(As of 5/31/2022)

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)
6.69 %
YTD Return -14.37 %
NAVPS
(6/24/2022)
$16.15
Change $0.41 / 2.59 %
Growth of $10,000 (As of May 31, 2022)
MER 2.22 %
Assets ($mil) -
Rank (1Yr) 417/772
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 April 30, 2022)
Sector Allocation
(As of April 30, 2022)
Geographic Allocation
(As of April 30, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Nestle SA Cl NInternational EquityConsumer GoodsOther European5.57%
Roche Holding AG - PartcptnInternational EquityHealthcareOther European5.00%
Taiwan Semiconductor Manufactrg Co Ltd - ADRInternational EquityTechnologyAsia/Pacific Rim3.44%
Diageo PLCInternational EquityConsumer GoodsEuropean Union3.24%
Linde PLCInternational EquityBasic MaterialsEuropean Union3.22%
LVMH Moet Hennessy Louis Vuitton SEInternational EquityConsumer GoodsEuropean Union3.19%
Hitachi LtdInternational EquityIndustrial GoodsJapan3.18%
Novartis AG Cl NInternational EquityHealthcareOther European3.10%
Schneider Electric SEInternational EquityIndustrial GoodsEuropean Union3.07%
Sap SEInternational EquityTechnologyEuropean Union3.00%

Performance Data (As of May 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.22 -5.97 -11.57 -14.37 -10.11 3.46 3.77 8.21
Benchmark -0.50 -5.99 -9.02 -12.51 -8.21 4.18 2.74 9.55
Quartile Ranking 3 3 3 3 3 3 2 3

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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