(As of 12/31/2021)

Sun Life Sunfund

(Canadian Focused Equity)



2017
2013
2012
FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(1/31/2000)
10.25 %
YTD Return 26.87 %
NAVPS
(12/31/2021)
$1,381.33
Change - / -
Growth of $10,000 (As of December 31, 2021)
MER 1.38 %
Assets ($mil) $61.73
Rank (1Yr) 31/511
Std Dev (3Yr) 15.23 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load Front Fee Only
Max Front End -
Max Back End -
Sales Status Partially Open
 
Objective
This fund's objective is to seek capital appreciation over the long-term coupled with dividend income. It invests primarily in common shares and convertible securities of Canadian companies and preferred shares that pay regular income. The fund's investments are diversified across industry sectors.
Fund Manager

Signature Funds Group

Portfolio Manager

Eric B. Bushell, CI Investments Inc

Sub-Advisor
Data not available
 
Asset Allocation
(As of December 31, 2021)
Sector Allocation
(As of December 31, 2021)
Geographic Allocation
(As of December 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
CI Select Canadian Equity Corporate Class ICanadian EquityMutual FundCanada99.55%
Canadian DollarsCash and EquivalentsCash and Cash EquivalentCanada0.45%

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.76 5.89 6.77 26.87 26.87 18.03 10.57 10.64
Benchmark 3.01 6.29 6.65 21.76 21.76 16.74 10.36 10.25
Quartile Ranking 4 3 3 1 1 1 1 1

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 26.87 7.41 20.68 -13.61 16.34 14.41 -1.42 12.41 20.19 9.12
Benchmark 21.76 7.58 21.45 -7.15 10.80 14.44 -0.77 10.97 18.57 8.52
Quartile Ranking 1 2 2 4 1 1 2 2 3 1

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