(As of 6/30/2024)

Sun Life MFS Global Growth Fund Series A

(Global Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2022
2021
2020
2019



Inception Return
(9/30/2010)
11.48 %
YTD Return 10.27 %
NAVPS
(7/12/2024)
$33.67
Change $0.34 / 1.02 %
Growth of $10,000 (As of June 30, 2024)
MER 2.21 %
Assets ($mil) -
Rank (1Yr) 1368/1977
Std Dev (3Yr) 12.45 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load Choice of Front or No Load
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

Jeffrey C. Constantino , MFS Institutional Advisors, Inc.

Joseph Skorski, MFS Institutional Advisors, Inc.

 
Asset Allocation
(As of May 31, 2024)
Sector Allocation
(As of May 31, 2024)
Geographic Allocation
(As of May 31, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
Microsoft CorpUS EquityTechnologyUnited States7.14%
Alphabet Inc Cl AUS EquityTechnologyUnited States3.54%
Visa Inc Cl AUS EquityFinancial ServicesUnited States3.39%
Taiwan Semiconductor Manufactrg Co Ltd - ADRInternational EquityTechnologyAsia/Pacific Rim3.36%
Tencent Holdings LtdInternational EquityTechnologyAsia/Pacific Rim2.95%
NVIDIA CorpUS EquityTechnologyUnited States2.61%
Apple IncUS EquityTechnologyUnited States2.38%
Canadian Pacific Kansas City LtdCanadian EquityIndustrial ServicesCanada2.27%
Accenture PLC Cl AInternational EquityTechnologyEuropean Union2.10%
HDFC Bank Ltd - ADRInternational EquityFinancial ServicesOther Asian2.00%

Performance Data (As of June 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.27 1.53 10.27 10.27 14.40 5.65 10.18 11.17
Benchmark 2.29 3.58 14.22 14.22 22.88 8.57 11.56 11.17
Quartile Ranking 3 3 3 3 3 3 2 1

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 16.07 -14.48 15.64 16.63 27.49 2.22 21.13 -0.20 15.70 11.76
Benchmark 19.37 -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97
Quartile Ranking 2 3 3 1 1 1 1 4 2 2

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