(As of 2/28/2023)

Sun Life MFS Global Growth Fund Series A

(Global Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2021
2020
2019



Inception Return
(9/30/2010)
10.93 %
YTD Return 4.10 %
NAVPS
(3/24/2023)
$27.36
Change $0.29 / 1.09 %
Growth of $10,000 (As of February 28, 2023)
MER 2.21 %
Assets ($mil) -
Rank (1Yr) 1325/2223
Std Dev (3Yr) 12.45 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
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.
Fund Manager

SLGI Asset Management Inc.

Portfolio Manager

SLGI Asset Management Inc.

Sub-Advisor

MFS Investment Management Canada Limited

David Antonelli, MFS Institutional Advisors, Inc.

Jeffrey C. Constantino , MFS Institutional Advisors, Inc.

 
Asset Allocation
(As of January 31, 2023)
Sector Allocation
(As of January 31, 2023)
Geographic Allocation
(As of January 31, 2023)
Top 10 Holdings
NameAssetSectorGeographicPercent
Alphabet Inc Cl AUS EquityTechnologyUnited States4.64%
Microsoft CorpUS EquityTechnologyUnited States4.46%
Visa Inc Cl AUS EquityFinancial ServicesUnited States3.00%
Accenture PLC Cl AInternational EquityTechnologyEuropean Union2.83%
Canadian Pacific Railway LtdCanadian EquityIndustrial ServicesCanada2.70%
Tencent Holdings LtdInternational EquityTechnologyAsia/Pacific Rim2.37%
Church & Dwight Co IncUS EquityConsumer GoodsUnited States2.34%
Icon PLCInternational EquityHealthcareEuropean Union2.20%
Taiwan Semiconductor Manufactrg Co Ltd - ADRInternational EquityTechnologyAsia/Pacific Rim2.17%
Apple IncUS EquityTechnologyUnited States2.13%

Performance Data (As of February 28, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.74 -0.21 6.29 4.10 -2.23 8.44 8.49 11.25
Benchmark -0.91 1.13 7.56 4.74 -1.40 9.35 7.06 11.15
Quartile Ranking 4 3 3 3 3 2 1 1

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -14.48 15.64 16.63 27.49 2.22 21.13 -0.20 15.70 11.76 28.06
Benchmark -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97 32.40
Quartile Ranking 3 3 1 1 1 1 4 2 2 3

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