(As of 8/31/2021)

Sun Life MFS Global Growth Fund Series A

(Global Equity)



2019


FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(9/30/2010)
13.51 %
YTD Return 13.36 %
NAVPS
(9/20/2021)
$29.73
Change ($0.30) / -1.00 %
Growth of $10,000 (As of August 31, 2021)
MER 2.27 %
Assets ($mil) -
Rank (1Yr) 1472/2285
Std Dev (3Yr) 12.35 %
Volatility Ranking (3Yr) 5/10
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 July 31, 2021)
Sector Allocation
(As of July 31, 2021)
Geographic Allocation
(As of July 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Alphabet Inc Cl AUS EquityTechnologyUnited States5.91%
Microsoft CorpUS EquityTechnologyUnited States4.65%
Alibaba Group Holding LtdInternational EquityTechnologyAsia/Pacific Rim2.75%
Apple IncUS EquityTechnologyUnited States2.45%
Accenture PLC Cl AInternational EquityTechnologyEuropean Union2.40%
Dollarama IncCanadian EquityConsumer ServicesCanada2.15%
Boston Scientific CorpUS EquityHealthcareUnited States2.01%
Aon PLCInternational EquityFinancial ServicesEuropean Union1.96%
American Tower CorpUS EquityReal EstateUnited States1.92%
Nestle SAInternational EquityConsumer GoodsOther European1.90%

Performance Data (As of August 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.21 9.63 13.15 13.36 22.81 15.88 15.33 14.88
Benchmark 3.79 9.04 12.82 14.93 25.40 12.97 13.50 14.33
Quartile Ranking 4 2 2 3 3 1 1 1

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 16.63 27.49 2.22 21.13 -0.20 15.70 11.76 28.06 14.57 -5.06
Benchmark 13.15 21.41 -1.79 16.29 5.18 16.88 13.97 32.40 13.73 -5.69
Quartile Ranking 1 1 1 1 4 2 2 3 2 2

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use .
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .