(As of 11/30/2018)

Sun Life Sunfund

(Canadian Focused Equity)



2013
2012

FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(1/31/2000)
9.52 %
YTD Return -7.20 %
NAVPS
(11/30/2018)
$902.33
Change - / -
Growth of $10,000 (As of November 30, 2018)
MER 1.38 %
Assets ($mil) $51.23
Rank (1Yr) 387/498
Std Dev (3Yr) 8.77 %
Volatility Ranking (3Yr) 6/10
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.
Management Co.
Signature Funds Group
Managers
Eric B. Bushell
 
Asset Allocation
(As of November 30, 2018)
Sector Allocation
(As of November 30, 2018)
Geographic Allocation
(As of November 30, 2018)
Top 10 Holdings
NameAssetSectorGeographicPercent
Signature Select Canadian Corporate Class ICanadian EquityMutual FundCanada99.93%
Canadian DollarsCash and EquivalentsCash and Cash EquivalentCanada0.07%
Signature Select Canadian Corporate Class ACanadian EquityMutual FundCanada0.00%

Performance Data (As of November 30, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.38 -9.68 -8.52 -7.20 -6.01 6.42 6.83 9.20
Benchmark 1.39 -5.82 -3.92 -3.68 -2.53 7.24 5.63 8.23
Quartile Ranking 4 4 4 4 4 1 1 1

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 16.34 14.41 -1.42 12.41 20.19 9.12 -7.51 11.34 29.22 -25.25
Benchmark 9.10 21.08 -8.32 10.55 12.99 7.19 -8.71 17.61 35.06 -33.00
Quartile Ranking 1 2 2 1 3 2 2 2 1 1

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