(As of 12/31/2020)

SunWise Ess Sun Life MFS Int'l Value Seg Fd Inv Cl

(International Equity)



2019
2017
2016
2015
FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(4/1/2011)
10.62 %
YTD Return 14.07 %
NAVPS
(1/25/2021)
$26.77
Change $0.06 / 0.23 %
Growth of $10,000 (As of December 31, 2020)
MER 3.52 %
Assets ($mil) $0.07
Rank (1Yr) 57/322
Std Dev (3Yr) 10.18 %
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 Partially Open
 
Objective
To seek capital appreciation by investing primarily in equity securities of issuers located outside of Canada and the United States.
Management Co.
Managers
 
Asset Allocation
(As of December 31, 2020)
Sector Allocation
(As of December 31, 2020)
Geographic Allocation
(As of December 31, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS International Value Fund Series AInternational EquityMutual FundMulti-National99.91%
Canadian DollarsCash and EquivalentsCash and Cash EquivalentCanada0.09%

Performance Data (As of December 31, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.23 4.60 10.93 14.07 14.07 8.18 7.09 -   
Benchmark 3.63 11.99 16.08 8.01 8.01 5.38 6.37 8.67
Quartile Ranking 4 4 4 1 1 1 1 -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 14.07 15.97 -4.30 15.16 -3.37 22.82 7.51 32.38 8.70 -     
Benchmark 8.01 16.27 -6.81 18.38 -1.70 19.41 4.12 32.41 14.58 -10.59
Quartile Ranking 1 2 2 3 1 1 1 1 4 -

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