(As of 10/31/2022)

Sun Life MFS International Opport Fund Series A

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





Inception Return
(9/30/2010)
6.04 %
YTD Return -18.26 %
NAVPS
(12/2/2022)
$17.85
Change $0.03 / 0.15 %
Growth of $10,000 (As of October 31, 2022)
MER 2.22 %
Assets ($mil) -
Rank (1Yr) 299/772
Std Dev (3Yr) 10.93 %
Volatility Ranking (3Yr) 4/10
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 outside of Canada and the U.S. 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

Kevin Dwan, MFS Investment Management Canada Limited

David Antonelli, MFS Institutional Advisors, Inc.

 
Asset Allocation
(As of September 30, 2022)
Sector Allocation
(As of September 30, 2022)
Geographic Allocation
(As of September 30, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Roche Holding AG - PartcptnInternational EquityHealthcareOther European4.91%
Nestle SA Cl NInternational EquityConsumer GoodsOther European4.83%
LVMH Moet Hennessy Louis Vuitton SEInternational EquityConsumer GoodsEuropean Union3.25%
Hitachi LtdInternational EquityIndustrial GoodsJapan3.19%
Novartis AG Cl NInternational EquityHealthcareOther European2.99%
Linde PLCInternational EquityBasic MaterialsEuropean Union2.87%
Taiwan Semiconductor Manufactrg Co Ltd - ADRInternational EquityTechnologyAsia/Pacific Rim2.80%
Sap SEInternational EquityTechnologyEuropean Union2.71%
Schneider Electric SEInternational EquityIndustrial GoodsEuropean Union2.71%
Diageo PLCInternational EquityConsumer GoodsEuropean Union2.65%

Performance Data (As of October 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.41 -3.01 -5.71 -18.26 -16.13 0.23 2.36 7.00
Benchmark 4.78 -3.85 -7.96 -19.07 -17.33 -0.35 0.66 7.57
Quartile Ranking 3 1 1 2 2 2 1 2

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 7.09 10.49 19.17 -2.57 22.20 -3.39 18.76 0.89 18.91 13.14
Benchmark 8.97 8.01 16.27 -6.81 18.37 -1.70 19.41 4.12 32.41 14.58
Quartile Ranking 3 2 2 1 1 3 2 4 4 4

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