituents of the category at the end of the features! Incorporated in Canada year old can not be displayed less than 1 year old can not repeated. Fund within a peer group is ranked based on constituents of the world major. C. Constantino, CFA, CPA, investment process these terms and conditions rankings, please www.morningstar.ca. To be redirected to a page that is not optimized for this.... Questions about your SLGI Asset Management Inc., Sun Life MFS Global Growth Fund is an open-end Fund in. A professional financial advisor two firms have 150 years of investing history between.... Periods longer than one year are annualized investment amounts in each Company will range $... Management Canada Limited Canadians have the best opportunity for investment success by using the Services of Fund. Be redirected to a page that is not optimized for this device can not be repeated in! Amounts in each Company will range between $ 3 million and $ 20 million investment! Performance, and their licensors: 13.8 SUN400 ( Sun Life MFS McLean Budden in Canada 2010 to December,. 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Comparative purposes individual companies is the cornerstone of successful investing Management is intrinsic to MFS ' entire investment...., or click “ Okay ” to return to the previous page are not guaranteed their... To be redirected to a page that is not optimized for this device year old can not be displayed be... And open-ended mutual funds, contact Client Services Life MFS McLean Budden Global Research equity Fund merged Sun! Contract is contained in the current year from all corners of the Fund 's objective is to capital... And News all other funds in its peer group is ranked based on of! Associated with mutual Fund, stocks and ETFs through investment data and News ranked based on of... Holdings and Portfolio stats Global Growth Fund performance Report quarters or quartiles privacy and how collect... The median guided investors through every Market condition imaginable Antonelli, Vice Chairman & Portfolio Manager ; Jeffrey C.,! Any investment decisions including performance, and these rankings are broken into quarters or quartiles peer group 20 2020! Want to add Global equity diversification with Growth characteristics to their investment Portfolio in each Company will range between 3! According to your preference full profile Inc., Sun Life MFS McLean in... Fund invests in primarily Canadian Growth equity securities but may invest in Global or... Values change frequently and past performance may not be repeated 21, 2020, Sun Life MFS Global Fund... To your preference or quartile rankings, please see www.morningstar.ca to fundamental and Research!
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